JAFFE, RAITT, HEUER & WEISS, PROFESSIONAL CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN
Measure | Date | Value |
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2022 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $5,081,596 |
Total of all expenses incurred | 2022-12-31 | $5,011,609 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,902,132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,246,060 |
Value of total assets at end of year | 2022-12-31 | $860,004 |
Value of total assets at beginning of year | 2022-12-31 | $790,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $109,477 |
Total interest from all sources | 2022-12-31 | $83 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $815,588 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $3,999,711 |
Other income not declared elsewhere | 2022-12-31 | $835,453 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $69,987 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $860,004 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $790,017 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $860,004 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $790,017 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $790,017 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $83 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $902,421 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $3,430,472 |
Contract administrator fees | 2022-12-31 | $109,477 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2022-12-31 | 382517534 |
2021 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $3,919,270 |
Total of all expenses incurred | 2021-12-31 | $4,084,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,978,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,658,175 |
Value of total assets at end of year | 2021-12-31 | $790,017 |
Value of total assets at beginning of year | 2021-12-31 | $955,003 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $106,076 |
Total interest from all sources | 2021-12-31 | $135 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $669,208 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $3,248,451 |
Other income not declared elsewhere | 2021-12-31 | $260,960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-164,986 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $790,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $955,003 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $790,017 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $955,003 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $955,003 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $135 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $729,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,988,967 |
Contract administrator fees | 2021-12-31 | $106,076 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BERGER, GHERSI, & LADUKE, PLC |
Accountancy firm EIN | 2021-12-31 | 382517534 |
2020 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $4,177,378 |
Total of all expenses incurred | 2020-12-31 | $3,812,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,709,026 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,983,721 |
Value of total assets at end of year | 2020-12-31 | $955,003 |
Value of total assets at beginning of year | 2020-12-31 | $590,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $103,376 |
Total interest from all sources | 2020-12-31 | $274 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $730,797 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $3,001,098 |
Other income not declared elsewhere | 2020-12-31 | $193,383 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $364,976 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $955,003 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $590,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $955,003 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $590,027 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $590,027 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $274 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $707,928 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,252,924 |
Contract administrator fees | 2020-12-31 | $103,376 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BERGER, GHERSI & LADUKE,PLC |
Accountancy firm EIN | 2020-12-31 | 382517534 |
2019 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $3,793,445 |
Total of all expenses incurred | 2019-12-31 | $4,012,454 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $3,912,366 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,618,437 |
Value of total assets at end of year | 2019-12-31 | $590,027 |
Value of total assets at beginning of year | 2019-12-31 | $809,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $100,088 |
Total interest from all sources | 2019-12-31 | $116 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $701,875 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $3,509,043 |
Other income not declared elsewhere | 2019-12-31 | $174,892 |
Administrative expenses (other) incurred | 2019-12-31 | $-6,913 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-219,009 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $590,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $809,036 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $590,027 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $809,036 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $809,036 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $116 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $403,323 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,916,562 |
Contract administrator fees | 2019-12-31 | $107,001 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2019-12-31 | 382517534 |
2018 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $2,936,686 |
Total of all expenses incurred | 2018-12-31 | $2,887,652 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,769,343 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,853,340 |
Value of total assets at end of year | 2018-12-31 | $809,036 |
Value of total assets at beginning of year | 2018-12-31 | $760,002 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $118,309 |
Total interest from all sources | 2018-12-31 | $155 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $703,861 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $2,420,059 |
Other income not declared elsewhere | 2018-12-31 | $83,191 |
Administrative expenses (other) incurred | 2018-12-31 | $15,542 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $49,034 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $809,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $760,002 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $809,036 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $760,002 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $760,002 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $155 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $349,284 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $2,149,479 |
Contract administrator fees | 2018-12-31 | $102,767 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2018-12-31 | 382517534 |
2017 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $3,908,318 |
Total of all expenses incurred | 2017-12-31 | $3,764,079 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,644,149 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,481,579 |
Value of total assets at end of year | 2017-12-31 | $760,002 |
Value of total assets at beginning of year | 2017-12-31 | $615,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $119,930 |
Total interest from all sources | 2017-12-31 | $43 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $729,773 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $3,346,382 |
Other income not declared elsewhere | 2017-12-31 | $426,696 |
Administrative expenses (other) incurred | 2017-12-31 | $17,161 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $144,239 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $760,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $615,763 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $760,002 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $615,763 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $615,763 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $43 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $297,767 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,751,806 |
Contract administrator fees | 2017-12-31 | $102,769 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2017-12-31 | 382517534 |
2016 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-12-31 | $1,924,116 |
Total of all expenses incurred | 2016-12-31 | $1,319,114 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,260,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,913,346 |
Value of total assets at end of year | 2016-12-31 | $615,763 |
Value of total assets at beginning of year | 2016-12-31 | $10,761 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $58,639 |
Total interest from all sources | 2016-12-31 | $2 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $253,258 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $1,150,211 |
Other income not declared elsewhere | 2016-12-31 | $10,768 |
Administrative expenses (other) incurred | 2016-12-31 | $14,486 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $605,002 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $615,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $10,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $615,763 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $10,761 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $10,761 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $2 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $110,264 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,660,088 |
Contract administrator fees | 2016-12-31 | $44,153 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2016-12-31 | 382517534 |
Total income from all sources (including contributions) | 2016-06-30 | $2,723,077 |
Total of all expenses incurred | 2016-06-30 | $2,722,933 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $2,620,471 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $2,709,224 |
Value of total assets at end of year | 2016-06-30 | $10,761 |
Value of total assets at beginning of year | 2016-06-30 | $10,617 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $102,462 |
Total interest from all sources | 2016-06-30 | $109 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $499,428 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-06-30 | $2,403,410 |
Other income not declared elsewhere | 2016-06-30 | $13,744 |
Administrative expenses (other) incurred | 2016-06-30 | $20,924 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $144 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $10,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $10,617 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $10,761 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $10,617 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $10,617 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $109 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $217,061 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $2,209,796 |
Contract administrator fees | 2016-06-30 | $81,538 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | No |
Did the plan have assets held for investment | 2016-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
Accountancy firm name | 2016-06-30 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2016-06-30 | 382517534 |
2015 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-06-30 | $2,904,583 |
Total of all expenses incurred | 2015-06-30 | $2,925,436 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $2,809,825 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $2,848,051 |
Value of total assets at end of year | 2015-06-30 | $10,617 |
Value of total assets at beginning of year | 2015-06-30 | $31,470 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $115,611 |
Total interest from all sources | 2015-06-30 | $85 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Contributions received from participants | 2015-06-30 | $488,755 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-06-30 | $2,579,418 |
Other income not declared elsewhere | 2015-06-30 | $56,447 |
Administrative expenses (other) incurred | 2015-06-30 | $29,816 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $-20,853 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $10,617 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $31,470 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $10,617 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $31,470 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $31,470 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $85 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $230,407 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Contributions received in cash from employer | 2015-06-30 | $2,359,296 |
Contract administrator fees | 2015-06-30 | $85,795 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-06-30 | No |
Did the plan have assets held for investment | 2015-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
Accountancy firm name | 2015-06-30 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2015-06-30 | 382517534 |
2014 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-06-30 | $2,523,518 |
Total of all expenses incurred | 2014-06-30 | $2,503,237 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $2,441,471 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $2,523,294 |
Value of total assets at end of year | 2014-06-30 | $31,470 |
Value of total assets at beginning of year | 2014-06-30 | $11,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $61,766 |
Total interest from all sources | 2014-06-30 | $224 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Contributions received from participants | 2014-06-30 | $456,160 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-06-30 | $2,228,959 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $20,281 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $31,470 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $11,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $31,470 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $11,189 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $11,189 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $224 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $212,512 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Contributions received in cash from employer | 2014-06-30 | $2,067,134 |
Contract administrator fees | 2014-06-30 | $61,766 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
Did the plan have assets held for investment | 2014-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2014-06-30 | 382517534 |
2013 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-06-30 | $2,362,392 |
Total of all expenses incurred | 2013-06-30 | $2,361,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $2,293,847 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $2,358,438 |
Value of total assets at end of year | 2013-06-30 | $11,189 |
Value of total assets at beginning of year | 2013-06-30 | $10,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $67,368 |
Total interest from all sources | 2013-06-30 | $291 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Contributions received from participants | 2013-06-30 | $454,392 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-06-30 | $2,108,118 |
Other income not declared elsewhere | 2013-06-30 | $3,663 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $1,177 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $11,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $10,012 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $11,189 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $10,012 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $10,012 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $291 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $185,729 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Contributions received in cash from employer | 2013-06-30 | $1,904,046 |
Contract administrator fees | 2013-06-30 | $67,368 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-06-30 | No |
Did the plan have assets held for investment | 2013-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2013-06-30 | 382517534 |
2012 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-06-30 | $2,206,708 |
Total of all expenses incurred | 2012-06-30 | $2,296,241 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $2,231,341 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $2,206,510 |
Value of total assets at end of year | 2012-06-30 | $10,012 |
Value of total assets at beginning of year | 2012-06-30 | $99,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $64,900 |
Total interest from all sources | 2012-06-30 | $198 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Contributions received from participants | 2012-06-30 | $506,221 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-06-30 | $2,011,567 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $-89,533 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $10,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $99,545 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $10,012 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $99,545 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $99,545 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $198 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $219,774 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Contributions received in cash from employer | 2012-06-30 | $1,700,289 |
Contract administrator fees | 2012-06-30 | $64,900 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
Did the plan have assets held for investment | 2012-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2012-06-30 | 382517534 |
2011 : JAFFE, RAITT, HEUER & WEISS, PC MEDICAL PLAN 2011 401k financial data |
---|
Total income from all sources (including contributions) | 2011-06-30 | $1,994,814 |
Total of all expenses incurred | 2011-06-30 | $1,905,567 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $1,840,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $1,937,228 |
Value of total assets at end of year | 2011-06-30 | $99,545 |
Value of total assets at beginning of year | 2011-06-30 | $10,298 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $65,480 |
Total interest from all sources | 2011-06-30 | $559 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $504,692 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-06-30 | $1,583,873 |
Other income not declared elsewhere | 2011-06-30 | $57,027 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $89,247 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $99,545 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $10,298 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $99,545 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $10,298 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $10,298 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $559 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $256,214 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Contributions received in cash from employer | 2011-06-30 | $1,432,536 |
Contract administrator fees | 2011-06-30 | $65,480 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-06-30 | No |
Did the plan have assets held for investment | 2011-06-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
Accountancy firm name | 2011-06-30 | BERGER, GHERSI & LADUKE, PLC |
Accountancy firm EIN | 2011-06-30 | 382517534 |
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E5735634 |
Policy instance | 6 |
Insurance contract or identification number | E5735634 | Number of Individuals Covered | 27 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $5,451 | Total amount of fees paid to insurance company | USD $1,529 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,030 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,858 | Amount paid for insurance broker fees | 792 | Insurance broker organization code? | 3 |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E5696893 |
Policy instance | 5 |
Insurance contract or identification number | E5696893 | Number of Individuals Covered | 15 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $2,899 | Total amount of fees paid to insurance company | USD $816 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,776 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,041 | Amount paid for insurance broker fees | 419 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 425447 |
Policy instance | 4 |
Insurance contract or identification number | 425447 | Number of Individuals Covered | 62 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $5,136 | Total amount of fees paid to insurance company | USD $685 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $31,622 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,136 | Amount paid for insurance broker fees | 685 | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 388515 |
Policy instance | 3 |
Insurance contract or identification number | 388515 | Number of Individuals Covered | 192 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $24,385 | Total amount of fees paid to insurance company | USD $6,185 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $300,703 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $24,385 | Amount paid for insurance broker fees | 6185 | Insurance broker organization code? | 3 |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | CLI-SUM20223-00 |
Policy instance | 2 |
Insurance contract or identification number | CLI-SUM20223-00 | Number of Individuals Covered | 160 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $16,410 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,410 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 166 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $1,779 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,598 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 177 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,698 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,698 |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | CLI-SUM20223-00 |
Policy instance | 2 |
Insurance contract or identification number | CLI-SUM20223-00 | Number of Individuals Covered | 159 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $12,237 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,237 | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 388515 |
Policy instance | 3 |
Insurance contract or identification number | 388515 | Number of Individuals Covered | 189 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $19,286 | Total amount of fees paid to insurance company | USD $4,867 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $255,352 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,286 | Amount paid for insurance broker fees | 4867 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 425447 |
Policy instance | 4 |
Insurance contract or identification number | 425447 | Number of Individuals Covered | 65 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,034 | Total amount of fees paid to insurance company | USD $538 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $27,407 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,034 | Amount paid for insurance broker fees | 538 |
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CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
Policy contract number | AGC0000133319 |
Policy instance | 5 |
Insurance contract or identification number | AGC0000133319 | Number of Individuals Covered | 42 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,706 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $27,726 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,706 |
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CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
Policy contract number | 0000025011 |
Policy instance | 5 |
Insurance contract or identification number | 0000025011 | Number of Individuals Covered | 46 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,579 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $25,564 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,579 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 425447 |
Policy instance | 4 |
Insurance contract or identification number | 425447 | Number of Individuals Covered | 58 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $3,614 | Total amount of fees paid to insurance company | USD $482 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,351 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,614 | Amount paid for insurance broker fees | 482 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 388515 |
Policy instance | 3 |
Insurance contract or identification number | 388515 | Number of Individuals Covered | 179 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $19,419 | Total amount of fees paid to insurance company | USD $4,847 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $240,962 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,419 | Amount paid for insurance broker fees | 4847 |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | CLI-SUM20223-00 |
Policy instance | 2 |
Insurance contract or identification number | CLI-SUM20223-00 | Number of Individuals Covered | 150 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $12,943 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,943 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 171 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,702 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,702 |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 185 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $1,604 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,604 |
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UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | UNI-201926 |
Policy instance | 2 |
Insurance contract or identification number | UNI-201926 | Number of Individuals Covered | 162 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | UNI-201926 |
Policy instance | 2 |
Insurance contract or identification number | UNI-201926 | Number of Individuals Covered | 158 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 182 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,753 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,753 |
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UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | UNI-201926 |
Policy instance | 2 |
Insurance contract or identification number | UNI-201926 | Number of Individuals Covered | 168 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 191 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,846 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,846 | Insurance broker name | KAPNICK AND CO. INC. |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 187 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $1,741 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,741 | Insurance broker name | KAPNICK AND CO. INC. |
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UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | UNI-201926 |
Policy instance | 2 |
Insurance contract or identification number | UNI-201926 | Number of Individuals Covered | 161 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 168 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $402 | Total amount of fees paid to insurance company | USD $1,644 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1242 | Commission paid to Insurance Broker | USD $402 | Insurance broker name | KAPNICK AND CO. INC. |
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UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | JS |
Policy instance | 2 |
Insurance contract or identification number | JS | Number of Individuals Covered | 155 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 172 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,639 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1639 | Insurance broker name | FRANKLIN J. ELLIAS & ASSOC, LTD. |
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INTERNATIONAL INSURANCE AGENCY (National Association of Insurance Commissioners NAIC id number: 86355 ) |
Policy contract number | IIS2285 |
Policy instance | 2 |
Insurance contract or identification number | IIS2285 | Number of Individuals Covered | 156 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16011639-00 |
Policy instance | 2 |
Insurance contract or identification number | 16011639-00 | Number of Individuals Covered | 149 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 167 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,546 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1546 | Insurance broker name | FRANKLIN J. ELLIAS & ASSOC, LTD. |
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SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16011639-00 |
Policy instance | 2 |
Insurance contract or identification number | 16011639-00 | Number of Individuals Covered | 144 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 175 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,633 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
Policy contract number | 12023073 |
Policy instance | 1 |
Insurance contract or identification number | 12023073 | Number of Individuals Covered | 171 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,630 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
Policy contract number | 16011639-00 |
Policy instance | 2 |
Insurance contract or identification number | 16011639-00 | Number of Individuals Covered | 155 | Insurance policy start date | 2010-07-01 | Insurance policy end date | 2011-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | SPECIFIC & AGGREGATE STOP LOSS | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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