EFS ADVISORS has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: EFS ADVISORS 401(K) PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7 |
| Total of all active and inactive participants | 2022-01-01 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 48 |
| Number of participants with account balances | 2022-01-01 | 38 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: EFS ADVISORS 401(K) PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
| Total of all active and inactive participants | 2021-01-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 43 |
| Number of participants with account balances | 2021-01-01 | 36 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: EFS ADVISORS 401(K) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 37 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6 |
| Total of all active and inactive participants | 2020-01-01 | 44 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 44 |
| Number of participants with account balances | 2020-01-01 | 34 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: EFS ADVISORS 401(K) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 36 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 40 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 40 |
| Number of participants with account balances | 2019-01-01 | 31 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: EFS ADVISORS 401(K) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 33 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 35 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 35 |
| Number of participants with account balances | 2018-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: EFS ADVISORS 401(K) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
| Total of all active and inactive participants | 2017-01-01 | 36 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 36 |
| Number of participants with account balances | 2017-01-01 | 32 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: EFS ADVISORS 401(K) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 34 |
| Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 9 |
| Total of all active and inactive participants | 2016-02-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-02-01 | 0 |
| Total participants | 2016-02-01 | 43 |
| Number of participants with account balances | 2016-02-01 | 43 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-02-01 | 0 |
| Measure | Date | Value |
|---|
| 2022 : EFS ADVISORS 401(K) PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $4,241 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $38,117 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $36,825 |
| Total plan assets at end of year | 2022-12-31 | $1,167,762 |
| Total plan assets at beginning of year | 2022-12-31 | $1,201,638 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $157,517 |
| Other income received | 2022-12-31 | $-213,458 |
| Net income (gross income less expenses) | 2022-12-31 | $-33,876 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,167,762 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,201,638 |
| Assets. Value of participant loans | 2022-12-31 | $35,719 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $60,182 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $1,292 |
| 2021 : EFS ADVISORS 401(K) PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $383,432 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $102,565 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $101,637 |
| Total plan assets at end of year | 2021-12-31 | $1,201,638 |
| Total plan assets at beginning of year | 2021-12-31 | $920,771 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $157,444 |
| Other income received | 2021-12-31 | $173,850 |
| Net income (gross income less expenses) | 2021-12-31 | $280,867 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,201,638 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $920,771 |
| Assets. Value of participant loans | 2021-12-31 | $1,525 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $52,138 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $928 |
| 2020 : EFS ADVISORS 401(K) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $323,519 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $125,420 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $124,618 |
| Total plan assets at end of year | 2020-12-31 | $920,771 |
| Total plan assets at beginning of year | 2020-12-31 | $722,672 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $136,591 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $18,550 |
| Other income received | 2020-12-31 | $118,877 |
| Net income (gross income less expenses) | 2020-12-31 | $198,099 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $920,771 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $722,672 |
| Assets. Value of participant loans | 2020-12-31 | $3,274 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $49,501 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $802 |
| 2019 : EFS ADVISORS 401(K) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $300,986 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $57,709 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $56,994 |
| Total plan assets at end of year | 2019-12-31 | $722,672 |
| Total plan assets at beginning of year | 2019-12-31 | $479,395 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $132,394 |
| Other income received | 2019-12-31 | $122,567 |
| Net income (gross income less expenses) | 2019-12-31 | $243,277 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $722,672 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $479,395 |
| Assets. Value of participant loans | 2019-12-31 | $6,034 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $46,025 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $715 |
| 2018 : EFS ADVISORS 401(K) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $132,086 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $32,932 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $32,460 |
| Total plan assets at end of year | 2018-12-31 | $479,395 |
| Total plan assets at beginning of year | 2018-12-31 | $380,241 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $131,719 |
| Other income received | 2018-12-31 | $-48,990 |
| Net income (gross income less expenses) | 2018-12-31 | $99,154 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $479,395 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $380,241 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $49,357 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $472 |
| 2017 : EFS ADVISORS 401(K) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $226,713 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $19,818 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $18,873 |
| Total plan assets at end of year | 2017-12-31 | $380,241 |
| Total plan assets at beginning of year | 2017-12-31 | $173,346 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $122,341 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $12,641 |
| Other income received | 2017-12-31 | $42,286 |
| Net income (gross income less expenses) | 2017-12-31 | $206,895 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $380,241 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $173,346 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $49,445 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $945 |
| 2016 : EFS ADVISORS 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $174,434 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,088 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $1,018 |
| Total plan assets at end of year | 2016-12-31 | $173,346 |
| Total plan assets at beginning of year | 2016-12-31 | $0 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $78,578 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $37,138 |
| Other income received | 2016-12-31 | $7,439 |
| Net income (gross income less expenses) | 2016-12-31 | $173,346 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $173,346 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $51,279 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $70 |
| 2022: EFS ADVISORS 401(K) PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: EFS ADVISORS 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: EFS ADVISORS 401(K) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: EFS ADVISORS 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: EFS ADVISORS 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: EFS ADVISORS 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: EFS ADVISORS 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | First time form 5500 has been submitted | Yes |
| 2016-02-01 | Submission has been amended | No |
| 2016-02-01 | This submission is the final filing | No |
| 2016-02-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-02-01 | Plan is a collectively bargained plan | No |
| 2016-02-01 | Plan funding arrangement – Trust | Yes |
| 2016-02-01 | Plan benefit arrangement - Trust | Yes |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 810376A |
| Policy instance | 1 |
| Insurance contract or identification number | 810376A | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 810376A |
| Policy instance | 1 |
| Insurance contract or identification number | 810376A | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 810376A |
| Policy instance | 2 |
| Insurance contract or identification number | 810376A | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 810376A |
| Policy instance | 1 |
| Insurance contract or identification number | 810376A | | 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 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 810376A |
| Policy instance | 1 |
| Insurance contract or identification number | 810376A | | 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 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 810376A |
| Policy instance | 1 |
| Insurance contract or identification number | 810376A | | 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 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 810376A |
| Policy instance | 1 |
| Insurance contract or identification number | 810376A | | 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 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 1 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
