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JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 401k Plan overview

Plan NameJEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN
Plan identification number 501

JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN Benefits

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

401k Sponsoring company profile

JEFFERSON COMMUNITY HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:JEFFERSON COMMUNITY HEALTH CENTER
Employer identification number (EIN):470468078
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01
5012022-07-01
5012021-12-01
5012020-12-01
5012019-12-01
5012018-12-01
5012017-12-01
5012016-12-01CHAD JURGENS
5012015-12-01CHAD JURGENS
5012014-12-01CHAD JURGENS
5012013-12-01CHAD JURGENS CHAD JURGENS2015-06-18
5012012-12-01CHAD JURGENS CHAD JURGENS2014-06-19
5012011-12-01CHAD JURGENS CHAD JURGENS2013-05-21
5012011-09-01CHAD JURGENS
5012010-09-01CHAD JURGENS
5012009-09-01CHAD JURGENS

Plan Statistics for JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN

401k plan membership statisitcs for JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN

Measure Date Value
2023: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01154
Total number of active participants reported on line 7a of the Form 55002023-01-01150
Total of all active and inactive participants2023-01-01150
2022: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-01148
Total number of active participants reported on line 7a of the Form 55002022-07-01152
Number of retired or separated participants receiving benefits2022-07-012
Total of all active and inactive participants2022-07-01154
2021: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-01183
Total number of active participants reported on line 7a of the Form 55002021-12-01193
Total of all active and inactive participants2021-12-01193
2020: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-01186
Total number of active participants reported on line 7a of the Form 55002020-12-01183
Total of all active and inactive participants2020-12-01183
2019: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-01179
Total number of active participants reported on line 7a of the Form 55002019-12-01186
Total of all active and inactive participants2019-12-01186
Total participants2019-12-01186
2018: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-01182
Total number of active participants reported on line 7a of the Form 55002018-12-01179
Total of all active and inactive participants2018-12-01179
Total participants2018-12-01179
2017: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01179
Total number of active participants reported on line 7a of the Form 55002017-12-01182
Total of all active and inactive participants2017-12-01182
Total participants2017-12-01182
2016: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01176
Total number of active participants reported on line 7a of the Form 55002016-12-01179
Total of all active and inactive participants2016-12-01179
Total participants2016-12-01179
2015: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01175
Total number of active participants reported on line 7a of the Form 55002015-12-01176
Total of all active and inactive participants2015-12-01176
Total participants2015-12-01176
2014: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-01141
Total number of active participants reported on line 7a of the Form 55002014-12-01175
Total of all active and inactive participants2014-12-01175
Total participants2014-12-01175
2013: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2013 401k membership
Total participants, beginning-of-year2013-12-01140
Total number of active participants reported on line 7a of the Form 55002013-12-01141
Total of all active and inactive participants2013-12-01141
Total participants2013-12-01141
2012: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2012 401k membership
Total participants, beginning-of-year2012-12-01139
Total number of active participants reported on line 7a of the Form 55002012-12-01140
Total of all active and inactive participants2012-12-01140
Total participants2012-12-01140
2011: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-01127
Total number of active participants reported on line 7a of the Form 55002011-12-01139
Total of all active and inactive participants2011-12-01139
Total participants2011-12-01139
Total participants, beginning-of-year2011-09-01131
Total number of active participants reported on line 7a of the Form 55002011-09-01127
Total of all active and inactive participants2011-09-01127
Total participants2011-09-01127
2010: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-01130
Total number of active participants reported on line 7a of the Form 55002010-09-01131
Total of all active and inactive participants2010-09-01131
Total participants2010-09-01131
2009: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01125
Total number of active participants reported on line 7a of the Form 55002009-09-01130
Total of all active and inactive participants2009-09-01130
Total participants2009-09-01130

Form 5500 Responses for JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN

2023: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – General assets of the sponsorYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – General assets of the sponsorYes
2021: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan benefit arrangement – InsuranceYes
2020: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan benefit arrangement – InsuranceYes
2019: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Submission has been amendedNo
2019-12-01This submission is the final filingNo
2019-12-01This return/report is a short plan year return/report (less than 12 months)No
2019-12-01Plan is a collectively bargained planNo
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan benefit arrangement – InsuranceYes
2018: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Submission has been amendedNo
2018-12-01This submission is the final filingNo
2018-12-01This return/report is a short plan year return/report (less than 12 months)No
2018-12-01Plan is a collectively bargained planNo
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan benefit arrangement – InsuranceYes
2017: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Submission has been amendedNo
2017-12-01This submission is the final filingNo
2017-12-01This return/report is a short plan year return/report (less than 12 months)No
2017-12-01Plan is a collectively bargained planNo
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – InsuranceYes
2016: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Submission has been amendedNo
2016-12-01This submission is the final filingNo
2016-12-01This return/report is a short plan year return/report (less than 12 months)No
2016-12-01Plan is a collectively bargained planNo
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – InsuranceYes
2015: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan benefit arrangement – InsuranceYes
2014: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan benefit arrangement – InsuranceYes
2013: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan benefit arrangement – InsuranceYes
2012: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan benefit arrangement – InsuranceYes
2011: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2010: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Submission has been amendedNo
2010-09-01This submission is the final filingNo
2010-09-01This return/report is a short plan year return/report (less than 12 months)No
2010-09-01Plan is a collectively bargained planNo
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan benefit arrangement – InsuranceYes
2009: JEFFERSON COMMUNITY HEALTH CENTER LIFE INSURANCE & LTD PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Submission has been amendedNo
2009-09-01This submission is the final filingNo
2009-09-01This return/report is a short plan year return/report (less than 12 months)No
2009-09-01Plan is a collectively bargained planNo
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number144637
Policy instance 2
Insurance contract or identification number144637
Number of Individuals Covered103
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,026
Total amount of fees paid to insurance companyUSD $629
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $50,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-041522
Policy instance 5
Insurance contract or identification number010-041522
Number of Individuals Covered327
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $10,418
Total amount of fees paid to insurance companyUSD $705
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $104,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number919584
Policy instance 4
Insurance contract or identification number919584
Number of Individuals Covered46
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $5,056
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENT & CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $22,200
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number144636
Policy instance 1
Insurance contract or identification number144636
Number of Individuals Covered195
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $696
Total amount of fees paid to insurance companyUSD $109
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $16,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number691292
Policy instance 3
Insurance contract or identification number691292
Number of Individuals Covered22
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $143
Total amount of fees paid to insurance companyUSD $22
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,072
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number144637
Policy instance 2
Insurance contract or identification number144637
Number of Individuals Covered197
Insurance policy start date2022-12-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $299
Total amount of fees paid to insurance companyUSD $47
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $299
Amount paid for insurance broker fees47
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number144636
Policy instance 1
Insurance contract or identification number144636
Number of Individuals Covered197
Insurance policy start date2022-12-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $111
Total amount of fees paid to insurance companyUSD $17
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111
Amount paid for insurance broker fees17
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number691292
Policy instance 3
Insurance contract or identification number691292
Number of Individuals Covered24
Insurance policy start date2022-12-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $139
Total amount of fees paid to insurance companyUSD $30
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $139
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number144636
Policy instance 1
Insurance contract or identification number144636
Number of Individuals Covered193
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $1,145
Total amount of fees paid to insurance companyUSD $179
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,145
Amount paid for insurance broker fees179
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number144636
Policy instance 1
Insurance contract or identification number144636
Number of Individuals Covered183
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $1,106
Total amount of fees paid to insurance companyUSD $173
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,106
Insurance broker organization code?3
Amount paid for insurance broker fees173
Additional information about fees paid to insurance brokerADDITIONIAL COMPENSATION PAID
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number144636
Policy instance 1
Insurance contract or identification number144636
Number of Individuals Covered186
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $991
Total amount of fees paid to insurance companyUSD $155
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees155
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number144636
Policy instance 1
Insurance contract or identification number144636
Number of Individuals Covered179
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $1,043
Total amount of fees paid to insurance companyUSD $163
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,043
Amount paid for insurance broker fees163
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number144636
Policy instance 1
Insurance contract or identification number144636
Number of Individuals Covered182
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $1,040
Total amount of fees paid to insurance companyUSD $163
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $11,995
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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