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MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 401k Plan overview

Plan NameMASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN
Plan identification number 546

MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Long-term disability cover

401k Sponsoring company profile

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
Employer identification number (EIN):041590850

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5462022-01-01
5462021-01-01
5462020-01-01
5462019-01-01
5462018-01-01
5462017-01-01VITO J. RUBINO
5462016-01-01VITO J. RUBINO
5462015-01-01VITO J. RUBINO
5462014-01-01VITO J. RUBINO RICHARD GOLDSTEIN2015-10-14
5462013-01-01VITO J. RUBINO RICHARD GOLDSTEIN2014-10-13
5462012-01-01VITO J. RUBINO
5462011-01-01VITO J. RUBINO RICHARD B. GOLDSTEIN2012-10-14

Plan Statistics for MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN

401k plan membership statisitcs for MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN

Measure Date Value
2022: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,798
Number of retired or separated participants receiving benefits2022-01-011,121
Number of other retired or separated participants entitled to future benefits2022-01-01656
Total of all active and inactive participants2022-01-011,777
2021: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,539
Number of retired or separated participants receiving benefits2021-01-011,344
Number of other retired or separated participants entitled to future benefits2021-01-01454
Total of all active and inactive participants2021-01-011,798
2020: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,422
Number of retired or separated participants receiving benefits2020-01-011,107
Number of other retired or separated participants entitled to future benefits2020-01-01432
Total of all active and inactive participants2020-01-011,539
2019: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,315
Number of retired or separated participants receiving benefits2019-01-011,107
Number of other retired or separated participants entitled to future benefits2019-01-01315
Total of all active and inactive participants2019-01-011,422
2018: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,304
Number of retired or separated participants receiving benefits2018-01-011,058
Number of other retired or separated participants entitled to future benefits2018-01-01257
Total of all active and inactive participants2018-01-011,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01284
2017: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01588
Number of retired or separated participants receiving benefits2017-01-011,133
Number of other retired or separated participants entitled to future benefits2017-01-01171
Total of all active and inactive participants2017-01-011,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01288
2016: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,334
Number of other retired or separated participants entitled to future benefits2016-01-01588
Total of all active and inactive participants2016-01-01588
2015: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,379
Number of retired or separated participants receiving benefits2015-01-011,189
Number of other retired or separated participants entitled to future benefits2015-01-01145
Total of all active and inactive participants2015-01-011,334
2014: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,697
Number of retired or separated participants receiving benefits2014-01-011,248
Number of other retired or separated participants entitled to future benefits2014-01-01131
Total of all active and inactive participants2014-01-011,379
2013: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,409
Number of retired or separated participants receiving benefits2013-01-011,589
Number of other retired or separated participants entitled to future benefits2013-01-01108
Total of all active and inactive participants2013-01-011,697
2012: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,384
Number of retired or separated participants receiving benefits2012-01-011,316
Number of other retired or separated participants entitled to future benefits2012-01-0193
Total of all active and inactive participants2012-01-011,409
2011: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-010
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-011,295
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-011,384

Financial Data on MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN

Measure Date Value
2022 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$3,548,536
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,569,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,524,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,548,536
Value of total assets at end of year2022-12-31$284,761
Value of total assets at beginning of year2022-12-31$306,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$44,990
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$100,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$347,349
Total non interest bearing cash at end of year2022-12-31$284,761
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-21,278
Value of net assets at end of year (total assets less liabilities)2022-12-31$284,761
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$306,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$306,039
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$306,039
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$448,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,201,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,076,314
Contract administrator fees2022-12-31$44,117
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KPMG. LLP
Accountancy firm EIN2022-12-31135565207
2021 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$466,715
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$486,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$465,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$466,715
Value of total assets at end of year2021-12-31$306,039
Value of total assets at beginning of year2021-12-31$325,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,397
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$100,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$359,485
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$-342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-19,771
Value of net assets at end of year (total assets less liabilities)2021-12-31$306,039
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$325,810
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,238
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$306,039
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$325,810
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$325,810
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$466,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$107,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$-1,284
Contract administrator fees2021-12-31$20,159
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KPMG. LLP
Accountancy firm EIN2021-12-31135565207
2020 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$475,629
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$499,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$474,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$475,527
Value of total assets at end of year2020-12-31$325,810
Value of total assets at beginning of year2020-12-31$350,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,110
Total interest from all sources2020-12-31$102
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$360,214
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$-430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-24,355
Value of net assets at end of year (total assets less liabilities)2020-12-31$325,810
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$350,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$325,810
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$350,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$350,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$102
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$475,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$115,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$-223
Contract administrator fees2020-12-31$23,773
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KPMG. LLP
Accountancy firm EIN2020-12-31135565207
2019 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$623,381
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$641,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$618,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$620,990
Value of total assets at end of year2019-12-31$350,165
Value of total assets at beginning of year2019-12-31$368,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,677
Total interest from all sources2019-12-31$2,391
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$479,184
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$1,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-17,849
Value of net assets at end of year (total assets less liabilities)2019-12-31$350,165
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$368,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$350,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$368,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$368,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,391
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$620,990
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$141,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$-3,734
Contract administrator fees2019-12-31$19,639
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KPMG, LLP
Accountancy firm EIN2019-12-31135565207
2018 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$700,115
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$731,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$664,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$697,858
Value of total assets at end of year2018-12-31$368,014
Value of total assets at beginning of year2018-12-31$399,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$67,499
Total interest from all sources2018-12-31$2,257
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$40,785
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$457,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-31,437
Value of net assets at end of year (total assets less liabilities)2018-12-31$368,014
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$399,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,945
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$368,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$399,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$399,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$697,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$240,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$-33,805
Contract administrator fees2018-12-31$24,769
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KPMG, LLP
Accountancy firm EIN2018-12-31135565207
2017 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$725,405
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$753,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$689,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$723,405
Value of total assets at end of year2017-12-31$399,451
Value of total assets at beginning of year2017-12-31$427,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$64,045
Total interest from all sources2017-12-31$2,000
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$42,341
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$462,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-28,079
Value of net assets at end of year (total assets less liabilities)2017-12-31$399,451
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$427,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$399,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$414,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$414,890
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,640
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$712,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$260,671
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$-22,881
Contract administrator fees2017-12-31$19,762
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KPMG, LLP
Accountancy firm EIN2017-12-31135565207
2016 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,264,584
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,586,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,504,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,263,368
Value of total assets at end of year2016-12-31$427,530
Value of total assets at beginning of year2016-12-31$749,380
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,629
Total interest from all sources2016-12-31$1,216
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$45,300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$770,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-321,850
Value of net assets at end of year (total assets less liabilities)2016-12-31$427,530
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$749,380
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,812
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$414,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$675,697
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$675,697
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$73,683
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$755,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$492,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$749,665
Contract administrator fees2016-12-31$34,517
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KPMG, LLP
Accountancy firm EIN2016-12-31135565207
2015 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$9,643,486
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$9,839,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,209,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,640,940
Value of total assets at end of year2015-12-31$749,380
Value of total assets at beginning of year2015-12-31$944,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$629,596
Total interest from all sources2015-12-31$2,546
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$54,108
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$110,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,111,865
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-195,571
Value of net assets at end of year (total assets less liabilities)2015-12-31$749,380
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$944,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,377
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$675,697
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$885,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$885,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$73,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$59,399
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$822,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,529,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,387,283
Contract administrator fees2015-12-31$573,111
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KPMG,LLP
Accountancy firm EIN2015-12-31135565207
2014 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,812,042
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$10,021,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,377,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,810,114
Value of total assets at end of year2014-12-31$944,951
Value of total assets at beginning of year2014-12-31$1,154,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$644,455
Total interest from all sources2014-12-31$1,928
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$41,308
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$110,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,164,445
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-209,806
Value of net assets at end of year (total assets less liabilities)2014-12-31$944,951
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,154,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,085
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$885,552
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,035,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,035,237
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$59,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$119,520
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$885,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,645,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,492,035
Contract administrator fees2014-12-31$601,062
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135565207
2013 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,553,884
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,158,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,498,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,551,090
Value of total assets at end of year2013-12-31$1,154,757
Value of total assets at beginning of year2013-12-31$759,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$660,034
Total interest from all sources2013-12-31$2,794
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$41,308
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$110,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,280,619
Administrative expenses (other) incurred2013-12-31$2,320
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$395,550
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,154,757
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$759,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,035,237
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$645,698
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$645,698
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$119,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$113,509
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$956,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,270,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,542,300
Contract administrator fees2013-12-31$616,406
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KPMG,LLP
Accountancy firm EIN2013-12-31135565207
2012 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,151,713
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,110,300
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,444,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$11,149,158
Value of total assets at end of year2012-12-31$759,207
Value of total assets at beginning of year2012-12-31$717,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$665,581
Total interest from all sources2012-12-31$2,555
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$40,300
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,081,462
Administrative expenses (other) incurred2012-12-31$1,964
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$41,413
Value of net assets at end of year (total assets less liabilities)2012-12-31$759,207
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$717,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$645,698
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$671,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$671,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$113,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$46,142
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,026,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,067,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,418,092
Contract administrator fees2012-12-31$623,317
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KPMG, LLP
Accountancy firm EIN2012-12-31135565207
2011 : MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$1,419,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$9,881,784
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,583,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,978,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,880,776
Value of total assets at end of year2011-12-31$717,794
Value of total assets at beginning of year2011-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$605,473
Total interest from all sources2011-12-31$1,008
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,590,820
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-701,753
Value of net assets at end of year (total assets less liabilities)2011-12-31$717,794
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$671,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$46,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,059,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,289,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,918,661
Contract administrator fees2011-12-31$605,473
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KPMG, LLP
Accountancy firm EIN2011-12-31135565207

Form 5500 Responses for MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN

2022: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MASSMUTUAL RETIRED AGENTS' WELFARE BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224856
Policy instance 1
Insurance contract or identification number0224856
Number of Individuals Covered777
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $9,178
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $449,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9139
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224856
Policy instance 1
Insurance contract or identification number0224856
Number of Individuals Covered816
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,154
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $466,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees11126
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number1450
Policy instance 2
Insurance contract or identification number1450
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224856
Policy instance 1
Insurance contract or identification number0224856
Number of Individuals Covered881
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $475,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number1450
Policy instance 1
Insurance contract or identification number1450
Number of Individuals Covered1157
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $479,185
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number1450
Policy instance 1
Insurance contract or identification number1450
Number of Individuals Covered897
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?Yes
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $457,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number1450
Policy instance 1
Insurance contract or identification number1450
Number of Individuals Covered906
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $453,449
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number1450
Policy instance 1
Insurance contract or identification number1450
Number of Individuals Covered1029
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $494,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number1450
Policy instance 1
Insurance contract or identification number1450
Number of Individuals Covered1090
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $550,503
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number1450
Policy instance 1
Insurance contract or identification number1450
Number of Individuals Covered1138
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $592,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number1450
Policy instance 1
Insurance contract or identification number1450
Number of Individuals Covered1204
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $642,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 )
Policy contract number1450
Policy instance 1
Insurance contract or identification number1450
Number of Individuals Covered1255
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $648,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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