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THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 401k Plan overview

Plan NameTHE COLLEGE OF WOOSTER GROUP HEALTH PLAN
Plan identification number 503

THE COLLEGE OF WOOSTER GROUP HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

THE COLLEGE OF WOOSTER has sponsored the creation of one or more 401k plans.

Company Name:THE COLLEGE OF WOOSTER
Employer identification number (EIN):340714654
NAIC Classification:611000

Additional information about THE COLLEGE OF WOOSTER

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1866-12-18
Company Identification Number: 47628
Legal Registered Office Address: 225 N. MARKET STREET
-
WOOSTER
United States of America (USA)
44691

More information about THE COLLEGE OF WOOSTER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE COLLEGE OF WOOSTER GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032023-01-01
5032022-01-01
5032021-01-01
5032019-01-01
5032018-01-01
5032017-01-01
5032016-01-01
5032015-08-01
5032014-08-01
5032013-08-01
5032012-08-01
5032011-08-01LAURIE STICKELMAIER
5032010-08-01LAURIE STICKELMAIER
5032009-08-01LAURIE STICKELMAIER

Plan Statistics for THE COLLEGE OF WOOSTER GROUP HEALTH PLAN

401k plan membership statisitcs for THE COLLEGE OF WOOSTER GROUP HEALTH PLAN

Measure Date Value
2023: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01436
Total number of active participants reported on line 7a of the Form 55002023-01-01428
Number of retired or separated participants receiving benefits2023-01-016
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01434
2022: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01660
Total number of active participants reported on line 7a of the Form 55002022-01-01436
Number of retired or separated participants receiving benefits2022-01-01112
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01548
2021: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01662
Total number of active participants reported on line 7a of the Form 55002021-01-01519
Number of retired or separated participants receiving benefits2021-01-01100
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01619
2019: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01747
Total number of active participants reported on line 7a of the Form 55002019-01-01628
Number of retired or separated participants receiving benefits2019-01-01131
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01759
2018: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01729
Total number of active participants reported on line 7a of the Form 55002018-01-01616
Number of retired or separated participants receiving benefits2018-01-01122
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01738
2017: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01693
Total number of active participants reported on line 7a of the Form 55002017-01-01597
Number of retired or separated participants receiving benefits2017-01-01118
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01715
2016: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01698
Total number of active participants reported on line 7a of the Form 55002016-01-01575
Number of retired or separated participants receiving benefits2016-01-01118
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01693
2015: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01682
Total number of active participants reported on line 7a of the Form 55002015-08-01572
Number of retired or separated participants receiving benefits2015-08-01119
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-01691
2014: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01726
Total number of active participants reported on line 7a of the Form 55002014-08-01562
Number of retired or separated participants receiving benefits2014-08-01119
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-01681
2013: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01729
Total number of active participants reported on line 7a of the Form 55002013-08-01576
Number of retired or separated participants receiving benefits2013-08-01159
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-01735
2012: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01696
Total number of active participants reported on line 7a of the Form 55002012-08-01573
Number of retired or separated participants receiving benefits2012-08-01163
Number of other retired or separated participants entitled to future benefits2012-08-010
Total of all active and inactive participants2012-08-01736
2011: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01665
Total number of active participants reported on line 7a of the Form 55002011-08-01533
Number of retired or separated participants receiving benefits2011-08-01163
Total of all active and inactive participants2011-08-01696
Total participants2011-08-01696
2010: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-01654
Total number of active participants reported on line 7a of the Form 55002010-08-01497
Number of retired or separated participants receiving benefits2010-08-01168
Number of other retired or separated participants entitled to future benefits2010-08-010
Total of all active and inactive participants2010-08-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-08-010
Total participants2010-08-01665
2009: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01673
Total number of active participants reported on line 7a of the Form 55002009-08-01487
Number of retired or separated participants receiving benefits2009-08-01167
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-01654
Total participants2009-08-01654

Financial Data on THE COLLEGE OF WOOSTER GROUP HEALTH PLAN

Measure Date Value
2023 : THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$824,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$710,969
Total income from all sources (including contributions)2023-12-31$5,220,336
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,941,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$6,459,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,179,777
Value of total assets at end of year2023-12-31$23,182
Value of total assets at beginning of year2023-12-31$1,630,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$481,617
Total interest from all sources2023-12-31$40,559
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,455,332
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-1,721,252
Value of net assets at end of year (total assets less liabilities)2023-12-31$-801,340
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$919,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$23,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$1,630,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$1,630,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$40,559
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$501,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$3,724,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,958,406
Contract administrator fees2023-12-31$481,617
Liabilities. Value of benefit claims payable at end of year2023-12-31$824,522
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$710,969
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
2022 : THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$710,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$712,983
Total income from all sources (including contributions)2022-12-31$7,891,660
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,204,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,837,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,880,710
Value of total assets at end of year2022-12-31$1,630,881
Value of total assets at beginning of year2022-12-31$945,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$367,001
Total interest from all sources2022-12-31$10,950
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,565,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$687,009
Value of net assets at end of year (total assets less liabilities)2022-12-31$919,912
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$232,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,630,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$945,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$945,886
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$10,950
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$578,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,315,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,258,829
Contract administrator fees2022-12-31$367,001
Liabilities. Value of benefit claims payable at end of year2022-12-31$710,969
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$712,983
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$712,983
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$841,205
Total income from all sources (including contributions)2021-12-31$8,455,989
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,856,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,116,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,453,602
Value of total assets at end of year2021-12-31$945,886
Value of total assets at beginning of year2021-12-31$2,474,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$739,700
Total interest from all sources2021-12-31$2,387
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,115,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,400,023
Value of net assets at end of year (total assets less liabilities)2021-12-31$232,903
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,632,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$945,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,474,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,474,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,387
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$595,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,337,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$8,520,671
Contract administrator fees2021-12-31$739,700
Liabilities. Value of benefit claims payable at end of year2021-12-31$712,983
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$841,205
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2019 : THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,181,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,061,393
Total income from all sources (including contributions)2019-12-31$9,883,065
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$9,766,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,368,921
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$9,865,729
Value of total assets at end of year2019-12-31$2,340,328
Value of total assets at beginning of year2019-12-31$2,103,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$397,605
Total interest from all sources2019-12-31$17,336
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,234,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$116,539
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,158,524
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,041,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,340,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,103,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,103,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$17,336
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$567,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,631,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,801,375
Contract administrator fees2019-12-31$397,605
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,181,804
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,061,393
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,061,393
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,401,119
Total income from all sources (including contributions)2018-12-31$10,533,738
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$9,462,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,893,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,530,215
Value of total assets at end of year2018-12-31$2,103,378
Value of total assets at beginning of year2018-12-31$1,372,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$569,043
Total interest from all sources2018-12-31$3,523
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Contributions received from participants2018-12-31$2,027,676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,070,834
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,041,985
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-28,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,103,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,372,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,372,270
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,523
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$530,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$8,502,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,363,659
Contract administrator fees2018-12-31$569,043
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,061,393
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,401,119
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BAKER TILLY US, LLP
Accountancy firm EIN2018-12-31390859910
2017 : THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,401,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,337,049
Total income from all sources (including contributions)2017-12-31$9,820,243
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,434,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,885,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,818,285
Value of total assets at end of year2017-12-31$1,372,270
Value of total assets at beginning of year2017-12-31$922,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$548,829
Total interest from all sources2017-12-31$1,958
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,914,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$385,443
Value of net assets at end of year (total assets less liabilities)2017-12-31$-28,849
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-414,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,372,270
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$922,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$922,757
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,958
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$567,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,903,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,318,708
Contract administrator fees2017-12-31$548,829
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,401,119
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,337,049
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER TILLY US, LLP
Accountancy firm EIN2017-12-31390859910
2016 : THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,337,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,619,529
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,033,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,572,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,618,396
Value of total assets at end of year2016-12-31$922,757
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$461,358
Total interest from all sources2016-12-31$1,133
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,586,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-414,292
Value of net assets at end of year (total assets less liabilities)2016-12-31$-414,292
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$922,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,133
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$329,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$6,032,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,242,748
Contract administrator fees2016-12-31$461,358
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,337,049
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY US, LLP
Accountancy firm EIN2016-12-31390859910

Form 5500 Responses for THE COLLEGE OF WOOSTER GROUP HEALTH PLAN

2023: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – General assets of the sponsorYes
2015-08-01Plan benefit arrangement – General assets of the sponsorYes
2014: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – General assets of the sponsorYes
2014-08-01Plan benefit arrangement – General assets of the sponsorYes
2013: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – General assets of the sponsorYes
2013-08-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – General assets of the sponsorYes
2012-08-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – General assets of the sponsorYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – General assets of the sponsorYes
2010: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedNo
2010-08-01This submission is the final filingNo
2010-08-01This return/report is a short plan year return/report (less than 12 months)No
2010-08-01Plan is a collectively bargained planNo
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan funding arrangement – General assets of the sponsorYes
2010-08-01Plan benefit arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – General assets of the sponsorYes
2009: THE COLLEGE OF WOOSTER GROUP HEALTH PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan funding arrangement – General assets of the sponsorYes
2009-08-01Plan benefit arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

COLLEGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11625 )
Policy contract numberCIC-ESL2023
Policy instance 1
Insurance contract or identification numberCIC-ESL2023
Number of Individuals Covered424
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $493,929
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number01516
Policy instance 2
Insurance contract or identification number01516
Number of Individuals Covered110
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $20,431
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $668,021
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,431
Insurance broker organization code?3
COLLEGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11625 )
Policy contract numberCIC-ESL2022
Policy instance 1
Insurance contract or identification numberCIC-ESL2022
Number of Individuals Covered493
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $578,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number01516
Policy instance 2
Insurance contract or identification number01516
Number of Individuals Covered106
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $359,475
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11625 )
Policy contract numberCIC-ESL2021
Policy instance 1
Insurance contract or identification numberCIC-ESL2021
Number of Individuals Covered567
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $595,641
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11625 )
Policy contract numberCIC-ESL2019
Policy instance 3
Insurance contract or identification numberCIC-ESL2019
Number of Individuals Covered621
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $567,546
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number01516
Policy instance 2
Insurance contract or identification number01516
Number of Individuals Covered117
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $357,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3333869
Policy instance 1
Insurance contract or identification number3333869
Number of Individuals Covered1212
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $-209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number01516
Policy instance 2
Insurance contract or identification number01516
Number of Individuals Covered123
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $345,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLLEGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 11625 )
Policy contract numberCIC-ESL2018
Policy instance 1
Insurance contract or identification numberCIC-ESL2018
Number of Individuals Covered607
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $530,202
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BENISTAR (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number01516
Policy instance 3
Insurance contract or identification number01516
Number of Individuals Covered130
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $332,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
QBE A&H (National Association of Insurance Commissioners NAIC id number: 10219 )
Policy contract numberLGS01504B-17
Policy instance 2
Insurance contract or identification numberLGS01504B-17
Number of Individuals Covered590
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,912
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $481,868
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,912
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3333869
Policy instance 1
Insurance contract or identification number3333869
Number of Individuals Covered1093
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $-105
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 number238359
Policy instance 1
Insurance contract or identification number238359
Number of Individuals Covered568
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $7,605
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $408,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,806
Insurance broker organization code?3

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