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WILLIAM R. BUNT PROFIT SHARING PLAN 401k Plan overview

Plan NameWILLIAM R. BUNT PROFIT SHARING PLAN
Plan identification number 001

WILLIAM R. BUNT PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

WILLIAM R. BUNT has sponsored the creation of one or more 401k plans.

Company Name:WILLIAM R. BUNT
Employer identification number (EIN):232005058
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAM R. BUNT PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01WILLIAM R. BUNT
0012023-01-01
0012023-01-01WILLIAM R. BUNT
0012022-01-01
0012022-01-01WILLIAM BUNT
0012021-01-01
0012021-01-01WILLIAM BUNT
0012020-01-01
0012019-01-01
0012018-01-01WILLIAM BUNT
0012017-01-01WILLIAM BUNT
0012016-01-01WILLIAM BUNT
0012015-01-01WILLIAM BUNT
0012014-01-01WILLIAM BUNT
0012013-01-01WILLIAM BUNT
0012012-01-01WILLIAM BUNT
0012011-01-01WILLIAM BUNT
0012010-01-01WILLIAM BUNT
0012009-01-01WILLIAM R. BUNT, ESQ.

Financial Data on WILLIAM R. BUNT PROFIT SHARING PLAN

Measure Date Value
2024 : WILLIAM R. BUNT PROFIT SHARING PLAN 2024 401k financial data
Total plan liabilities at end of year2024-01-01$0
Total plan liabilities at beginning of year2024-01-01$0
Total income from all sources2024-01-01$44,664
Expenses. Total of all expenses incurred2024-01-01$28,736
Benefits paid (including direct rollovers)2024-01-01$26,805
Total plan assets at end of year2024-01-01$650,527
Total plan assets at beginning of year2024-01-01$634,599
Value of fidelity bond covering the plan2024-01-01$80,000
Other income received2024-01-01$44,664
Net income (gross income less expenses)2024-01-01$15,928
Net plan assets at end of year (total assets less liabilities)2024-01-01$650,527
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$634,599
Assets. Value of participant loans2024-01-01$0
Expenses. Administrative service providers (salaries,fees and commissions)2024-01-01$1,931
2023 : WILLIAM R. BUNT PROFIT SHARING PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$34,616
Expenses. Total of all expenses incurred2023-12-31$27,782
Benefits paid (including direct rollovers)2023-12-31$25,928
Total plan assets at end of year2023-12-31$634,599
Total plan assets at beginning of year2023-12-31$627,765
Value of fidelity bond covering the plan2023-12-31$80,000
Other income received2023-12-31$34,616
Net income (gross income less expenses)2023-12-31$6,834
Net plan assets at end of year (total assets less liabilities)2023-12-31$634,599
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$627,765
Assets. Value of participant loans2023-12-31$1,334
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$1,854
2022 : WILLIAM R. BUNT PROFIT SHARING PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-68,119
Expenses. Total of all expenses incurred2022-12-31$30,697
Benefits paid (including direct rollovers)2022-12-31$28,552
Total plan assets at end of year2022-12-31$627,765
Total plan assets at beginning of year2022-12-31$726,581
Value of fidelity bond covering the plan2022-12-31$80,000
Other income received2022-12-31$-68,119
Net income (gross income less expenses)2022-12-31$-98,816
Net plan assets at end of year (total assets less liabilities)2022-12-31$627,765
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$726,581
Assets. Value of participant loans2022-12-31$4,774
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,145
2021 : WILLIAM R. BUNT PROFIT SHARING PLAN 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$27,914
Expenses. Total of all expenses incurred2021-12-31$5,919
Benefits paid (including direct rollovers)2021-12-31$3,652
Total plan assets at end of year2021-12-31$726,581
Total plan assets at beginning of year2021-12-31$704,586
Value of fidelity bond covering the plan2021-12-31$80,000
Other income received2021-12-31$27,914
Net income (gross income less expenses)2021-12-31$21,995
Net plan assets at end of year (total assets less liabilities)2021-12-31$726,581
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$704,586
Assets. Value of participant loans2021-12-31$7,759
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$2,267
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : WILLIAM R. BUNT PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources2020-12-31$37,850
Expenses. Total of all expenses incurred2020-12-31$5,719
Benefits paid (including direct rollovers)2020-12-31$3,653
Total plan assets at end of year2020-12-31$704,586
Total plan assets at beginning of year2020-12-31$672,455
Value of fidelity bond covering the plan2020-12-31$67,246
Other income received2020-12-31$37,850
Net income (gross income less expenses)2020-12-31$32,131
Net plan assets at end of year (total assets less liabilities)2020-12-31$704,586
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$672,455
Assets. Value of participant loans2020-12-31$10,673
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,066
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : WILLIAM R. BUNT PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources2019-12-31$73,591
Expenses. Total of all expenses incurred2019-12-31$5,641
Benefits paid (including direct rollovers)2019-12-31$3,653
Total plan assets at end of year2019-12-31$672,455
Total plan assets at beginning of year2019-12-31$604,505
Value of fidelity bond covering the plan2019-12-31$60,451
Other income received2019-12-31$73,591
Net income (gross income less expenses)2019-12-31$67,950
Net plan assets at end of year (total assets less liabilities)2019-12-31$672,455
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$604,505
Assets. Value of participant loans2019-12-31$13,406
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$1,988
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : WILLIAM R. BUNT PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources2018-12-31$-9,144
Expenses. Total of all expenses incurred2018-12-31$9,469
Benefits paid (including direct rollovers)2018-12-31$3,653
Total plan assets at end of year2018-12-31$604,505
Total plan assets at beginning of year2018-12-31$623,118
Value of fidelity bond covering the plan2018-12-31$60,000
Other income received2018-12-31$-9,144
Net income (gross income less expenses)2018-12-31$-18,613
Net plan assets at end of year (total assets less liabilities)2018-12-31$604,505
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$623,118
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$5,816
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : WILLIAM R. BUNT PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources2017-12-31$67,490
Expenses. Total of all expenses incurred2017-12-31$1,754
Total plan assets at end of year2017-12-31$623,118
Total plan assets at beginning of year2017-12-31$557,382
Value of fidelity bond covering the plan2017-12-31$60,000
Other income received2017-12-31$67,490
Net income (gross income less expenses)2017-12-31$65,736
Net plan assets at end of year (total assets less liabilities)2017-12-31$623,118
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$557,382
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$1,754
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : WILLIAM R. BUNT PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources2016-12-31$28,781
Expenses. Total of all expenses incurred2016-12-31$1,643
Total plan assets at end of year2016-12-31$557,382
Total plan assets at beginning of year2016-12-31$530,244
Value of fidelity bond covering the plan2016-12-31$60,000
Other income received2016-12-31$28,781
Net income (gross income less expenses)2016-12-31$27,138
Net plan assets at end of year (total assets less liabilities)2016-12-31$557,382
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$530,244
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$1,643
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : WILLIAM R. BUNT PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources2015-12-31$102
Expenses. Total of all expenses incurred2015-12-31$5,214
Benefits paid (including direct rollovers)2015-12-31$3,528
Total plan assets at end of year2015-12-31$530,244
Total plan assets at beginning of year2015-12-31$535,356
Value of fidelity bond covering the plan2015-12-31$60,000
Other income received2015-12-31$102
Net income (gross income less expenses)2015-12-31$-5,112
Net plan assets at end of year (total assets less liabilities)2015-12-31$530,244
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$535,356
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$1,686
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : WILLIAM R. BUNT PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources2014-12-31$21,778
Expenses. Total of all expenses incurred2014-12-31$56,652
Benefits paid (including direct rollovers)2014-12-31$54,689
Total plan assets at end of year2014-12-31$535,356
Total plan assets at beginning of year2014-12-31$570,230
Value of fidelity bond covering the plan2014-12-31$60,000
Other income received2014-12-31$21,778
Net income (gross income less expenses)2014-12-31$-34,874
Net plan assets at end of year (total assets less liabilities)2014-12-31$535,356
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$570,230
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,963
2013 : WILLIAM R. BUNT PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources2013-12-31$66,908
Expenses. Total of all expenses incurred2013-12-31$1,810
Total plan assets at end of year2013-12-31$570,230
Total plan assets at beginning of year2013-12-31$505,132
Value of fidelity bond covering the plan2013-12-31$60,000
Other income received2013-12-31$66,908
Net income (gross income less expenses)2013-12-31$65,098
Net plan assets at end of year (total assets less liabilities)2013-12-31$570,230
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$505,132
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,810
2012 : WILLIAM R. BUNT PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources2012-12-31$62,884
Expenses. Total of all expenses incurred2012-12-31$437
Total plan assets at end of year2012-12-31$505,132
Total plan assets at beginning of year2012-12-31$442,685
Value of fidelity bond covering the plan2012-12-31$60,000
Other income received2012-12-31$62,884
Net income (gross income less expenses)2012-12-31$62,447
Net plan assets at end of year (total assets less liabilities)2012-12-31$505,132
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$442,685
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$437
2011 : WILLIAM R. BUNT PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$3,864
Expenses. Total of all expenses incurred2011-12-31$73
Total plan assets at end of year2011-12-31$442,685
Total plan assets at beginning of year2011-12-31$438,894
Value of fidelity bond covering the plan2011-12-31$100,000
Other income received2011-12-31$3,864
Net income (gross income less expenses)2011-12-31$3,791
Net plan assets at end of year (total assets less liabilities)2011-12-31$442,685
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$438,894
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$73
2010 : WILLIAM R. BUNT PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$35,071
Expenses. Total of all expenses incurred2010-12-31$0
Total plan assets at end of year2010-12-31$438,894
Total plan assets at beginning of year2010-12-31$403,823
Value of fidelity bond covering the plan2010-12-31$100,000
Other income received2010-12-31$35,071
Net income (gross income less expenses)2010-12-31$35,071
Net plan assets at end of year (total assets less liabilities)2010-12-31$438,894
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$403,823

Form 5500 Responses for WILLIAM R. BUNT PROFIT SHARING PLAN

2023: WILLIAM R. BUNT PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
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 – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAM R. BUNT PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAM R. BUNT PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAM R. BUNT PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAM R. BUNT PROFIT SHARING PLAN 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 – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAM R. BUNT PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
Insurance contract or identification number046163-000
Number of Individuals Covered1
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
Insurance contract or identification number046163-000
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1
NEW ENGLAND FINANCIAL (National Association of Insurance Commissioners NAIC id number: 91626 )
Policy contract number046163-000
Policy instance 1

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