ALLIANT ENERGY CORPORATE SERVICES, INC. has sponsored the creation of one or more 401k plans.
Additional information about ALLIANT ENERGY CORPORATE SERVICES, INC.
Submission information for form 5500 for 401k plan ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2023 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $4,833,404 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $3,532,590 |
| Total income from all sources (including contributions) | 2023-12-31 | $51,885,871 |
| Total of all expenses incurred | 2023-12-31 | $53,106,002 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $49,450,374 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $51,885,871 |
| Value of total assets at end of year | 2023-12-31 | $4,336,878 |
| Value of total assets at beginning of year | 2023-12-31 | $4,256,195 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $3,655,628 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $11,997,576 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $1,672,829 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $2,993,689 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $2,629,723 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $2,462,647 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $618,224 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $472,417 |
| Total non interest bearing cash at end of year | 2023-12-31 | $195,428 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $192,563 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-1,220,131 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $-496,526 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $723,605 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $49,450,374 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $39,888,295 |
| Employer contributions (assets) at end of year | 2023-12-31 | $2,468,621 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $1,069,943 |
| Contract administrator fees | 2023-12-31 | $3,463,691 |
| 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 | 2023-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $1,585,457 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $597,526 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | COLEMAN & WILLIAMS |
| Accountancy firm EIN | 2023-12-31 | 391658905 |
| 2022 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,532,590 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $4,716,108 |
| Total income from all sources (including contributions) | 2022-12-31 | $51,159,703 |
| Total of all expenses incurred | 2022-12-31 | $51,573,953 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $48,350,298 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $51,159,703 |
| Value of total assets at end of year | 2022-12-31 | $4,256,195 |
| Value of total assets at beginning of year | 2022-12-31 | $5,853,963 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,223,655 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $176,931 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| 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 | $11,808,978 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $2,993,689 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $4,630,944 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,462,647 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $3,683,953 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $472,417 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $371,449 |
| Total non interest bearing cash at end of year | 2022-12-31 | $192,563 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $190,864 |
| 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 | $-414,250 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $723,605 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,137,855 |
| 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 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $48,350,298 |
| 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 | $39,350,725 |
| Employer contributions (assets) at end of year | 2022-12-31 | $1,069,943 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,032,155 |
| Contract administrator fees | 2022-12-31 | $3,046,724 |
| 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 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $597,526 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $660,706 |
| 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 | COLEMAN & WILLIAMS LTD |
| Accountancy firm EIN | 2022-12-31 | 391658905 |
| 2021 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,716,108 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,704,450 |
| Total income from all sources (including contributions) | 2021-12-31 | $53,402,646 |
| Total of all expenses incurred | 2021-12-31 | $56,977,145 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $53,625,430 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $53,402,646 |
| Value of total assets at end of year | 2021-12-31 | $5,853,963 |
| Value of total assets at beginning of year | 2021-12-31 | $8,416,804 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,351,715 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $177,171 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| 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 | $12,549,948 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $4,630,944 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $6,985,372 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $3,683,953 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $2,432,748 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $371,449 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $699,908 |
| Total non interest bearing cash at end of year | 2021-12-31 | $190,864 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $159,730 |
| 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 | $-3,574,499 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,137,855 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,712,354 |
| 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 |
| Investment advisory and management fees | 2021-12-31 | $285,933 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $53,625,430 |
| 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 | $40,852,698 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,032,155 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,271,702 |
| Contract administrator fees | 2021-12-31 | $2,888,611 |
| 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 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $660,706 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $571,794 |
| 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 | COLEMAN & WILLIAMS LTD. |
| Accountancy firm EIN | 2021-12-31 | 391658905 |
| 2020 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,704,450 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,235,329 |
| Total income from all sources (including contributions) | 2020-12-31 | $49,226,192 |
| Total of all expenses incurred | 2020-12-31 | $47,797,362 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $44,525,102 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $49,226,192 |
| Value of total assets at end of year | 2020-12-31 | $8,416,804 |
| Value of total assets at beginning of year | 2020-12-31 | $9,518,853 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,272,260 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $180,004 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| 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 | $15,178,509 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $6,985,372 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $7,582,810 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $2,432,748 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $4,494,578 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $699,908 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $617,373 |
| Total non interest bearing cash at end of year | 2020-12-31 | $159,730 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $195,292 |
| 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 | $1,428,830 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,712,354 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,283,524 |
| 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 |
| Investment advisory and management fees | 2020-12-31 | $322,982 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $44,525,102 |
| 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 | $34,047,683 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,271,702 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,740,751 |
| Contract administrator fees | 2020-12-31 | $2,769,274 |
| 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 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $571,794 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $1,123,378 |
| 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 | COLEMAN & WILLIAMS LTD |
| Accountancy firm EIN | 2020-12-31 | 391658905 |
| 2019 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $6,235,329 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,421,590 |
| Total income from all sources (including contributions) | 2019-12-31 | $49,122,995 |
| Total of all expenses incurred | 2019-12-31 | $53,327,469 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $50,439,240 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $49,122,995 |
| Value of total assets at end of year | 2019-12-31 | $9,518,853 |
| Value of total assets at beginning of year | 2019-12-31 | $12,909,588 |
| Value of total assets at beginning of year | 2019-12-31 | $12,909,588 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,888,229 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $174,171 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| 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 | $14,418,550 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $7,582,810 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $11,048,787 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $11,048,787 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $4,494,578 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $3,724,872 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $3,724,872 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $617,373 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $488,433 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $488,433 |
| Total non interest bearing cash at end of year | 2019-12-31 | $195,292 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $164,083 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $164,083 |
| 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 | $-4,204,474 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,283,524 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,487,998 |
| 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 |
| Investment advisory and management fees | 2019-12-31 | $301,552 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $50,439,240 |
| 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 | $34,704,445 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,740,751 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,696,718 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $1,696,718 |
| Contract administrator fees | 2019-12-31 | $2,412,506 |
| 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 |
| 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 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $1,123,378 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,208,285 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,208,285 |
| 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 | COLEMAN AND WILLIAMS LTD |
| Accountancy firm EIN | 2019-12-31 | 391658905 |
| 2018 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,421,590 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,104,050 |
| Total income from all sources (including contributions) | 2018-12-31 | $61,834,349 |
| Total of all expenses incurred | 2018-12-31 | $56,307,267 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $53,316,993 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $61,834,349 |
| Value of total assets at end of year | 2018-12-31 | $12,909,588 |
| Value of total assets at beginning of year | 2018-12-31 | $7,064,966 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,990,274 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $172,840 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| 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 | $15,178,509 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $11,048,787 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $5,900,489 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $3,724,872 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $4,117,557 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $488,433 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $391,412 |
| Total non interest bearing cash at end of year | 2018-12-31 | $164,083 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $177,984 |
| 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 | $5,527,082 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,487,998 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,960,916 |
| 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 |
| Investment advisory and management fees | 2018-12-31 | $317,339 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $53,316,993 |
| 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 | $46,655,840 |
| Employer contributions (assets) at end of year | 2018-12-31 | $1,696,718 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $986,493 |
| Contract administrator fees | 2018-12-31 | $2,500,095 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $1,208,285 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $595,081 |
| 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 | COLEMAN & WILLIAMS LTD |
| Accountancy firm EIN | 2018-12-31 | 391658905 |
| 2017 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,104,050 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,171,221 |
| Total income from all sources (including contributions) | 2017-12-31 | $59,422,456 |
| Total of all expenses incurred | 2017-12-31 | $59,556,144 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $56,627,183 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $59,422,456 |
| Value of total assets at end of year | 2017-12-31 | $7,064,966 |
| Value of total assets at beginning of year | 2017-12-31 | $7,265,825 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,928,961 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $127,750 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
| 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 | $14,481,889 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $5,900,489 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $6,017,284 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $4,117,557 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $4,068,866 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $391,412 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $519,275 |
| Total non interest bearing cash at end of year | 2017-12-31 | $177,984 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $146,186 |
| 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 | $-133,688 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,960,916 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,094,604 |
| 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 |
| Investment advisory and management fees | 2017-12-31 | $343,331 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $56,627,183 |
| 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 | $44,940,567 |
| Employer contributions (assets) at end of year | 2017-12-31 | $986,493 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $1,102,355 |
| Contract administrator fees | 2017-12-31 | $2,457,880 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $595,081 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $583,080 |
| 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 | COLEMAN & WILLIAMS LTD |
| Accountancy firm EIN | 2017-12-31 | 391658905 |
| 2016 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $5,171,221 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,706,155 |
| Total income from all sources (including contributions) | 2016-12-31 | $55,559,343 |
| Total of all expenses incurred | 2016-12-31 | $56,146,567 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $53,302,879 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $55,559,343 |
| Value of total assets at end of year | 2016-12-31 | $7,265,825 |
| Value of total assets at beginning of year | 2016-12-31 | $7,387,983 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,843,688 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $118,398 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
| 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 | $13,169,244 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $6,017,284 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $6,203,315 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $4,068,866 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $3,657,467 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $519,275 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $366,692 |
| Total non interest bearing cash at end of year | 2016-12-31 | $146,186 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $135,980 |
| 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 | $-587,224 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,094,604 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,681,828 |
| 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 |
| Investment advisory and management fees | 2016-12-31 | $335,638 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $53,302,879 |
| 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 | $42,390,099 |
| Employer contributions (assets) at end of year | 2016-12-31 | $1,102,355 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $1,048,688 |
| Contract administrator fees | 2016-12-31 | $2,389,652 |
| 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 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $583,080 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $681,996 |
| 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 | COLEMAN & WILLIAMS LTD. |
| Accountancy firm EIN | 2016-12-31 | 391658905 |
| 2015 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,706,155 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $4,231,958 |
| Total income from all sources (including contributions) | 2015-12-31 | $52,997,029 |
| Total of all expenses incurred | 2015-12-31 | $53,943,920 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $50,795,911 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $52,997,029 |
| Value of total assets at end of year | 2015-12-31 | $7,387,983 |
| Value of total assets at beginning of year | 2015-12-31 | $7,860,677 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,148,009 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $153,676 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $12,817,015 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $6,203,315 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $6,743,534 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $3,657,467 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $3,256,267 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $366,692 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $334,637 |
| Total non interest bearing cash at end of year | 2015-12-31 | $135,980 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $141,452 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-946,891 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,681,828 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,628,719 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $480,971 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $50,795,911 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $40,180,014 |
| Employer contributions (assets) at end of year | 2015-12-31 | $1,048,688 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $975,691 |
| Contract administrator fees | 2015-12-31 | $2,513,362 |
| 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 | 2015-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $681,996 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $641,054 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | COLEMAN & WILLIAMS, LTD. |
| Accountancy firm EIN | 2015-12-31 | 391658905 |
| 2014 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $4,231,958 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $4,901,725 |
| Total income from all sources (including contributions) | 2014-12-31 | $53,692,896 |
| Total of all expenses incurred | 2014-12-31 | $51,933,644 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $49,342,807 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $53,692,896 |
| Value of total assets at end of year | 2014-12-31 | $7,860,677 |
| Value of total assets at beginning of year | 2014-12-31 | $6,771,192 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,590,837 |
| Total interest from all sources | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $124,943 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $12,010,211 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $6,743,534 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $5,071,533 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $3,256,267 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $3,368,140 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $334,637 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $312,342 |
| Total non interest bearing cash at end of year | 2014-12-31 | $141,452 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $166,074 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $1,759,252 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,628,719 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,869,467 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $0 |
| Interest earned on other investments | 2014-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $49,342,807 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $41,682,685 |
| Employer contributions (assets) at end of year | 2014-12-31 | $975,691 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $1,533,585 |
| Contract administrator fees | 2014-12-31 | $2,465,894 |
| 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 | 2014-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $641,054 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,221,243 |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | COLEMAN & WILLIAMS, LTD. |
| Accountancy firm EIN | 2014-12-31 | 391658905 |
| 2013 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,901,725 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,282,324 |
| Total income from all sources (including contributions) | 2013-12-31 | $48,638,973 |
| Total of all expenses incurred | 2013-12-31 | $50,688,156 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $48,175,193 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $48,636,990 |
| Value of total assets at end of year | 2013-12-31 | $6,771,192 |
| Value of total assets at beginning of year | 2013-12-31 | $9,200,974 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,512,963 |
| Total interest from all sources | 2013-12-31 | $1,983 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $150,404 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $14,634,951 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $5,071,533 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $4,662,308 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $143 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $3,368,140 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $3,709,693 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $312,342 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $296,195 |
| Total non interest bearing cash at end of year | 2013-12-31 | $166,074 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $169,107 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-2,049,183 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,869,467 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,918,650 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Interest earned on other investments | 2013-12-31 | $1,983 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $3,397,132 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $3,397,132 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $48,175,193 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $34,002,039 |
| Employer contributions (assets) at end of year | 2013-12-31 | $1,533,585 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $972,284 |
| Contract administrator fees | 2013-12-31 | $2,362,559 |
| 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 | 2013-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,221,243 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,276,436 |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | COLEMAN & WILLIAMS, LTD. |
| Accountancy firm EIN | 2013-12-31 | 391658905 |
| 2012 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,282,324 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $5,529,770 |
| Total income from all sources (including contributions) | 2012-12-31 | $52,395,518 |
| Total of all expenses incurred | 2012-12-31 | $51,371,885 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $48,932,066 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $52,391,641 |
| Value of total assets at end of year | 2012-12-31 | $9,200,974 |
| Value of total assets at beginning of year | 2012-12-31 | $8,424,787 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,439,819 |
| Total interest from all sources | 2012-12-31 | $3,877 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $166,214 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $13,824,551 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $4,662,308 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $4,569,256 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $143 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $63 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $3,709,693 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $4,678,329 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $296,195 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $293,708 |
| Total non interest bearing cash at end of year | 2012-12-31 | $169,107 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $97,811 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,023,633 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,918,650 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,895,017 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Interest earned on other investments | 2012-12-31 | $3,877 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $3,397,132 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $3,197,836 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $3,197,836 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $48,932,066 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $38,567,090 |
| Employer contributions (assets) at end of year | 2012-12-31 | $972,284 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $559,821 |
| Contract administrator fees | 2012-12-31 | $2,273,605 |
| 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 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,276,436 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $557,733 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | COLEMAN & WILLIAMS, LTD |
| Accountancy firm EIN | 2012-12-31 | 391658905 |
| 2011 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2011 401k financial data |
|---|
| Total transfer of assets from this plan | 2011-12-31 | $101,139,971 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $5,529,770 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $6,431,103 |
| Total income from all sources (including contributions) | 2011-12-31 | $51,347,035 |
| Total of all expenses incurred | 2011-12-31 | $53,173,458 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $50,636,534 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $51,343,446 |
| Value of total assets at end of year | 2011-12-31 | $8,424,787 |
| Value of total assets at beginning of year | 2011-12-31 | $112,292,514 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,536,924 |
| Total interest from all sources | 2011-12-31 | $3,589 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $251,726 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $277,225 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $13,762,758 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $4,569,256 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $4,977,140 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $63 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $73,246 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $4,678,329 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $4,843,673 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $293,708 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $631,378 |
| Total non interest bearing cash at end of year | 2011-12-31 | $97,811 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $3,656,999 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-1,826,423 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,895,017 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $105,861,411 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $74,143,171 |
| Interest earned on other investments | 2011-12-31 | $3,589 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $3,197,836 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $17,364,994 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $17,364,994 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $50,636,534 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $2,103,138 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $37,580,688 |
| Employer contributions (assets) at end of year | 2011-12-31 | $559,821 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $757,647 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $5,398,978 |
| Contract administrator fees | 2011-12-31 | $2,285,198 |
| 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 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $3,539,976 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $557,733 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $956,052 |
| Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | COLEMAN & WILLIAMS, LTD |
| Accountancy firm EIN | 2011-12-31 | 391658905 |
| 2010 : ALLIANT ENERGY HEALTH & WELFARE BENEFIT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $9,670,800 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $9,670,800 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,431,103 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $10,681,539 |
| Total income from all sources (including contributions) | 2010-12-31 | $93,482,498 |
| Total of all expenses incurred | 2010-12-31 | $72,850,114 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $68,617,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $81,993,532 |
| Value of total assets at end of year | 2010-12-31 | $112,292,514 |
| Value of total assets at beginning of year | 2010-12-31 | $95,910,566 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,232,259 |
| Total interest from all sources | 2010-12-31 | $1,818,166 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $436,206 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $277,225 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $594,996 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $19,596,660 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $4,977,140 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $4,650,352 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $73,246 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $73,900 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $4,843,673 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $5,741,417 |
| Administrative expenses (other) incurred | 2010-12-31 | $28,600 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $631,378 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $324,779 |
| Total non interest bearing cash at end of year | 2010-12-31 | $3,656,999 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $4,330,701 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $20,632,384 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $105,861,411 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $85,229,027 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $124,856 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $74,143,171 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $61,178,228 |
| Interest earned on other investments | 2010-12-31 | $1,818,166 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $17,364,994 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $11,894,432 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $11,894,432 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $68,617,855 |
| Asset value of US Government securities at end of year | 2010-12-31 | $2,103,138 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $1,843,415 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $62,396,872 |
| Employer contributions (assets) at end of year | 2010-12-31 | $757,647 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,821,905 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $5,398,978 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $5,432,610 |
| Contract administrator fees | 2010-12-31 | $3,642,597 |
| 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 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $3,539,976 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $4,090,027 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $956,052 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $4,615,343 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | COLEMAN & WILLIAMS, LTD |
| Accountancy firm EIN | 2010-12-31 | 391658905 |
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 3 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 3210 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $12,974 | | Total amount of fees paid to insurance company | USD $7,330 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $324,346 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | GTP 0009160867 |
| Policy instance | 8 |
| Insurance contract or identification number | GTP 0009160867 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $3,689 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $14,758 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 210025 |
| Policy instance | 1 |
| Insurance contract or identification number | 210025 | | Number of Individuals Covered | 3128 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,190,385 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 2 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 4356 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $59,805 | | Total amount of fees paid to insurance company | USD $33,790 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,495,130 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 7870 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $465,776 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 5 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 4162 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $7,499 | | Total amount of fees paid to insurance company | USD $4,172 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $187,477 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GF386006650301 |
| Policy instance | 6 |
| Insurance contract or identification number | GF386006650301 | | Number of Individuals Covered | 2356 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $26,479 | | Total amount of fees paid to insurance company | USD $12,869 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $975,451 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30100103 |
| Policy instance | 7 |
| Insurance contract or identification number | 30100103 | | Number of Individuals Covered | 3028 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $27,779 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $555,789 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GF386006650301 |
| Policy instance | 7 |
| Insurance contract or identification number | GF386006650301 | | Number of Individuals Covered | 3024 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $34,923 | | Total amount of fees paid to insurance company | USD $17,513 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,164,120 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,490 | | Amount paid for insurance broker fees | 17513 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 2 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 4044 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $61,850 | | Total amount of fees paid to insurance company | USD $34,949 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,546,267 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $47,195 | | Amount paid for insurance broker fees | 26682 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 3 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 3013 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $12,620 | | Total amount of fees paid to insurance company | USD $7,131 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $315,505 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,476 | | Amount paid for insurance broker fees | 5357 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 7700 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $196,127 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 5 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 3946 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $7,488 | | Total amount of fees paid to insurance company | USD $4,224 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $187,215 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,681 | | Amount paid for insurance broker fees | 3206 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL661867 |
| Policy instance | 6 |
| Insurance contract or identification number | ABL661867 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $14 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $7,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14 | | Additional information about fees paid to insurance broker | SALES & SERVICE | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 210025 |
| Policy instance | 1 |
| Insurance contract or identification number | 210025 | | Number of Individuals Covered | 3139 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $979,993 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30100103 |
| Policy instance | 8 |
| Insurance contract or identification number | 30100103 | | Number of Individuals Covered | 2996 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $4,635 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $562,832 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,635 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 210025 |
| Policy instance | 1 |
| Insurance contract or identification number | 210025 | | Number of Individuals Covered | 3304 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,036,806 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 2 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 4450 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $63,016 | | Total amount of fees paid to insurance company | USD $35,365 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,575,403 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $63,016 | | Amount paid for insurance broker fees | 35365 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 3 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 3232 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $12,853 | | Total amount of fees paid to insurance company | USD $7,213 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $321,318 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,853 | | Amount paid for insurance broker fees | 7213 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 5 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 4471 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $7,821 | | Total amount of fees paid to insurance company | USD $4,360 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $195,535 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,821 | | Amount paid for insurance broker fees | 4360 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL661867 |
| Policy instance | 6 |
| Insurance contract or identification number | ABL661867 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $39 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $7,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 39 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GF386006650301 |
| Policy instance | 7 |
| Insurance contract or identification number | GF386006650301 | | Number of Individuals Covered | 2465 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $30,140 | | Total amount of fees paid to insurance company | USD $15,848 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,004,680 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,140 | | Amount paid for insurance broker fees | 15848 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30100103 |
| Policy instance | 8 |
| Insurance contract or identification number | 30100103 | | Number of Individuals Covered | 3038 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $25,937 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $565,397 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,937 | | Insurance broker organization code? | 3 |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 8098 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $215,739 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 1 |
| Insurance contract or identification number | 003325575 | | Number of Individuals Covered | 3468 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $923,794 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 2 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 4445 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $67,042 | | Total amount of fees paid to insurance company | USD $38,277 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,676,054 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $67,042 | | Amount paid for insurance broker fees | 38277 | | Additional information about fees paid to insurance broker | SUPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 3 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 3268 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $12,991 | | Total amount of fees paid to insurance company | USD $7,417 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $324,765 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,991 | | Amount paid for insurance broker fees | 7417 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 8417 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 5 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 4293 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $7,656 | | Total amount of fees paid to insurance company | USD $4,328 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $191,402 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,656 | | Amount paid for insurance broker fees | 4328 | | Additional information about fees paid to insurance broker | SUPPLEMNENTAL COMMISSIONS | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL661867 |
| Policy instance | 6 |
| Insurance contract or identification number | ABL661867 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $1,231 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $7,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,231 | | Insurance broker organization code? | 3 |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | G5386006650301 |
| Policy instance | 7 |
| Insurance contract or identification number | G5386006650301 | | Number of Individuals Covered | 2695 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $31,281 | | Total amount of fees paid to insurance company | USD $15,520 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,042,679 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31,281 | | Amount paid for insurance broker fees | 15520 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 1 |
| Insurance contract or identification number | 003325575 | | Number of Individuals Covered | 3705 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $280,178 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | |
| Policy instance | 4 |
| Number of Individuals Covered | 9040 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 5 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 4412 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $7,724 | | Total amount of fees paid to insurance company | USD $4,347 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $193,104 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,724 | | Amount paid for insurance broker fees | 4347 | | Additional information about fees paid to insurance broker | SPECIAL COMMISIONS | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL661867 |
| Policy instance | 6 |
| Insurance contract or identification number | ABL661867 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $1,177 | | Total amount of fees paid to insurance company | USD $52 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $7,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,125 | | Amount paid for insurance broker fees | 52 | | Additional information about fees paid to insurance broker | SUPPLEMENTARY COMMISSION |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | G5386006650301 |
| Policy instance | 7 |
| Insurance contract or identification number | G5386006650301 | | Number of Individuals Covered | 4025 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $24,857 | | Total amount of fees paid to insurance company | USD $16,086 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $828,551 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,857 | | Amount paid for insurance broker fees | 11092 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPESATION | | Insurance broker organization code? | 3 |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 2 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 4638 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $71,017 | | Total amount of fees paid to insurance company | USD $39,886 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,775,421 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $71,017 | | Amount paid for insurance broker fees | 39886 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISIONS | | Insurance broker organization code? | 3 |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 3 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 3535 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $13,436 | | Total amount of fees paid to insurance company | USD $7,546 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $335,896 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,436 | | Amount paid for insurance broker fees | 7546 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISIONS | | Insurance broker organization code? | 3 |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 2 |
| Insurance contract or identification number | 003325575 | | 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 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL661867 |
| Policy instance | 1 |
| Insurance contract or identification number | ABL661867 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2019-01-01 | | Total amount of commissions paid to insurance broker | USD $1,875 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $7,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,875 |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | GF3-860-066503- |
| Policy instance | 3 |
| Insurance contract or identification number | GF3-860-066503- | | Number of Individuals Covered | 4213 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $26,633 | | Total amount of fees paid to insurance company | USD $15,747 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $886,306 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,050 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 15747 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 4 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 3764 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $13,620 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $340,512 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,087 | | Insurance broker organization code? | 3 |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | |
| Policy instance | 7 |
| Number of Individuals Covered | 10515 | | 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 $239,075 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 6 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 4476 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $7,528 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $188,191 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,062 | | Insurance broker organization code? | 3 |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 5 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 4756 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $69,656 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,741,397 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $46,597 | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL661867 |
| Policy instance | 1 |
| Insurance contract or identification number | ABL661867 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2018-01-01 | | Total amount of commissions paid to insurance broker | USD $1,125 | | Total amount of fees paid to insurance company | USD $750 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $7,500 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,125 | | Amount paid for insurance broker fees | 750 | | Insurance broker name | RUBEN WARNER ASSOCIATES |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 2 |
| Insurance contract or identification number | 003325575 | | 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 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | GF3-860-066503- |
| Policy instance | 3 |
| Insurance contract or identification number | GF3-860-066503- | | Number of Individuals Covered | 4381 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $29,559 | | Total amount of fees paid to insurance company | USD $16,844 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $894,384 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,559 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 16844 | | Insurance broker name | WELLS FARGO |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 4 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 5121 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $27,617 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $690,432 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,617 | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERV NATIONAL INC |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 5 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 5002 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $73,144 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,828,588 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $73,144 | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERV NATIONAL INC |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 6 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 4451 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $7,314 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $182,849 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,314 | | Insurance broker organization code? | 3 | | Insurance broker name | USI INSURANCE SERV NATIONAL INC |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | |
| Policy instance | 7 |
| Number of Individuals Covered | 10005 | | 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 $258,242 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 258242 | | Insurance broker name | |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 5 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 5207 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $80,400 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,010,039 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $80,400 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC. |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 6 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 4492 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,132 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $178,297 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,132 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC. |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | |
| Policy instance | 7 |
| Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | N/A |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | GF3-860-066503- |
| Policy instance | 3 |
| Insurance contract or identification number | GF3-860-066503- | | Number of Individuals Covered | 4113 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $29,368 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $978,950 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,368 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS. SERVICES USA INC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL661867 |
| Policy instance | 1 |
| Insurance contract or identification number | ABL661867 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2016-01-01 | | Total amount of commissions paid to insurance broker | USD $1,427 | | Total amount of fees paid to insurance company | USD $951 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $9,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,427 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | SALES & SERVICE OVERRIDE | | Insurance broker name | REUBEN WARNER ASSOCIATES |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 4 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 5361 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $28,579 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $714,477 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,579 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC. |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 2 |
| Insurance contract or identification number | 003325575 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | 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 $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | N/A |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 6 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 5234 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $76,686 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,917,150 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $76,686 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC. |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 7 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 4029 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $6,085 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $152,128 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,085 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC. |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | GF3-860-066503- |
| Policy instance | 4 |
| Insurance contract or identification number | GF3-860-066503- | | Number of Individuals Covered | 4086 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $30,417 | | Total amount of fees paid to insurance company | USD $3,317 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $939,180 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,417 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3317 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker name | WELLS FARGO INS SERVICES USA INC. |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 3 |
| Insurance contract or identification number | 003325575 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: N/A ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 10699 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL 661867 |
| Policy instance | 2 |
| Insurance contract or identification number | ABL 661867 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,427 | | Total amount of fees paid to insurance company | USD $951 | | 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 | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $9,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,427 | | Additional information about fees paid to insurance broker | SALES & SERVICE | | Amount paid for insurance broker fees | 951 | | Insurance broker name | REUBEN WARNER ASSOCIATES |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 5 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 5423 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $28,774 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $719,348 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,774 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC. |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34263 |
| Policy instance | 7 |
| Insurance contract or identification number | 34263 | | Number of Individuals Covered | 3836 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,910 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $47,754 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,910 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 673570G |
| Policy instance | 8 |
| Insurance contract or identification number | 673570G | | Number of Individuals Covered | 4902 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $59,324 | | Total amount of fees paid to insurance company | USD $32,684 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,918,247 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $59,324 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 32684 | | Insurance broker name | ACORDIA OF THE SOUTH INC |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 5 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 5195 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $9,310 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $232,762 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,310 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC. |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | GF3-860-066503- |
| Policy instance | 4 |
| Insurance contract or identification number | GF3-860-066503- | | Number of Individuals Covered | 3896 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $6,688 | | Total amount of fees paid to insurance company | USD $1,149 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $297,674 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,688 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1149 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker name | WELLS FARGO |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 3 |
| Insurance contract or identification number | 003325575 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL 661867 |
| Policy instance | 2 |
| Insurance contract or identification number | ABL 661867 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2014-01-01 | | Total amount of commissions paid to insurance broker | USD $1,574 | | Total amount of fees paid to insurance company | USD $1,049 | | 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 | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $10,492 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,574 | | Additional information about fees paid to insurance broker | SALES & SERVICE | | Amount paid for insurance broker fees | 1049 | | Insurance broker name | REUBEN WARNER ASSOCIATES |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ADD-S05172 |
| Policy instance | 1 |
| Insurance contract or identification number | ADD-S05172 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $16,310 | | 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 | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $108,732 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,310 | | Insurance broker organization code? | 3 | | Insurance broker name | ACORDIA OF THE SOUTH INC |
|
| MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 ) |
| Policy contract number | 34262 |
| Policy instance | 6 |
| Insurance contract or identification number | 34262 | | Number of Individuals Covered | 4658 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $24,485 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $612,133 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,485 | | Insurance broker organization code? | 3 | | Insurance broker name | WELSS FARGO INS SERVICES USA INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 673570G |
| Policy instance | 4 |
| Insurance contract or identification number | 673570G | | Number of Individuals Covered | 5139 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $80,201 | | 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 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,326,487 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $80,201 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ADD-S05172 |
| Policy instance | 3 |
| Insurance contract or identification number | ADD-S05172 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $22,890 | | 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 | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $152,597 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,890 | | Insurance broker organization code? | 3 | | Insurance broker name | ACORDIA OF THE SOUTH INC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL 661867 |
| Policy instance | 2 |
| Insurance contract or identification number | ABL 661867 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,574 | | Total amount of fees paid to insurance company | USD $1,049 | | 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 | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $10,492 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,574 | | Additional information about fees paid to insurance broker | SALES & SERVICE OVERRIDE | | Amount paid for insurance broker fees | 1049 | | Insurance broker name | REUBEN WARNER ASSOCIATES |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 1 |
| Insurance contract or identification number | 003325575 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 673570G |
| Policy instance | 4 |
| Insurance contract or identification number | 673570G | | Number of Individuals Covered | 5265 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $78,194 | | Total amount of fees paid to insurance company | USD $21,615 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,643,216 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 1 |
| Insurance contract or identification number | 003325575 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL 661867 |
| Policy instance | 2 |
| Insurance contract or identification number | ABL 661867 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,573 | | Total amount of fees paid to insurance company | USD $1,049 | | 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 | ACCIDENTAL DEATH | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ADD-S05172 |
| Policy instance | 3 |
| Insurance contract or identification number | ADD-S05172 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $19,593 | | Total amount of fees paid to insurance company | USD $885 | | 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 | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $130,617 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 673570G |
| Policy instance | 5 |
| Insurance contract or identification number | 673570G | | Number of Individuals Covered | 5354 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $76,886 | | Total amount of fees paid to insurance company | USD $21,679 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,844,744 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $76,886 | | Amount paid for insurance broker fees | 21679 | | Insurance broker organization code? | 3 | | Insurance broker name | ACORDIA OF THE SOUTH INC |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | ADD-S05172 |
| Policy instance | 4 |
| Insurance contract or identification number | ADD-S05172 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $21,153 | | Total amount of fees paid to insurance company | USD $820 | | 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 | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $141,022 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,153 | | Amount paid for insurance broker fees | 820 | | Insurance broker organization code? | 3 | | Insurance broker name | ACORDIA OF THE SOUTH INC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 64548 ) |
| Policy contract number | ABL 661867 |
| Policy instance | 3 |
| Insurance contract or identification number | ABL 661867 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,266 | | Total amount of fees paid to insurance company | USD $1,511 | | 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 | ACCIDENTAL DEATH | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,266 | | Additional information about fees paid to insurance broker | SALES & SERVICE OVERRIDE | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1511 | | Insurance broker name | REUBEN WARNER ASSOCIATES |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 060646 |
| Policy instance | 2 |
| Insurance contract or identification number | 060646 | | Number of Individuals Covered | 4607 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $59,240 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $380,664 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $57,100 | | Insurance broker organization code? | 3 | | Insurance broker name | WELLS FARGO INS SERVICES USA INC |
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| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 003325575 |
| Policy instance | 1 |
| Insurance contract or identification number | 003325575 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | 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 | | Health 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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