ENGLE-HAMBRIGHT & DAVIES, INC. has sponsored the creation of one or more 401k plans.
Additional information about ENGLE-HAMBRIGHT & DAVIES, INC.
Submission information for form 5500 for 401k plan ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN
401k plan membership statisitcs for ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2023: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 119 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 0 |
| Total of all active and inactive participants | 2023-01-01 | 119 |
| 2022: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 108 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 108 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 108 |
| 2021: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 108 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
| Total of all active and inactive participants | 2021-01-01 | 111 |
| 2020: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 104 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 104 |
| 2019: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 94 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 94 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 97 |
| 2018: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 94 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
| Total of all active and inactive participants | 2018-01-01 | 94 |
| 2017: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 95 |
| Measure | Date | Value |
|---|
| 2023 : ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $95,654 |
| Total plan liabilities at beginning of year | 2023-12-31 | $91,734 |
| Total income from all sources | 2023-12-31 | $1,919,165 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $1,887,487 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $834,985 |
| Total plan assets at end of year | 2023-12-31 | $560,379 |
| Total plan assets at beginning of year | 2023-12-31 | $524,781 |
| Value of fidelity bond covering the plan | 2023-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $310,094 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $689,050 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $1,787 |
| Other income received | 2023-12-31 | $12,416 |
| Net income (gross income less expenses) | 2023-12-31 | $31,678 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $464,725 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $433,047 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $1,594,868 |
| Value of corrective distributions | 2023-12-31 | $318,058 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $45,394 |
| 2022 : ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $91,734 |
| Total plan liabilities at beginning of year | 2022-12-31 | $89,687 |
| Total income from all sources | 2022-12-31 | $1,831,310 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,540,304 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $810,184 |
| Total plan assets at end of year | 2022-12-31 | $524,781 |
| Total plan assets at beginning of year | 2022-12-31 | $231,728 |
| Value of fidelity bond covering the plan | 2022-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $306,006 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $623,881 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $1,214 |
| Net income (gross income less expenses) | 2022-12-31 | $291,006 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $433,047 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $142,041 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,524,090 |
| Value of corrective distributions | 2022-12-31 | $55,087 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $51,152 |
| 2021 : ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $89,687 |
| Total plan liabilities at beginning of year | 2021-12-31 | $59,753 |
| Total income from all sources | 2021-12-31 | $1,531,020 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,708,597 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $980,908 |
| Total plan assets at end of year | 2021-12-31 | $231,728 |
| Total plan assets at beginning of year | 2021-12-31 | $379,371 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $278,298 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $609,230 |
| Other income received | 2021-12-31 | $736 |
| Net income (gross income less expenses) | 2021-12-31 | $-177,577 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $142,041 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $319,618 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,251,986 |
| Value of corrective distributions | 2021-12-31 | $111,516 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $6,943 |
| 2020 : ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $59,753 |
| Total plan liabilities at beginning of year | 2020-12-31 | $76,735 |
| Total income from all sources | 2020-12-31 | $1,511,147 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,418,045 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $652,821 |
| Total plan assets at end of year | 2020-12-31 | $379,371 |
| Total plan assets at beginning of year | 2020-12-31 | $303,251 |
| Value of fidelity bond covering the plan | 2020-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $285,123 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $547,801 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $1,355 |
| Other income received | 2020-12-31 | $986 |
| Net income (gross income less expenses) | 2020-12-31 | $93,102 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $319,618 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $226,516 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,223,683 |
| Value of corrective distributions | 2020-12-31 | $170,987 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $46,436 |
| 2019 : ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $76,735 |
| Total plan liabilities at beginning of year | 2019-12-31 | $84,199 |
| Total income from all sources | 2019-12-31 | $1,391,876 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,263,272 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $660,600 |
| Total plan assets at end of year | 2019-12-31 | $303,251 |
| Total plan assets at beginning of year | 2019-12-31 | $182,111 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $263,190 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $474,702 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $5,671 |
| Other income received | 2019-12-31 | $765 |
| Net income (gross income less expenses) | 2019-12-31 | $128,604 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $226,516 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $97,912 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,122,250 |
| Value of corrective distributions | 2019-12-31 | $82,212 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $45,758 |
| 2018 : ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $84,199 |
| Total plan liabilities at beginning of year | 2018-12-31 | $84,123 |
| Total income from all sources | 2018-12-31 | $1,221,752 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,082,358 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $652,956 |
| Total plan assets at end of year | 2018-12-31 | $182,111 |
| Total plan assets at beginning of year | 2018-12-31 | $42,641 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $245,323 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $387,360 |
| Other income received | 2018-12-31 | $360 |
| Net income (gross income less expenses) | 2018-12-31 | $139,394 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $97,912 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-41,482 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $976,069 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $42,042 |
| 2017 : ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $84,123 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $1,035,019 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,076,501 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $684,251 |
| Total plan assets at end of year | 2017-12-31 | $42,641 |
| Total plan assets at beginning of year | 2017-12-31 | $0 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $220,055 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $339,050 |
| Other income received | 2017-12-31 | $65 |
| Net income (gross income less expenses) | 2017-12-31 | $-41,482 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-41,482 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $814,899 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $53,200 |
| 2023: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: ENGLE-HAMBRIGHT & DAVIES, INC. GROUP MEDICAL PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | First time form 5500 has been submitted | Yes |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407398 |
| Policy instance | 1 |
| Insurance contract or identification number | 407398 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $605,952 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407398 |
| Policy instance | 1 |
| Insurance contract or identification number | 407398 | | Number of Individuals Covered | 108 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $541,165 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407398 |
| Policy instance | 1 |
| Insurance contract or identification number | 407398 | | Number of Individuals Covered | 111 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $529,796 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 0 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $286 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407398 |
| Policy instance | 2 |
| Insurance contract or identification number | 407398 | | Number of Individuals Covered | 104 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $477,607 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 97 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $407,551 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 94 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $324,621 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EVEREST REINSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 95 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $277,765 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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