ERNIE GREEN INDUSTRIES, INC. AND AFFILIATES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ERNIE GREEN INDUSTRIES, INC. HEALTH & WELFARE PLAN
401k plan membership statisitcs for ERNIE GREEN INDUSTRIES, INC. HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2017 : ERNIE GREEN INDUSTRIES, INC. HEALTH & WELFARE PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $821,086 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-08-31 | $1,031,086 |
| Total income from all sources (including contributions) | 2017-08-31 | $9,420,712 |
| Total of all expenses incurred | 2017-08-31 | $9,420,712 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-08-31 | $8,859,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-08-31 | $9,420,712 |
| Value of total assets at end of year | 2017-08-31 | $821,086 |
| Value of total assets at beginning of year | 2017-08-31 | $1,031,086 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-08-31 | $561,046 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-08-31 | No |
| Was this plan covered by a fidelity bond | 2017-08-31 | Yes |
| Value of fidelity bond cover | 2017-08-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-08-31 | No |
| Contributions received from participants | 2017-08-31 | $1,702,610 |
| Participant contributions at end of year | 2017-08-31 | $226,536 |
| Participant contributions at beginning of year | 2017-08-31 | $221,377 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-08-31 | $51,683 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
| Value of net assets at end of year (total assets less liabilities) | 2017-08-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-08-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-08-31 | $631,989 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-08-31 | No |
| Contributions received in cash from employer | 2017-08-31 | $7,666,419 |
| Employer contributions (assets) at end of year | 2017-08-31 | $594,550 |
| Employer contributions (assets) at beginning of year | 2017-08-31 | $809,709 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-08-31 | $8,227,677 |
| Contract administrator fees | 2017-08-31 | $561,046 |
| Liabilities. Value of benefit claims payable at end of year | 2017-08-31 | $821,086 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-08-31 | $1,031,086 |
| Did the plan have assets held for investment | 2017-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-08-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-08-31 | Unqualified |
| Accountancy firm name | 2017-08-31 | THORN LEWIS DUNCAN INC. |
| Accountancy firm EIN | 2017-08-31 | 311122097 |
| 2016 : ERNIE GREEN INDUSTRIES, INC. HEALTH & WELFARE PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $1,031,086 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-08-31 | $670,814 |
| Total income from all sources (including contributions) | 2016-08-31 | $8,516,683 |
| Total of all expenses incurred | 2016-08-31 | $8,516,683 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-08-31 | $7,569,903 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-08-31 | $8,516,683 |
| Value of total assets at end of year | 2016-08-31 | $1,031,086 |
| Value of total assets at beginning of year | 2016-08-31 | $670,814 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-08-31 | $946,780 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-08-31 | No |
| Was this plan covered by a fidelity bond | 2016-08-31 | Yes |
| Value of fidelity bond cover | 2016-08-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-08-31 | No |
| Contributions received from participants | 2016-08-31 | $1,441,996 |
| Participant contributions at end of year | 2016-08-31 | $221,377 |
| Participant contributions at beginning of year | 2016-08-31 | $161,759 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-08-31 | $7,160 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-08-31 | $66,444 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
| Value of net assets at end of year (total assets less liabilities) | 2016-08-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-08-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-08-31 | $408,093 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-08-31 | No |
| Contributions received in cash from employer | 2016-08-31 | $7,067,527 |
| Employer contributions (assets) at end of year | 2016-08-31 | $809,709 |
| Employer contributions (assets) at beginning of year | 2016-08-31 | $442,611 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-08-31 | $7,161,810 |
| Contract administrator fees | 2016-08-31 | $946,780 |
| Liabilities. Value of benefit claims payable at end of year | 2016-08-31 | $1,031,086 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-08-31 | $670,814 |
| Did the plan have assets held for investment | 2016-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-08-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-08-31 | Unqualified |
| Accountancy firm name | 2016-08-31 | THORN LEWIS DUNCAN INC. |
| Accountancy firm EIN | 2016-08-31 | 311122097 |
| 2015 : ERNIE GREEN INDUSTRIES, INC. HEALTH & WELFARE PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $670,814 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-08-31 | $690,392 |
| Total income from all sources (including contributions) | 2015-08-31 | $6,449,575 |
| Total of all expenses incurred | 2015-08-31 | $6,449,575 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-08-31 | $6,134,319 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-08-31 | $6,449,575 |
| Value of total assets at end of year | 2015-08-31 | $670,814 |
| Value of total assets at beginning of year | 2015-08-31 | $690,392 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-08-31 | $315,256 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-08-31 | No |
| Was this plan covered by a fidelity bond | 2015-08-31 | Yes |
| Value of fidelity bond cover | 2015-08-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-08-31 | No |
| Contributions received from participants | 2015-08-31 | $1,388,304 |
| Participant contributions at end of year | 2015-08-31 | $161,759 |
| Participant contributions at beginning of year | 2015-08-31 | $204,893 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-08-31 | $25,085 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-08-31 | $66,444 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-08-31 | $43,522 |
| Administrative expenses (other) incurred | 2015-08-31 | $40,875 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
| Value of net assets at end of year (total assets less liabilities) | 2015-08-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-08-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-08-31 | $802,923 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-08-31 | No |
| Contributions received in cash from employer | 2015-08-31 | $5,036,186 |
| Employer contributions (assets) at end of year | 2015-08-31 | $442,611 |
| Employer contributions (assets) at beginning of year | 2015-08-31 | $441,977 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-08-31 | $5,331,396 |
| Contract administrator fees | 2015-08-31 | $274,381 |
| Liabilities. Value of benefit claims payable at end of year | 2015-08-31 | $670,814 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-08-31 | $690,392 |
| Did the plan have assets held for investment | 2015-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-08-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-08-31 | Unqualified |
| Accountancy firm name | 2015-08-31 | THORN LEWIS DUNCAN INC. |
| Accountancy firm EIN | 2015-08-31 | 311122097 |
| 2014 : ERNIE GREEN INDUSTRIES, INC. HEALTH & WELFARE PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $690,392 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-08-31 | $1,401,697 |
| Total income from all sources (including contributions) | 2014-08-31 | $7,035,098 |
| Total of all expenses incurred | 2014-08-31 | $7,035,098 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-08-31 | $6,701,471 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-08-31 | $7,035,098 |
| Value of total assets at end of year | 2014-08-31 | $690,392 |
| Value of total assets at beginning of year | 2014-08-31 | $1,401,697 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-08-31 | $333,627 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-08-31 | No |
| Was this plan covered by a fidelity bond | 2014-08-31 | Yes |
| Value of fidelity bond cover | 2014-08-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-08-31 | No |
| Contributions received from participants | 2014-08-31 | $1,550,935 |
| Participant contributions at end of year | 2014-08-31 | $204,893 |
| Participant contributions at beginning of year | 2014-08-31 | $124,708 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-08-31 | $19,125 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-08-31 | $43,522 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-08-31 | $56,155 |
| Administrative expenses (other) incurred | 2014-08-31 | $38,208 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
| Value of net assets at end of year (total assets less liabilities) | 2014-08-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-08-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-08-31 | $965,024 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-08-31 | No |
| Contributions received in cash from employer | 2014-08-31 | $5,465,038 |
| Employer contributions (assets) at end of year | 2014-08-31 | $441,977 |
| Employer contributions (assets) at beginning of year | 2014-08-31 | $1,220,834 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-08-31 | $5,736,447 |
| Contract administrator fees | 2014-08-31 | $295,419 |
| Liabilities. Value of benefit claims payable at end of year | 2014-08-31 | $690,392 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-08-31 | $1,401,697 |
| Did the plan have assets held for investment | 2014-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-08-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-08-31 | Unqualified |
| Accountancy firm name | 2014-08-31 | THORN, LEWIS & DUNCAN, INC. |
| Accountancy firm EIN | 2014-08-31 | 311122097 |
| 2013 : ERNIE GREEN INDUSTRIES, INC. HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $1,401,697 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-08-31 | $1,128,533 |
| Total income from all sources (including contributions) | 2013-08-31 | $9,320,881 |
| Total of all expenses incurred | 2013-08-31 | $9,320,881 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-08-31 | $8,990,517 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-08-31 | $9,320,881 |
| Value of total assets at end of year | 2013-08-31 | $1,401,697 |
| Value of total assets at beginning of year | 2013-08-31 | $1,128,533 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-08-31 | $330,364 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-08-31 | No |
| Was this plan covered by a fidelity bond | 2013-08-31 | Yes |
| Value of fidelity bond cover | 2013-08-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-08-31 | No |
| Contributions received from participants | 2013-08-31 | $1,665,464 |
| Participant contributions at end of year | 2013-08-31 | $124,708 |
| Participant contributions at beginning of year | 2013-08-31 | $185,596 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-08-31 | $34,527 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-08-31 | $56,155 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-08-31 | $27,132 |
| Administrative expenses (other) incurred | 2013-08-31 | $32,258 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
| Value of net assets at end of year (total assets less liabilities) | 2013-08-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-08-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-08-31 | $1,122,532 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-08-31 | No |
| Contributions received in cash from employer | 2013-08-31 | $7,620,890 |
| Employer contributions (assets) at end of year | 2013-08-31 | $1,220,834 |
| Employer contributions (assets) at beginning of year | 2013-08-31 | $915,805 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-08-31 | $7,867,985 |
| Contract administrator fees | 2013-08-31 | $298,106 |
| Liabilities. Value of benefit claims payable at end of year | 2013-08-31 | $1,401,697 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-08-31 | $1,128,533 |
| Did the plan have assets held for investment | 2013-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-08-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-08-31 | Unqualified |
| Accountancy firm name | 2013-08-31 | THORN, LEWIS & DUNCAN, INC. |
| Accountancy firm EIN | 2013-08-31 | 311122097 |
| 2012 : ERNIE GREEN INDUSTRIES, INC. HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $1,128,533 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-08-31 | $793,710 |
| Total income from all sources (including contributions) | 2012-08-31 | $7,798,154 |
| Total of all expenses incurred | 2012-08-31 | $7,798,154 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-08-31 | $7,515,872 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-08-31 | $7,798,154 |
| Value of total assets at end of year | 2012-08-31 | $1,128,533 |
| Value of total assets at beginning of year | 2012-08-31 | $793,710 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-08-31 | $282,282 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-08-31 | No |
| Was this plan covered by a fidelity bond | 2012-08-31 | Yes |
| Value of fidelity bond cover | 2012-08-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-08-31 | No |
| Contributions received from participants | 2012-08-31 | $1,419,097 |
| Participant contributions at end of year | 2012-08-31 | $185,596 |
| Participant contributions at beginning of year | 2012-08-31 | $216,716 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-08-31 | $26,095 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-08-31 | $27,132 |
| Administrative expenses (other) incurred | 2012-08-31 | $32,089 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
| Value of net assets at end of year (total assets less liabilities) | 2012-08-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-08-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-08-31 | $917,174 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-08-31 | No |
| Contributions received in cash from employer | 2012-08-31 | $6,352,962 |
| Employer contributions (assets) at end of year | 2012-08-31 | $915,805 |
| Employer contributions (assets) at beginning of year | 2012-08-31 | $576,994 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-08-31 | $6,598,698 |
| Contract administrator fees | 2012-08-31 | $250,193 |
| Liabilities. Value of benefit claims payable at end of year | 2012-08-31 | $1,128,533 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-08-31 | $793,710 |
| Did the plan have assets held for investment | 2012-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-08-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-08-31 | Unqualified |
| Accountancy firm name | 2012-08-31 | THORN, LEWIS & DUNCAN, INC. |
| Accountancy firm EIN | 2012-08-31 | 311122097 |
| 2011 : ERNIE GREEN INDUSTRIES, INC. HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $793,710 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-08-31 | $902,449 |
| Total income from all sources (including contributions) | 2011-08-31 | $5,017,324 |
| Total of all expenses incurred | 2011-08-31 | $5,017,324 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-08-31 | $4,828,216 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-08-31 | $5,017,324 |
| Value of total assets at end of year | 2011-08-31 | $793,710 |
| Value of total assets at beginning of year | 2011-08-31 | $902,449 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-08-31 | $189,108 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-08-31 | No |
| Was this plan covered by a fidelity bond | 2011-08-31 | Yes |
| Value of fidelity bond cover | 2011-08-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-08-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-08-31 | No |
| Contributions received from participants | 2011-08-31 | $1,251,230 |
| Participant contributions at end of year | 2011-08-31 | $216,716 |
| Participant contributions at beginning of year | 2011-08-31 | $115,484 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-08-31 | $24,843 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-08-31 | $81,451 |
| Administrative expenses (other) incurred | 2011-08-31 | $16,040 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
| Value of net assets at end of year (total assets less liabilities) | 2011-08-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-08-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-08-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-08-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-08-31 | $691,290 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-08-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-08-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-08-31 | No |
| Contributions received in cash from employer | 2011-08-31 | $3,741,251 |
| Employer contributions (assets) at end of year | 2011-08-31 | $576,994 |
| Employer contributions (assets) at beginning of year | 2011-08-31 | $786,965 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-08-31 | $4,055,475 |
| Contract administrator fees | 2011-08-31 | $173,068 |
| Liabilities. Value of benefit claims payable at end of year | 2011-08-31 | $793,710 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-08-31 | $902,449 |
| Did the plan have assets held for investment | 2011-08-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-08-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-08-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-08-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-08-31 | Unqualified |
| Accountancy firm name | 2011-08-31 | THORN, LEWIS & DUNCAN, INC. |
| Accountancy firm EIN | 2011-08-31 | 311122097 |
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 10178 |
| Policy instance | 3 |
| Insurance contract or identification number | 10178 | | Number of Individuals Covered | 734 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Total amount of commissions paid to insurance broker | USD $15,794 | | Total amount of fees paid to insurance company | USD $0 | | 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 | Yes | | 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 $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,794 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL151719* |
| Policy instance | 2 |
| Insurance contract or identification number | GL151719* | | Number of Individuals Covered | 652 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Total amount of commissions paid to insurance broker | USD $51,496 | | Total amount of fees paid to insurance company | USD $9,224 | | 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 | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, HOSPITAL INDEMNITY | | 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 $380,186 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48,848 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 9224 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER FEES |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | W42862 |
| Policy instance | 1 |
| Insurance contract or identification number | W42862 | | Number of Individuals Covered | 708 | | Insurance policy start date | 2021-09-01 | | Insurance policy end date | 2022-08-31 | | Total amount of commissions paid to insurance broker | USD $3,556 | | Total amount of fees paid to insurance company | USD $418 | | 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 | Yes | | 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 $35,391 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $3,556 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 418 | | Additional information about fees paid to insurance broker | FEES PAID |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | W42862 |
| Policy instance | 1 |
| Insurance contract or identification number | W42862 | | Number of Individuals Covered | 411 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $3,914 | | Total amount of fees paid to insurance company | USD $480 | | 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 | Yes | | 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 $38,824 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $3,914 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 480 | | Additional information about fees paid to insurance broker | FEES PAID |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL151719* |
| Policy instance | 2 |
| Insurance contract or identification number | GL151719* | | Number of Individuals Covered | 740 | | Insurance policy start date | 2020-09-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $57,239 | | Total amount of fees paid to insurance company | USD $3,155 | | 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 | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, HOSPITAL INDEMNITY | | 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 $425,757 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $54,123 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3155 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER FEES |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 10178 |
| Policy instance | 3 |
| Insurance contract or identification number | 10178 | | Number of Individuals Covered | 784 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-08-31 | | Total amount of commissions paid to insurance broker | USD $10,124 | | Total amount of fees paid to insurance company | USD $0 | | 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 | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,124 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 151719* |
| Policy instance | 2 |
| Insurance contract or identification number | GL 151719* | | Number of Individuals Covered | 1190 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $73,330 | | Total amount of fees paid to insurance company | USD $1,323 | | 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 | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS | | 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 $522,508 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $57,907 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1323 | | Additional information about fees paid to insurance broker | TOTAL ADMINISTRATIVE AND OTHER FEES |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00188703* |
| Policy instance | 1 |
| Insurance contract or identification number | 00188703* | | Number of Individuals Covered | 840 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $21,590 | | Total amount of fees paid to insurance company | USD $732 | | 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 | Yes | | 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 $52,227 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $12,785 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 732 | | Additional information about fees paid to insurance broker | FEES PAID |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 151719* |
| Policy instance | 2 |
| Insurance contract or identification number | GL 151719* | | Number of Individuals Covered | 1378 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $58,462 | | Total amount of fees paid to insurance company | USD $797 | | 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 | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS | | 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 $457,794 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,683 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 797 | | Additional information about fees paid to insurance broker | TOTAL ADMINISTRATIVE AND OTHER FEES |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00188703 |
| Policy instance | 1 |
| Insurance contract or identification number | 00188703 | | Number of Individuals Covered | 741 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $50,980 | | Total amount of fees paid to insurance company | USD $13,123 | | 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 | Yes | | 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 $70,981 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $50,980 | | Amount paid for insurance broker fees | 13123 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00188703 |
| Policy instance | 1 |
| Insurance contract or identification number | 00188703 | | Number of Individuals Covered | 896 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of fees paid to insurance company | USD $11,384 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $637,907 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | ASW 515640 |
| Policy instance | 7 |
| Insurance contract or identification number | ASW 515640 | | Number of Individuals Covered | 460 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,312 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 018639 |
| Policy instance | 6 |
| Insurance contract or identification number | 018639 | | Number of Individuals Covered | 868 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $267,664 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | VPL 302436 |
| Policy instance | 5 |
| Insurance contract or identification number | VPL 302436 | | Number of Individuals Covered | 148 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $6,451 | | Total amount of fees paid to insurance company | USD $601 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,106 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 151719 |
| Policy instance | 2 |
| Insurance contract or identification number | GL 151719 | | Number of Individuals Covered | 1318 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $43,079 | | Total amount of fees paid to insurance company | USD $6,512 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $358,994 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | VAR 205882 |
| Policy instance | 4 |
| Insurance contract or identification number | VAR 205882 | | Number of Individuals Covered | 370 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $956 | | Total amount of fees paid to insurance company | USD $157 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,970 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD 124445 |
| Policy instance | 3 |
| Insurance contract or identification number | LTD 124445 | | Number of Individuals Covered | 290 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | Total amount of commissions paid to insurance broker | USD $4,452 | | Total amount of fees paid to insurance company | USD $718 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $37,099 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 151719 |
| Policy instance | 5 |
| Insurance contract or identification number | GL 151719 | | Number of Individuals Covered | 773 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $223,427 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | VC-19 |
| Policy instance | 1 |
| Insurance contract or identification number | VC-19 | | Number of Individuals Covered | 541 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $55,027 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-3641 |
| Policy instance | 2 |
| Insurance contract or identification number | 949-3641 | | Number of Individuals Covered | 608 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Other welfare benefits provided | TRANSPLANT INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $54,532 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
| Policy contract number | 651944 |
| Policy instance | 3 |
| Insurance contract or identification number | 651944 | | Number of Individuals Covered | 481 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,447 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 232-090 |
| Policy instance | 4 |
| Insurance contract or identification number | 232-090 | | Number of Individuals Covered | 608 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $56,622 | | Welfare Benefit Premiums Paid to Carrier | USD $465,490 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48,987 | | Insurance broker organization code? | 3 | | Insurance broker name | MUTUAL HEALTH SERV, DIV OF MED MUT |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 151719 |
| Policy instance | 6 |
| Insurance contract or identification number | GL 151719 | | Number of Individuals Covered | 741 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $224,810 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
| Policy contract number | 651944 |
| Policy instance | 4 |
| Insurance contract or identification number | 651944 | | Number of Individuals Covered | 530 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,051 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-3641 |
| Policy instance | 3 |
| Insurance contract or identification number | 949-3641 | | Number of Individuals Covered | 705 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Other welfare benefits provided | TRANSPLANT INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $119,963 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | VC-19 |
| Policy instance | 2 |
| Insurance contract or identification number | VC-19 | | Number of Individuals Covered | 591 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $60,854 | | 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 | 402426-0010 |
| Policy instance | 1 |
| Insurance contract or identification number | 402426-0010 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Total amount of commissions paid to insurance broker | USD $13,382 | | Welfare Benefit Premiums Paid to Carrier | USD $13,613 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,382 | | Insurance broker organization code? | 5 | | Insurance broker name | MUTUAL HEALTH SERV, DIV OF MED MUT |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 232-090 |
| Policy instance | 5 |
| Insurance contract or identification number | 232-090 | | Number of Individuals Covered | 705 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Total amount of commissions paid to insurance broker | USD $55,033 | | Welfare Benefit Premiums Paid to Carrier | USD $541,733 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $54,206 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT ADVISORS SERVICES GROUP LLC |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | VC-19 |
| Policy instance | 2 |
| Insurance contract or identification number | VC-19 | | Number of Individuals Covered | 623 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $64,868 | | 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 | 402426-0010 |
| Policy instance | 1 |
| Insurance contract or identification number | 402426-0010 | | Number of Individuals Covered | 799 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Total amount of commissions paid to insurance broker | USD $68,749 | | Welfare Benefit Premiums Paid to Carrier | USD $687,491 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $68,749 | | Insurance broker organization code? | 5 | | Insurance broker name | MUTUAL HEALTH SERV, DIV OF MED MUT |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-3641 |
| Policy instance | 3 |
| Insurance contract or identification number | 949-3641 | | Number of Individuals Covered | 799 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Total amount of commissions paid to insurance broker | USD $13,304 | | Other welfare benefits provided | TRANSPLANT INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $133,037 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,304 | | Insurance broker organization code? | 5 | | Insurance broker name | MUTUAL HEALTH SERV, DIV OF MED MUT |
|
| CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
| Policy contract number | 651944 |
| Policy instance | 4 |
| Insurance contract or identification number | 651944 | | Number of Individuals Covered | 774 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $237,136 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONSUMERS LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62375 ) |
| Policy contract number | 651944 |
| Policy instance | 4 |
| Insurance contract or identification number | 651944 | | Number of Individuals Covered | 860 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $2,409 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $199,052 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | VC-19 |
| Policy instance | 2 |
| Insurance contract or identification number | VC-19 | | Number of Individuals Covered | 578 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $57,361 | | 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 | 402426-C |
| Policy instance | 1 |
| Insurance contract or identification number | 402426-C | | Number of Individuals Covered | 760 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $54,697 | | Welfare Benefit Premiums Paid to Carrier | USD $546,972 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 949-3641 |
| Policy instance | 3 |
| Insurance contract or identification number | 949-3641 | | Number of Individuals Covered | 760 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $11,379 | | Other welfare benefits provided | TRANSPLANT INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $113,789 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | VC-19 |
| Policy instance | 3 |
| Insurance contract or identification number | VC-19 | | Number of Individuals Covered | 486 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,589 | | 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 | 402426-B |
| Policy instance | 1 |
| Insurance contract or identification number | 402426-B | | Number of Individuals Covered | 671 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $36,141 | | Welfare Benefit Premiums Paid to Carrier | USD $361,413 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | 280-8667 |
| Policy instance | 4 |
| Insurance contract or identification number | 280-8667 | | Number of Individuals Covered | 671 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $9,549 | | Other welfare benefits provided | TRANSPLANT INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $95,490 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | FHM9054OH |
| Policy instance | 2 |
| Insurance contract or identification number | FHM9054OH | | Number of Individuals Covered | 782 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $27,570 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $183,797 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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