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TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameTEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN
Plan identification number 501

TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN Benefits

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

401k Sponsoring company profile

TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE FUND
Employer identification number (EIN):366069119
NAIC Classification:812220
NAIC Description:Cemeteries and Crematories

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-03-01JOHN COLI JR.2023-12-13 GREGORY T. YOUMANS2023-12-13
5012021-03-01JOHN COLI, JR.2023-02-09 GREGORY T. YOUMANS2023-02-09
5012020-03-01JOHN COLI JR.2021-11-29 CARL TOMINBERG2021-11-29
5012019-03-01JOHN COLI, JR.2020-11-24 GREGORY T. YOUMANS2020-11-24
5012018-03-01JOHN COLI, JR.2019-12-02 GREGORY T. YOUMANS2019-12-02
5012017-03-01
5012016-03-01
5012015-03-01JOHN COLI, JR.
5012014-03-01GREGORY T. YOUMANS
5012013-03-01JOHN COLI
5012012-03-01JOHN COLI
5012011-03-01JOHN T. COLI, JR.
5012010-03-01JOHN T. COLI
5012009-03-01PAUL MERKEL
5012009-03-01PAUL MERKEL

Plan Statistics for TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN

401k plan membership statisitcs for TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN

Measure Date Value
2022: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-03-013,783
Total number of active participants reported on line 7a of the Form 55002022-03-013,883
Total of all active and inactive participants2022-03-013,883
Number of employers contributing to the scheme2022-03-01260
2021: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-03-014,352
Total number of active participants reported on line 7a of the Form 55002021-03-013,783
Total of all active and inactive participants2021-03-013,783
Number of employers contributing to the scheme2021-03-01239
2020: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-03-014,839
Total number of active participants reported on line 7a of the Form 55002020-03-014,352
Total of all active and inactive participants2020-03-014,352
Number of employers contributing to the scheme2020-03-01248
2019: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-015,271
Total number of active participants reported on line 7a of the Form 55002019-03-014,839
Total of all active and inactive participants2019-03-014,839
Number of employers contributing to the scheme2019-03-01295
2018: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-015,366
Total number of active participants reported on line 7a of the Form 55002018-03-015,271
Total of all active and inactive participants2018-03-015,271
Number of employers contributing to the scheme2018-03-01326
2017: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-015,581
Total number of active participants reported on line 7a of the Form 55002017-03-015,366
Total of all active and inactive participants2017-03-015,366
Number of employers contributing to the scheme2017-03-01325
2016: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-015,507
Total number of active participants reported on line 7a of the Form 55002016-03-015,581
Total of all active and inactive participants2016-03-015,581
Number of employers contributing to the scheme2016-03-01334
2015: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-015,698
Total number of active participants reported on line 7a of the Form 55002015-03-015,507
Total of all active and inactive participants2015-03-015,507
Number of employers contributing to the scheme2015-03-01332
2014: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-015,086
Total number of active participants reported on line 7a of the Form 55002014-03-015,698
Total of all active and inactive participants2014-03-015,698
Number of employers contributing to the scheme2014-03-01323
2013: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-015,071
Total number of active participants reported on line 7a of the Form 55002013-03-015,062
Number of other retired or separated participants entitled to future benefits2013-03-0124
Total of all active and inactive participants2013-03-015,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-011
Number of employers contributing to the scheme2013-03-01305
2012: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-014,918
Total number of active participants reported on line 7a of the Form 55002012-03-015,045
Number of other retired or separated participants entitled to future benefits2012-03-0126
Total of all active and inactive participants2012-03-015,071
Number of employers contributing to the scheme2012-03-01259
2011: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-014,258
Total number of active participants reported on line 7a of the Form 55002011-03-014,902
Number of other retired or separated participants entitled to future benefits2011-03-0116
Total of all active and inactive participants2011-03-014,918
Number of employers contributing to the scheme2011-03-01270
2010: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-03-014,246
Total number of active participants reported on line 7a of the Form 55002010-03-014,230
Number of retired or separated participants receiving benefits2010-03-0128
Total of all active and inactive participants2010-03-014,258
Number of employers contributing to the scheme2010-03-01248
2009: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-014,382
Total number of active participants reported on line 7a of the Form 55002009-03-014,214
Number of retired or separated participants receiving benefits2009-03-0132
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-014,246
Number of employers contributing to the scheme2009-03-01260

Financial Data on TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN

Measure Date Value
2023 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-02-28$-2,173,853
Total unrealized appreciation/depreciation of assets2023-02-28$-2,173,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$12,958,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$8,228,592
Total income from all sources (including contributions)2023-02-28$72,777,204
Total loss/gain on sale of assets2023-02-28$-1,711,917
Total of all expenses incurred2023-02-28$64,601,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$61,934,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$79,961,336
Value of total assets at end of year2023-02-28$114,085,744
Value of total assets at beginning of year2023-02-28$101,180,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$2,667,367
Total interest from all sources2023-02-28$904,757
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$763,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$763,865
Administrative expenses professional fees incurred2023-02-28$667,574
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$500,000
If this is an individual account plan, was there a blackout period2023-02-28No
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Contributions received from participants2023-02-28$338,398
Assets. Other investments not covered elsewhere at end of year2023-02-28$2,416,961
Assets. Other investments not covered elsewhere at beginning of year2023-02-28$3,103,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$2,316,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$3,494,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-02-28$2,289,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-02-28$394,885
Administrative expenses (other) incurred2023-02-28$1,907,831
Liabilities. Value of operating payables at end of year2023-02-28$761,417
Liabilities. Value of operating payables at beginning of year2023-02-28$307,707
Total non interest bearing cash at end of year2023-02-28$3,896,139
Total non interest bearing cash at beginning of year2023-02-28$2,723,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$8,175,712
Value of net assets at end of year (total assets less liabilities)2023-02-28$101,127,493
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$92,951,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Investment advisory and management fees2023-02-28$91,962
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$45,261,711
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$40,438,611
Interest earned on other investments2023-02-28$98,619
Income. Interest from US Government securities2023-02-28$205,899
Income. Interest from corporate debt instruments2023-02-28$584,765
Value of interest in common/collective trusts at end of year2023-02-28$18,119,092
Value of interest in common/collective trusts at beginning of year2023-02-28$16,275,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-02-28$228,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-02-28$997,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-02-28$997,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$15,474
Expenses. Payments to insurance carriers foe the provision of benefits2023-02-28$2,598,663
Asset value of US Government securities at end of year2023-02-28$12,826,509
Asset value of US Government securities at beginning of year2023-02-28$8,539,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-3,908,061
Net investment gain or loss from common/collective trusts2023-02-28$-1,058,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28Yes
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$79,622,938
Employer contributions (assets) at end of year2023-02-28$8,530,053
Employer contributions (assets) at beginning of year2023-02-28$6,918,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$59,335,462
Asset. Corporate debt instrument preferred debt at end of year2023-02-28$18,391,165
Asset. Corporate debt instrument preferred debt at beginning of year2023-02-28$18,676,466
Liabilities. Value of benefit claims payable at end of year2023-02-28$9,907,000
Liabilities. Value of benefit claims payable at beginning of year2023-02-28$7,526,000
Assets. Value of buildings and other operty used in plan operation at end of year2023-02-28$2,099,699
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-02-28$14,045
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Aggregate proceeds on sale of assets2023-02-28$72,169,750
Aggregate carrying amount (costs) on sale of assets2023-02-28$73,881,667
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-02-28320043599
2022 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-02-28$-1,169,612
Total unrealized appreciation/depreciation of assets2022-02-28$-1,169,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$8,228,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$10,299,541
Total income from all sources (including contributions)2022-02-28$70,264,226
Total loss/gain on sale of assets2022-02-28$-185,873
Total of all expenses incurred2022-02-28$57,986,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$55,498,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$67,348,805
Value of total assets at end of year2022-02-28$101,180,373
Value of total assets at beginning of year2022-02-28$90,973,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$2,488,504
Total interest from all sources2022-02-28$736,680
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$785,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$785,884
Administrative expenses professional fees incurred2022-02-28$647,827
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Contributions received from participants2022-02-28$270,033
Assets. Other investments not covered elsewhere at end of year2022-02-28$3,103,067
Assets. Other investments not covered elsewhere at beginning of year2022-02-28$2,587,903
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-02-28$2,989,583
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$3,494,607
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$3,452,254
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-02-28$394,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-02-28$240,346
Administrative expenses (other) incurred2022-02-28$1,752,214
Liabilities. Value of operating payables at end of year2022-02-28$307,707
Liabilities. Value of operating payables at beginning of year2022-02-28$358,195
Total non interest bearing cash at end of year2022-02-28$2,723,115
Total non interest bearing cash at beginning of year2022-02-28$1,676,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$12,277,487
Value of net assets at end of year (total assets less liabilities)2022-02-28$92,951,781
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$80,674,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Investment advisory and management fees2022-02-28$88,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$40,438,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$37,720,933
Interest earned on other investments2022-02-28$86,612
Income. Interest from US Government securities2022-02-28$154,215
Income. Interest from corporate debt instruments2022-02-28$495,676
Value of interest in common/collective trusts at end of year2022-02-28$16,275,477
Value of interest in common/collective trusts at beginning of year2022-02-28$14,389,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-02-28$997,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-02-28$554,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-02-28$554,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$177
Expenses. Payments to insurance carriers foe the provision of benefits2022-02-28$2,181,217
Asset value of US Government securities at end of year2022-02-28$8,539,330
Asset value of US Government securities at beginning of year2022-02-28$8,386,273
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$2,748,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28Yes
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$67,078,772
Employer contributions (assets) at end of year2022-02-28$6,918,321
Employer contributions (assets) at beginning of year2022-02-28$7,731,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$50,327,435
Asset. Corporate debt instrument preferred debt at end of year2022-02-28$18,676,466
Asset. Corporate debt instrument preferred debt at beginning of year2022-02-28$14,453,491
Liabilities. Value of benefit claims payable at end of year2022-02-28$7,526,000
Liabilities. Value of benefit claims payable at beginning of year2022-02-28$9,701,000
Assets. Value of buildings and other operty used in plan operation at end of year2022-02-28$14,045
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-02-28$21,499
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Aggregate proceeds on sale of assets2022-02-28$56,181,297
Aggregate carrying amount (costs) on sale of assets2022-02-28$56,367,170
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28LEGACY PROFESSIONALS, L.L.P.
Accountancy firm EIN2022-02-28320043599
2021 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-02-28$-639,601
Total unrealized appreciation/depreciation of assets2021-02-28$-639,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$21,825,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$24,606,504
Total income from all sources (including contributions)2021-02-28$68,153,452
Total loss/gain on sale of assets2021-02-28$339,276
Total of all expenses incurred2021-02-28$50,296,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$48,250,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$59,472,363
Value of total assets at end of year2021-02-28$91,676,305
Value of total assets at beginning of year2021-02-28$76,600,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$2,046,183
Total interest from all sources2021-02-28$666,418
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$692,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2021-02-28$692,378
Administrative expenses professional fees incurred2021-02-28$783,691
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Contributions received from participants2021-02-28$299,565
Assets. Other investments not covered elsewhere at end of year2021-02-28$2,587,903
Assets. Other investments not covered elsewhere at beginning of year2021-02-28$2,215,107
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-02-28$45,863,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-02-28$2,988,778
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-02-28$1,675,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-02-28$11,766,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-02-28$16,353,027
Administrative expenses (other) incurred2021-02-28$1,187,676
Liabilities. Value of operating payables at end of year2021-02-28$358,195
Liabilities. Value of operating payables at beginning of year2021-02-28$365,477
Total non interest bearing cash at end of year2021-02-28$2,808,865
Total non interest bearing cash at beginning of year2021-02-28$2,659,610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$17,856,669
Value of net assets at end of year (total assets less liabilities)2021-02-28$69,850,764
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$51,994,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Investment advisory and management fees2021-02-28$74,816
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-02-28$37,720,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-02-28$29,551,977
Interest earned on other investments2021-02-28$83,420
Income. Interest from US Government securities2021-02-28$132,647
Income. Interest from corporate debt instruments2021-02-28$447,793
Value of interest in common/collective trusts at end of year2021-02-28$14,389,031
Value of interest in common/collective trusts at beginning of year2021-02-28$9,392,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-02-28$554,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-02-28$2,196,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-02-28$2,196,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-02-28$2,558
Expenses. Payments to insurance carriers foe the provision of benefits2021-02-28$2,386,932
Asset value of US Government securities at end of year2021-02-28$8,386,273
Asset value of US Government securities at beginning of year2021-02-28$7,576,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-02-28$4,218,089
Net investment gain or loss from common/collective trusts2021-02-28$3,404,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28Yes
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$59,172,798
Employer contributions (assets) at end of year2021-02-28$7,731,859
Employer contributions (assets) at beginning of year2021-02-28$8,838,312
Asset. Corporate debt instrument preferred debt at end of year2021-02-28$14,453,491
Asset. Corporate debt instrument preferred debt at beginning of year2021-02-28$12,430,147
Liabilities. Value of benefit claims payable at end of year2021-02-28$9,701,000
Liabilities. Value of benefit claims payable at beginning of year2021-02-28$7,888,000
Assets. Value of buildings and other operty used in plan operation at end of year2021-02-28$54,975
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-02-28$64,726
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Aggregate proceeds on sale of assets2021-02-28$47,545,299
Aggregate carrying amount (costs) on sale of assets2021-02-28$47,206,023
Opinion of an independent qualified public accountant for this plan2021-02-28Unqualified
Accountancy firm name2021-02-28BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2021-02-28362152389
2020 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-02-29$896,372
Total unrealized appreciation/depreciation of assets2020-02-29$896,372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$24,606,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$21,934,494
Total income from all sources (including contributions)2020-02-29$86,313,874
Total loss/gain on sale of assets2020-02-29$547,305
Total of all expenses incurred2020-02-29$62,389,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$60,467,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$82,016,457
Value of total assets at end of year2020-02-29$76,600,599
Value of total assets at beginning of year2020-02-29$50,004,635
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$1,922,039
Total interest from all sources2020-02-29$537,875
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$539,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2020-02-29$539,079
Administrative expenses professional fees incurred2020-02-29$764,487
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$500,000
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Contributions received from participants2020-02-29$319,294
Assets. Other investments not covered elsewhere at end of year2020-02-29$2,215,107
Assets. Other investments not covered elsewhere at beginning of year2020-02-29$864,292
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-02-29$57,961,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-02-29$1,675,790
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-02-29$1,210,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-02-29$16,353,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-02-29$14,675,388
Administrative expenses (other) incurred2020-02-29$1,102,738
Liabilities. Value of operating payables at end of year2020-02-29$365,477
Liabilities. Value of operating payables at beginning of year2020-02-29$165,106
Total non interest bearing cash at end of year2020-02-29$2,659,610
Total non interest bearing cash at beginning of year2020-02-29$1,478,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$23,923,954
Value of net assets at end of year (total assets less liabilities)2020-02-29$51,994,095
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$28,070,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Investment advisory and management fees2020-02-29$54,814
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-02-29$29,551,977
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-02-29$18,941,741
Interest earned on other investments2020-02-29$51,174
Income. Interest from US Government securities2020-02-29$155,443
Income. Interest from corporate debt instruments2020-02-29$305,936
Value of interest in common/collective trusts at end of year2020-02-29$9,392,044
Value of interest in common/collective trusts at beginning of year2020-02-29$5,988,493
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-02-29$2,196,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-02-29$2,700,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-02-29$2,700,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-02-29$25,322
Expenses. Payments to insurance carriers foe the provision of benefits2020-02-29$2,506,633
Asset value of US Government securities at end of year2020-02-29$7,576,263
Asset value of US Government securities at beginning of year2020-02-29$5,258,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-02-29$1,353,942
Net investment gain or loss from common/collective trusts2020-02-29$422,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$81,697,163
Employer contributions (assets) at end of year2020-02-29$8,838,312
Employer contributions (assets) at beginning of year2020-02-29$8,148,120
Asset. Corporate debt instrument preferred debt at end of year2020-02-29$12,430,147
Asset. Corporate debt instrument preferred debt at beginning of year2020-02-29$1,689,417
Asset. Corporate debt instrument debt (other) at beginning of year2020-02-29$3,649,695
Liabilities. Value of benefit claims payable at end of year2020-02-29$7,888,000
Liabilities. Value of benefit claims payable at beginning of year2020-02-29$7,094,000
Assets. Value of buildings and other operty used in plan operation at end of year2020-02-29$64,726
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-02-29$74,239
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Aggregate proceeds on sale of assets2020-02-29$50,865,809
Aggregate carrying amount (costs) on sale of assets2020-02-29$50,318,504
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29No
Opinion of an independent qualified public accountant for this plan2020-02-29Unqualified
Accountancy firm name2020-02-29BANSLEY & KIENER, L.L.P
Accountancy firm EIN2020-02-29362152389
2019 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-02-28$104,695
Total unrealized appreciation/depreciation of assets2019-02-28$104,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$21,934,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$26,843,878
Total income from all sources (including contributions)2019-02-28$86,284,682
Total loss/gain on sale of assets2019-02-28$-60,810
Total of all expenses incurred2019-02-28$59,738,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$58,048,350
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$85,076,141
Value of total assets at end of year2019-02-28$50,004,635
Value of total assets at beginning of year2019-02-28$28,368,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$1,690,633
Total interest from all sources2019-02-28$301,989
Total dividends received (eg from common stock, registered investment company shares)2019-02-28$292,626
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2019-02-28$292,626
Administrative expenses professional fees incurred2019-02-28$631,228
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Contributions received from participants2019-02-28$276,990
Assets. Other investments not covered elsewhere at end of year2019-02-28$864,292
Assets. Other investments not covered elsewhere at beginning of year2019-02-28$504,263
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-02-28$54,868,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-02-28$1,210,147
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-02-28$1,418,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-02-28$14,675,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-02-28$18,123,817
Administrative expenses (other) incurred2019-02-28$1,029,706
Liabilities. Value of operating payables at end of year2019-02-28$165,106
Liabilities. Value of operating payables at beginning of year2019-02-28$474,061
Total non interest bearing cash at end of year2019-02-28$1,478,886
Total non interest bearing cash at beginning of year2019-02-28$2,049,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$26,545,699
Value of net assets at end of year (total assets less liabilities)2019-02-28$28,070,141
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$1,524,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Investment advisory and management fees2019-02-28$29,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-02-28$18,941,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-02-28$7,495,794
Interest earned on other investments2019-02-28$27,081
Income. Interest from US Government securities2019-02-28$111,698
Income. Interest from corporate debt instruments2019-02-28$147,489
Value of interest in common/collective trusts at end of year2019-02-28$5,988,493
Value of interest in common/collective trusts at beginning of year2019-02-28$2,420,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-02-28$2,700,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-02-28$534,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-02-28$534,821
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-02-28$15,721
Expenses. Payments to insurance carriers foe the provision of benefits2019-02-28$3,179,608
Asset value of US Government securities at end of year2019-02-28$5,258,784
Asset value of US Government securities at beginning of year2019-02-28$1,888,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-02-28$344,869
Net investment gain or loss from common/collective trusts2019-02-28$225,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28Yes
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Contributions received in cash from employer2019-02-28$84,799,151
Employer contributions (assets) at end of year2019-02-28$8,148,120
Employer contributions (assets) at beginning of year2019-02-28$9,393,489
Asset. Corporate debt instrument preferred debt at end of year2019-02-28$1,689,417
Asset. Corporate debt instrument preferred debt at beginning of year2019-02-28$940,342
Asset. Corporate debt instrument debt (other) at end of year2019-02-28$3,649,695
Asset. Corporate debt instrument debt (other) at beginning of year2019-02-28$1,637,383
Liabilities. Value of benefit claims payable at end of year2019-02-28$7,094,000
Liabilities. Value of benefit claims payable at beginning of year2019-02-28$8,246,000
Assets. Value of buildings and other operty used in plan operation at end of year2019-02-28$74,239
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-02-28$85,177
Did the plan have assets held for investment2019-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28No
Aggregate proceeds on sale of assets2019-02-28$32,346,438
Aggregate carrying amount (costs) on sale of assets2019-02-28$32,407,248
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28No
Opinion of an independent qualified public accountant for this plan2019-02-28Unqualified
Accountancy firm name2019-02-28BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2019-02-28362152389
2018 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-02-28$-56,225
Total unrealized appreciation/depreciation of assets2018-02-28$-56,225
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$26,843,878
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$33,856,226
Total income from all sources (including contributions)2018-02-28$82,493,018
Total loss/gain on sale of assets2018-02-28$-42,894
Total of all expenses incurred2018-02-28$63,794,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$62,156,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$81,901,969
Value of total assets at end of year2018-02-28$28,368,320
Value of total assets at beginning of year2018-02-28$16,681,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$1,637,647
Total interest from all sources2018-02-28$125,417
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$97,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2018-02-28$97,326
Administrative expenses professional fees incurred2018-02-28$618,420
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Contributions received from participants2018-02-28$266,240
Assets. Other investments not covered elsewhere at end of year2018-02-28$504,263
Assets. Other investments not covered elsewhere at beginning of year2018-02-28$423,126
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-02-28$58,884,499
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-02-28$1,418,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-02-28$180,679
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-02-28$18,123,817
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-02-28$22,987,189
Administrative expenses (other) incurred2018-02-28$1,003,879
Liabilities. Value of operating payables at end of year2018-02-28$474,061
Liabilities. Value of operating payables at beginning of year2018-02-28$425,037
Total non interest bearing cash at end of year2018-02-28$2,049,312
Total non interest bearing cash at beginning of year2018-02-28$529,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$18,698,713
Value of net assets at end of year (total assets less liabilities)2018-02-28$1,524,442
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$-17,174,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Investment advisory and management fees2018-02-28$15,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-02-28$7,495,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-02-28$4,024,402
Interest earned on other investments2018-02-28$19,161
Income. Interest from US Government securities2018-02-28$36,322
Income. Interest from corporate debt instruments2018-02-28$67,435
Value of interest in common/collective trusts at end of year2018-02-28$2,420,968
Value of interest in common/collective trusts at beginning of year2018-02-28$2,058,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-02-28$534,821
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-02-28$179,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-02-28$179,692
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-02-28$2,499
Expenses. Payments to insurance carriers foe the provision of benefits2018-02-28$3,272,159
Asset value of US Government securities at end of year2018-02-28$1,888,694
Asset value of US Government securities at beginning of year2018-02-28$1,652,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-02-28$127,510
Net investment gain or loss from common/collective trusts2018-02-28$339,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$81,635,729
Employer contributions (assets) at end of year2018-02-28$9,393,489
Employer contributions (assets) at beginning of year2018-02-28$6,091,987
Asset. Corporate debt instrument preferred debt at end of year2018-02-28$940,342
Asset. Corporate debt instrument preferred debt at beginning of year2018-02-28$641,976
Asset. Corporate debt instrument debt (other) at end of year2018-02-28$1,637,383
Asset. Corporate debt instrument debt (other) at beginning of year2018-02-28$813,135
Liabilities. Value of benefit claims payable at end of year2018-02-28$8,246,000
Liabilities. Value of benefit claims payable at beginning of year2018-02-28$10,444,000
Assets. Value of buildings and other operty used in plan operation at end of year2018-02-28$85,177
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-02-28$85,927
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Aggregate proceeds on sale of assets2018-02-28$11,965,111
Aggregate carrying amount (costs) on sale of assets2018-02-28$12,008,005
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28No
Opinion of an independent qualified public accountant for this plan2018-02-28Unqualified
Accountancy firm name2018-02-28BANSLEY & KIENER, L.L.P.
Accountancy firm EIN2018-02-28362152389
2017 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-02-28$-131,860
Total unrealized appreciation/depreciation of assets2017-02-28$-131,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$33,856,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$33,283,496
Total income from all sources (including contributions)2017-02-28$73,130,932
Total loss/gain on sale of assets2017-02-28$19,392
Total of all expenses incurred2017-02-28$83,097,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$81,561,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$71,877,340
Value of total assets at end of year2017-02-28$16,681,955
Value of total assets at beginning of year2017-02-28$26,076,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$1,536,198
Total interest from all sources2017-02-28$156,651
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$124,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2017-02-28$124,054
Administrative expenses professional fees incurred2017-02-28$534,265
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-02-28$41,615
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Contributions received from participants2017-02-28$294,394
Assets. Other investments not covered elsewhere at end of year2017-02-28$423,126
Assets. Other investments not covered elsewhere at beginning of year2017-02-28$477,358
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-02-28$78,460,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-02-28$180,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-02-28$418,986
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-02-28$22,987,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-02-28$24,898,641
Administrative expenses (other) incurred2017-02-28$983,185
Liabilities. Value of operating payables at end of year2017-02-28$425,037
Liabilities. Value of operating payables at beginning of year2017-02-28$244,855
Total non interest bearing cash at end of year2017-02-28$529,440
Total non interest bearing cash at beginning of year2017-02-28$864,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$-9,966,969
Value of net assets at end of year (total assets less liabilities)2017-02-28$-17,174,271
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$-7,207,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Investment advisory and management fees2017-02-28$18,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-02-28$4,024,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-02-28$6,942,898
Interest earned on other investments2017-02-28$20,587
Income. Interest from US Government securities2017-02-28$45,172
Income. Interest from corporate debt instruments2017-02-28$90,306
Value of interest in common/collective trusts at end of year2017-02-28$2,058,684
Value of interest in common/collective trusts at beginning of year2017-02-28$3,195,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-02-28$179,692
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-02-28$826,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-02-28$826,160
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-02-28$586
Expenses. Payments to insurance carriers foe the provision of benefits2017-02-28$3,101,324
Asset value of US Government securities at end of year2017-02-28$1,652,907
Asset value of US Government securities at beginning of year2017-02-28$3,619,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-02-28$454,123
Net investment gain or loss from common/collective trusts2017-02-28$631,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$71,582,946
Employer contributions (assets) at end of year2017-02-28$6,091,987
Employer contributions (assets) at beginning of year2017-02-28$6,698,250
Asset. Corporate debt instrument preferred debt at end of year2017-02-28$641,976
Asset. Corporate debt instrument preferred debt at beginning of year2017-02-28$1,336,725
Asset. Corporate debt instrument debt (other) at end of year2017-02-28$813,135
Asset. Corporate debt instrument debt (other) at beginning of year2017-02-28$1,601,694
Liabilities. Value of benefit claims payable at end of year2017-02-28$10,444,000
Liabilities. Value of benefit claims payable at beginning of year2017-02-28$8,140,000
Assets. Value of buildings and other operty used in plan operation at end of year2017-02-28$85,927
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-02-28$53,309
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Aggregate proceeds on sale of assets2017-02-28$19,650,545
Aggregate carrying amount (costs) on sale of assets2017-02-28$19,631,153
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28No
Opinion of an independent qualified public accountant for this plan2017-02-28Unqualified
Accountancy firm name2017-02-28BANSLEY AND KIENER LLP
Accountancy firm EIN2017-02-28362152389
2016 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-02-29$-34,770
Total unrealized appreciation/depreciation of assets2016-02-29$-34,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$33,283,496
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$35,230,432
Total income from all sources (including contributions)2016-02-29$64,487,971
Total loss/gain on sale of assets2016-02-29$-5,730
Total of all expenses incurred2016-02-29$76,529,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$74,393,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$64,717,186
Value of total assets at end of year2016-02-29$26,076,194
Value of total assets at beginning of year2016-02-29$40,064,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$2,136,267
Total interest from all sources2016-02-29$293,156
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$205,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2016-02-29$205,053
Administrative expenses professional fees incurred2016-02-29$735,329
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-02-29$41,615
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-02-29$31,884
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$500,000
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Contributions received from participants2016-02-29$207,219
Assets. Other investments not covered elsewhere at end of year2016-02-29$477,358
Assets. Other investments not covered elsewhere at beginning of year2016-02-29$1,429,239
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-02-29$71,281,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-02-29$418,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-02-29$369,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-02-29$24,898,641
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-02-29$22,771,482
Administrative expenses (other) incurred2016-02-29$1,370,932
Liabilities. Value of operating payables at end of year2016-02-29$244,855
Liabilities. Value of operating payables at beginning of year2016-02-29$501,950
Total non interest bearing cash at end of year2016-02-29$864,926
Total non interest bearing cash at beginning of year2016-02-29$3,676,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$-12,041,697
Value of net assets at end of year (total assets less liabilities)2016-02-29$-7,207,302
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$4,834,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Investment advisory and management fees2016-02-29$30,006
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-02-29$6,942,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-02-29$11,636,888
Interest earned on other investments2016-02-29$30,614
Income. Interest from US Government securities2016-02-29$86,686
Income. Interest from corporate debt instruments2016-02-29$175,694
Value of interest in common/collective trusts at end of year2016-02-29$3,195,048
Value of interest in common/collective trusts at beginning of year2016-02-29$5,925,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-02-29$826,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-02-29$634,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-02-29$634,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-02-29$162
Expenses. Payments to insurance carriers foe the provision of benefits2016-02-29$3,111,444
Asset value of US Government securities at end of year2016-02-29$3,619,225
Asset value of US Government securities at beginning of year2016-02-29$1,854,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-02-29$-402,895
Net investment gain or loss from common/collective trusts2016-02-29$-284,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29Yes
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$64,509,967
Employer contributions (assets) at end of year2016-02-29$6,698,250
Employer contributions (assets) at beginning of year2016-02-29$5,316,982
Asset. Corporate debt instrument preferred debt at end of year2016-02-29$1,336,725
Asset. Corporate debt instrument preferred debt at beginning of year2016-02-29$4,676,675
Asset. Corporate debt instrument debt (other) at end of year2016-02-29$1,601,694
Asset. Corporate debt instrument debt (other) at beginning of year2016-02-29$4,447,845
Liabilities. Value of benefit claims payable at end of year2016-02-29$8,140,000
Liabilities. Value of benefit claims payable at beginning of year2016-02-29$11,957,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-02-29$53,309
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-02-29$63,828
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Aggregate proceeds on sale of assets2016-02-29$31,251,155
Aggregate carrying amount (costs) on sale of assets2016-02-29$31,256,885
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29No
Opinion of an independent qualified public accountant for this plan2016-02-29Unqualified
Accountancy firm name2016-02-29BANSLEY AND KIENER LLP
Accountancy firm EIN2016-02-29362152389
2015 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-02-28$141,153
Total unrealized appreciation/depreciation of assets2015-02-28$141,153
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$35,230,432
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$26,360,822
Total income from all sources (including contributions)2015-02-28$54,725,661
Total loss/gain on sale of assets2015-02-28$273,463
Total of all expenses incurred2015-02-28$74,606,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$72,113,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$51,569,167
Value of total assets at end of year2015-02-28$40,064,827
Value of total assets at beginning of year2015-02-28$51,076,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$2,493,195
Total interest from all sources2015-02-28$502,579
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$392,415
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2015-02-28$391,446
Administrative expenses professional fees incurred2015-02-28$364,914
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-02-28$31,884
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-02-28$61,874
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Contributions received from participants2015-02-28$193,083
Assets. Other investments not covered elsewhere at end of year2015-02-28$1,429,239
Assets. Other investments not covered elsewhere at beginning of year2015-02-28$1,441,420
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-02-28$69,329,879
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-02-28$369,866
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-02-28$399,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-02-28$22,771,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-02-28$19,199,261
Other income not declared elsewhere2015-02-28$5,069
Administrative expenses (other) incurred2015-02-28$2,083,831
Liabilities. Value of operating payables at end of year2015-02-28$501,950
Liabilities. Value of operating payables at beginning of year2015-02-28$459,561
Total non interest bearing cash at end of year2015-02-28$3,676,925
Total non interest bearing cash at beginning of year2015-02-28$784,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$-19,881,177
Value of net assets at end of year (total assets less liabilities)2015-02-28$4,834,395
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$24,715,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Investment advisory and management fees2015-02-28$44,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-02-28$11,636,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$22,093,594
Interest earned on other investments2015-02-28$63,812
Income. Interest from US Government securities2015-02-28$85,154
Income. Interest from corporate debt instruments2015-02-28$353,552
Value of interest in common/collective trusts at end of year2015-02-28$5,925,792
Value of interest in common/collective trusts at beginning of year2015-02-28$8,261,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-02-28$634,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-02-28$200,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-02-28$200,869
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-02-28$61
Expenses. Payments to insurance carriers foe the provision of benefits2015-02-28$2,783,764
Asset value of US Government securities at end of year2015-02-28$1,854,615
Asset value of US Government securities at beginning of year2015-02-28$3,340,592
Net investment gain or loss from common/collective trusts2015-02-28$943,436
Net gain/loss from 103.12 investment entities2015-02-28$898,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28Yes
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$51,376,084
Employer contributions (assets) at end of year2015-02-28$5,316,982
Employer contributions (assets) at beginning of year2015-02-28$4,242,568
Income. Dividends from preferred stock2015-02-28$969
Asset. Corporate debt instrument preferred debt at end of year2015-02-28$4,676,675
Asset. Corporate debt instrument preferred debt at beginning of year2015-02-28$4,777,366
Asset. Corporate debt instrument debt (other) at end of year2015-02-28$4,447,845
Asset. Corporate debt instrument debt (other) at beginning of year2015-02-28$5,401,588
Liabilities. Value of benefit claims payable at end of year2015-02-28$11,957,000
Liabilities. Value of benefit claims payable at beginning of year2015-02-28$6,702,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-02-28$63,828
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-02-28$70,374
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Aggregate proceeds on sale of assets2015-02-28$40,718,259
Aggregate carrying amount (costs) on sale of assets2015-02-28$40,444,796
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28No
Opinion of an independent qualified public accountant for this plan2015-02-28Unqualified
Accountancy firm name2015-02-28BANSLEY AND KIENER LLP
Accountancy firm EIN2015-02-28362152389
2014 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-02-28$-52,466
Total unrealized appreciation/depreciation of assets2014-02-28$-52,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$26,360,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$22,844,524
Total income from all sources (including contributions)2014-02-28$48,567,085
Total loss/gain on sale of assets2014-02-28$-309,284
Total of all expenses incurred2014-02-28$59,495,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$57,662,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$44,256,643
Value of total assets at end of year2014-02-28$51,076,394
Value of total assets at beginning of year2014-02-28$58,488,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$1,832,982
Total interest from all sources2014-02-28$542,707
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$678,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2014-02-28$676,996
Administrative expenses professional fees incurred2014-02-28$483,385
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-02-28$61,874
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Contributions received from participants2014-02-28$210,269
Assets. Other investments not covered elsewhere at end of year2014-02-28$1,441,420
Assets. Other investments not covered elsewhere at beginning of year2014-02-28$713,088
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-02-28$55,316,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-02-28$399,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-02-28$570,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-02-28$19,199,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-02-28$15,883,459
Other income not declared elsewhere2014-02-28$4,401
Administrative expenses (other) incurred2014-02-28$1,305,442
Liabilities. Value of operating payables at end of year2014-02-28$459,561
Liabilities. Value of operating payables at beginning of year2014-02-28$417,065
Total non interest bearing cash at end of year2014-02-28$784,867
Total non interest bearing cash at beginning of year2014-02-28$2,298,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$-10,928,172
Value of net assets at end of year (total assets less liabilities)2014-02-28$24,715,572
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$35,643,744
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Investment advisory and management fees2014-02-28$44,155
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$22,093,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$24,719,854
Interest earned on other investments2014-02-28$37,815
Income. Interest from US Government securities2014-02-28$109,580
Income. Interest from corporate debt instruments2014-02-28$395,197
Value of interest in common/collective trusts at end of year2014-02-28$8,261,341
Value of interest in common/collective trusts at beginning of year2014-02-28$12,498,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-02-28$200,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-02-28$683,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-02-28$683,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$115
Expenses. Payments to insurance carriers foe the provision of benefits2014-02-28$2,345,861
Asset value of US Government securities at end of year2014-02-28$3,340,592
Asset value of US Government securities at beginning of year2014-02-28$3,771,558
Net investment gain or loss from common/collective trusts2014-02-28$2,509,401
Net gain/loss from 103.12 investment entities2014-02-28$937,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$44,046,374
Employer contributions (assets) at end of year2014-02-28$4,242,568
Employer contributions (assets) at beginning of year2014-02-28$3,254,275
Income. Dividends from preferred stock2014-02-28$1,674
Asset. Corporate debt instrument preferred debt at end of year2014-02-28$4,777,366
Asset. Corporate debt instrument preferred debt at beginning of year2014-02-28$5,513,351
Asset. Corporate debt instrument debt (other) at end of year2014-02-28$5,401,588
Asset. Corporate debt instrument debt (other) at beginning of year2014-02-28$4,381,510
Liabilities. Value of benefit claims payable at end of year2014-02-28$6,702,000
Liabilities. Value of benefit claims payable at beginning of year2014-02-28$6,544,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-02-28$70,374
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-02-28$83,187
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Aggregate proceeds on sale of assets2014-02-28$42,356,912
Aggregate carrying amount (costs) on sale of assets2014-02-28$42,666,196
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28No
Opinion of an independent qualified public accountant for this plan2014-02-28Unqualified
Accountancy firm name2014-02-28BANSLEY AND KIENER LLP
Accountancy firm EIN2014-02-28362152389
2013 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-02-28$5,674
Total unrealized appreciation/depreciation of assets2013-02-28$5,674
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$22,844,524
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$21,477,581
Total income from all sources (including contributions)2013-02-28$45,907,150
Total loss/gain on sale of assets2013-02-28$-115,192
Total of all expenses incurred2013-02-28$54,578,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$52,838,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$41,995,852
Value of total assets at end of year2013-02-28$58,488,268
Value of total assets at beginning of year2013-02-28$65,792,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$1,739,846
Total interest from all sources2013-02-28$106,141
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$1,223,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2013-02-28$1,223,142
Administrative expenses professional fees incurred2013-02-28$445,420
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Contributions received from participants2013-02-28$196,275
Assets. Other investments not covered elsewhere at end of year2013-02-28$713,088
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-02-28$50,683,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-02-28$570,754
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-02-28$625,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-02-28$15,883,459
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-02-28$14,977,726
Other income not declared elsewhere2013-02-28$198
Administrative expenses (other) incurred2013-02-28$1,268,946
Liabilities. Value of operating payables at end of year2013-02-28$417,065
Liabilities. Value of operating payables at beginning of year2013-02-28$380,855
Total non interest bearing cash at end of year2013-02-28$2,298,714
Total non interest bearing cash at beginning of year2013-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$-8,671,567
Value of net assets at end of year (total assets less liabilities)2013-02-28$35,643,744
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$44,315,311
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Investment advisory and management fees2013-02-28$25,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$24,719,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$43,106,012
Interest earned on other investments2013-02-28$3,346
Income. Interest from US Government securities2013-02-28$35,949
Income. Interest from corporate debt instruments2013-02-28$66,420
Value of interest in common/collective trusts at end of year2013-02-28$12,498,491
Value of interest in common/collective trusts at beginning of year2013-02-28$14,926,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-02-28$683,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-02-28$3,540,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-02-28$3,540,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$426
Expenses. Payments to insurance carriers foe the provision of benefits2013-02-28$2,154,892
Asset value of US Government securities at end of year2013-02-28$3,771,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-28$919,057
Net investment gain or loss from common/collective trusts2013-02-28$1,772,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$41,799,577
Employer contributions (assets) at end of year2013-02-28$3,254,275
Employer contributions (assets) at beginning of year2013-02-28$3,536,733
Asset. Corporate debt instrument preferred debt at end of year2013-02-28$5,513,351
Asset. Corporate debt instrument debt (other) at end of year2013-02-28$4,381,510
Liabilities. Value of benefit claims payable at end of year2013-02-28$6,544,000
Liabilities. Value of benefit claims payable at beginning of year2013-02-28$6,119,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-02-28$83,187
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-02-28$58,040
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Aggregate proceeds on sale of assets2013-02-28$46,970,439
Aggregate carrying amount (costs) on sale of assets2013-02-28$47,085,631
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28No
Opinion of an independent qualified public accountant for this plan2013-02-28Unqualified
Accountancy firm name2013-02-28BANSLEY AND KIENER LLP
Accountancy firm EIN2013-02-28362152389
2012 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-02-29$-72
Total unrealized appreciation/depreciation of assets2012-02-29$-72
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$21,477,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$15,874,398
Total income from all sources (including contributions)2012-02-29$38,529,131
Total loss/gain on sale of assets2012-02-29$0
Total of all expenses incurred2012-02-29$42,547,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$41,033,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$34,537,124
Value of total assets at end of year2012-02-29$65,792,892
Value of total assets at beginning of year2012-02-29$64,207,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$1,513,612
Total interest from all sources2012-02-29$9,855
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$1,565,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2012-02-29$1,565,817
Administrative expenses professional fees incurred2012-02-29$360,900
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$500,000
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$178,676
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-02-29$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-02-29$625,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-02-29$1,219,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-02-29$14,977,726
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-02-29$12,556,601
Other income not declared elsewhere2012-02-29$4,618
Administrative expenses (other) incurred2012-02-29$1,138,065
Liabilities. Value of operating payables at end of year2012-02-29$380,855
Liabilities. Value of operating payables at beginning of year2012-02-29$117,797
Total non interest bearing cash at end of year2012-02-29$0
Total non interest bearing cash at beginning of year2012-02-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$-4,018,092
Value of net assets at end of year (total assets less liabilities)2012-02-29$44,315,311
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$48,333,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Investment advisory and management fees2012-02-29$14,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$43,106,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$37,696,128
Value of interest in common/collective trusts at end of year2012-02-29$14,926,176
Value of interest in common/collective trusts at beginning of year2012-02-29$16,099,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-02-29$3,540,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-02-29$5,492,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-02-29$5,492,932
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$9,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-02-29$1,738,004
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-02-29$1,746,416
Net investment gain or loss from common/collective trusts2012-02-29$665,373
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29No
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$34,358,448
Employer contributions (assets) at end of year2012-02-29$3,536,733
Employer contributions (assets) at beginning of year2012-02-29$3,649,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$39,295,607
Liabilities. Value of benefit claims payable at end of year2012-02-29$6,119,000
Liabilities. Value of benefit claims payable at beginning of year2012-02-29$3,200,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-02-29$58,040
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-02-29$50,988
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Aggregate proceeds on sale of assets2012-02-29$3,566,162
Aggregate carrying amount (costs) on sale of assets2012-02-29$3,566,162
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29No
Opinion of an independent qualified public accountant for this plan2012-02-29Unqualified
Accountancy firm name2012-02-29BANSLEY AND KIENER, LLP
Accountancy firm EIN2012-02-29362152389
2011 : TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$15,874,398
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$13,527,120
Total income from all sources (including contributions)2011-02-28$36,676,970
Total loss/gain on sale of assets2011-02-28$-126
Total of all expenses incurred2011-02-28$32,535,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$31,145,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$30,579,277
Value of total assets at end of year2011-02-28$64,207,801
Value of total assets at beginning of year2011-02-28$57,719,371
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$1,390,674
Total interest from all sources2011-02-28$67,751
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$1,319,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2011-02-28$1,319,452
Administrative expenses professional fees incurred2011-02-28$377,752
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Contributions received from participants2011-02-28$199,156
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-02-28$29,804,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-02-28$1,219,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-02-28$669,886
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-02-28$12,556,601
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-02-28$10,946,621
Other income not declared elsewhere2011-02-28$29,450
Administrative expenses (other) incurred2011-02-28$994,251
Liabilities. Value of operating payables at end of year2011-02-28$117,797
Liabilities. Value of operating payables at beginning of year2011-02-28$120,999
Total non interest bearing cash at end of year2011-02-28$0
Total non interest bearing cash at beginning of year2011-02-28$261,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$4,141,152
Value of net assets at end of year (total assets less liabilities)2011-02-28$48,333,403
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$44,192,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Investment advisory and management fees2011-02-28$18,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$37,696,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$33,354,498
Value of interest in common/collective trusts at end of year2011-02-28$16,099,352
Value of interest in common/collective trusts at beginning of year2011-02-28$12,987,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-02-28$5,492,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-02-28$7,152,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-02-28$7,152,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-02-28$67,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$0
Expenses. Payments to insurance carriers foe the provision of benefits2011-02-28$1,340,954
Asset value of US Government securities at beginning of year2011-02-28$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$1,531,195
Net investment gain or loss from common/collective trusts2011-02-28$3,149,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28Yes
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$30,380,121
Employer contributions (assets) at end of year2011-02-28$3,649,303
Employer contributions (assets) at beginning of year2011-02-28$3,221,730
Assets. Corporate common stocks other than exployer securities at beginning of year2011-02-28$0
Liabilities. Value of benefit claims payable at end of year2011-02-28$3,200,000
Liabilities. Value of benefit claims payable at beginning of year2011-02-28$2,459,500
Assets. Value of buildings and other operty used in plan operation at end of year2011-02-28$50,988
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-02-28$72,114
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Aggregate proceeds on sale of assets2011-02-28$4,669,572
Aggregate carrying amount (costs) on sale of assets2011-02-28$4,669,698
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28No
Opinion of an independent qualified public accountant for this plan2011-02-28Unqualified
Accountancy firm name2011-02-28BANSLEY AND KIENER, LLP
Accountancy firm EIN2011-02-28362152389

Form 5500 Responses for TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN

2022: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2022 form 5500 responses
2022-03-01Type of plan entityMulti-employer plan
2022-03-01Plan is a collectively bargained planYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-03-01Type of plan entityMulti-employer plan
2021-03-01Submission has been amendedYes
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-03-01Type of plan entityMulti-employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planYes
2020-03-01Plan funding arrangement – TrustYes
2020-03-01Plan benefit arrangement – InsuranceYes
2020-03-01Plan benefit arrangement - TrustYes
2019: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-03-01Type of plan entityMulti-employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planYes
2019-03-01Plan funding arrangement – TrustYes
2019-03-01Plan benefit arrangement – InsuranceYes
2019-03-01Plan benefit arrangement - TrustYes
2018: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-03-01Type of plan entityMulti-employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planYes
2018-03-01Plan funding arrangement – TrustYes
2018-03-01Plan benefit arrangement – InsuranceYes
2018-03-01Plan benefit arrangement - TrustYes
2017: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-03-01Type of plan entityMulti-employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planYes
2017-03-01Plan funding arrangement – TrustYes
2017-03-01Plan benefit arrangement – InsuranceYes
2017-03-01Plan benefit arrangement - TrustYes
2016: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-03-01Type of plan entityMulti-employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planYes
2016-03-01Plan funding arrangement – TrustYes
2016-03-01Plan benefit arrangement – InsuranceYes
2016-03-01Plan benefit arrangement - TrustYes
2015: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-03-01Type of plan entityMulti-employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planYes
2015-03-01Plan funding arrangement – TrustYes
2015-03-01Plan benefit arrangement – InsuranceYes
2015-03-01Plan benefit arrangement - TrustYes
2014: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-03-01Type of plan entityMulti-employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planYes
2014-03-01Plan funding arrangement – TrustYes
2014-03-01Plan benefit arrangement – InsuranceYes
2014-03-01Plan benefit arrangement - TrustYes
2013: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2013 form 5500 responses
2013-03-01Type of plan entityMulti-employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planYes
2013-03-01Plan funding arrangement – TrustYes
2013-03-01Plan benefit arrangement – InsuranceYes
2013-03-01Plan benefit arrangement - TrustYes
2012: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-03-01Type of plan entityMulti-employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planYes
2012-03-01Plan funding arrangement – TrustYes
2012-03-01Plan benefit arrangement – InsuranceYes
2012-03-01Plan benefit arrangement - TrustYes
2011: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-03-01Type of plan entityMulti-employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planYes
2011-03-01Plan funding arrangement – TrustYes
2011-03-01Plan benefit arrangement – InsuranceYes
2011-03-01Plan benefit arrangement - TrustYes
2010: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-03-01Type of plan entityMulti-employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planYes
2010-03-01Plan funding arrangement – TrustYes
2010-03-01Plan benefit arrangement – InsuranceYes
2010-03-01Plan benefit arrangement - TrustYes
2009: TEAMSTERS LOCAL UNION NO. 727 HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-03-01Type of plan entityMulti-employer plan
2009-03-01Submission has been amendedYes
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planYes
2009-03-01Plan funding arrangement – TrustYes
2009-03-01Plan benefit arrangement – InsuranceYes
2009-03-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00209IL-10
Policy instance 4
Insurance contract or identification numberGB00209IL-10
Number of Individuals Covered3726
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $210,472
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $2,182,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $210,472
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (1)
Policy instance 3
Insurance contract or identification numberF005917 (1)
Number of Individuals Covered3819
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $35,265
Total amount of fees paid to insurance companyUSD $11,466
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $381,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,265
Amount paid for insurance broker fees11466
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (2)
Policy instance 2
Insurance contract or identification numberF005917 (2)
Number of Individuals Covered472
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Total amount of commissions paid to insurance brokerUSD $3,490
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD & D
Welfare Benefit Premiums Paid to CarrierUSD $34,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,490
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY9E-001
Policy instance 1
Insurance contract or identification numberY9E-001
Number of Individuals Covered10280
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $663,119
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00209IL-07
Policy instance 4
Insurance contract or identification numberGB00209IL-07
Number of Individuals Covered3193
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $217,775
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,814,795
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $217,775
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY9E-001
Policy instance 1
Insurance contract or identification numberY9E-001
Number of Individuals Covered12589
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $31,548
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $630,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,548
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (2)
Policy instance 2
Insurance contract or identification numberF005917 (2)
Number of Individuals Covered1700
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $2,779
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $27,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,779
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (1)
Policy instance 3
Insurance contract or identification numberF005917 (1)
Number of Individuals Covered3164
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $33,863
Total amount of fees paid to insurance companyUSD $9,750
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $338,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,863
Amount paid for insurance broker fees9750
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract numberY9E-001
Policy instance 1
Insurance contract or identification numberY9E-001
Number of Individuals Covered11204
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $36,647
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $732,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,647
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00209IL-07
Policy instance 4
Insurance contract or identification numberGB00209IL-07
Number of Individuals Covered3325
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $231,824
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,931,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $231,824
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (2)
Policy instance 2
Insurance contract or identification numberF005917 (2)
Number of Individuals Covered520
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $3,762
Total amount of fees paid to insurance companyUSD $2,792
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $37,619
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,762
Amount paid for insurance broker fees2792
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (1)
Policy instance 3
Insurance contract or identification numberF005917 (1)
Number of Individuals Covered4217
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $41,745
Total amount of fees paid to insurance companyUSD $11,863
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $417,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,745
Amount paid for insurance broker fees11863
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (2)
Policy instance 1
Insurance contract or identification numberF005917 (2)
Number of Individuals Covered418
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $3,350
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $33,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,350
Amount paid for insurance broker fees0
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (1)
Policy instance 2
Insurance contract or identification numberF005917 (1)
Number of Individuals Covered4651
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $46,369
Total amount of fees paid to insurance companyUSD $12,741
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $463,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,369
Amount paid for insurance broker fees12741
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00209IL-07
Policy instance 3
Insurance contract or identification numberGB00209IL-07
Number of Individuals Covered3607
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $238,139
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,984,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $238,139
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (2)
Policy instance 1
Insurance contract or identification numberF005917 (2)
Number of Individuals Covered770
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $3,922
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $39,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,922
Amount paid for insurance broker fees0
Insurance broker organization code?3
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (1)
Policy instance 2
Insurance contract or identification numberF005917 (1)
Number of Individuals Covered4715
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $50,166
Total amount of fees paid to insurance companyUSD $12,922
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $501,658
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,166
Amount paid for insurance broker fees12922
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00209IL-05
Policy instance 3
Insurance contract or identification numberGB00209IL-05
Number of Individuals Covered4046
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $294,696
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,601,923
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $294,696
Insurance broker organization code?3
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00209IL-04
Policy instance 3
Insurance contract or identification numberGB00209IL-04
Number of Individuals Covered4152
Insurance policy start date2016-06-01
Insurance policy end date2017-05-31
Total amount of commissions paid to insurance brokerUSD $275,623
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,722,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $275,623
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (2)
Policy instance 1
Insurance contract or identification numberF005917 (2)
Number of Individuals Covered452
Insurance policy start date2016-06-01
Insurance policy end date2017-05-31
Total amount of commissions paid to insurance brokerUSD $3,861
Total amount of fees paid to insurance companyUSD $51
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $38,159
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,861
Amount paid for insurance broker fees51
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (1)
Policy instance 2
Insurance contract or identification numberF005917 (1)
Number of Individuals Covered4847
Insurance policy start date2016-06-01
Insurance policy end date2017-05-31
Total amount of commissions paid to insurance brokerUSD $52,454
Total amount of fees paid to insurance companyUSD $14,704
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $511,670
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,454
Amount paid for insurance broker fees14704
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12274909
Policy instance 4
Insurance contract or identification number12274909
Number of Individuals Covered5494
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $58,122
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,122
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
GERBER LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00209IL - 02
Policy instance 3
Insurance contract or identification numberGB00209IL - 02
Number of Individuals Covered4220
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $289,634
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,633,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $289,634
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (1)
Policy instance 2
Insurance contract or identification numberF005917 (1)
Number of Individuals Covered5003
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $53,164
Total amount of fees paid to insurance companyUSD $35,676
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $531,639
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,164
Amount paid for insurance broker fees35676
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (2)
Policy instance 1
Insurance contract or identification numberF005917 (2)
Number of Individuals Covered393
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $3,480
Total amount of fees paid to insurance companyUSD $46
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $34,797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,480
Amount paid for insurance broker fees46
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (2)
Policy instance 3
Insurance contract or identification numberF005917 (2)
Number of Individuals Covered486
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $3,471
Total amount of fees paid to insurance companyUSD $1,752
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $34,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,471
Amount paid for insurance broker fees1752
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
GERBER LIFE INSURANCE (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGB00209IL - 02
Policy instance 2
Insurance contract or identification numberGB00209IL - 02
Number of Individuals Covered4241
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $254,726
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,315,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $254,726
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (1)
Policy instance 1
Insurance contract or identification numberF005917 (1)
Number of Individuals Covered5003
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $52,499
Total amount of fees paid to insurance companyUSD $25,096
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $524,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,499
Amount paid for insurance broker fees25096
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12274909
Policy instance 4
Insurance contract or identification number12274909
Number of Individuals Covered5606
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $48,536
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,536
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberJE100
Policy instance 2
Insurance contract or identification numberJE100
Number of Individuals Covered3706
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $204,565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,704,712
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $204,565
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (2)
Policy instance 3
Insurance contract or identification numberF005917 (2)
Number of Individuals Covered349
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $2,969
Total amount of fees paid to insurance companyUSD $1,450
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,969
Amount paid for insurance broker fees1450
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12274909
Policy instance 4
Insurance contract or identification number12274909
Number of Individuals Covered5114
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917 (1)
Policy instance 1
Insurance contract or identification numberF005917 (1)
Number of Individuals Covered4594
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $48,592
Total amount of fees paid to insurance companyUSD $24,263
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $485,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,592
Amount paid for insurance broker fees24263
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 12516 )
Policy contract number12274909
Policy instance 5
Insurance contract or identification number12274909
Number of Individuals Covered5057
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917
Policy instance 4
Insurance contract or identification numberF005917
Number of Individuals Covered311
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $2,651
Total amount of fees paid to insurance companyUSD $48
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,651
Amount paid for insurance broker fees48
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberJE100-CLASS II
Policy instance 2
Insurance contract or identification numberJE100-CLASS II
Number of Individuals Covered348
Insurance policy start date2011-06-01
Insurance policy end date2012-06-01
Total amount of commissions paid to insurance brokerUSD $15,721
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $356,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,721
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION AND INS GROUP
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917
Policy instance 1
Insurance contract or identification numberF005917
Number of Individuals Covered4385
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $46,288
Total amount of fees paid to insurance companyUSD $804
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $462,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,288
Amount paid for insurance broker fees804
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberJE100-CLS I
Policy instance 3
Insurance contract or identification numberJE100-CLS I
Number of Individuals Covered3283
Insurance policy start date2011-06-01
Insurance policy end date2012-06-01
Total amount of commissions paid to insurance brokerUSD $148,464
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,012,012
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $148,464
Insurance broker organization code?3
Insurance broker nameELITE ADMINISTRATION & INS GROUP
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberJE100-CLS I
Policy instance 3
Insurance contract or identification numberJE100-CLS I
Number of Individuals Covered2740
Insurance policy start date2010-06-01
Insurance policy end date2011-06-01
Total amount of commissions paid to insurance brokerUSD $106,952
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $855,614
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: 12516 )
Policy contract number12274909
Policy instance 5
Insurance contract or identification number12274909
Number of Individuals Covered4825
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917
Policy instance 1
Insurance contract or identification numberF005917
Number of Individuals Covered332
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $2,770
Total amount of fees paid to insurance companyUSD $189
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $27,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917
Policy instance 2
Insurance contract or identification numberF005917
Number of Individuals Covered3717
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $40,594
Total amount of fees paid to insurance companyUSD $3,129
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $405,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberJE100-CLASS II
Policy instance 4
Insurance contract or identification numberJE100-CLASS II
Number of Individuals Covered332
Insurance policy start date2010-06-01
Insurance policy end date2011-06-01
Total amount of commissions paid to insurance brokerUSD $13,645
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $109,164
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberJE100
Policy instance 3
Insurance contract or identification numberJE100
Number of Individuals Covered3043
Insurance policy start date2009-06-01
Insurance policy end date2010-06-01
Total amount of commissions paid to insurance brokerUSD $100,581
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $804,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )
Policy contract numberJE100
Policy instance 4
Insurance contract or identification numberJE100
Number of Individuals Covered3043
Insurance policy start date2009-06-01
Insurance policy end date2010-06-01
Total amount of commissions paid to insurance brokerUSD $12,719
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $101,750
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: 12516 )
Policy contract number12274909
Policy instance 5
Insurance contract or identification number12274909
Number of Individuals Covered4331
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917
Policy instance 2
Insurance contract or identification numberF005917
Number of Individuals Covered3764
Insurance policy start date2009-06-01
Insurance policy end date2010-05-31
Total amount of commissions paid to insurance brokerUSD $40,510
Total amount of fees paid to insurance companyUSD $481
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $406,922
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 )
Policy contract numberF005917
Policy instance 1
Insurance contract or identification numberF005917
Number of Individuals Covered298
Insurance policy start date2009-06-01
Insurance policy end date2010-05-31
Total amount of commissions paid to insurance brokerUSD $2,676
Total amount of fees paid to insurance companyUSD $27
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $26,758
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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