SCHOCK CONTRACTING CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM
| Measure | Date | Value |
|---|
| 2023 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $77,970 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $75,523 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $74,800 |
| Total plan assets at end of year | 2023-12-31 | $2,660 |
| Total plan assets at beginning of year | 2023-12-31 | $213 |
| Total contributions received or receivable from participants | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $0 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $2,447 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $2,660 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $213 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $77,970 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $723 |
| 2022 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $62,010 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $61,798 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $61,116 |
| Total plan assets at end of year | 2022-12-31 | $213 |
| Total plan assets at beginning of year | 2022-12-31 | $1 |
| Net income (gross income less expenses) | 2022-12-31 | $212 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $213 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $62,010 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $682 |
| 2021 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $55,389 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $56,614 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $55,970 |
| Total plan assets at end of year | 2021-12-31 | $1 |
| Total plan assets at beginning of year | 2021-12-31 | $1,226 |
| Net income (gross income less expenses) | 2021-12-31 | $-1,225 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,226 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $55,389 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $644 |
| 2020 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $53,178 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $52,673 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $52,042 |
| Total plan assets at end of year | 2020-12-31 | $1,226 |
| Total plan assets at beginning of year | 2020-12-31 | $721 |
| Net income (gross income less expenses) | 2020-12-31 | $505 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,226 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $721 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $53,178 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $631 |
| 2019 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $51,769 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $52,964 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $51,055 |
| Total plan assets at end of year | 2019-12-31 | $721 |
| Total plan assets at beginning of year | 2019-12-31 | $1,916 |
| Net income (gross income less expenses) | 2019-12-31 | $-1,195 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $721 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,916 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $51,769 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,909 |
| 2018 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $50,389 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $49,705 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $49,024 |
| Total plan assets at end of year | 2018-12-31 | $1,916 |
| Total plan assets at beginning of year | 2018-12-31 | $1,232 |
| Net income (gross income less expenses) | 2018-12-31 | $684 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,916 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,232 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $50,389 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $681 |
| 2017 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $47,440 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $47,691 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $45,313 |
| Total plan assets at end of year | 2017-12-31 | $1,232 |
| Total plan assets at beginning of year | 2017-12-31 | $1,483 |
| Net income (gross income less expenses) | 2017-12-31 | $-251 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,232 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,483 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $47,440 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $2,378 |
| 2016 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $63,196 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $62,012 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $59,102 |
| Total plan assets at end of year | 2016-12-31 | $1,483 |
| Total plan assets at beginning of year | 2016-12-31 | $299 |
| Net income (gross income less expenses) | 2016-12-31 | $1,184 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,483 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $299 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $63,196 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $2,910 |
| 2015 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $46,319 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $50,092 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $50,323 |
| Total plan assets at end of year | 2015-12-31 | $299 |
| Total plan assets at beginning of year | 2015-12-31 | $4,072 |
| Net income (gross income less expenses) | 2015-12-31 | $-3,773 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $299 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,072 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $46,319 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $-231 |
| 2014 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $46,434 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $46,329 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $44,443 |
| Total plan assets at end of year | 2014-12-31 | $4,072 |
| Total plan assets at beginning of year | 2014-12-31 | $3,967 |
| Value of fidelity bond covering the plan | 2014-12-31 | $10,000 |
| Net income (gross income less expenses) | 2014-12-31 | $105 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,072 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,967 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $46,434 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $1,886 |
| 2013 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $32,861 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $33,467 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $32,882 |
| Total plan assets at end of year | 2013-12-31 | $3,967 |
| Total plan assets at beginning of year | 2013-12-31 | $4,573 |
| Value of fidelity bond covering the plan | 2013-12-31 | $10,000 |
| Net income (gross income less expenses) | 2013-12-31 | $-606 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,967 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,573 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $32,861 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $585 |
| 2012 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $20,649 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $19,475 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $18,318 |
| Total plan assets at end of year | 2012-12-31 | $4,573 |
| Total plan assets at beginning of year | 2012-12-31 | $3,399 |
| Value of fidelity bond covering the plan | 2012-12-31 | $10,000 |
| Net income (gross income less expenses) | 2012-12-31 | $1,174 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,573 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,399 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $20,649 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $1,157 |
| 2011 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $20,596 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $18,548 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $16,417 |
| Total plan assets at end of year | 2011-12-31 | $3,399 |
| Total plan assets at beginning of year | 2011-12-31 | $1,351 |
| Net income (gross income less expenses) | 2011-12-31 | $2,048 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,399 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,351 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $20,596 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,131 |
| 2010 : SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $13,522 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $14,165 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $13,360 |
| Total plan assets at end of year | 2010-12-31 | $1,351 |
| Total plan assets at beginning of year | 2010-12-31 | $1,994 |
| Net income (gross income less expenses) | 2010-12-31 | $-643 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,994 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $13,522 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $805 |
| 2023: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | Yes |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Insurance | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: SCHOCK CONTRACTING CORPORATION INSURANCE PROGRAM 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 – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| Insurance contract or identification number | 12130361-0061 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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 | 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 $1,194 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 234621 |
| Policy instance | 2 |
| Insurance contract or identification number | 234621 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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 $4,044 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W00109591000 |
| Policy instance | 1 |
| Insurance contract or identification number | W00109591000 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $4,768 | | 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 | Yes | | 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 $69,562 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W00109591000 |
| Policy instance | 1 |
| Insurance contract or identification number | W00109591000 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $3,924 | | 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 | Yes | | 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 $56,823 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 234621 |
| Policy instance | 2 |
| Insurance contract or identification number | 234621 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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 $3,566 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| Insurance contract or identification number | 12130361-0061 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | 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 | 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 $727 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 234621 |
| Policy instance | 2 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W00109591000 |
| Policy instance | 1 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W00109591000 |
| Policy instance | 1 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 234621 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 234621 |
| Policy instance | 2 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W00109591000 |
| Policy instance | 1 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 234621 |
| Policy instance | 2 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W00109591000 |
| Policy instance | 1 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 234621 |
| Policy instance | 2 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W00109591000 |
| Policy instance | 1 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W00109591000 |
| Policy instance | 1 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 234621 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100569600 |
| Policy instance | 2 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | 684149/684150 |
| Policy instance | 1 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | 684149/684150 |
| Policy instance | 1 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100569600 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100569600 |
| Policy instance | 2 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | 684149/684150 |
| Policy instance | 1 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0061 |
| Policy instance | 3 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100569600 |
| Policy instance | 2 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | 684149/684150 |
| Policy instance | 1 |
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | 684149/684150 |
| Policy instance | 1 |
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100-5496-00 |
| Policy instance | 2 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 12130361-0066 |
| Policy instance | 3 |
