VERMONT HOUSING & CONSERVATION BOARD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN
401k plan membership statisitcs for VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN
Measure | Date | Value |
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2021: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 39 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 21 |
Total of all active and inactive participants | 2021-07-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 0 |
Total participants | 2021-07-01 | 61 |
Number of participants with account balances | 2021-07-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 2 |
2020: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 39 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 17 |
Total of all active and inactive participants | 2020-07-01 | 56 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 0 |
Total participants | 2020-07-01 | 56 |
Number of participants with account balances | 2020-07-01 | 56 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 1 |
2019: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 37 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 14 |
Total of all active and inactive participants | 2019-07-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 0 |
Total participants | 2019-07-01 | 51 |
Number of participants with account balances | 2019-07-01 | 51 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-07-01 | 3 |
2018: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 37 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 10 |
Total of all active and inactive participants | 2018-07-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 47 |
Number of participants with account balances | 2018-07-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 2 |
2017: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 38 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 8 |
Total of all active and inactive participants | 2017-07-01 | 46 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 46 |
Number of participants with account balances | 2017-07-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 2 |
2016: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 33 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 7 |
Total of all active and inactive participants | 2016-07-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 40 |
Number of participants with account balances | 2016-07-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 0 |
2015: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 34 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 6 |
Total of all active and inactive participants | 2015-07-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 0 |
Total participants | 2015-07-01 | 40 |
Number of participants with account balances | 2015-07-01 | 40 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 1 |
2014: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 38 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 31 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 4 |
Total of all active and inactive participants | 2014-07-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
Total participants | 2014-07-01 | 35 |
Number of participants with account balances | 2014-07-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 0 |
2013: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 32 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 3 |
Total of all active and inactive participants | 2013-07-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 0 |
Total participants | 2013-07-01 | 35 |
Number of participants with account balances | 2013-07-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 0 |
2012: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 30 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 5 |
Total of all active and inactive participants | 2012-07-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 0 |
Total participants | 2012-07-01 | 35 |
Number of participants with account balances | 2012-07-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 0 |
2011: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 29 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 6 |
Total of all active and inactive participants | 2011-07-01 | 35 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 0 |
Total participants | 2011-07-01 | 35 |
Number of participants with account balances | 2011-07-01 | 35 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 0 |
2010: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-07-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 28 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 4 |
Total of all active and inactive participants | 2010-07-01 | 32 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 0 |
Total participants | 2010-07-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 1 |
2009: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 27 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 0 |
Total of all active and inactive participants | 2009-07-01 | 34 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 0 |
Total participants | 2009-07-01 | 34 |
Number of participants with account balances | 2009-07-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 1 |
Measure | Date | Value |
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2022 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources | 2022-06-30 | $-400,012 |
Expenses. Total of all expenses incurred | 2022-06-30 | $182,286 |
Benefits paid (including direct rollovers) | 2022-06-30 | $181,186 |
Total plan assets at end of year | 2022-06-30 | $6,647,317 |
Total plan assets at beginning of year | 2022-06-30 | $7,229,615 |
Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2022-06-30 | $1,000 |
Other income received | 2022-06-30 | $-706,246 |
Net income (gross income less expenses) | 2022-06-30 | $-582,298 |
Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $6,647,317 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $7,229,615 |
Total contributions received or receivable from employer(s) | 2022-06-30 | $306,234 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2022-06-30 | $0 |
2021 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources | 2021-06-30 | $1,729,904 |
Expenses. Total of all expenses incurred | 2021-06-30 | $61,703 |
Benefits paid (including direct rollovers) | 2021-06-30 | $60,603 |
Total plan assets at end of year | 2021-06-30 | $7,229,615 |
Total plan assets at beginning of year | 2021-06-30 | $5,561,414 |
Value of fidelity bond covering the plan | 2021-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2021-06-30 | $1,000 |
Contributions received from other sources (not participants or employers) | 2021-06-30 | $204,655 |
Other income received | 2021-06-30 | $1,268,092 |
Net income (gross income less expenses) | 2021-06-30 | $1,668,201 |
Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $7,229,615 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $5,561,414 |
Total contributions received or receivable from employer(s) | 2021-06-30 | $257,157 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
2020 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources | 2020-06-30 | $435,911 |
Expenses. Total of all expenses incurred | 2020-06-30 | $1,000 |
Total plan assets at end of year | 2020-06-30 | $5,561,414 |
Total plan assets at beginning of year | 2020-06-30 | $5,126,503 |
Value of fidelity bond covering the plan | 2020-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $1,000 |
Other income received | 2020-06-30 | $199,322 |
Net income (gross income less expenses) | 2020-06-30 | $434,911 |
Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $5,561,414 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $5,126,503 |
Total contributions received or receivable from employer(s) | 2020-06-30 | $236,589 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-06-30 | $0 |
2019 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2019 401k financial data |
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Total income from all sources | 2019-06-30 | $569,373 |
Expenses. Total of all expenses incurred | 2019-06-30 | $1,000 |
Total plan assets at end of year | 2019-06-30 | $5,126,503 |
Total plan assets at beginning of year | 2019-06-30 | $4,558,130 |
Value of fidelity bond covering the plan | 2019-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $1,000 |
Other income received | 2019-06-30 | $332,161 |
Net income (gross income less expenses) | 2019-06-30 | $568,373 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $5,126,503 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $4,558,130 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $237,212 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
2018 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2018 401k financial data |
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Total income from all sources | 2018-06-30 | $599,512 |
Expenses. Total of all expenses incurred | 2018-06-30 | $249,017 |
Benefits paid (including direct rollovers) | 2018-06-30 | $247,917 |
Total plan assets at end of year | 2018-06-30 | $4,558,130 |
Total plan assets at beginning of year | 2018-06-30 | $4,207,635 |
Value of fidelity bond covering the plan | 2018-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2018-06-30 | $1,000 |
Other income received | 2018-06-30 | $375,466 |
Net income (gross income less expenses) | 2018-06-30 | $350,495 |
Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $4,558,130 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $4,207,635 |
Total contributions received or receivable from employer(s) | 2018-06-30 | $224,046 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
2017 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2017 401k financial data |
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Total income from all sources | 2017-06-30 | $624,172 |
Expenses. Total of all expenses incurred | 2017-06-30 | $372,296 |
Benefits paid (including direct rollovers) | 2017-06-30 | $371,196 |
Total plan assets at end of year | 2017-06-30 | $4,207,635 |
Total plan assets at beginning of year | 2017-06-30 | $3,955,759 |
Value of fidelity bond covering the plan | 2017-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $1,000 |
Other income received | 2017-06-30 | $417,635 |
Net income (gross income less expenses) | 2017-06-30 | $251,876 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $4,207,635 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $3,955,759 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $206,537 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $100 |
2016 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2016 401k financial data |
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Total income from all sources | 2016-06-30 | $250,878 |
Expenses. Total of all expenses incurred | 2016-06-30 | $1,569 |
Total plan assets at end of year | 2016-06-30 | $3,955,759 |
Total plan assets at beginning of year | 2016-06-30 | $3,706,450 |
Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $1,569 |
Other income received | 2016-06-30 | $60,468 |
Net income (gross income less expenses) | 2016-06-30 | $249,309 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $3,955,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $3,706,450 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $190,410 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
2015 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2015 401k financial data |
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Total income from all sources | 2015-06-30 | $240,244 |
Expenses. Total of all expenses incurred | 2015-06-30 | $95,712 |
Benefits paid (including direct rollovers) | 2015-06-30 | $94,043 |
Total plan assets at end of year | 2015-06-30 | $3,706,450 |
Total plan assets at beginning of year | 2015-06-30 | $3,561,918 |
Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $1,569 |
Other income received | 2015-06-30 | $64,994 |
Net income (gross income less expenses) | 2015-06-30 | $144,532 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $3,706,450 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $3,561,918 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $175,250 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
2014 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2014 401k financial data |
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Total income from all sources | 2014-06-30 | $623,887 |
Expenses. Total of all expenses incurred | 2014-06-30 | $19,035 |
Benefits paid (including direct rollovers) | 2014-06-30 | $17,266 |
Total plan assets at end of year | 2014-06-30 | $3,561,918 |
Total plan assets at beginning of year | 2014-06-30 | $2,957,066 |
Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $1,569 |
Other income received | 2014-06-30 | $457,484 |
Net income (gross income less expenses) | 2014-06-30 | $604,852 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $3,561,918 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $2,957,066 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $166,403 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
2013 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2013 401k financial data |
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Total income from all sources | 2013-06-30 | $436,744 |
Expenses. Total of all expenses incurred | 2013-06-30 | $2,296 |
Benefits paid (including direct rollovers) | 2013-06-30 | $88 |
Total plan assets at end of year | 2013-06-30 | $2,957,066 |
Total plan assets at beginning of year | 2013-06-30 | $2,522,618 |
Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $2,208 |
Contributions received from other sources (not participants or employers) | 2013-06-30 | $254 |
Other income received | 2013-06-30 | $284,316 |
Net income (gross income less expenses) | 2013-06-30 | $434,448 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $2,957,066 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $2,522,618 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $152,174 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
2012 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2012 401k financial data |
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Total income from all sources | 2012-06-30 | $141,485 |
Expenses. Total of all expenses incurred | 2012-06-30 | $2,208 |
Total plan assets at end of year | 2012-06-30 | $2,522,618 |
Total plan assets at beginning of year | 2012-06-30 | $2,383,341 |
Value of fidelity bond covering the plan | 2012-06-30 | $250,000 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $2,208 |
Contributions received from other sources (not participants or employers) | 2012-06-30 | $23,698 |
Other income received | 2012-06-30 | $-27,542 |
Net income (gross income less expenses) | 2012-06-30 | $139,277 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $2,522,618 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $2,383,341 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $145,329 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
2011 : VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2011 401k financial data |
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Total plan liabilities at beginning of year | 2011-06-30 | $0 |
Total income from all sources | 2011-06-30 | $515,675 |
Expenses. Total of all expenses incurred | 2011-06-30 | $94,716 |
Benefits paid (including direct rollovers) | 2011-06-30 | $94,356 |
Total plan assets at end of year | 2011-06-30 | $2,383,341 |
Total plan assets at beginning of year | 2011-06-30 | $1,962,382 |
Value of fidelity bond covering the plan | 2011-06-30 | $250,000 |
Other income received | 2011-06-30 | $367,586 |
Net income (gross income less expenses) | 2011-06-30 | $420,959 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $2,383,341 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,962,382 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $148,089 |
Value of certain deemed distributions of participant loans | 2011-06-30 | $360 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
2021: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2021 form 5500 responses |
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2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Insurance | Yes |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement – Insurance | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2020 form 5500 responses |
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2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Insurance | Yes |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement – Insurance | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2019 form 5500 responses |
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2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Insurance | Yes |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement – Insurance | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2018 form 5500 responses |
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2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Insurance | Yes |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement – Insurance | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2016 form 5500 responses |
---|
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2015 form 5500 responses |
---|
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Insurance | Yes |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement – Insurance | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2014 form 5500 responses |
---|
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Insurance | Yes |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement – Insurance | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2013 form 5500 responses |
---|
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Insurance | Yes |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement – Insurance | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2012 form 5500 responses |
---|
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Insurance | Yes |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement – Insurance | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2011 form 5500 responses |
---|
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Insurance | Yes |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement – Insurance | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2010 form 5500 responses |
---|
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Insurance | Yes |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement – Insurance | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2009 form 5500 responses |
---|
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Insurance | Yes |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement – Insurance | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |
2007: VERMONT HOUSING & CONSERVATION BOARD PROFIT SHARING PLAN 2007 form 5500 responses |
---|
2007-07-01 | Submission has been amended | No |
2007-07-01 | This submission is the final filing | No |
2007-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-07-01 | Plan is a collectively bargained plan | No |
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | 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 | 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 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | 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 | 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 $0 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 1 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | 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 | 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 $2,000 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 1 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | 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 | 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 $1,000 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 1 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | 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 | 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 $1,000 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 3 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | 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 | 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 $569 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | 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 | 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 $2,569 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 3 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | 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 | 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 $2,208 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 3 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | 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 | 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 $2,208 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 3 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | 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 | 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 $2,208 | 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 | OA1164 |
Policy instance | 1 |
Insurance contract or identification number | OA1164 | Number of Individuals Covered | 3 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | 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 | 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 $2,208 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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