PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND, BD OF TTEES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND
401k plan membership statisitcs for PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND
Measure | Date | Value |
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2018: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 0 |
2017: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 60 |
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 | 0 |
Total of all active and inactive participants | 2017-07-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Number of employers contributing to the scheme | 2017-07-01 | 25 |
2016: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 55 |
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 | 0 |
Total of all active and inactive participants | 2016-07-01 | 55 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
2015: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 58 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 56 |
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 | 0 |
Total of all active and inactive participants | 2015-07-01 | 56 |
Number of employers contributing to the scheme | 2015-07-01 | 27 |
2014: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 58 |
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 | 0 |
Total of all active and inactive participants | 2014-07-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
2013: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 53 |
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 | 0 |
Total of all active and inactive participants | 2013-07-01 | 53 |
Total participants | 2013-07-01 | 53 |
2012: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 51 |
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 | 0 |
Total of all active and inactive participants | 2012-07-01 | 51 |
2011: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 48 |
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 | 0 |
Total of all active and inactive participants | 2011-07-01 | 48 |
2009: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 52 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 0 |
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 | 52 |
Measure | Date | Value |
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2019 : PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2019 401k financial data |
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Transfers to/from the plan | 2019-06-30 | $-3,510,756 |
Total plan liabilities at end of year | 2019-06-30 | $0 |
Total plan liabilities at beginning of year | 2019-06-30 | $72,532 |
Total income from all sources | 2019-06-30 | $1,465,227 |
Expenses. Total of all expenses incurred | 2019-06-30 | $1,095,990 |
Benefits paid (including direct rollovers) | 2019-06-30 | $1,039,731 |
Total plan assets at end of year | 2019-06-30 | $0 |
Total plan assets at beginning of year | 2019-06-30 | $3,214,051 |
Value of fidelity bond covering the plan | 2019-06-30 | $1,000,000 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $2,336 |
Other income received | 2019-06-30 | $161,062 |
Net income (gross income less expenses) | 2019-06-30 | $369,237 |
Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $3,141,519 |
Total contributions received or receivable from employer(s) | 2019-06-30 | $1,304,165 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $53,923 |
2017 : PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2017 401k financial data |
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Total plan liabilities at end of year | 2017-06-30 | $31,537 |
Total plan liabilities at beginning of year | 2017-06-30 | $17,008 |
Total income from all sources | 2017-06-30 | $1,241,204 |
Expenses. Total of all expenses incurred | 2017-06-30 | $885,734 |
Benefits paid (including direct rollovers) | 2017-06-30 | $852,775 |
Total plan assets at end of year | 2017-06-30 | $2,696,786 |
Total plan assets at beginning of year | 2017-06-30 | $2,326,787 |
Value of fidelity bond covering the plan | 2017-06-30 | $500,000 |
Total contributions received or receivable from participants | 2017-06-30 | $587 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $1,808 |
Other income received | 2017-06-30 | $130,788 |
Net income (gross income less expenses) | 2017-06-30 | $355,470 |
Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $2,665,249 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $2,309,779 |
Total contributions received or receivable from employer(s) | 2017-06-30 | $1,109,829 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $31,151 |
2016 : PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2016 401k financial data |
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Total plan liabilities at end of year | 2016-06-30 | $17,008 |
Total plan liabilities at beginning of year | 2016-06-30 | $10,457 |
Total income from all sources | 2016-06-30 | $1,200,455 |
Expenses. Total of all expenses incurred | 2016-06-30 | $869,440 |
Benefits paid (including direct rollovers) | 2016-06-30 | $836,158 |
Total plan assets at end of year | 2016-06-30 | $2,326,787 |
Total plan assets at beginning of year | 2016-06-30 | $1,989,221 |
Value of fidelity bond covering the plan | 2016-06-30 | $500,000 |
Total contributions received or receivable from participants | 2016-06-30 | $10,697 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $1,699 |
Other income received | 2016-06-30 | $60,721 |
Net income (gross income less expenses) | 2016-06-30 | $331,015 |
Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $2,309,779 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $1,978,764 |
Total contributions received or receivable from employer(s) | 2016-06-30 | $1,129,037 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $31,583 |
2015 : PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2015 401k financial data |
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Total plan liabilities at end of year | 2015-06-30 | $10,457 |
Total plan liabilities at beginning of year | 2015-06-30 | $27,797 |
Total income from all sources | 2015-06-30 | $1,109,858 |
Expenses. Total of all expenses incurred | 2015-06-30 | $802,363 |
Benefits paid (including direct rollovers) | 2015-06-30 | $767,408 |
Total plan assets at end of year | 2015-06-30 | $1,989,221 |
Total plan assets at beginning of year | 2015-06-30 | $1,699,066 |
Value of fidelity bond covering the plan | 2015-06-30 | $500,000 |
Total contributions received or receivable from participants | 2015-06-30 | $7,745 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $2,173 |
Other income received | 2015-06-30 | $-7,028 |
Net income (gross income less expenses) | 2015-06-30 | $307,495 |
Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $1,978,764 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $1,671,269 |
Total contributions received or receivable from employer(s) | 2015-06-30 | $1,109,141 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $32,782 |
2014 : PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2014 401k financial data |
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Total plan liabilities at end of year | 2014-06-30 | $27,797 |
Total plan liabilities at beginning of year | 2014-06-30 | $54,110 |
Total income from all sources | 2014-06-30 | $1,187,504 |
Expenses. Total of all expenses incurred | 2014-06-30 | $799,929 |
Benefits paid (including direct rollovers) | 2014-06-30 | $766,022 |
Total plan assets at end of year | 2014-06-30 | $1,699,066 |
Total plan assets at beginning of year | 2014-06-30 | $1,337,804 |
Value of fidelity bond covering the plan | 2014-06-30 | $500,000 |
Total contributions received or receivable from participants | 2014-06-30 | $17,104 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $1,912 |
Other income received | 2014-06-30 | $93,683 |
Net income (gross income less expenses) | 2014-06-30 | $387,575 |
Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $1,671,269 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $1,283,694 |
Total contributions received or receivable from employer(s) | 2014-06-30 | $1,076,717 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $31,995 |
2013 : PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2013 401k financial data |
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Total plan liabilities at end of year | 2013-06-30 | $54,110 |
Total plan liabilities at beginning of year | 2013-06-30 | $38,413 |
Total income from all sources | 2013-06-30 | $935,158 |
Expenses. Total of all expenses incurred | 2013-06-30 | $824,697 |
Benefits paid (including direct rollovers) | 2013-06-30 | $796,163 |
Total plan assets at end of year | 2013-06-30 | $1,337,804 |
Total plan assets at beginning of year | 2013-06-30 | $1,211,646 |
Value of fidelity bond covering the plan | 2013-06-30 | $500,000 |
Total contributions received or receivable from participants | 2013-06-30 | $8,266 |
Other income received | 2013-06-30 | $66,275 |
Net income (gross income less expenses) | 2013-06-30 | $110,461 |
Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $1,283,694 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,173,233 |
Total contributions received or receivable from employer(s) | 2013-06-30 | $860,617 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $28,534 |
2012 : PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2012 401k financial data |
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Total plan liabilities at end of year | 2012-06-30 | $38,413 |
Total plan liabilities at beginning of year | 2012-06-30 | $35,913 |
Total income from all sources | 2012-06-30 | $784,591 |
Expenses. Total of all expenses incurred | 2012-06-30 | $765,885 |
Benefits paid (including direct rollovers) | 2012-06-30 | $736,527 |
Total plan assets at end of year | 2012-06-30 | $1,211,646 |
Total plan assets at beginning of year | 2012-06-30 | $1,190,440 |
Value of fidelity bond covering the plan | 2012-06-30 | $500,000 |
Total contributions received or receivable from participants | 2012-06-30 | $3,264 |
Expenses. Other expenses not covered elsewhere | 2012-06-30 | $1,809 |
Contributions received from other sources (not participants or employers) | 2012-06-30 | $694 |
Other income received | 2012-06-30 | $22,936 |
Net income (gross income less expenses) | 2012-06-30 | $18,706 |
Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $1,173,233 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $1,154,527 |
Total contributions received or receivable from employer(s) | 2012-06-30 | $757,697 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $27,549 |
2011 : PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2011 401k financial data |
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Total plan liabilities at end of year | 2011-06-30 | $35,913 |
Total plan liabilities at beginning of year | 2011-06-30 | $73,662 |
Total income from all sources | 2011-06-30 | $828,672 |
Expenses. Total of all expenses incurred | 2011-06-30 | $778,406 |
Benefits paid (including direct rollovers) | 2011-06-30 | $754,038 |
Total plan assets at end of year | 2011-06-30 | $1,190,440 |
Total plan assets at beginning of year | 2011-06-30 | $1,177,923 |
Value of fidelity bond covering the plan | 2011-06-30 | $500,000 |
Total contributions received or receivable from participants | 2011-06-30 | $4,269 |
Contributions received from other sources (not participants or employers) | 2011-06-30 | $11,546 |
Other income received | 2011-06-30 | $83,116 |
Net income (gross income less expenses) | 2011-06-30 | $50,266 |
Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $1,154,527 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,104,261 |
Total contributions received or receivable from employer(s) | 2011-06-30 | $729,741 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $24,368 |
2018: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2018 form 5500 responses |
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2018-07-01 | Type of plan entity | Multi-employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | Yes |
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 | Yes |
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: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2017 form 5500 responses |
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2017-07-01 | Type of plan entity | Multi-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 | Yes |
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: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Multi-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 | Yes |
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: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2015 form 5500 responses |
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2015-07-01 | Type of plan entity | Multi-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 | Yes |
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: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2014 form 5500 responses |
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2014-07-01 | Type of plan entity | Multi-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 | Yes |
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: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2013 form 5500 responses |
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2013-07-01 | Type of plan entity | Multi-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 | Yes |
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: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2012 form 5500 responses |
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2012-07-01 | Type of plan entity | Multi-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 | Yes |
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: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2011 form 5500 responses |
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2011-07-01 | Type of plan entity | Multi-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 | Yes |
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 |
2009: PLASTERERS & CEMENT MASONS LOCAL 40 HEALTH & WELFARE FUND 2009 form 5500 responses |
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2009-07-01 | Type of plan entity | Multi-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 | Yes |
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 |
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 1 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 190 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $844,071 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 2 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 190 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $71,337 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 2 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 186 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $67,723 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 1 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 186 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $741,383 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 1 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 186 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $696,874 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 2 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 186 | 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 | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $68,777 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 1 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 182 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $65,896 |
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BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 2 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 182 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $648,682 |
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BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 1 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 172 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | 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 | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $696,499 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 2 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 172 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | 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 | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $59,182 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 1 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 162 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-05-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $29,285 |
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BLUE CROSS AND BLUE SHIELD OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 53473 ) |
Policy contract number | 1F472 |
Policy instance | 2 |
Insurance contract or identification number | 1F472 | Number of Individuals Covered | 162 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-05-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $547,179 |
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DELTA DENTAL OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 55301 ) |
Policy contract number | 5835-0001 |
Policy instance | 1 |
Insurance contract or identification number | 5835-0001 | Number of Individuals Covered | 168 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $8,955 |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 495243 |
Policy instance | 2 |
Insurance contract or identification number | 495243 | Number of Individuals Covered | 168 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $568,985 |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 495243 |
Policy instance | 2 |
Insurance contract or identification number | 495243 | Number of Individuals Covered | 151 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $698,758 |
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DELTA DENTAL OF RHODE ISLAND (National Association of Insurance Commissioners NAIC id number: 55301 ) |
Policy contract number | 5835-0001 |
Policy instance | 1 |
Insurance contract or identification number | 5835-0001 | Number of Individuals Covered | 160 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 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 | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $52,739 |
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