NORTH DAKOTA UNITED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN
| Measure | Date | Value |
|---|
| 2019: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-09-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 16 |
| Total of all active and inactive participants | 2019-09-01 | 39 |
| Total participants | 2019-09-01 | 39 |
| Number of participants with account balances | 2019-09-01 | 39 |
| Total participants, beginning-of-year | 2019-01-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 16 |
| Total of all active and inactive participants | 2019-01-01 | 39 |
| Total participants | 2019-01-01 | 39 |
| Number of participants with account balances | 2019-01-01 | 39 |
| 2018: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-09-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 16 |
| Total of all active and inactive participants | 2018-09-01 | 39 |
| Total participants | 2018-09-01 | 39 |
| Number of participants with account balances | 2018-09-01 | 39 |
| 2017: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-09-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 17 |
| Total of all active and inactive participants | 2017-09-01 | 39 |
| Total participants | 2017-09-01 | 39 |
| Number of participants with account balances | 2017-09-01 | 39 |
| 2016: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-09-01 | 35 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 13 |
| Total of all active and inactive participants | 2016-09-01 | 36 |
| Total participants | 2016-09-01 | 36 |
| Number of participants with account balances | 2016-09-01 | 36 |
| 2015: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-09-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 11 |
| Total of all active and inactive participants | 2015-09-01 | 32 |
| Total participants | 2015-09-01 | 32 |
| Number of participants with account balances | 2015-09-01 | 32 |
| 2014: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-09-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 15 |
| Total of all active and inactive participants | 2014-09-01 | 36 |
| Total participants | 2014-09-01 | 36 |
| Number of participants with account balances | 2014-09-01 | 36 |
| 2013: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-09-01 | 28 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 20 |
| Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 12 |
| Total of all active and inactive participants | 2013-09-01 | 32 |
| Total participants | 2013-09-01 | 32 |
| Number of participants with account balances | 2013-09-01 | 32 |
| Measure | Date | Value |
|---|
| 2020 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-08-31 | $405,004 |
| Expenses. Total of all expenses incurred | 2020-08-31 | $112,130 |
| Benefits paid (including direct rollovers) | 2020-08-31 | $112,055 |
| Total plan assets at end of year | 2020-08-31 | $3,608,779 |
| Total plan assets at beginning of year | 2020-08-31 | $3,315,905 |
| Total contributions received or receivable from participants | 2020-08-31 | $97,647 |
| Other income received | 2020-08-31 | $218,835 |
| Net income (gross income less expenses) | 2020-08-31 | $292,874 |
| Net plan assets at end of year (total assets less liabilities) | 2020-08-31 | $3,608,779 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-08-31 | $3,315,905 |
| Assets. Value of participant loans | 2020-08-31 | $23,906 |
| Total contributions received or receivable from employer(s) | 2020-08-31 | $88,522 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-08-31 | $75 |
| 2019 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $292,975 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $42,372 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $42,372 |
| Total plan assets at end of year | 2019-12-31 | $3,322,334 |
| Total plan assets at beginning of year | 2019-12-31 | $3,071,731 |
| Total contributions received or receivable from participants | 2019-12-31 | $129,779 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $78,605 |
| Other income received | 2019-12-31 | $76,916 |
| Net income (gross income less expenses) | 2019-12-31 | $250,603 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $3,322,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,071,731 |
| Assets. Value of participant loans | 2019-12-31 | $44,701 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $86,280 |
| Total income from all sources | 2019-08-31 | $286,546 |
| Expenses. Total of all expenses incurred | 2019-08-31 | $42,372 |
| Benefits paid (including direct rollovers) | 2019-08-31 | $42,372 |
| Total plan assets at end of year | 2019-08-31 | $3,315,905 |
| Total plan assets at beginning of year | 2019-08-31 | $3,071,731 |
| Total contributions received or receivable from participants | 2019-08-31 | $129,779 |
| Other income received | 2019-08-31 | $70,487 |
| Net income (gross income less expenses) | 2019-08-31 | $244,174 |
| Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $3,315,905 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $3,071,731 |
| Assets. Value of participant loans | 2019-08-31 | $44,701 |
| Total contributions received or receivable from employer(s) | 2019-08-31 | $86,280 |
| 2018 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-08-31 | $628,407 |
| Expenses. Total of all expenses incurred | 2018-08-31 | $147,242 |
| Benefits paid (including direct rollovers) | 2018-08-31 | $147,242 |
| Total plan assets at end of year | 2018-08-31 | $3,071,731 |
| Total plan assets at beginning of year | 2018-08-31 | $2,590,566 |
| Total contributions received or receivable from participants | 2018-08-31 | $140,867 |
| Contributions received from other sources (not participants or employers) | 2018-08-31 | $78,605 |
| Other income received | 2018-08-31 | $345,902 |
| Net income (gross income less expenses) | 2018-08-31 | $481,165 |
| Net plan assets at end of year (total assets less liabilities) | 2018-08-31 | $3,071,731 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-08-31 | $2,590,566 |
| Assets. Value of participant loans | 2018-08-31 | $52,758 |
| Total contributions received or receivable from employer(s) | 2018-08-31 | $63,033 |
| 2017 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-08-31 | $357,569 |
| Expenses. Total of all expenses incurred | 2017-08-31 | $105,221 |
| Benefits paid (including direct rollovers) | 2017-08-31 | $105,221 |
| Total plan assets at end of year | 2017-08-31 | $2,590,566 |
| Total plan assets at beginning of year | 2017-08-31 | $2,338,218 |
| Total contributions received or receivable from participants | 2017-08-31 | $96,138 |
| Contributions received from other sources (not participants or employers) | 2017-08-31 | $161,109 |
| Other income received | 2017-08-31 | $21,243 |
| Net income (gross income less expenses) | 2017-08-31 | $252,348 |
| Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $2,590,566 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $2,338,218 |
| Assets. Value of participant loans | 2017-08-31 | $4,617 |
| Total contributions received or receivable from employer(s) | 2017-08-31 | $79,079 |
| 2016 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-08-31 | $269,658 |
| Expenses. Total of all expenses incurred | 2016-08-31 | $187,354 |
| Benefits paid (including direct rollovers) | 2016-08-31 | $187,354 |
| Total plan assets at end of year | 2016-08-31 | $2,338,218 |
| Total plan assets at beginning of year | 2016-08-31 | $2,255,914 |
| Total contributions received or receivable from participants | 2016-08-31 | $65,142 |
| Other income received | 2016-08-31 | $127,332 |
| Net income (gross income less expenses) | 2016-08-31 | $82,304 |
| Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $2,338,218 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $2,255,914 |
| Assets. Value of participant loans | 2016-08-31 | $29,100 |
| Total contributions received or receivable from employer(s) | 2016-08-31 | $77,184 |
| 2015 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-08-31 | $268,081 |
| Expenses. Total of all expenses incurred | 2015-08-31 | $309,605 |
| Benefits paid (including direct rollovers) | 2015-08-31 | $309,605 |
| Total plan assets at end of year | 2015-08-31 | $2,255,914 |
| Total plan assets at beginning of year | 2015-08-31 | $2,297,438 |
| Total contributions received or receivable from participants | 2015-08-31 | $45,478 |
| Other income received | 2015-08-31 | $148,923 |
| Net income (gross income less expenses) | 2015-08-31 | $-41,524 |
| Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $2,255,914 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $2,297,438 |
| Assets. Value of participant loans | 2015-08-31 | $49,810 |
| Total contributions received or receivable from employer(s) | 2015-08-31 | $73,680 |
| 2014 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-08-31 | $375,249 |
| Expenses. Total of all expenses incurred | 2014-08-31 | $141,408 |
| Benefits paid (including direct rollovers) | 2014-08-31 | $131,308 |
| Total plan assets at end of year | 2014-08-31 | $2,297,438 |
| Total plan assets at beginning of year | 2014-08-31 | $2,063,597 |
| Total contributions received or receivable from participants | 2014-08-31 | $77,911 |
| Other income received | 2014-08-31 | $224,465 |
| Net income (gross income less expenses) | 2014-08-31 | $233,841 |
| Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $2,297,438 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $2,063,597 |
| Assets. Value of participant loans | 2014-08-31 | $30,517 |
| Total contributions received or receivable from employer(s) | 2014-08-31 | $72,873 |
| Value of certain deemed distributions of participant loans | 2014-08-31 | $10,100 |
| 2019: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2019 form 5500 responses |
|---|
| 2019-09-01 | Type of plan entity | Single employer plan |
| 2019-09-01 | Submission has been amended | Yes |
| 2019-09-01 | This submission is the final filing | No |
| 2019-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-09-01 | Plan is a collectively bargained plan | No |
| 2019-09-01 | Plan funding arrangement – Insurance | Yes |
| 2019-09-01 | Plan funding arrangement – Trust | Yes |
| 2019-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-09-01 | Plan benefit arrangement - Trust | Yes |
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | Yes |
| 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: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2018 form 5500 responses |
|---|
| 2018-09-01 | Type of plan entity | Single employer plan |
| 2018-09-01 | Submission has been amended | Yes |
| 2018-09-01 | This submission is the final filing | No |
| 2018-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-09-01 | Plan is a collectively bargained plan | No |
| 2018-09-01 | Plan funding arrangement – Insurance | Yes |
| 2018-09-01 | Plan funding arrangement – Trust | Yes |
| 2018-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-09-01 | Plan benefit arrangement - Trust | Yes |
| 2017: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2017 form 5500 responses |
|---|
| 2017-09-01 | Type of plan entity | Single employer plan |
| 2017-09-01 | Submission has been amended | Yes |
| 2017-09-01 | This submission is the final filing | No |
| 2017-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-09-01 | Plan is a collectively bargained plan | No |
| 2017-09-01 | Plan funding arrangement – Insurance | Yes |
| 2017-09-01 | Plan funding arrangement – Trust | Yes |
| 2017-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-09-01 | Plan benefit arrangement - Trust | Yes |
| 2016: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2016 form 5500 responses |
|---|
| 2016-09-01 | Type of plan entity | Single employer plan |
| 2016-09-01 | Submission has been amended | Yes |
| 2016-09-01 | This submission is the final filing | No |
| 2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-09-01 | Plan is a collectively bargained plan | No |
| 2016-09-01 | Plan funding arrangement – Insurance | Yes |
| 2016-09-01 | Plan funding arrangement – Trust | Yes |
| 2016-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-09-01 | Plan benefit arrangement - Trust | Yes |
| 2015: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2015 form 5500 responses |
|---|
| 2015-09-01 | Type of plan entity | Single employer plan |
| 2015-09-01 | Submission has been amended | Yes |
| 2015-09-01 | This submission is the final filing | No |
| 2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-09-01 | Plan is a collectively bargained plan | No |
| 2015-09-01 | Plan funding arrangement – Insurance | Yes |
| 2015-09-01 | Plan funding arrangement – Trust | Yes |
| 2015-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-09-01 | Plan benefit arrangement - Trust | Yes |
| 2014: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2014 form 5500 responses |
|---|
| 2014-09-01 | Type of plan entity | Single employer plan |
| 2014-09-01 | Submission has been amended | Yes |
| 2014-09-01 | This submission is the final filing | No |
| 2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-09-01 | Plan is a collectively bargained plan | No |
| 2014-09-01 | Plan funding arrangement – Insurance | Yes |
| 2014-09-01 | Plan funding arrangement – Trust | Yes |
| 2014-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-09-01 | Plan benefit arrangement - Trust | Yes |
| 2013: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2013 form 5500 responses |
|---|
| 2013-09-01 | Type of plan entity | Single employer plan |
| 2013-09-01 | Submission has been amended | Yes |
| 2013-09-01 | This submission is the final filing | No |
| 2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-09-01 | Plan is a collectively bargained plan | No |
| 2013-09-01 | Plan funding arrangement – Insurance | Yes |
| 2013-09-01 | Plan funding arrangement – Trust | Yes |
| 2013-09-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-09-01 | Plan benefit arrangement - Trust | Yes |
| HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
| Policy contract number | NDEA401 |
| Policy instance | 1 |
| Insurance contract or identification number | NDEA401 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | 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? | 1 | | 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 | 0 | | 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 |
|
| HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
| Policy contract number | NDEA401 |
| Policy instance | 1 |
| Insurance contract or identification number | NDEA401 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | 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? | 1 | | 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 | 0 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
| Policy contract number | NDEA401 |
| Policy instance | 1 |
| Insurance contract or identification number | NDEA401 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-08-31 | | 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? | 1 | | 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 | 0 | | 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 |
|
| HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
| Policy contract number | NDEA401 |
| Policy instance | 1 |
| Insurance contract or identification number | NDEA401 | | Number of Individuals Covered | 39 | | Insurance policy start date | 2017-09-01 | | Insurance policy end date | 2018-08-31 | | 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 | 0 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
| Policy contract number | NDEA401 |
| Policy instance | 1 |
| Insurance contract or identification number | NDEA401 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2016-09-01 | | Insurance policy end date | 2017-08-31 | | 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 | 0 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
| Policy contract number | NDEA401 |
| Policy instance | 1 |
| Insurance contract or identification number | NDEA401 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2015-09-01 | | Insurance policy end date | 2016-08-31 | | Total amount of commissions paid to insurance broker | USD $1,204 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 | 0 | | 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 | | 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 | | Insurance broker organization code? | 3 |
|
| HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
| Policy contract number | NDEA401 |
| Policy instance | 1 |
| Insurance contract or identification number | NDEA401 | | Number of Individuals Covered | 36 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $2,453 | | 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 | 0 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $185 | | Insurance broker organization code? | 3 |
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| HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
| Policy contract number | NDEA401 |
| Policy instance | 1 |
| Insurance contract or identification number | NDEA401 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Total amount of commissions paid to insurance broker | USD $3,970 | | 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 | 0 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69 | | Insurance broker organization code? | 3 |
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