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TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 401k Plan overview

Plan NameTRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER
Plan identification number 506

TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

UNIVERSITY OF ROCHESTER has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSITY OF ROCHESTER
Employer identification number (EIN):160743209
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062022-06-11
5062021-06-11
5062020-06-11
5062019-06-11
5062018-06-11
5062017-06-11ANTHONY KINSLOW
5062016-06-11ANTHONY KINSLOW
5062015-06-11ANTHONY KINSLOW
5062014-06-11ANTHONY KINSLOW
5062013-06-11CHARLES MURPHY
5062012-06-11CHARLES MURPHY
5062011-06-11CHARLES MURPHY
5062009-06-11CHARLES MURPHY

Plan Statistics for TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER

401k plan membership statisitcs for TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER

Measure Date Value
2022: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2022 401k membership
Total participants, beginning-of-year2022-06-1127,231
Total number of active participants reported on line 7a of the Form 55002022-06-1128,460
Number of retired or separated participants receiving benefits2022-06-110
Number of other retired or separated participants entitled to future benefits2022-06-110
Total of all active and inactive participants2022-06-1128,460
Total participants2022-06-1128,460
2021: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2021 401k membership
Total participants, beginning-of-year2021-06-1127,213
Total number of active participants reported on line 7a of the Form 55002021-06-1127,231
Number of retired or separated participants receiving benefits2021-06-110
Number of other retired or separated participants entitled to future benefits2021-06-110
Total of all active and inactive participants2021-06-1127,231
Total participants2021-06-1127,231
2020: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2020 401k membership
Total participants, beginning-of-year2020-06-1126,046
Total number of active participants reported on line 7a of the Form 55002020-06-1127,213
Number of retired or separated participants receiving benefits2020-06-110
Number of other retired or separated participants entitled to future benefits2020-06-110
Total of all active and inactive participants2020-06-1127,213
Total participants2020-06-1127,213
2019: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2019 401k membership
Total participants, beginning-of-year2019-06-1126,641
Total number of active participants reported on line 7a of the Form 55002019-06-1126,046
Number of retired or separated participants receiving benefits2019-06-110
Number of other retired or separated participants entitled to future benefits2019-06-110
Total of all active and inactive participants2019-06-1126,046
Total participants2019-06-1126,046
2018: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2018 401k membership
Total participants, beginning-of-year2018-06-1125,493
Total number of active participants reported on line 7a of the Form 55002018-06-1126,641
Number of retired or separated participants receiving benefits2018-06-110
Number of other retired or separated participants entitled to future benefits2018-06-110
Total of all active and inactive participants2018-06-1126,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-110
Total participants2018-06-1126,641
2017: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2017 401k membership
Total participants, beginning-of-year2017-06-1124,418
Total number of active participants reported on line 7a of the Form 55002017-06-1125,493
Number of retired or separated participants receiving benefits2017-06-110
Number of other retired or separated participants entitled to future benefits2017-06-110
Total of all active and inactive participants2017-06-1125,493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-110
Total participants2017-06-1125,493
2016: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2016 401k membership
Total participants, beginning-of-year2016-06-1123,215
Total number of active participants reported on line 7a of the Form 55002016-06-1124,418
Number of retired or separated participants receiving benefits2016-06-110
Number of other retired or separated participants entitled to future benefits2016-06-110
Total of all active and inactive participants2016-06-1124,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-110
Total participants2016-06-1124,418
2015: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2015 401k membership
Total participants, beginning-of-year2015-06-1122,134
Total number of active participants reported on line 7a of the Form 55002015-06-1123,215
Number of retired or separated participants receiving benefits2015-06-110
Number of other retired or separated participants entitled to future benefits2015-06-110
Total of all active and inactive participants2015-06-1123,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-110
Total participants2015-06-1123,215
2014: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2014 401k membership
Total participants, beginning-of-year2014-06-1121,392
Total number of active participants reported on line 7a of the Form 55002014-06-1122,134
Number of retired or separated participants receiving benefits2014-06-110
Number of other retired or separated participants entitled to future benefits2014-06-110
Total of all active and inactive participants2014-06-1122,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-110
Total participants2014-06-1122,134
2013: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2013 401k membership
Total participants, beginning-of-year2013-06-1121,202
Total number of active participants reported on line 7a of the Form 55002013-06-1121,392
Number of retired or separated participants receiving benefits2013-06-110
Number of other retired or separated participants entitled to future benefits2013-06-110
Total of all active and inactive participants2013-06-1121,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-110
Total participants2013-06-1121,392
2012: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2012 401k membership
Total participants, beginning-of-year2012-06-1120,877
Total number of active participants reported on line 7a of the Form 55002012-06-1121,202
Number of retired or separated participants receiving benefits2012-06-110
Number of other retired or separated participants entitled to future benefits2012-06-110
Total of all active and inactive participants2012-06-1121,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-110
Total participants2012-06-1121,202
2011: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2011 401k membership
Total participants, beginning-of-year2011-06-1120,420
Total number of active participants reported on line 7a of the Form 55002011-06-1120,877
Number of retired or separated participants receiving benefits2011-06-110
Number of other retired or separated participants entitled to future benefits2011-06-110
Total of all active and inactive participants2011-06-1120,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-110
Total participants2011-06-1120,877
2009: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2009 401k membership
Total participants, beginning-of-year2009-06-1119,448
Total number of active participants reported on line 7a of the Form 55002009-06-1119,691
Number of retired or separated participants receiving benefits2009-06-110
Number of other retired or separated participants entitled to future benefits2009-06-110
Total of all active and inactive participants2009-06-1119,691
Total participants2009-06-1119,691

Form 5500 Responses for TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER

2022: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2022 form 5500 responses
2022-06-11Type of plan entitySingle employer plan
2022-06-11Submission has been amendedNo
2022-06-11This submission is the final filingNo
2022-06-11This return/report is a short plan year return/report (less than 12 months)No
2022-06-11Plan is a collectively bargained planNo
2022-06-11Plan funding arrangement – InsuranceYes
2022-06-11Plan benefit arrangement – InsuranceYes
2021: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2021 form 5500 responses
2021-06-11Type of plan entitySingle employer plan
2021-06-11Submission has been amendedNo
2021-06-11This submission is the final filingNo
2021-06-11This return/report is a short plan year return/report (less than 12 months)No
2021-06-11Plan is a collectively bargained planNo
2021-06-11Plan funding arrangement – InsuranceYes
2021-06-11Plan benefit arrangement – InsuranceYes
2020: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2020 form 5500 responses
2020-06-11Type of plan entitySingle employer plan
2020-06-11Submission has been amendedNo
2020-06-11This submission is the final filingNo
2020-06-11This return/report is a short plan year return/report (less than 12 months)No
2020-06-11Plan is a collectively bargained planNo
2020-06-11Plan funding arrangement – InsuranceYes
2020-06-11Plan benefit arrangement – InsuranceYes
2019: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2019 form 5500 responses
2019-06-11Type of plan entitySingle employer plan
2019-06-11Submission has been amendedNo
2019-06-11This submission is the final filingNo
2019-06-11This return/report is a short plan year return/report (less than 12 months)No
2019-06-11Plan is a collectively bargained planNo
2019-06-11Plan funding arrangement – InsuranceYes
2019-06-11Plan benefit arrangement – InsuranceYes
2018: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2018 form 5500 responses
2018-06-11Type of plan entitySingle employer plan
2018-06-11Submission has been amendedNo
2018-06-11This submission is the final filingNo
2018-06-11This return/report is a short plan year return/report (less than 12 months)No
2018-06-11Plan is a collectively bargained planNo
2018-06-11Plan funding arrangement – InsuranceYes
2018-06-11Plan benefit arrangement – InsuranceYes
2017: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2017 form 5500 responses
2017-06-11Type of plan entitySingle employer plan
2017-06-11Submission has been amendedNo
2017-06-11This submission is the final filingNo
2017-06-11This return/report is a short plan year return/report (less than 12 months)No
2017-06-11Plan is a collectively bargained planNo
2017-06-11Plan funding arrangement – InsuranceYes
2017-06-11Plan benefit arrangement – InsuranceYes
2016: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2016 form 5500 responses
2016-06-11Type of plan entitySingle employer plan
2016-06-11Submission has been amendedNo
2016-06-11This submission is the final filingNo
2016-06-11This return/report is a short plan year return/report (less than 12 months)No
2016-06-11Plan is a collectively bargained planNo
2016-06-11Plan funding arrangement – InsuranceYes
2016-06-11Plan benefit arrangement – InsuranceYes
2015: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2015 form 5500 responses
2015-06-11Type of plan entitySingle employer plan
2015-06-11Submission has been amendedNo
2015-06-11This submission is the final filingNo
2015-06-11This return/report is a short plan year return/report (less than 12 months)No
2015-06-11Plan is a collectively bargained planNo
2015-06-11Plan funding arrangement – InsuranceYes
2015-06-11Plan benefit arrangement – InsuranceYes
2014: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2014 form 5500 responses
2014-06-11Type of plan entitySingle employer plan
2014-06-11Submission has been amendedNo
2014-06-11This submission is the final filingNo
2014-06-11This return/report is a short plan year return/report (less than 12 months)No
2014-06-11Plan is a collectively bargained planNo
2014-06-11Plan funding arrangement – InsuranceYes
2014-06-11Plan benefit arrangement – InsuranceYes
2013: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2013 form 5500 responses
2013-06-11Type of plan entitySingle employer plan
2013-06-11Submission has been amendedNo
2013-06-11This submission is the final filingNo
2013-06-11This return/report is a short plan year return/report (less than 12 months)No
2013-06-11Plan is a collectively bargained planNo
2013-06-11Plan funding arrangement – InsuranceYes
2013-06-11Plan benefit arrangement – InsuranceYes
2012: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2012 form 5500 responses
2012-06-11Type of plan entitySingle employer plan
2012-06-11Submission has been amendedNo
2012-06-11This submission is the final filingNo
2012-06-11This return/report is a short plan year return/report (less than 12 months)No
2012-06-11Plan is a collectively bargained planNo
2012-06-11Plan funding arrangement – InsuranceYes
2012-06-11Plan benefit arrangement – InsuranceYes
2011: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2011 form 5500 responses
2011-06-11Type of plan entitySingle employer plan
2011-06-11Submission has been amendedNo
2011-06-11This submission is the final filingNo
2011-06-11This return/report is a short plan year return/report (less than 12 months)No
2011-06-11Plan is a collectively bargained planNo
2011-06-11Plan funding arrangement – InsuranceYes
2011-06-11Plan benefit arrangement – InsuranceYes
2009: TRAVEL ACCIDENT INSURANCE FOR FACULTY AND STAFF OF THE UNIVERSITY OF ROCHESTER 2009 form 5500 responses
2009-06-11Type of plan entitySingle employer plan
2009-06-11Submission has been amendedNo
2009-06-11This submission is the final filingNo
2009-06-11This return/report is a short plan year return/report (less than 12 months)No
2009-06-11Plan is a collectively bargained planNo
2009-06-11Plan funding arrangement – InsuranceYes
2009-06-11Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64002189
Policy instance 1
Insurance contract or identification number64002189
Number of Individuals Covered28460
Insurance policy start date2022-07-01
Insurance policy end date2023-07-01
Total amount of commissions paid to insurance brokerUSD $6,500
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 providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $32,499
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,500
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64002189
Policy instance 1
Insurance contract or identification number64002189
Number of Individuals Covered27231
Insurance policy start date2021-07-01
Insurance policy end date2022-07-01
Total amount of commissions paid to insurance brokerUSD $6,500
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 providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $32,499
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,500
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number6400-2189
Policy instance 1
Insurance contract or identification number6400-2189
Number of Individuals Covered27213
Insurance policy start date2020-07-01
Insurance policy end date2021-07-01
Total amount of commissions paid to insurance brokerUSD $7,216
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 providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $36,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,216
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64002189
Policy instance 1
Insurance contract or identification number64002189
Number of Individuals Covered2046
Insurance policy start date2019-07-01
Insurance policy end date2020-07-01
Total amount of commissions paid to insurance brokerUSD $7,216
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 providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $36,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,216
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number64002189
Policy instance 1
Insurance contract or identification number64002189
Number of Individuals Covered26641
Insurance policy start date2018-07-01
Insurance policy end date2019-07-01
Total amount of commissions paid to insurance brokerUSD $7,216
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 providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $36,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,216
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064002189
Policy instance 1
Insurance contract or identification number000064002189
Number of Individuals Covered25493
Insurance policy start date2017-07-01
Insurance policy end date2018-07-01
Total amount of commissions paid to insurance brokerUSD $7,216
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 providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $36,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,216
Insurance broker nameMERCER HEALTH AND BENEFIT LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064002189
Policy instance 1
Insurance contract or identification number000064002189
Number of Individuals Covered23215
Insurance policy start date2015-07-01
Insurance policy end date2016-07-01
Total amount of commissions paid to insurance brokerUSD $7,216
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
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $36,082
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,216
Insurance broker nameMERCER HEALTH AND BENEFIT LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064002189
Policy instance 1
Insurance contract or identification number000064002189
Number of Individuals Covered22134
Insurance policy start date2014-06-11
Insurance policy end date2015-06-11
Total amount of commissions paid to insurance brokerUSD $6,969
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
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $34,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,969
Insurance broker nameMERCER HEALTH AND BENEFIT LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064002189
Policy instance 1
Insurance contract or identification number000064002189
Number of Individuals Covered21392
Insurance policy start date2013-07-01
Insurance policy end date2014-07-01
Total amount of commissions paid to insurance brokerUSD $6,969
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
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $34,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,969
Insurance broker nameMERCER HEALTH AND BENEFIT LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064002189
Policy instance 1
Insurance contract or identification number000064002189
Number of Individuals Covered21202
Insurance policy start date2012-07-01
Insurance policy end date2013-07-01
Total amount of commissions paid to insurance brokerUSD $6,969
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
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
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 $34,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,969
Insurance broker nameMERCER HEALTH AND BENEFIT LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064002189
Policy instance 1
Insurance contract or identification number000064002189
Insurance policy start date2011-07-01
Insurance policy end date2012-07-01
Total amount of commissions paid to insurance brokerUSD $994
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $4,970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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