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WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 401k Plan overview

Plan NameWELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES
Plan identification number 516

WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Severance pay
  • Other welfare benefit cover

401k Sponsoring company profile

AMERICAN UNITED LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AMERICAN UNITED LIFE INSURANCE COMPANY
Employer identification number (EIN):350145825
NAIC Classification:524140

Additional information about AMERICAN UNITED LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1957-07-09
Company Identification Number: 733730
Legal Registered Office Address: One American Square

INDIANAPOLIS
United States of America (USA)
46282

More information about AMERICAN UNITED LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5162023-01-01STEPHEN PEARSON2024-10-04
5162022-01-01STEVE PEARSON2023-10-06
5162021-01-01CHRIS POHL2022-10-04 CHRIS POHL2022-10-04
5162020-01-01CHRIS POHL2021-10-11
5162019-01-01
5162018-01-01
5162017-01-01DEBORAH ROUTT
5162016-01-01DEBORAH ROUTT
5162015-01-01DEBORAH ROUTT DEBORAH ROUTT2016-10-12
5162014-01-01DEBORAH ROUTT DEBORAH ROUTT2015-10-15
5162013-01-01DEBORAH ROUTT DEBORAH ROUTT2014-10-15
5162012-01-01MARK ROLLER
5162011-01-01MARK ROLLER
5162009-01-01MARK ROLLER

Financial Data on WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES

Measure Date Value
2023 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,686,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$4,697,038
Total income from all sources (including contributions)2023-12-31$38,700,159
Total of all expenses incurred2023-12-31$38,018,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$35,292,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$38,700,159
Value of total assets at end of year2023-12-31$6,859,606
Value of total assets at beginning of year2023-12-31$6,188,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,725,239
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$30,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$10,112,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$4,276,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$1,165,341
Administrative expenses (other) incurred2023-12-31$77,686
Total non interest bearing cash at end of year2023-12-31$2,583,216
Total non interest bearing cash at beginning of year2023-12-31$5,022,892
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$682,101
Value of net assets at end of year (total assets less liabilities)2023-12-31$2,173,296
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,491,195
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
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$8,492,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
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$28,588,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$26,800,501
Contract administrator fees2023-12-31$2,576,663
Liabilities. Value of benefit claims payable at end of year2023-12-31$4,686,310
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$4,697,038
Did the plan have assets held for investment2023-12-31No
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 name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$4,686,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$4,697,038
Total income from all sources (including contributions)2023-01-01$38,700,159
Total of all expenses incurred2023-01-01$38,018,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$35,292,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$38,700,159
Value of total assets at end of year2023-01-01$6,859,606
Value of total assets at beginning of year2023-01-01$6,188,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$2,725,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$30,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$10,112,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$4,276,390
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$1,165,341
Administrative expenses (other) incurred2023-01-01$77,686
Total non interest bearing cash at end of year2023-01-01$2,583,216
Total non interest bearing cash at beginning of year2023-01-01$5,022,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$682,101
Value of net assets at end of year (total assets less liabilities)2023-01-01$2,173,296
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,491,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$8,492,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$28,588,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$26,800,501
Contract administrator fees2023-01-01$2,576,663
Liabilities. Value of benefit claims payable at end of year2023-01-01$4,686,310
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$4,697,038
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,697,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$6,279,079
Total income from all sources (including contributions)2022-12-31$34,951,671
Total of all expenses incurred2022-12-31$35,908,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$33,221,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$34,951,671
Value of total assets at end of year2022-12-31$6,188,233
Value of total assets at beginning of year2022-12-31$8,727,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,687,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$127,032
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$10,018,005
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,165,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,668,009
Administrative expenses (other) incurred2022-12-31$643
Total non interest bearing cash at end of year2022-12-31$5,022,892
Total non interest bearing cash at beginning of year2022-12-31$6,059,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-956,891
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,491,195
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,448,086
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
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$6,872,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$24,933,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$26,348,460
Contract administrator fees2022-12-31$2,559,573
Liabilities. Value of benefit claims payable at end of year2022-12-31$4,697,038
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$6,279,079
Did the plan have assets held for investment2022-12-31No
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$4,697,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$6,279,079
Total income from all sources (including contributions)2022-01-01$34,951,671
Total of all expenses incurred2022-01-01$35,908,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$33,221,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$34,951,671
Value of total assets at end of year2022-01-01$6,188,233
Value of total assets at beginning of year2022-01-01$8,727,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$2,687,248
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$127,032
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$30,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$10,018,005
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$1,165,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$2,668,009
Administrative expenses (other) incurred2022-01-01$643
Total non interest bearing cash at end of year2022-01-01$5,022,892
Total non interest bearing cash at beginning of year2022-01-01$6,059,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-956,891
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,491,195
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$2,448,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$6,872,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$24,933,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$26,348,460
Contract administrator fees2022-01-01$2,559,573
Liabilities. Value of benefit claims payable at end of year2022-01-01$4,697,038
Liabilities. Value of benefit claims payable at beginning of year2022-01-01$6,279,079
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,279,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,819,214
Total income from all sources (including contributions)2021-12-31$28,487,380
Total of all expenses incurred2021-12-31$32,247,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,633,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$28,487,380
Value of total assets at end of year2021-12-31$8,727,165
Value of total assets at beginning of year2021-12-31$8,027,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,614,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$127,688
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$9,601,694
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,668,009
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,139,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,450
Administrative expenses (other) incurred2021-12-31$1,118
Total non interest bearing cash at end of year2021-12-31$6,059,156
Total non interest bearing cash at beginning of year2021-12-31$6,888,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,759,950
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,448,086
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,208,036
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
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$6,767,521
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$18,885,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$22,865,569
Contract administrator fees2021-12-31$2,485,434
Liabilities. Value of benefit claims payable at end of year2021-12-31$6,279,079
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,817,764
Did the plan have assets held for investment2021-12-31No
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,819,214
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,406,627
Total income from all sources (including contributions)2020-12-31$26,484,729
Total of all expenses incurred2020-12-31$24,192,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,903,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$26,484,729
Value of total assets at end of year2020-12-31$8,027,250
Value of total assets at beginning of year2020-12-31$6,322,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,289,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$106,232
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$9,449,422
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,139,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$754,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$449
Total non interest bearing cash at end of year2020-12-31$6,888,193
Total non interest bearing cash at beginning of year2020-12-31$5,568,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,291,743
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,208,036
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,916,293
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$6,612,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$17,035,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,290,720
Contract administrator fees2020-12-31$3,183,166
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,817,764
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$2,406,627
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 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$2,406,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,438,240
Total income from all sources (including contributions)2019-12-31$29,577,343
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$27,918,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,122,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$29,577,343
Value of total assets at end of year2019-12-31$6,322,920
Value of total assets at beginning of year2019-12-31$4,695,744
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,795,923
Total interest from all sources2019-12-31$0
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$30,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$8,787,354
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$754,478
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$798,574
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,704
Total non interest bearing cash at end of year2019-12-31$5,568,442
Total non interest bearing cash at beginning of year2019-12-31$3,897,170
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$1,658,789
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,916,293
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,257,504
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
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$6,795,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$20,789,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,327,499
Contract administrator fees2019-12-31$2,795,923
Liabilities. Value of benefit claims payable at end of year2019-12-31$2,406,627
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,435,536
Did the plan have assets held for investment2019-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 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$2,438,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,342,152
Total income from all sources (including contributions)2018-12-31$29,430,366
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$26,046,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,361,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$29,430,366
Value of total assets at end of year2018-12-31$4,695,744
Value of total assets at beginning of year2018-12-31$1,215,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,685,120
Total interest from all sources2018-12-31$0
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$30,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$8,102,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$798,574
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$495,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,704
Administrative expenses (other) incurred2018-12-31$353
Total non interest bearing cash at end of year2018-12-31$3,897,170
Total non interest bearing cash at beginning of year2018-12-31$720,225
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$3,384,171
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,257,504
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-1,126,667
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
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$5,837,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$21,328,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,523,733
Contract administrator fees2018-12-31$2,684,767
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,435,536
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,342,152
Did the plan have assets held for investment2018-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 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$2,342,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,187,455
Total income from all sources (including contributions)2017-12-31$27,551,561
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$27,189,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$24,581,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$27,551,561
Value of total assets at end of year2017-12-31$1,215,485
Value of total assets at beginning of year2017-12-31$1,698,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,607,299
Total interest from all sources2017-12-31$0
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$30,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$6,994,165
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$495,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$375,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$194,271
Administrative expenses (other) incurred2017-12-31$1,190
Total non interest bearing cash at end of year2017-12-31$720,225
Total non interest bearing cash at beginning of year2017-12-31$1,323,214
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$362,428
Value of net assets at end of year (total assets less liabilities)2017-12-31$-1,126,667
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$-1,489,095
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
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,766,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$20,557,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,815,440
Contract administrator fees2017-12-31$2,606,109
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,342,152
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$2,993,184
Did the plan have assets held for investment2017-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 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$3,187,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,749,014
Total income from all sources (including contributions)2016-12-31$25,046,340
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$26,021,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,317,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$25,046,340
Value of total assets at end of year2016-12-31$1,698,360
Value of total assets at beginning of year2016-12-31$1,235,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,703,807
Total interest from all sources2016-12-31$0
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$30,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$6,707,330
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$375,146
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$330,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$194,271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$119,962
Administrative expenses (other) incurred2016-12-31$1,227
Total non interest bearing cash at end of year2016-12-31$1,323,214
Total non interest bearing cash at beginning of year2016-12-31$904,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-975,309
Value of net assets at end of year (total assets less liabilities)2016-12-31$-1,489,095
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$-513,786
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
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$5,585,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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$18,339,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$17,732,035
Contract administrator fees2016-12-31$2,702,580
Liabilities. Value of benefit claims payable at end of year2016-12-31$2,993,184
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,629,052
Did the plan have assets held for investment2016-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,749,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,736,021
Total income from all sources (including contributions)2015-12-31$19,911,614
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$21,111,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,746,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,911,488
Value of total assets at end of year2015-12-31$1,235,228
Value of total assets at beginning of year2015-12-31$2,422,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,365,206
Total interest from all sources2015-12-31$126
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,698,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$330,752
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$477,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$119,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$246,930
Administrative expenses (other) incurred2015-12-31$1,845
Total non interest bearing cash at end of year2015-12-31$904,476
Total non interest bearing cash at beginning of year2015-12-31$444,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,199,829
Value of net assets at end of year (total assets less liabilities)2015-12-31$-513,786
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$686,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,500,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,500,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$126
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$5,196,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$14,212,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,549,564
Contract administrator fees2015-12-31$2,363,361
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,629,052
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,489,091
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,736,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$874,120
Total income from all sources (including contributions)2014-12-31$16,361,152
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$17,846,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$15,696,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,360,598
Value of total assets at end of year2014-12-31$2,422,064
Value of total assets at beginning of year2014-12-31$3,045,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,150,610
Total interest from all sources2014-12-31$554
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$5,079,801
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$477,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$72,548
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$246,930
Administrative expenses (other) incurred2014-12-31$243,131
Total non interest bearing cash at end of year2014-12-31$444,150
Total non interest bearing cash at beginning of year2014-12-31$973,124
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,485,509
Value of net assets at end of year (total assets less liabilities)2014-12-31$686,043
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,171,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,500,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,000,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,000,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$554
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$4,586,709
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,280,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,109,342
Contract administrator fees2014-12-31$1,907,479
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,489,091
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$874,120
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$874,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,300,980
Total income from all sources (including contributions)2013-12-31$16,573,213
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$16,128,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,296,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,572,104
Value of total assets at end of year2013-12-31$3,045,672
Value of total assets at beginning of year2013-12-31$3,027,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,831,786
Total interest from all sources2013-12-31$1,109
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$4,767,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$72,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$27,109
Administrative expenses (other) incurred2013-12-31$83,823
Total non interest bearing cash at end of year2013-12-31$973,124
Total non interest bearing cash at beginning of year2013-12-31$799,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$444,855
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,171,552
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,726,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,000,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,201,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,201,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,109
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,332,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$11,804,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,964,268
Contract administrator fees2013-12-31$1,747,963
Liabilities. Value of benefit claims payable at end of year2013-12-31$874,120
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,300,980
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,300,980
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,182,069
Total income from all sources (including contributions)2012-12-31$16,949,609
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$16,575,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$14,980,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,949,609
Value of total assets at end of year2012-12-31$3,027,677
Value of total assets at beginning of year2012-12-31$2,534,367
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,595,154
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,048,746
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$27,109
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$242,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$715
Total non interest bearing cash at end of year2012-12-31$799,566
Total non interest bearing cash at beginning of year2012-12-31$2,291,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$374,399
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,726,697
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,352,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,201,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$4,149,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,900,863
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,830,264
Contract administrator fees2012-12-31$1,594,439
Liabilities. Value of benefit claims payable at end of year2012-12-31$1,300,980
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,182,069
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,182,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,220,815
Total income from all sources (including contributions)2011-12-31$17,960,257
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$17,865,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,462,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,960,071
Value of total assets at end of year2011-12-31$2,534,367
Value of total assets at beginning of year2011-12-31$2,478,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,402,701
Total interest from all sources2011-12-31$186
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$5,167,822
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$242,089
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$392,603
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$134,643
Administrative expenses (other) incurred2011-12-31$1,832
Total non interest bearing cash at end of year2011-12-31$2,291,276
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$94,729
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,352,298
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,257,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,077,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,077,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,163,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$12,792,249
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$8,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,299,134
Contract administrator fees2011-12-31$1,400,869
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,182,069
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,086,172
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,220,815
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,329,334
Total income from all sources (including contributions)2010-12-31$16,892,583
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$15,558,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$14,653,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$16,892,345
Value of total assets at end of year2010-12-31$2,478,383
Value of total assets at beginning of year2010-12-31$1,253,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$905,222
Total interest from all sources2010-12-31$238
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$30,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$4,617,169
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$392,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$119,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$134,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,594
Administrative expenses (other) incurred2010-12-31$1,943
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$1,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,333,863
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,257,568
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-76,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,077,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,092,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,092,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,802,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,275,176
Employer contributions (assets) at end of year2010-12-31$8,644
Employer contributions (assets) at beginning of year2010-12-31$39,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,851,179
Contract administrator fees2010-12-31$903,279
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,086,172
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,324,740
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES

2023: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 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 benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 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 benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 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 benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 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 benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WELFARE BENEFIT PLAN FOR HOME OFFICE EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00000026
Policy instance 1
Insurance contract or identification numberG00000026
Number of Individuals Covered2858
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D VOLUNTARY TERM
Welfare Benefit Premiums Paid to CarrierUSD $1,643,084
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 number951189
Policy instance 5
Insurance contract or identification number951189
Number of Individuals Covered2156
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $45,032
Total amount of fees paid to insurance companyUSD $46,284
Welfare Benefit Premiums Paid to CarrierUSD $3,002,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078185
Policy instance 4
Insurance contract or identification number30078185
Number of Individuals Covered2104
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $13,850
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $276,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 3
Insurance contract or identification numberAGP-003094
Number of Individuals Covered190
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Other welfare benefits providedMEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $537,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00000555
Policy instance 2
Insurance contract or identification numberG00000555
Number of Individuals Covered2555
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedLUMP SUM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $1,254,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0000680
Policy instance 6
Insurance contract or identification number0000680
Number of Individuals Covered5390
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00000026
Policy instance 1
Insurance contract or identification numberG00000026
Number of Individuals Covered2748
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D VOLUNTARY TERM
Welfare Benefit Premiums Paid to CarrierUSD $1,377,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 3
Insurance contract or identification numberAGP-003094
Number of Individuals Covered210
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Other welfare benefits providedMEDICARE SUPPLEMENT
Welfare Benefit Premiums Paid to CarrierUSD $601,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078185
Policy instance 4
Insurance contract or identification number30078185
Number of Individuals Covered2006
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $13,296
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $265,907
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 number951189
Policy instance 5
Insurance contract or identification number951189
Number of Individuals Covered1079
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $5,197
Total amount of fees paid to insurance companyUSD $11,031
Welfare Benefit Premiums Paid to CarrierUSD $2,028,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0000680
Policy instance 6
Insurance contract or identification number0000680
Number of Individuals Covered5122
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00000555
Policy instance 2
Insurance contract or identification numberG00000555
Number of Individuals Covered1741
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedLUMP SUM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $868,049
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00000026
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00000555
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078185
Policy instance 4
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number69927-6
Policy instance 5
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0000680
Policy instance 6
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00000026
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00000555
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078185
Policy instance 4
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number69927-6
Policy instance 5
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0000680
Policy instance 6
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number56835
Policy instance 7
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number298227
Policy instance 8
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0000680
Policy instance 7
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078185
Policy instance 5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number26
Policy instance 1
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number69927-06
Policy instance 6
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number26
Policy instance 1
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0000680
Policy instance 7
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number69927-6
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30078185
Policy instance 5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 2
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number0000680
Policy instance 7
RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 )
Policy contract number69927-06
Policy instance 6
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number903403
Policy instance 5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number26
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number26
Policy instance 4
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012127-00
Policy instance 5
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number680
Policy instance 6
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0903403
Policy instance 7
EMPLOYEE BENEFIT SPECIALISTS (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number5969
Policy instance 8
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 2
EMPLOYEE BENEFIT SPECIALISTS (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract number5969
Policy instance 8
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 6
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3326320
Policy instance 3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number29837
Policy instance 7
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-0127127-00
Policy instance 5
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number26
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 6
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number26
Policy instance 4
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3326320
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 1
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number28937
Policy instance 7
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012127-00
Policy instance 5
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 2
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3326320
Policy instance 3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number26
Policy instance 4
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number29837
Policy instance 5
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-012127-000
Policy instance 6
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 1
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 2
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number50309002618
Policy instance 4
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number26
Policy instance 7
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number29837
Policy instance 6
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 5
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number50309002618
Policy instance 3
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3326320
Policy instance 1
COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )
Policy contract number15671
Policy instance 4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0712429
Policy instance 7
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number555
Policy instance 3
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3326320
Policy instance 5
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number50309002618
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003094
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract number26
Policy instance 6

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