TRANS/AIR MANUFACTURING CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN
401k plan membership statisitcs for TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN
| Measure | Date | Value |
|---|
| 2022: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 88 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| 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 | 89 |
| 2021: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 85 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
| 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 | 86 |
| 2020: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT 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 | 86 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| 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 | 87 |
| 2019: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 95 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
| 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: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 80 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 2 |
| 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 | 82 |
| 2017: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 78 |
| 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 | 78 |
| 2016: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 78 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 79 |
| 2015: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 77 |
| 2014: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 73 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 73 |
| Measure | Date | Value |
|---|
| 2022 : TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $70,192 |
| Total plan liabilities at beginning of year | 2022-12-31 | $131,238 |
| Total income from all sources | 2022-12-31 | $1,143,366 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $1,219,052 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $671,218 |
| Total plan assets at end of year | 2022-12-31 | $257,033 |
| Total plan assets at beginning of year | 2022-12-31 | $393,765 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $107,634 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $366,577 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $10,742 |
| Other income received | 2022-12-31 | $985 |
| Net income (gross income less expenses) | 2022-12-31 | $-75,686 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $186,841 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $262,527 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,024,005 |
| Value of corrective distributions | 2022-12-31 | $176,456 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $4,801 |
| 2021 : TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $131,238 |
| Total plan liabilities at beginning of year | 2021-12-31 | $65,133 |
| Total income from all sources | 2021-12-31 | $1,248,867 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,267,636 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $675,920 |
| Total plan assets at end of year | 2021-12-31 | $393,765 |
| Total plan assets at beginning of year | 2021-12-31 | $346,429 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $128,464 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $379,168 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $2,883 |
| Other income received | 2021-12-31 | $1,122 |
| Net income (gross income less expenses) | 2021-12-31 | $-18,769 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $262,527 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $281,296 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $1,116,398 |
| Value of corrective distributions | 2021-12-31 | $196,666 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $15,882 |
| 2020 : TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $65,133 |
| Total plan liabilities at beginning of year | 2020-12-31 | $74,713 |
| Total income from all sources | 2020-12-31 | $1,401,556 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,146,946 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $720,793 |
| Total plan assets at end of year | 2020-12-31 | $346,429 |
| Total plan assets at beginning of year | 2020-12-31 | $101,399 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $118,883 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $405,236 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $19,686 |
| Other income received | 2020-12-31 | $670 |
| Net income (gross income less expenses) | 2020-12-31 | $254,610 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $281,296 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $26,686 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,262,317 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $20,917 |
| 2019 : TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $74,713 |
| Total plan liabilities at beginning of year | 2019-12-31 | $76,733 |
| Total income from all sources | 2019-12-31 | $1,130,298 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,076,850 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $705,777 |
| Total plan assets at end of year | 2019-12-31 | $101,399 |
| Total plan assets at beginning of year | 2019-12-31 | $49,971 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $76,886 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $342,034 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $7,927 |
| Other income received | 2019-12-31 | $231 |
| Net income (gross income less expenses) | 2019-12-31 | $53,448 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $26,686 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $-26,762 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,045,254 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $29,039 |
| 2018 : TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $76,733 |
| Total plan liabilities at beginning of year | 2018-12-31 | $55,228 |
| Total income from all sources | 2018-12-31 | $1,207,667 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,271,370 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $839,657 |
| Total plan assets at end of year | 2018-12-31 | $49,971 |
| Total plan assets at beginning of year | 2018-12-31 | $92,169 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $66,878 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $212,763 |
| Other income received | 2018-12-31 | $370,903 |
| Net income (gross income less expenses) | 2018-12-31 | $-63,703 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $-26,762 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $36,941 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $769,886 |
| Value of corrective distributions | 2018-12-31 | $120,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $98,950 |
| 2017 : TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $55,228 |
| Total plan liabilities at beginning of year | 2017-12-31 | $50,917 |
| Total income from all sources | 2017-12-31 | $893,781 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,116,433 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $687,521 |
| Total plan assets at end of year | 2017-12-31 | $92,169 |
| Total plan assets at beginning of year | 2017-12-31 | $310,510 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $77,332 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $198,044 |
| Other income received | 2017-12-31 | $23,363 |
| Net income (gross income less expenses) | 2017-12-31 | $-222,652 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $36,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $259,593 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $793,086 |
| Value of corrective distributions | 2017-12-31 | $120,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $110,868 |
| 2016 : TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $50,917 |
| Total plan liabilities at beginning of year | 2016-12-31 | $58,936 |
| Total income from all sources | 2016-12-31 | $875,085 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $723,933 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $375,014 |
| Total plan assets at end of year | 2016-12-31 | $310,510 |
| Total plan assets at beginning of year | 2016-12-31 | $167,377 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $159,436 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $194,553 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $5,351 |
| Net income (gross income less expenses) | 2016-12-31 | $151,152 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $259,593 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $108,441 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $710,298 |
| Value of corrective distributions | 2016-12-31 | $48,000 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $106,366 |
| 2015 : TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $58,936 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $992,204 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $932,179 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $636,587 |
| Total plan assets at end of year | 2015-12-31 | $167,377 |
| Total plan assets at beginning of year | 2015-12-31 | $48,416 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $167,914 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $190,344 |
| Other income received | 2015-12-31 | $156,016 |
| Net income (gross income less expenses) | 2015-12-31 | $60,025 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $108,441 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $48,416 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $668,274 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $105,248 |
| 2014 : TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $971,796 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $923,380 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $635,888 |
| Total plan assets at end of year | 2014-12-31 | $48,416 |
| Total plan assets at beginning of year | 2014-12-31 | $0 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $165,884 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $172,976 |
| Other income received | 2014-12-31 | $163,329 |
| Net income (gross income less expenses) | 2014-12-31 | $48,416 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $48,416 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $642,583 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $114,516 |
| 2022: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT 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: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT 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: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT 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: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT 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: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT 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: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 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 |
| 2016: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: TRANS/AIR MFG., CORP. S/F MEDICAL REIMBURSEMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 ) |
| Policy contract number | 407371 |
| Policy instance | 1 |
| Insurance contract or identification number | 407371 | | Number of Individuals Covered | 90 | | 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 $305,153 | | 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 | 407371 |
| Policy instance | 1 |
| Insurance contract or identification number | 407371 | | Number of Individuals Covered | 86 | | 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 $316,274 | | 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 | 4073471 |
| Policy instance | 2 |
| Insurance contract or identification number | 4073471 | | Number of Individuals Covered | 87 | | 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 $332,109 | | 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 | 30500102 |
| Policy instance | 1 |
| Insurance contract or identification number | 30500102 | | 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 $354 | | 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 | 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 $268,809 | | 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 | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 82 | | 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 $212,763 | | 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 | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 78 | | 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 $198,044 | | 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 | VERIS |
| Policy instance | 2 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 77 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 $190,506 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| EXCESS REINSURANCE UNDERWRITERS (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 | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 $-162 | | 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 | VERIS |
| Policy instance | 1 |
| Insurance contract or identification number | VERIS | | Number of Individuals Covered | 73 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 $172,976 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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