VARI CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan VARI CORPORATION GROUP MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2022: VARI CORPORATION GROUP MEDICAL PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 67 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 72 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
| Total of all active and inactive participants | 2022-04-01 | 72 |
| 2021: VARI CORPORATION GROUP MEDICAL PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 66 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
| Total of all active and inactive participants | 2021-04-01 | 67 |
| 2020: VARI CORPORATION GROUP MEDICAL PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 71 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
| Total of all active and inactive participants | 2020-04-01 | 71 |
| 2019: VARI CORPORATION GROUP MEDICAL PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 76 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
| Total of all active and inactive participants | 2019-04-01 | 76 |
| 2018: VARI CORPORATION GROUP MEDICAL PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 76 |
| Number of retired or separated participants receiving benefits | 2018-04-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
| Total of all active and inactive participants | 2018-04-01 | 78 |
| 2017: VARI CORPORATION GROUP MEDICAL PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 70 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 68 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
| Total of all active and inactive participants | 2017-04-01 | 70 |
| 2016: VARI CORPORATION GROUP MEDICAL PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 69 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
| Total of all active and inactive participants | 2016-04-01 | 70 |
| 2015: VARI CORPORATION GROUP MEDICAL PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 76 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
| Total of all active and inactive participants | 2015-04-01 | 77 |
| 2014: VARI CORPORATION GROUP MEDICAL PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 79 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
| Total of all active and inactive participants | 2014-04-01 | 79 |
| Measure | Date | Value |
|---|
| 2023 : VARI CORPORATION GROUP MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-03-31 | $80,293 |
| Total plan liabilities at beginning of year | 2023-03-31 | $788,377 |
| Total income from all sources | 2023-03-31 | $1,677,516 |
| Expenses. Total of all expenses incurred | 2023-03-31 | $1,072,384 |
| Benefits paid (including direct rollovers) | 2023-03-31 | $283,400 |
| Total plan assets at end of year | 2023-03-31 | $393,848 |
| Total plan assets at beginning of year | 2023-03-31 | $496,800 |
| Value of fidelity bond covering the plan | 2023-03-31 | $100,000 |
| Total contributions received or receivable from participants | 2023-03-31 | $218,211 |
| Expenses. Other expenses not covered elsewhere | 2023-03-31 | $715,945 |
| Contributions received from other sources (not participants or employers) | 2023-03-31 | $99,999 |
| Other income received | 2023-03-31 | $2,477 |
| Net income (gross income less expenses) | 2023-03-31 | $605,132 |
| Net plan assets at end of year (total assets less liabilities) | 2023-03-31 | $313,555 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-03-31 | $-291,577 |
| Total contributions received or receivable from employer(s) | 2023-03-31 | $1,356,829 |
| Value of corrective distributions | 2023-03-31 | $68,119 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-03-31 | $4,920 |
| 2022 : VARI CORPORATION GROUP MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-03-31 | $788,377 |
| Total plan liabilities at beginning of year | 2022-03-31 | $152,899 |
| Total income from all sources | 2022-03-31 | $1,409,463 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $1,799,816 |
| Benefits paid (including direct rollovers) | 2022-03-31 | $922,029 |
| Total plan assets at end of year | 2022-03-31 | $496,800 |
| Total plan assets at beginning of year | 2022-03-31 | $251,675 |
| Value of fidelity bond covering the plan | 2022-03-31 | $100,000 |
| Total contributions received or receivable from participants | 2022-03-31 | $196,626 |
| Expenses. Other expenses not covered elsewhere | 2022-03-31 | $593,171 |
| Contributions received from other sources (not participants or employers) | 2022-03-31 | $7,275 |
| Other income received | 2022-03-31 | $1,622 |
| Net income (gross income less expenses) | 2022-03-31 | $-390,353 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $-291,577 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $98,776 |
| Total contributions received or receivable from employer(s) | 2022-03-31 | $1,203,940 |
| Value of corrective distributions | 2022-03-31 | $279,129 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-03-31 | $5,487 |
| 2021 : VARI CORPORATION GROUP MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-03-31 | $152,899 |
| Total plan liabilities at beginning of year | 2021-03-31 | $243,062 |
| Total income from all sources | 2021-03-31 | $1,496,393 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $1,523,867 |
| Benefits paid (including direct rollovers) | 2021-03-31 | $658,267 |
| Total plan assets at end of year | 2021-03-31 | $251,675 |
| Total plan assets at beginning of year | 2021-03-31 | $369,312 |
| Value of fidelity bond covering the plan | 2021-03-31 | $100,000 |
| Total contributions received or receivable from participants | 2021-03-31 | $202,293 |
| Expenses. Other expenses not covered elsewhere | 2021-03-31 | $615,945 |
| Contributions received from other sources (not participants or employers) | 2021-03-31 | $0 |
| Other income received | 2021-03-31 | $1,816 |
| Net income (gross income less expenses) | 2021-03-31 | $-27,474 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $98,776 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $126,250 |
| Total contributions received or receivable from employer(s) | 2021-03-31 | $1,292,284 |
| Value of corrective distributions | 2021-03-31 | $237,937 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-03-31 | $11,718 |
| 2020 : VARI CORPORATION GROUP MEDICAL PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-03-31 | $243,062 |
| Total plan liabilities at beginning of year | 2020-03-31 | $81,656 |
| Total income from all sources | 2020-03-31 | $1,545,677 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $1,777,372 |
| Benefits paid (including direct rollovers) | 2020-03-31 | $947,417 |
| Total plan assets at end of year | 2020-03-31 | $369,312 |
| Total plan assets at beginning of year | 2020-03-31 | $439,601 |
| Value of fidelity bond covering the plan | 2020-03-31 | $100,000 |
| Total contributions received or receivable from participants | 2020-03-31 | $177,865 |
| Expenses. Other expenses not covered elsewhere | 2020-03-31 | $599,395 |
| Contributions received from other sources (not participants or employers) | 2020-03-31 | $31 |
| Other income received | 2020-03-31 | $4,533 |
| Net income (gross income less expenses) | 2020-03-31 | $-231,695 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $126,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $357,945 |
| Total contributions received or receivable from employer(s) | 2020-03-31 | $1,363,248 |
| Value of corrective distributions | 2020-03-31 | $207,036 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-03-31 | $23,524 |
| 2019 : VARI CORPORATION GROUP MEDICAL PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-03-31 | $81,656 |
| Total plan liabilities at beginning of year | 2019-03-31 | $58,847 |
| Total income from all sources | 2019-03-31 | $1,468,649 |
| Expenses. Total of all expenses incurred | 2019-03-31 | $1,495,742 |
| Benefits paid (including direct rollovers) | 2019-03-31 | $606,717 |
| Total plan assets at end of year | 2019-03-31 | $439,601 |
| Total plan assets at beginning of year | 2019-03-31 | $443,885 |
| Value of fidelity bond covering the plan | 2019-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-03-31 | $182,725 |
| Expenses. Other expenses not covered elsewhere | 2019-03-31 | $567,376 |
| Other income received | 2019-03-31 | $3,137 |
| Net income (gross income less expenses) | 2019-03-31 | $-27,093 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $357,945 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $385,038 |
| Total contributions received or receivable from employer(s) | 2019-03-31 | $1,282,787 |
| Value of corrective distributions | 2019-03-31 | $293,644 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-03-31 | $28,005 |
| 2018 : VARI CORPORATION GROUP MEDICAL PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-03-31 | $58,847 |
| Total plan liabilities at beginning of year | 2018-03-31 | $71,102 |
| Total income from all sources | 2018-03-31 | $1,383,860 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $1,226,408 |
| Benefits paid (including direct rollovers) | 2018-03-31 | $533,645 |
| Total plan assets at end of year | 2018-03-31 | $443,885 |
| Total plan assets at beginning of year | 2018-03-31 | $298,688 |
| Value of fidelity bond covering the plan | 2018-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-03-31 | $169,833 |
| Expenses. Other expenses not covered elsewhere | 2018-03-31 | $487,121 |
| Other income received | 2018-03-31 | $663 |
| Net income (gross income less expenses) | 2018-03-31 | $157,452 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $385,038 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $227,586 |
| Total contributions received or receivable from employer(s) | 2018-03-31 | $1,213,364 |
| Value of corrective distributions | 2018-03-31 | $169,788 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-03-31 | $35,854 |
| 2017 : VARI CORPORATION GROUP MEDICAL PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-03-31 | $71,102 |
| Total plan liabilities at beginning of year | 2017-03-31 | $91,043 |
| Total income from all sources | 2017-03-31 | $1,317,437 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $1,013,382 |
| Benefits paid (including direct rollovers) | 2017-03-31 | $549,977 |
| Total plan assets at end of year | 2017-03-31 | $298,688 |
| Total plan assets at beginning of year | 2017-03-31 | $14,574 |
| Value of fidelity bond covering the plan | 2017-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-03-31 | $152,100 |
| Expenses. Other expenses not covered elsewhere | 2017-03-31 | $424,075 |
| Other income received | 2017-03-31 | $268 |
| Net income (gross income less expenses) | 2017-03-31 | $304,055 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $227,586 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $-76,469 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $1,165,069 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $39,330 |
| 2016 : VARI CORPORATION GROUP MEDICAL PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-03-31 | $91,043 |
| Total plan liabilities at beginning of year | 2016-03-31 | $90,971 |
| Total income from all sources | 2016-03-31 | $1,055,330 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $1,130,608 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $746,091 |
| Total plan assets at end of year | 2016-03-31 | $14,574 |
| Total plan assets at beginning of year | 2016-03-31 | $89,780 |
| Value of fidelity bond covering the plan | 2016-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-03-31 | $143,468 |
| Expenses. Other expenses not covered elsewhere | 2016-03-31 | $318,263 |
| Contributions received from other sources (not participants or employers) | 2016-03-31 | $0 |
| Other income received | 2016-03-31 | $77 |
| Net income (gross income less expenses) | 2016-03-31 | $-75,278 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $-76,469 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $-1,191 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $911,785 |
| Value of corrective distributions | 2016-03-31 | $26,082 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-03-31 | $40,172 |
| 2015 : VARI CORPORATION GROUP MEDICAL PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-03-31 | $90,971 |
| Total income from all sources | 2015-03-31 | $1,080,805 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $1,081,996 |
| Benefits paid (including direct rollovers) | 2015-03-31 | $678,227 |
| Total plan assets at end of year | 2015-03-31 | $89,780 |
| Value of fidelity bond covering the plan | 2015-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-03-31 | $128,186 |
| Expenses. Other expenses not covered elsewhere | 2015-03-31 | $364,074 |
| Contributions received from other sources (not participants or employers) | 2015-03-31 | $0 |
| Other income received | 2015-03-31 | $57 |
| Noncash contributions received | 2015-03-31 | $0 |
| Net income (gross income less expenses) | 2015-03-31 | $-1,191 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $-1,191 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $952,562 |
| Value of certain deemed distributions of participant loans | 2015-03-31 | $0 |
| Value of corrective distributions | 2015-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-03-31 | $39,695 |
| 2022: VARI CORPORATION GROUP MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Submission has been amended | No |
| 2022-04-01 | This submission is the final filing | No |
| 2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-04-01 | Plan is a collectively bargained plan | No |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan funding arrangement – Trust | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement - Trust | Yes |
| 2021: VARI CORPORATION GROUP MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Submission has been amended | No |
| 2021-04-01 | This submission is the final filing | No |
| 2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-04-01 | Plan is a collectively bargained plan | No |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan funding arrangement – Trust | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement - Trust | Yes |
| 2020: VARI CORPORATION GROUP MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Submission has been amended | No |
| 2020-04-01 | This submission is the final filing | No |
| 2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-04-01 | Plan is a collectively bargained plan | No |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan funding arrangement – Trust | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement - Trust | Yes |
| 2019: VARI CORPORATION GROUP MEDICAL PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Submission has been amended | No |
| 2019-04-01 | This submission is the final filing | No |
| 2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-01 | Plan is a collectively bargained plan | No |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan funding arrangement – Trust | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement - Trust | Yes |
| 2018: VARI CORPORATION GROUP MEDICAL PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Submission has been amended | No |
| 2018-04-01 | This submission is the final filing | No |
| 2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-04-01 | Plan is a collectively bargained plan | No |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan funding arrangement – Trust | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement - Trust | Yes |
| 2017: VARI CORPORATION GROUP MEDICAL PLAN 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Submission has been amended | No |
| 2017-04-01 | This submission is the final filing | No |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan funding arrangement – Trust | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement - Trust | Yes |
| 2016: VARI CORPORATION GROUP MEDICAL PLAN 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan funding arrangement – Trust | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement - Trust | Yes |
| 2015: VARI CORPORATION GROUP MEDICAL PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan funding arrangement – Trust | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement - Trust | Yes |
| 2014: VARI CORPORATION GROUP MEDICAL PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | First time form 5500 has been submitted | Yes |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Trust | Yes |
| 2014-04-01 | Plan benefit arrangement - Trust | Yes |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 408419 |
| Policy instance | 2 |
| Insurance contract or identification number | 408419 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | 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 $178,635 | | 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: 69019 ) |
| Policy contract number | 30700002 |
| Policy instance | 1 |
| Insurance contract or identification number | 30700002 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | 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 $495,896 | | 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: 69019 ) |
| Policy contract number | 30700002 |
| Policy instance | 1 |
| Insurance contract or identification number | 30700002 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | 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 $605,947 | | 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: 69019 ) |
| Policy contract number | 30700002 |
| Policy instance | 1 |
| Insurance contract or identification number | 30700002 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | 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 $580,842 | | 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: 69019 ) |
| Policy contract number | 30700002 |
| Policy instance | 1 |
| Insurance contract or identification number | 30700002 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | 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 $559,758 | | 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: 69019 ) |
| Policy contract number | PCI |
| Policy instance | 1 |
| Insurance contract or identification number | PCI | | Number of Individuals Covered | 78 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | 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 $528,126 | | 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: 69019 ) |
| Policy contract number | PCI |
| Policy instance | 1 |
| Insurance contract or identification number | PCI | | Number of Individuals Covered | 70 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | 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 $450,866 | | 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: 69019 ) |
| Policy contract number | PCI BENEFITS |
| Policy instance | 1 |
| Insurance contract or identification number | PCI BENEFITS | | Number of Individuals Covered | 77 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | 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 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 $312,304 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EXCESS REINSURANCE UNDERWRITERS (National Association of Insurance Commissioners NAIC id number: 26921 ) |
| Policy contract number | PCI BENEFITS |
| Policy instance | 1 |
| Insurance contract or identification number | PCI BENEFITS | | Number of Individuals Covered | 79 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | 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 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 $218,696 | | 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: 69019 ) |
| Policy contract number | PCI BENEFITS |
| Policy instance | 2 |
| Insurance contract or identification number | PCI BENEFITS | | Number of Individuals Covered | 79 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | 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 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 $76,012 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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