COINCO/MORCO/COMOR INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
---|
2022: COINCO/MORCO/COMOR INC 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-05-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 23 |
Total of all active and inactive participants | 2022-05-01 | 23 |
Total participants | 2022-05-01 | 23 |
2021: COINCO/MORCO/COMOR INC 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-05-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 25 |
Total of all active and inactive participants | 2021-05-01 | 25 |
Total participants | 2021-05-01 | 25 |
2020: COINCO/MORCO/COMOR INC 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-05-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 25 |
Total of all active and inactive participants | 2020-05-01 | 25 |
Total participants | 2020-05-01 | 25 |
2019: COINCO/MORCO/COMOR INC 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-05-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 42 |
Total of all active and inactive participants | 2019-05-01 | 42 |
Total participants | 2019-05-01 | 42 |
2018: COINCO/MORCO/COMOR INC 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-05-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 45 |
Total of all active and inactive participants | 2018-05-01 | 45 |
Total participants | 2018-05-01 | 45 |
2017: COINCO/MORCO/COMOR INC 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-05-01 | 42 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 39 |
Total of all active and inactive participants | 2017-05-01 | 39 |
Total participants | 2017-05-01 | 39 |
2016: COINCO/MORCO/COMOR INC 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-05-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 41 |
Total of all active and inactive participants | 2016-05-01 | 41 |
Total participants | 2016-05-01 | 41 |
2015: COINCO/MORCO/COMOR INC 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-05-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 43 |
Total of all active and inactive participants | 2015-05-01 | 43 |
Total participants | 2015-05-01 | 43 |
2014: COINCO/MORCO/COMOR INC 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-05-01 | 44 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 42 |
Total of all active and inactive participants | 2014-05-01 | 42 |
Total participants | 2014-05-01 | 42 |
2013: COINCO/MORCO/COMOR INC 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-05-01 | 48 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 44 |
Total of all active and inactive participants | 2013-05-01 | 44 |
Total participants | 2013-05-01 | 44 |
2012: COINCO/MORCO/COMOR INC 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-05-01 | 45 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 47 |
Total of all active and inactive participants | 2012-05-01 | 47 |
Total participants | 2012-05-01 | 47 |
2011: COINCO/MORCO/COMOR INC 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-05-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 45 |
Total of all active and inactive participants | 2011-05-01 | 45 |
Total participants | 2011-05-01 | 45 |
2009: COINCO/MORCO/COMOR INC 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 55 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 53 |
Total of all active and inactive participants | 2009-01-01 | 53 |
Total participants | 2009-01-01 | 53 |
Measure | Date | Value |
---|
2023 : COINCO/MORCO/COMOR INC 2023 401k financial data |
---|
Total income from all sources | 2023-04-30 | $307,295 |
Expenses. Total of all expenses incurred | 2023-04-30 | $307,295 |
Benefits paid (including direct rollovers) | 2023-04-30 | $181,388 |
Expenses. Other expenses not covered elsewhere | 2023-04-30 | $106,857 |
Net income (gross income less expenses) | 2023-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2023-04-30 | $307,295 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-04-30 | $19,050 |
2022 : COINCO/MORCO/COMOR INC 2022 401k financial data |
---|
Total income from all sources | 2022-04-30 | $206,607 |
Expenses. Total of all expenses incurred | 2022-04-30 | $206,607 |
Benefits paid (including direct rollovers) | 2022-04-30 | $85,511 |
Expenses. Other expenses not covered elsewhere | 2022-04-30 | $108,117 |
Net income (gross income less expenses) | 2022-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2022-04-30 | $206,607 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-04-30 | $12,979 |
2021 : COINCO/MORCO/COMOR INC 2021 401k financial data |
---|
Total income from all sources | 2021-04-30 | $339,178 |
Expenses. Total of all expenses incurred | 2021-04-30 | $339,178 |
Benefits paid (including direct rollovers) | 2021-04-30 | $190,552 |
Expenses. Other expenses not covered elsewhere | 2021-04-30 | $133,750 |
Net income (gross income less expenses) | 2021-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2021-04-30 | $339,178 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-04-30 | $14,876 |
2020 : COINCO/MORCO/COMOR INC 2020 401k financial data |
---|
Total income from all sources | 2020-04-30 | $532,684 |
Expenses. Total of all expenses incurred | 2020-04-30 | $532,684 |
Benefits paid (including direct rollovers) | 2020-04-30 | $348,577 |
Expenses. Other expenses not covered elsewhere | 2020-04-30 | $164,253 |
Net income (gross income less expenses) | 2020-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2020-04-30 | $532,684 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-04-30 | $19,854 |
2019 : COINCO/MORCO/COMOR INC 2019 401k financial data |
---|
Total plan liabilities at end of year | 2019-04-30 | $0 |
Total plan liabilities at beginning of year | 2019-04-30 | $0 |
Total income from all sources | 2019-04-30 | $663,784 |
Expenses. Total of all expenses incurred | 2019-04-30 | $663,784 |
Benefits paid (including direct rollovers) | 2019-04-30 | $494,428 |
Total plan assets at end of year | 2019-04-30 | $0 |
Total plan assets at beginning of year | 2019-04-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2019-04-30 | $150,278 |
Net income (gross income less expenses) | 2019-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2019-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2019-04-30 | $663,784 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-04-30 | $19,078 |
2018 : COINCO/MORCO/COMOR INC 2018 401k financial data |
---|
Transfers to/from the plan | 2018-04-30 | $0 |
Total plan liabilities at end of year | 2018-04-30 | $0 |
Total plan liabilities at beginning of year | 2018-04-30 | $0 |
Total income from all sources | 2018-04-30 | $512,120 |
Expenses. Total of all expenses incurred | 2018-04-30 | $512,120 |
Benefits paid (including direct rollovers) | 2018-04-30 | $384,800 |
Total plan assets at end of year | 2018-04-30 | $0 |
Total plan assets at beginning of year | 2018-04-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-04-30 | $109,817 |
Net income (gross income less expenses) | 2018-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2018-04-30 | $512,120 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-04-30 | $17,503 |
2017 : COINCO/MORCO/COMOR INC 2017 401k financial data |
---|
Transfers to/from the plan | 2017-04-30 | $0 |
Total plan liabilities at end of year | 2017-04-30 | $0 |
Total plan liabilities at beginning of year | 2017-04-30 | $0 |
Total income from all sources | 2017-04-30 | $664,130 |
Expenses. Total of all expenses incurred | 2017-04-30 | $664,130 |
Benefits paid (including direct rollovers) | 2017-04-30 | $541,469 |
Total plan assets at end of year | 2017-04-30 | $0 |
Total plan assets at beginning of year | 2017-04-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-04-30 | $106,754 |
Net income (gross income less expenses) | 2017-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2017-04-30 | $664,130 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-04-30 | $15,907 |
2016 : COINCO/MORCO/COMOR INC 2016 401k financial data |
---|
Transfers to/from the plan | 2016-04-30 | $0 |
Total plan liabilities at end of year | 2016-04-30 | $0 |
Total plan liabilities at beginning of year | 2016-04-30 | $0 |
Total income from all sources | 2016-04-30 | $566,707 |
Expenses. Total of all expenses incurred | 2016-04-30 | $566,707 |
Benefits paid (including direct rollovers) | 2016-04-30 | $457,015 |
Total plan assets at end of year | 2016-04-30 | $0 |
Total plan assets at beginning of year | 2016-04-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-04-30 | $94,139 |
Net income (gross income less expenses) | 2016-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2016-04-30 | $566,707 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-04-30 | $15,553 |
2015 : COINCO/MORCO/COMOR INC 2015 401k financial data |
---|
Transfers to/from the plan | 2015-04-30 | $0 |
Total plan liabilities at end of year | 2015-04-30 | $0 |
Total plan liabilities at beginning of year | 2015-04-30 | $0 |
Total income from all sources | 2015-04-30 | $386,960 |
Expenses. Total of all expenses incurred | 2015-04-30 | $386,960 |
Benefits paid (including direct rollovers) | 2015-04-30 | $271,942 |
Total plan assets at end of year | 2015-04-30 | $0 |
Total plan assets at beginning of year | 2015-04-30 | $0 |
Net income (gross income less expenses) | 2015-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2015-04-30 | $386,960 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-04-30 | $115,018 |
2014 : COINCO/MORCO/COMOR INC 2014 401k financial data |
---|
Transfers to/from the plan | 2014-04-30 | $0 |
Total plan liabilities at end of year | 2014-04-30 | $0 |
Total plan liabilities at beginning of year | 2014-04-30 | $0 |
Total income from all sources | 2014-04-30 | $249,404 |
Expenses. Total of all expenses incurred | 2014-04-30 | $249,404 |
Benefits paid (including direct rollovers) | 2014-04-30 | $136,824 |
Total plan assets at end of year | 2014-04-30 | $0 |
Total plan assets at beginning of year | 2014-04-30 | $0 |
Net income (gross income less expenses) | 2014-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2014-04-30 | $249,404 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-04-30 | $112,580 |
2013 : COINCO/MORCO/COMOR INC 2013 401k financial data |
---|
Total income from all sources | 2013-04-30 | $350,495 |
Expenses. Total of all expenses incurred | 2013-04-30 | $350,495 |
Benefits paid (including direct rollovers) | 2013-04-30 | $230,999 |
Expenses. Other expenses not covered elsewhere | 2013-04-30 | $102,589 |
Net income (gross income less expenses) | 2013-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2013-04-30 | $350,495 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-04-30 | $16,907 |
2012 : COINCO/MORCO/COMOR INC 2012 401k financial data |
---|
Transfers to/from the plan | 2012-04-30 | $0 |
Total plan liabilities at end of year | 2012-04-30 | $0 |
Total plan liabilities at beginning of year | 2012-04-30 | $0 |
Total income from all sources | 2012-04-30 | $347,458 |
Expenses. Total of all expenses incurred | 2012-04-30 | $347,458 |
Benefits paid (including direct rollovers) | 2012-04-30 | $251,968 |
Total plan assets at end of year | 2012-04-30 | $0 |
Total plan assets at beginning of year | 2012-04-30 | $0 |
Expenses. Other expenses not covered elsewhere | 2012-04-30 | $79,688 |
Net income (gross income less expenses) | 2012-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2012-04-30 | $347,458 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-04-30 | $15,802 |
2011 : COINCO/MORCO/COMOR INC 2011 401k financial data |
---|
Transfers to/from the plan | 2011-04-30 | $0 |
Total plan liabilities at end of year | 2011-04-30 | $0 |
Total plan liabilities at beginning of year | 2011-04-30 | $0 |
Total income from all sources | 2011-04-30 | $311,237 |
Expenses. Total of all expenses incurred | 2011-04-30 | $311,237 |
Benefits paid (including direct rollovers) | 2011-04-30 | $218,470 |
Total plan assets at end of year | 2011-04-30 | $0 |
Total plan assets at beginning of year | 2011-04-30 | $0 |
Net income (gross income less expenses) | 2011-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $0 |
Total contributions received or receivable from employer(s) | 2011-04-30 | $311,237 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-04-30 | $92,767 |
2022: COINCO/MORCO/COMOR INC 2022 form 5500 responses |
---|
2022-05-01 | Type of plan entity | Single employer plan |
2022-05-01 | Submission has been amended | No |
2022-05-01 | This submission is the final filing | No |
2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-05-01 | Plan is a collectively bargained plan | No |
2022-05-01 | Plan funding arrangement – Insurance | Yes |
2022-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-05-01 | Plan benefit arrangement – Insurance | Yes |
2022-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: COINCO/MORCO/COMOR INC 2021 form 5500 responses |
---|
2021-05-01 | Type of plan entity | Single employer plan |
2021-05-01 | Submission has been amended | No |
2021-05-01 | This submission is the final filing | No |
2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-05-01 | Plan is a collectively bargained plan | No |
2021-05-01 | Plan funding arrangement – Insurance | Yes |
2021-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-05-01 | Plan benefit arrangement – Insurance | Yes |
2021-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: COINCO/MORCO/COMOR INC 2020 form 5500 responses |
---|
2020-05-01 | Type of plan entity | Single employer plan |
2020-05-01 | Submission has been amended | No |
2020-05-01 | This submission is the final filing | No |
2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-05-01 | Plan is a collectively bargained plan | No |
2020-05-01 | Plan funding arrangement – Insurance | Yes |
2020-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-05-01 | Plan benefit arrangement – Insurance | Yes |
2020-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: COINCO/MORCO/COMOR INC 2019 form 5500 responses |
---|
2019-05-01 | Type of plan entity | Single employer plan |
2019-05-01 | Submission has been amended | No |
2019-05-01 | This submission is the final filing | No |
2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-05-01 | Plan is a collectively bargained plan | No |
2019-05-01 | Plan funding arrangement – Insurance | Yes |
2019-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-05-01 | Plan benefit arrangement – Insurance | Yes |
2019-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: COINCO/MORCO/COMOR INC 2018 form 5500 responses |
---|
2018-05-01 | Type of plan entity | Single employer plan |
2018-05-01 | Submission has been amended | No |
2018-05-01 | This submission is the final filing | No |
2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-05-01 | Plan is a collectively bargained plan | No |
2018-05-01 | Plan funding arrangement – Insurance | Yes |
2018-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-05-01 | Plan benefit arrangement – Insurance | Yes |
2018-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: COINCO/MORCO/COMOR INC 2017 form 5500 responses |
---|
2017-05-01 | Type of plan entity | Single employer plan |
2017-05-01 | Submission has been amended | No |
2017-05-01 | This submission is the final filing | No |
2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-05-01 | Plan is a collectively bargained plan | No |
2017-05-01 | Plan funding arrangement – Insurance | Yes |
2017-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-05-01 | Plan benefit arrangement – Insurance | Yes |
2017-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: COINCO/MORCO/COMOR INC 2016 form 5500 responses |
---|
2016-05-01 | Type of plan entity | Single employer plan |
2016-05-01 | Submission has been amended | No |
2016-05-01 | This submission is the final filing | No |
2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-05-01 | Plan is a collectively bargained plan | No |
2016-05-01 | Plan funding arrangement – Insurance | Yes |
2016-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-05-01 | Plan benefit arrangement – Insurance | Yes |
2016-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: COINCO/MORCO/COMOR INC 2015 form 5500 responses |
---|
2015-05-01 | Type of plan entity | Single employer plan |
2015-05-01 | Submission has been amended | No |
2015-05-01 | This submission is the final filing | No |
2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-05-01 | Plan is a collectively bargained plan | No |
2015-05-01 | Plan funding arrangement – Insurance | Yes |
2015-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-05-01 | Plan benefit arrangement – Insurance | Yes |
2015-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: COINCO/MORCO/COMOR INC 2014 form 5500 responses |
---|
2014-05-01 | Type of plan entity | Single employer plan |
2014-05-01 | Submission has been amended | No |
2014-05-01 | This submission is the final filing | No |
2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-05-01 | Plan is a collectively bargained plan | No |
2014-05-01 | Plan funding arrangement – Insurance | Yes |
2014-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-05-01 | Plan benefit arrangement – Insurance | Yes |
2014-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: COINCO/MORCO/COMOR INC 2013 form 5500 responses |
---|
2013-05-01 | Type of plan entity | Single employer plan |
2013-05-01 | Submission has been amended | No |
2013-05-01 | This submission is the final filing | No |
2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-05-01 | Plan is a collectively bargained plan | No |
2013-05-01 | Plan funding arrangement – Insurance | Yes |
2013-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-05-01 | Plan benefit arrangement – Insurance | Yes |
2013-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: COINCO/MORCO/COMOR INC 2012 form 5500 responses |
---|
2012-05-01 | Type of plan entity | Single employer plan |
2012-05-01 | Submission has been amended | No |
2012-05-01 | This submission is the final filing | No |
2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-05-01 | Plan is a collectively bargained plan | No |
2012-05-01 | Plan funding arrangement – Insurance | Yes |
2012-05-01 | Plan benefit arrangement – Insurance | Yes |
2011: COINCO/MORCO/COMOR INC 2011 form 5500 responses |
---|
2011-05-01 | Type of plan entity | Single employer plan |
2011-05-01 | Submission has been amended | No |
2011-05-01 | This submission is the final filing | No |
2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-05-01 | Plan is a collectively bargained plan | No |
2011-05-01 | Plan funding arrangement – Insurance | Yes |
2011-05-01 | Plan benefit arrangement – Insurance | Yes |
2009: COINCO/MORCO/COMOR INC 2009 form 5500 responses |
---|
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 ) |
Policy contract number | |
Policy instance | 1 |
Insurance policy start date | 2022-05-01 | Insurance policy end date | 2023-04-30 | Total amount of commissions paid to insurance broker | USD $16,029 | Total amount of fees paid to insurance company | USD $106,857 | 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 $106,857 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,206 |
|
US FIRE (National Association of Insurance Commissioners NAIC id number: 21113 ) |
Policy contract number | |
Policy instance | 1 |
Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-04-30 | Total amount of commissions paid to insurance broker | USD $16,218 | Total amount of fees paid to insurance company | USD $108,117 | 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 $108,117 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,244 | Insurance broker organization code? | 5 |
|
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | |
Policy instance | 1 |
Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-04-30 | Total amount of commissions paid to insurance broker | USD $20,062 | Total amount of fees paid to insurance company | USD $133,750 | 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 $133,750 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,012 | Insurance broker organization code? | 5 |
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GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | |
Policy instance | 1 |
Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-04-30 | Total amount of commissions paid to insurance broker | USD $24,638 | Total amount of fees paid to insurance company | USD $164,253 | 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 $164,253 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,710 | Insurance broker organization code? | 5 |
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GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | |
Policy instance | 1 |
Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-04-30 | Total amount of commissions paid to insurance broker | USD $22,542 | Total amount of fees paid to insurance company | USD $150,278 | 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 $150,278 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,033 | Insurance broker organization code? | 5 |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | |
Policy instance | 1 |
Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-04-30 | Total amount of commissions paid to insurance broker | USD $15,454 | Total amount of fees paid to insurance company | USD $109,817 | 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 $109,817 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,412 | Insurance broker organization code? | 3 | Insurance broker name | THE DJB GROUP |
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GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | 040 |
Policy instance | 1 |
Insurance contract or identification number | 040 | Number of Individuals Covered | 43 | Insurance policy start date | 2015-05-01 | Insurance policy end date | 2016-04-30 | Total amount of commissions paid to insurance broker | USD $14,121 | 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 $94,139 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,297 | Insurance broker organization code? | 5 | Insurance broker name | MCA ADMINISTRATORS |
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MONTGOMERY MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 040 |
Policy instance | 1 |
Insurance contract or identification number | 040 | Number of Individuals Covered | 42 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $14,830 | 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 $98,869 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,864 | Insurance broker organization code? | 5 | Insurance broker name | MCA ADMINISTRATORS |
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MONTGOMERY MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 040 |
Policy instance | 1 |
Insurance contract or identification number | 040 | Number of Individuals Covered | 44 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $14,522 | Total amount of fees paid to insurance company | USD $0 | 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 $96,813 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,904 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 5 | Insurance broker name | THE DJB GROUP |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 040 |
Policy instance | 1 |
Insurance contract or identification number | 040 | Number of Individuals Covered | 47 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $15,389 | Welfare Benefit Premiums Paid to Carrier | USD $102,589 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,311 | Insurance broker organization code? | 3 | Insurance broker name | MCA ADMINISTRATORS |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 040 |
Policy instance | 1 |
Insurance contract or identification number | 040 | Number of Individuals Covered | 45 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $12,750 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $79,688 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 040 |
Policy instance | 1 |
Insurance contract or identification number | 040 | Number of Individuals Covered | 49 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-04-30 | Total amount of commissions paid to insurance broker | USD $12,244 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $76,525 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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