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SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN 401k Plan overview

Plan NameSIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN
Plan identification number 002

SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

SIBEN & SIBEN, LLP has sponsored the creation of one or more 401k plans.

Company Name:SIBEN & SIBEN, LLP
Employer identification number (EIN):112024406
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about SIBEN & SIBEN, LLP

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1994-12-07
Company Identification Number: 1873683
Legal Registered Office Address: 90 EAST MAIN ST

BAY SHORE
United States of America (USA)
11706

More information about SIBEN & SIBEN, LLP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01JANET ZACCHIA2023-08-15
0022021-01-01JANET ZACCHIA2022-09-29
0022020-01-01JANET ZACCHIA2021-10-04
0022019-01-01SUE MCAULEY2020-06-29
0022018-01-01GARRETT SIMULCIK2019-05-06
0022017-01-01GARRETT SIMULCIK2018-05-10
0022016-01-01GARRETT SIMULCIK2017-05-23
0022015-01-01GARRETT SIMULCIK2016-03-14
0022014-01-01GARRETT SIMULCIK2015-04-14
0022013-01-01GARRETT SIMULCIK2014-04-02
0022012-01-01GARRETT SIMULCIK
0022011-01-01GARRETT SIMULCIK
0022009-01-01GARRETT SIMULCIK
0022009-01-01GARRETT SIMULCIK
0022009-01-01GARRETT SIMULCIK

Plan Statistics for SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN

401k plan membership statisitcs for SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN

Measure Date Value
2012: SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01131
Total number of active participants reported on line 7a of the Form 55002012-01-0181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0195
Number of participants with account balances2012-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01135
Total number of active participants reported on line 7a of the Form 55002011-01-0179
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0153
Total of all active and inactive participants2011-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01132
Number of participants with account balances2011-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-0182
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01142
Number of participants with account balances2009-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN

Measure Date Value
2012 : SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS 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$1,666,107
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$185,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$162,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$473,955
Value of total assets at end of year2012-12-31$10,638,864
Value of total assets at beginning of year2012-12-31$9,158,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,674
Total interest from all sources2012-12-31$11,787
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$302,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$302,863
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$407,724
Participant contributions at end of year2012-12-31$240,810
Participant contributions at beginning of year2012-12-31$297,255
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$1,480,520
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,638,864
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,158,344
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
Investment advisory and management fees2012-12-31$22,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,310,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,742,063
Interest on participant loans2012-12-31$11,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$21,443
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$21,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$21,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$877,502
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$66,231
Employer contributions (assets) at end of year2012-12-31$66,231
Employer contributions (assets) at beginning of year2012-12-31$97,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$162,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31POLANSKY, KULBERG & CO., LLP
Accountancy firm EIN2012-12-31113385923
2011 : SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$546,947
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,858,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,830,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$498,475
Value of total assets at end of year2011-12-31$9,158,344
Value of total assets at beginning of year2011-12-31$10,469,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,852
Total interest from all sources2011-12-31$0
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$400,808
Participant contributions at end of year2011-12-31$297,255
Participant contributions at beginning of year2011-12-31$283,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,311,168
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,158,344
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,469,512
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
Investment advisory and management fees2011-12-31$27,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,742,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,047,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$21,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$37,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$37,299
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$48,472
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$97,667
Employer contributions (assets) at end of year2011-12-31$97,667
Employer contributions (assets) at beginning of year2011-12-31$101,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,830,048
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31POLANSKY,KULBERG & CO.,LLP
Accountancy firm EIN2011-12-31113385923
2010 : SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,687,188
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$251,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$223,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$529,010
Value of total assets at end of year2010-12-31$10,469,512
Value of total assets at beginning of year2010-12-31$9,033,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,659
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$427,343
Participant contributions at end of year2010-12-31$283,396
Participant contributions at beginning of year2010-12-31$303,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,436,031
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,469,512
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,033,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$27,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,047,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,587,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$37,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$40,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$40,069
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$216
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,158,178
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$101,667
Employer contributions (assets) at end of year2010-12-31$101,451
Employer contributions (assets) at beginning of year2010-12-31$102,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$223,282
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31POLANSKY, KULBERG & CO., LLP
Accountancy firm EIN2010-12-31113385923
2009 : SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN

2012: SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS 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: SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
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
2009: SIBEN & SIBEN, LLP RETIREMENT AND 401(K) SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number004779071
Policy instance 1
Insurance contract or identification number004779071
Number of Individuals Covered19
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 BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number004779071
Policy instance 1
Insurance contract or identification number004779071
Number of Individuals Covered19
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 BenefitNo
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number004779071
Policy instance 1
Insurance contract or identification number004779071
Number of Individuals Covered19
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 BenefitNo
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

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