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THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 401k Plan overview

Plan NameTHE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT
Plan identification number 503

THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT Benefits

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

401k Sponsoring company profile

THE ESTEE LAUDER COMPANIES INC. has sponsored the creation of one or more 401k plans.

Company Name:THE ESTEE LAUDER COMPANIES INC.
Employer identification number (EIN):112408943
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032023-01-01LATRICIA PARKER2024-09-16
5032022-01-01LATRICIA PARKER2023-10-02
5032021-01-01LATRICIA PARKER2022-10-07
5032020-01-01LATRICIA PARKER2021-08-30
5032019-01-01LATRICIA PARKER2020-10-15
5032017-01-01
5032016-01-01
5032015-01-01
5032014-01-01LATRICIA PARKER
5032013-01-01LATRICIA PARKER
5032012-01-01LATRICIA PARKER
5032011-01-01LATRICIA PARKER
5032010-01-01SUSAN MOSOFF
5032009-01-01SUSAN MOSOFF

Plan Statistics for THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT

401k plan membership statisitcs for THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT

Measure Date Value
2023: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2023 401k membership
Total participants, beginning-of-year2023-01-0112,098
Total number of active participants reported on line 7a of the Form 55002023-01-0110,899
Number of retired or separated participants receiving benefits2023-01-01488
Number of other retired or separated participants entitled to future benefits2023-01-01251
Total of all active and inactive participants2023-01-0111,638
2022: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2022 401k membership
Total participants, beginning-of-year2022-01-0111,317
Total number of active participants reported on line 7a of the Form 55002022-01-0110,766
Number of retired or separated participants receiving benefits2022-01-01504
Number of other retired or separated participants entitled to future benefits2022-01-01207
Total of all active and inactive participants2022-01-0111,477
2021: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2021 401k membership
Total participants, beginning-of-year2021-01-0111,973
Total number of active participants reported on line 7a of the Form 55002021-01-0110,025
Number of retired or separated participants receiving benefits2021-01-011,113
Number of other retired or separated participants entitled to future benefits2021-01-01179
Total of all active and inactive participants2021-01-0111,317
2020: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2020 401k membership
Total participants, beginning-of-year2020-01-0113,073
Total number of active participants reported on line 7a of the Form 55002020-01-0110,107
Number of retired or separated participants receiving benefits2020-01-011,381
Number of other retired or separated participants entitled to future benefits2020-01-01163
Total of all active and inactive participants2020-01-0111,651
2019: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2019 401k membership
Total participants, beginning-of-year2019-01-0111,790
Total number of active participants reported on line 7a of the Form 55002019-01-0111,234
Number of retired or separated participants receiving benefits2019-01-01526
Number of other retired or separated participants entitled to future benefits2019-01-01139
Total of all active and inactive participants2019-01-0111,899
2017: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2017 401k membership
Total participants, beginning-of-year2017-01-0112,714
Total number of active participants reported on line 7a of the Form 55002017-01-0111,350
Number of retired or separated participants receiving benefits2017-01-01296
Number of other retired or separated participants entitled to future benefits2017-01-0175
Total of all active and inactive participants2017-01-0111,721
2016: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2016 401k membership
Total participants, beginning-of-year2016-01-0112,313
Total number of active participants reported on line 7a of the Form 55002016-01-0112,248
Number of retired or separated participants receiving benefits2016-01-01176
Number of other retired or separated participants entitled to future benefits2016-01-01100
Total of all active and inactive participants2016-01-0112,524
2015: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2015 401k membership
Total participants, beginning-of-year2015-01-0111,624
Total number of active participants reported on line 7a of the Form 55002015-01-0111,628
Number of retired or separated participants receiving benefits2015-01-0171
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0111,699
2014: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2014 401k membership
Total participants, beginning-of-year2014-01-0111,362
Total number of active participants reported on line 7a of the Form 55002014-01-0111,224
Number of retired or separated participants receiving benefits2014-01-01182
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0111,406
2013: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2013 401k membership
Total participants, beginning-of-year2013-01-0111,013
Total number of active participants reported on line 7a of the Form 55002013-01-0111,067
Number of retired or separated participants receiving benefits2013-01-01275
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0111,342
2012: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2012 401k membership
Total participants, beginning-of-year2012-01-0110,047
Total number of active participants reported on line 7a of the Form 55002012-01-0110,266
Number of retired or separated participants receiving benefits2012-01-01654
Total of all active and inactive participants2012-01-0110,920
Total participants2012-01-0110,920
2011: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2011 401k membership
Total participants, beginning-of-year2011-01-0110,886
Total number of active participants reported on line 7a of the Form 55002011-01-0110,900
Number of retired or separated participants receiving benefits2011-01-01945
Total of all active and inactive participants2011-01-0111,845
Total participants2011-01-0111,845
2010: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2010 401k membership
Total participants, beginning-of-year2010-01-0110,666
Total number of active participants reported on line 7a of the Form 55002010-01-0110,886
Number of retired or separated participants receiving benefits2010-01-011,029
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0111,918
Total participants2010-01-0111,918
2009: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2009 401k membership
Total participants, beginning-of-year2009-01-0112,543
Total number of active participants reported on line 7a of the Form 55002009-01-0110,748
Number of retired or separated participants receiving benefits2009-01-01849
Number of other retired or separated participants entitled to future benefits2009-01-015
Total of all active and inactive participants2009-01-0111,602
Total participants2009-01-0111,602

Form 5500 Responses for THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT

2023: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE ESTEE LAUDER COMPANIES INC. GROUP MEDICAL, DENTAL, PRESCRIPTION DRUG, LONG TERM DISABILITY, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT 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 – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675657G
Policy instance 2
Insurance contract or identification number675657G
Number of Individuals Covered10122
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $223,078
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 BenefitYes
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 $6,007,168
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9133068-C
Policy instance 1
Insurance contract or identification number9133068-C
Number of Individuals Covered82459
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $13,638
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $90,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675657G
Policy instance 2
Insurance contract or identification number675657G
Number of Individuals Covered10828
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 $92,852
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 BenefitYes
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 $5,793,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9133068-C
Policy instance 1
Insurance contract or identification number9133068-C
Number of Individuals Covered82309
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $12,956
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $86,373
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675657G
Policy instance 2
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9133068-C
Policy instance 1
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9133068-C
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675657G
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0886131
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0886131
Policy instance 1
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9133068-B
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675657G
Policy instance 3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9133068-B
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675657G
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0886131
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675657G
Policy instance 3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9133068-B
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0886131
Policy instance 1
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9133068-B
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0886131
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675657G
Policy instance 3
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number9133068-B
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number675657G
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0886131
Policy instance 1
NATIONAL UNION FIRE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60607 )
Policy contract number8033037
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number675657G
Policy instance 2
NATIONAL UNION FIRE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60607 )
Policy contract number8033037
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number886131
Policy instance 4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number
Policy instance 5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number675657G
Policy instance 2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberADDS06187
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number
Policy instance 5
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number886131
Policy instance 4
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberADDS06188
Policy instance 3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberADD-S06188
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number675657GTL
Policy instance 3
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberADD-S0188
Policy instance 4
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number886131
Policy instance 5
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3209524
Policy instance 6
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3209524
Policy instance 2

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