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THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 401k Plan overview

Plan NameTHE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN
Plan identification number 523

THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

AMERITAS HOLDING COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AMERITAS HOLDING COMPANY
Employer identification number (EIN):470806844
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5232023-01-01CRYSTAL A. MEYER2024-08-23 CRYSTAL A. MEYER2024-08-23
5232022-01-01CRYSTAL A. MEYER2023-08-24 CRYSTAL A. MEYER2023-08-24
5232021-01-01CRYSTAL MEYER2022-09-23 CRYSTAL MEYER2022-09-23
5232020-01-01APRIL RIMPLEY2021-08-12 APRIL RIMPLEY
5232019-01-01APRIL RIMPLEY2020-08-28 APRIL RIMPLEY2020-08-28
5232018-01-01
5232017-01-01APRIL RIMPLEY
5232016-01-01APRIL RIMPLEY APRIL RIMPLEY2017-09-22
5232015-01-01KENT E. MATTSON KENT E. MATTSON2016-07-28
5232014-01-01KENT E. MATTSON KENT E. MATTSON2015-07-27
5232013-01-01KENT E. MATTSON KENT E. MATTSON2014-07-28
5232012-01-01KENT E. MATTSON KENT E. MATTSON2013-07-26
5232011-01-01KENT E. MATTSON KENT E. MATTSON2012-10-10
5232010-01-01KENT E. MATTSON
5232009-01-01KENT E. MATTSON KENT E. MATTSON2010-10-07

Plan Statistics for THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN

401k plan membership statisitcs for THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN

Measure Date Value
2023: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01276
Number of retired or separated participants receiving benefits2023-01-01259
Total of all active and inactive participants2023-01-01259
2022: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01319
Number of retired or separated participants receiving benefits2022-01-01282
Total of all active and inactive participants2022-01-01282
2021: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01344
Number of retired or separated participants receiving benefits2021-01-01340
Total of all active and inactive participants2021-01-01340
2020: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01374
Number of retired or separated participants receiving benefits2020-01-01344
Total of all active and inactive participants2020-01-01344
2019: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01396
Number of retired or separated participants receiving benefits2019-01-01374
Total of all active and inactive participants2019-01-01374
2018: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01421
Number of retired or separated participants receiving benefits2018-01-01399
Total of all active and inactive participants2018-01-01399
2017: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01468
Number of retired or separated participants receiving benefits2017-01-01421
Total of all active and inactive participants2017-01-01421
2016: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01489
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01468
Total of all active and inactive participants2016-01-01468
2015: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01379
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01361
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01361
2014: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01398
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01398
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01398
2013: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01415
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-01398
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01398
2012: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01430
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-01416
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01416
2011: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01449
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-01430
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01430
2010: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01461
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-01450
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01450
2009: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01478
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-01462
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01462

Financial Data on THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN

Measure Date Value
2023 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$80,714
Total unrealized appreciation/depreciation of assets2023-12-31$80,714
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$15,814
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$11,090
Total income from all sources (including contributions)2023-12-31$222,027
Total loss/gain on sale of assets2023-12-31$-4,212
Total of all expenses incurred2023-12-31$221,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$188,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$37,234
Value of total assets at end of year2023-12-31$3,562,107
Value of total assets at beginning of year2023-12-31$3,556,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$32,864
Total interest from all sources2023-12-31$33,815
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$74,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$74,476
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$37,234
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$3,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$26,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$15,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$11,090
Administrative expenses (other) incurred2023-12-31$14,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$789
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,546,293
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,545,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$2,777,464
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$2,888,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$781,347
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$641,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$641,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$33,815
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$122,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$65,810
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$360,174
Aggregate carrying amount (costs) on sale of assets2023-12-31$364,386
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MEADEN & MOORE LTD
Accountancy firm EIN2023-12-31341818258
2022 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-302,662
Total unrealized appreciation/depreciation of assets2022-12-31$-302,662
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,070
Total income from all sources (including contributions)2022-12-31$-193,681
Total loss/gain on sale of assets2022-12-31$-3,635
Total of all expenses incurred2022-12-31$327,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$303,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$43,479
Value of total assets at end of year2022-12-31$3,556,594
Value of total assets at beginning of year2022-12-31$4,077,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$23,305
Total interest from all sources2022-12-31$6,651
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$62,486
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$62,486
Administrative expenses professional fees incurred2022-12-31$16,900
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$43,479
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$26,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$19,155
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$11,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$11,070
Administrative expenses (other) incurred2022-12-31$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-520,820
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,545,504
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,066,324
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,888,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,332,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$641,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$725,654
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$725,654
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,651
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$144,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$159,537
Contract administrator fees2022-12-31$5,480
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$418,853
Aggregate carrying amount (costs) on sale of assets2022-12-31$422,488
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2022-12-31341818258
2021 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-35,575
Total unrealized appreciation/depreciation of assets2021-12-31$-35,575
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$11,080
Total income from all sources (including contributions)2021-12-31$82,403
Total loss/gain on sale of assets2021-12-31$8,994
Total of all expenses incurred2021-12-31$268,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$250,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,558
Value of total assets at end of year2021-12-31$4,077,394
Value of total assets at beginning of year2021-12-31$4,263,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$18,070
Total interest from all sources2021-12-31$44
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$61,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$61,382
Administrative expenses professional fees incurred2021-12-31$11,700
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$47,558
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$19,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$20,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$11,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$11,080
Administrative expenses (other) incurred2021-12-31$920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-185,809
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,066,324
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,252,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,332,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,480,840
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$725,654
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$762,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$762,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$44
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$164,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$85,742
Contract administrator fees2021-12-31$5,450
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$341,418
Aggregate carrying amount (costs) on sale of assets2021-12-31$332,424
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2021-12-31341818258
2020 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$96,647
Total unrealized appreciation/depreciation of assets2020-12-31$96,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$11,080
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$23,127
Total income from all sources (including contributions)2020-12-31$223,531
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$382,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$365,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$49,676
Value of total assets at end of year2020-12-31$4,263,213
Value of total assets at beginning of year2020-12-31$4,434,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,190
Total interest from all sources2020-12-31$3,523
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$73,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$73,466
Administrative expenses professional fees incurred2020-12-31$17,190
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$49,676
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$20,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$19,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$11,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$23,127
Other income not declared elsewhere2020-12-31$219
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-159,213
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,252,133
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,411,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,480,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,383,127
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$762,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,031,494
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,031,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,523
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$170,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$195,291
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$345,114
Aggregate carrying amount (costs) on sale of assets2020-12-31$345,114
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2020-12-31341818258
2019 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$141,156
Total unrealized appreciation/depreciation of assets2019-12-31$141,156
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$524,041
Total income from all sources (including contributions)2019-12-31$307,833
Total loss/gain on sale of assets2019-12-31$-1,077
Total of all expenses incurred2019-12-31$348,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$335,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$60,824
Value of total assets at end of year2019-12-31$4,434,473
Value of total assets at beginning of year2019-12-31$4,976,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,533
Total interest from all sources2019-12-31$24,155
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$82,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$82,775
Administrative expenses professional fees incurred2019-12-31$16,467
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$60,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$19,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$20,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$23,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,085
Administrative expenses (other) incurred2019-12-31$-2,934
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$512,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-40,736
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,411,346
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,452,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,383,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,755,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,031,494
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,200,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,200,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$24,155
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$193,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$142,014
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,269,490
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,270,567
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2019-12-31341818258
2018 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-918,649
Total unrealized appreciation/depreciation of assets2018-12-31$-918,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$524,041
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$60,867
Total income from all sources (including contributions)2018-12-31$269,887
Total loss/gain on sale of assets2018-12-31$1,047,439
Total of all expenses incurred2018-12-31$583,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$318,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$68,133
Value of total assets at end of year2018-12-31$4,976,123
Value of total assets at beginning of year2018-12-31$4,826,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$265,037
Total interest from all sources2018-12-31$14,514
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$55,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$55,073
Administrative expenses professional fees incurred2018-12-31$17,378
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$68,133
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$20,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$60,867
Other income not declared elsewhere2018-12-31$3,377
Administrative expenses (other) incurred2018-12-31$247,659
Liabilities. Value of operating payables at end of year2018-12-31$512,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-313,350
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,452,082
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,765,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,755,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,813,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,200,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$14,514
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$207,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$110,666
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$9,119,031
Aggregate carrying amount (costs) on sale of assets2018-12-31$8,071,592
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2018-12-31341818258
2017 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$60,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$92,185
Total income from all sources (including contributions)2017-12-31$786,660
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$418,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$398,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$72,505
Value of total assets at end of year2017-12-31$4,826,299
Value of total assets at beginning of year2017-12-31$4,489,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,222
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$105,222
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$105,222
Administrative expenses professional fees incurred2017-12-31$12,692
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$72,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,577
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$60,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$92,185
Administrative expenses (other) incurred2017-12-31$7,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$367,680
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,765,432
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,397,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,813,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,489,937
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$204,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$608,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$194,455
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2017-12-31341818258
2016 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$4,346,055
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$92,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$654,412
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$602,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$523,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$70,316
Value of total assets at end of year2016-12-31$4,489,937
Value of total assets at beginning of year2016-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$79,393
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$140,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$140,662
Administrative expenses professional fees incurred2016-12-31$9,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$70,316
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$92,185
Administrative expenses (other) incurred2016-12-31$69,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$51,697
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,397,752
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,489,937
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$225,321
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$443,434
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$298,001
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2016-12-31341818258
2012 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$300
Total income from all sources (including contributions)2012-12-31$346,222
Total loss/gain on sale of assets2012-12-31$25,091
Total of all expenses incurred2012-12-31$570,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$562,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$326,216
Value of total assets at end of year2012-12-31$0
Value of total assets at beginning of year2012-12-31$224,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,700
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,326
Administrative expenses professional fees incurred2012-12-31$7,700
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$85,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,213
Liabilities. Value of operating payables at beginning of year2012-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-223,852
Value of net assets at end of year (total assets less liabilities)2012-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$223,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$222,939
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$562,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-6,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$240,670
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$244,158
Aggregate carrying amount (costs) on sale of assets2012-12-31$219,067
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2012-12-31341818258
2011 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$352,053
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$608,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$600,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$344,802
Value of total assets at end of year2011-12-31$224,152
Value of total assets at beginning of year2011-12-31$480,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,000
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$6,662
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$6,662
Administrative expenses professional fees incurred2011-12-31$8,000
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$88,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,213
Other income not declared elsewhere2011-12-31$1,213
Liabilities. Value of operating payables at end of year2011-12-31$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-256,600
Value of net assets at end of year (total assets less liabilities)2011-12-31$223,852
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$480,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$222,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$480,452
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$600,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$255,851
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2011-12-31341818258
2010 : THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$419,881
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$638,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$631,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$362,067
Value of total assets at end of year2010-12-31$480,452
Value of total assets at beginning of year2010-12-31$699,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,700
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$11,623
Administrative expenses professional fees incurred2010-12-31$7,700
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$92,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-218,964
Value of net assets at end of year (total assets less liabilities)2010-12-31$480,452
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$699,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$480,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$699,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$631,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$46,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$269,079
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MEADEN & MOORE, LTD.
Accountancy firm EIN2010-12-31341818258

Form 5500 Responses for THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN

2023: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: THE 1993 UNION CENTRAL LIFE INSURANCE CO VEBA LIFE INSURANCE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707
Policy instance 1
Insurance contract or identification numberGL 156707
Number of Individuals Covered251
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $6,682
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $133,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707
Policy instance 1
Insurance contract or identification numberGL 156707
Number of Individuals Covered274
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,789
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $155,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,789
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707
Policy instance 1
Insurance contract or identification numberGL 156707
Number of Individuals Covered281
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,701
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $174,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,701
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707 2
Policy instance 1
Insurance contract or identification numberGL 156707 2
Number of Individuals Covered24
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,398
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $47,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,398
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707 3
Policy instance 2
Insurance contract or identification numberGL 156707 3
Number of Individuals Covered262
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,275
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $125,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,275
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707 3
Policy instance 2
Insurance contract or identification numberGL 156707 3
Number of Individuals Covered285
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,719
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $154,384
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,719
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707 2
Policy instance 1
Insurance contract or identification numberGL 156707 2
Number of Individuals Covered30
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,564
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $51,275
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,564
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707 3
Policy instance 2
Insurance contract or identification numberGL 156707 3
Number of Individuals Covered301
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,899
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $157,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,899
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707 2
Policy instance 1
Insurance contract or identification numberGL 156707 2
Number of Individuals Covered31
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,259
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $45,172
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,259
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707 2
Policy instance 1
Insurance contract or identification numberGL 156707 2
Number of Individuals Covered34
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,576
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $31,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,576
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 156707 3
Policy instance 2
Insurance contract or identification numberGL 156707 3
Number of Individuals Covered314
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,460
Total amount of fees paid to insurance companyUSD $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 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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $189,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,460
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0008
Policy instance 2
Insurance contract or identification number136410-0008
Number of Individuals Covered38
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,818
Total amount of fees paid to insurance companyUSD $455
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $39,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,818
Amount paid for insurance broker fees455
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0002
Policy instance 1
Insurance contract or identification number136410-0002
Number of Individuals Covered320
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,636
Total amount of fees paid to insurance companyUSD $2,409
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $209,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,636
Amount paid for insurance broker fees2409
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0008
Policy instance 2
Insurance contract or identification number136410-0008
Number of Individuals Covered46
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,302
Total amount of fees paid to insurance companyUSD $576
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $46,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,302
Amount paid for insurance broker fees576
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0002
Policy instance 1
Insurance contract or identification number136410-0002
Number of Individuals Covered334
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,201
Total amount of fees paid to insurance companyUSD $2,800
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $224,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,201
Amount paid for insurance broker fees2800
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0002
Policy instance 1
Insurance contract or identification number136410-0002
Number of Individuals Covered345
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $13,241
Total amount of fees paid to insurance companyUSD $3,310
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
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 $243,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,241
Amount paid for insurance broker fees3310
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0008
Policy instance 2
Insurance contract or identification number136410-0008
Number of Individuals Covered53
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,002
Total amount of fees paid to insurance companyUSD $751
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD & D
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 $55,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,002
Amount paid for insurance broker fees751
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0002
Policy instance 1
Insurance contract or identification number136410-0002
Number of Individuals Covered362
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,083
Total amount of fees paid to insurance companyUSD $3,021
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $262,809
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,083
Amount paid for insurance broker fees3021
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0008
Policy instance 2
Insurance contract or identification number136410-0008
Number of Individuals Covered54
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,642
Total amount of fees paid to insurance companyUSD $661
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $57,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,642
Amount paid for insurance broker fees661
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0002
Policy instance 1
Insurance contract or identification number136410-0002
Number of Individuals Covered376
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,037
Total amount of fees paid to insurance companyUSD $3,509
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $199,105
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 number136410-0008
Policy instance 2
Insurance contract or identification number136410-0008
Number of Individuals Covered52
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,991
Total amount of fees paid to insurance companyUSD $748
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $56,746
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 number136410-0008
Policy instance 2
Insurance contract or identification number136410-0008
Number of Individuals Covered58
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,169
Total amount of fees paid to insurance companyUSD $1,584
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $59,257
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,169
Amount paid for insurance broker fees1584
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number136410-0002
Policy instance 1
Insurance contract or identification number136410-0002
Number of Individuals Covered392
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,737
Total amount of fees paid to insurance companyUSD $7,369
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
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 $209,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,737
Amount paid for insurance broker fees7369
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSILVERSTONE GROUP, INC.

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