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SPIRE HEALTH AND WELLNESS BENEFIT PLAN 401k Plan overview

Plan NameSPIRE HEALTH AND WELLNESS BENEFIT PLAN
Plan identification number 501

SPIRE HEALTH AND WELLNESS BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Severance pay
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SPIRE SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name:SPIRE SERVICES INC.
Employer identification number (EIN):474582725
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPIRE HEALTH AND WELLNESS BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01GERY J. GORLA2024-10-11
5012022-01-01GERY J. GORLA2023-10-12
5012021-01-01GERY J. GORLA2023-02-08
5012020-10-01GERY J. GORLA2021-08-19
5012019-10-01GERY J. GORLA2021-07-09
5012018-10-01GERY J. GORLA2020-07-15
5012018-10-01GERY J. GORLA2021-03-05
5012017-10-01GERY J. GORLA2019-07-15

Financial Data on SPIRE HEALTH AND WELLNESS BENEFIT PLAN

Measure Date Value
2023 : SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,167,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,310,235
Total income from all sources (including contributions)2023-12-31$94,954,292
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$63,805,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$60,543,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$53,438,414
Value of total assets at end of year2023-12-31$317,089,304
Value of total assets at beginning of year2023-12-31$286,083,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,262,646
Total interest from all sources2023-12-31$5,175,386
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
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$14,335,822
Participant contributions at end of year2023-12-31$889,693
Participant contributions at beginning of year2023-12-31$688,062
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$4,593,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,291,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$4,271,739
Administrative expenses (other) incurred2023-12-31$1,125,348
Liabilities. Value of operating payables at end of year2023-12-31$589,346
Liabilities. Value of operating payables at beginning of year2023-12-31$1,310,235
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$31,148,339
Value of net assets at end of year (total assets less liabilities)2023-12-31$315,921,734
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$284,773,395
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$310,808,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$277,538,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$5,175,386
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$8,092,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$36,340,492
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
Contributions received in cash from employer2023-12-31$39,102,592
Employer contributions (assets) at end of year2023-12-31$4,100,000
Employer contributions (assets) at beginning of year2023-12-31$3,585,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$47,857,541
Liabilities. Value of benefit claims payable at end of year2023-12-31$578,224
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
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
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31FORVIS MAZARS, LLP
Accountancy firm EIN2023-12-31440160260
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,167,570
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,310,235
Total income from all sources (including contributions)2023-01-01$94,954,292
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$63,805,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$60,543,307
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$53,438,414
Value of total assets at end of year2023-01-01$317,089,304
Value of total assets at beginning of year2023-01-01$286,083,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$3,262,646
Total interest from all sources2023-01-01$5,175,386
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$14,335,822
Participant contributions at end of year2023-01-01$889,693
Participant contributions at beginning of year2023-01-01$688,062
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-01-01$4,593,450
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-01$1,291,445
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-01$4,271,739
Administrative expenses (other) incurred2023-01-01$1,125,348
Liabilities. Value of operating payables at end of year2023-01-01$589,346
Liabilities. Value of operating payables at beginning of year2023-01-01$1,310,235
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$31,148,339
Value of net assets at end of year (total assets less liabilities)2023-01-01$315,921,734
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$284,773,395
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$310,808,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$277,538,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-01$5,175,386
Expenses. Payments to insurance carriers foe the provision of benefits2023-01-01$8,092,316
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$36,340,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$39,102,592
Employer contributions (assets) at end of year2023-01-01$4,100,000
Employer contributions (assets) at beginning of year2023-01-01$3,585,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$47,857,541
Liabilities. Value of benefit claims payable at end of year2023-01-01$578,224
Liabilities. Value of benefit claims payable at beginning of year2023-01-01$0
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01FORVIS MAZARS, LLP
Accountancy firm EIN2023-01-01440160260
2022 : SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,310,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,041,603
Total income from all sources (including contributions)2022-12-31$14,682,919
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$79,099,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$73,687,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$63,498,555
Value of total assets at end of year2022-12-31$286,083,630
Value of total assets at beginning of year2022-12-31$351,231,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,411,433
Total interest from all sources2022-12-31$7,116,830
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$3,538,501
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$17,761,063
Participant contributions at end of year2022-12-31$688,062
Participant contributions at beginning of year2022-12-31$739,365
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$8,359,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,271,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,225,640
Administrative expenses (other) incurred2022-12-31$1,872,932
Liabilities. Value of operating payables at end of year2022-12-31$1,310,235
Liabilities. Value of operating payables at beginning of year2022-12-31$2,041,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-64,416,411
Value of net assets at end of year (total assets less liabilities)2022-12-31$284,773,395
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$349,189,806
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$277,538,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$343,099,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,116,830
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$7,156,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-55,932,466
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
Contributions received in cash from employer2022-12-31$45,737,492
Employer contributions (assets) at end of year2022-12-31$3,585,000
Employer contributions (assets) at beginning of year2022-12-31$3,167,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$58,171,790
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$1,310,235
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$2,041,603
Total income from all sources (including contributions)2022-01-01$14,682,919
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$79,099,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$73,687,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$63,498,555
Value of total assets at end of year2022-01-01$286,083,630
Value of total assets at beginning of year2022-01-01$351,231,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$5,411,433
Total interest from all sources2022-01-01$7,116,830
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$3,538,501
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$17,761,063
Participant contributions at end of year2022-01-01$688,062
Participant contributions at beginning of year2022-01-01$739,365
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$8,359,341
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-01$4,271,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-01$4,225,640
Administrative expenses (other) incurred2022-01-01$1,872,932
Liabilities. Value of operating payables at end of year2022-01-01$1,310,235
Liabilities. Value of operating payables at beginning of year2022-01-01$2,041,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-64,416,411
Value of net assets at end of year (total assets less liabilities)2022-01-01$284,773,395
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$349,189,806
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$277,538,829
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$343,099,404
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$7,116,830
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$7,156,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-55,932,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$45,737,492
Employer contributions (assets) at end of year2022-01-01$3,585,000
Employer contributions (assets) at beginning of year2022-01-01$3,167,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$58,171,790
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01FORVIS, LLP
Accountancy firm EIN2022-01-01440160260
2021 : SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,041,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,114,367
Total income from all sources (including contributions)2021-12-31$92,834,576
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$64,140,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$59,795,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$47,989,330
Value of total assets at end of year2021-12-31$348,064,409
Value of total assets at beginning of year2021-12-31$318,443,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,345,181
Total interest from all sources2021-12-31$10,675,041
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$2,217,614
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$12,195,542
Participant contributions at end of year2021-12-31$739,365
Participant contributions at beginning of year2021-12-31$3,295,618
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,752,372
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,225,640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,436,567
Administrative expenses (other) incurred2021-12-31$2,127,567
Liabilities. Value of operating payables at end of year2021-12-31$2,041,603
Liabilities. Value of operating payables at beginning of year2021-12-31$1,114,367
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$28,694,089
Value of net assets at end of year (total assets less liabilities)2021-12-31$346,022,806
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$317,328,717
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$343,099,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$312,710,899
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10,675,041
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$9,529,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$34,170,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$35,793,788
Employer contributions (assets) at end of year2021-12-31$3,167,000
Employer contributions (assets) at beginning of year2021-12-31$3,228,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$48,513,172
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLC
Accountancy firm EIN2021-12-31440160260
2020 : SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,114,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$527,591
Total income from all sources (including contributions)2020-12-31$40,432,617
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$18,465,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,139,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$12,703,369
Value of total assets at end of year2020-12-31$318,443,084
Value of total assets at beginning of year2020-12-31$295,889,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,326,304
Total interest from all sources2020-12-31$3,132,684
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$946,529
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$4,673,977
Participant contributions at end of year2020-12-31$3,295,618
Participant contributions at beginning of year2020-12-31$2,615,047
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$473,569
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,436,567
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,296,201
Administrative expenses (other) incurred2020-12-31$379,775
Liabilities. Value of operating payables at end of year2020-12-31$1,114,367
Liabilities. Value of operating payables at beginning of year2020-12-31$527,591
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$21,966,846
Value of net assets at end of year (total assets less liabilities)2020-12-31$317,328,717
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$295,361,871
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$312,710,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$290,978,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,132,684
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$5,893,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$24,596,564
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
Contributions received in cash from employer2020-12-31$8,029,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,771,986
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$527,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$1,241,526
Total income from all sources (including contributions)2020-09-30$76,572,739
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$63,642,753
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$59,914,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$49,243,022
Value of total assets at end of year2020-09-30$295,889,462
Value of total assets at beginning of year2020-09-30$283,673,411
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$3,728,125
Total interest from all sources2020-09-30$6,014,071
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Administrative expenses professional fees incurred2020-09-30$2,099,344
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$17,882,640
Participant contributions at end of year2020-09-30$2,615,047
Participant contributions at beginning of year2020-09-30$574,128
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-09-30$2,507,231
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$2,296,201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$3,264,666
Administrative expenses (other) incurred2020-09-30$1,628,781
Liabilities. Value of operating payables at end of year2020-09-30$527,591
Liabilities. Value of operating payables at beginning of year2020-09-30$1,241,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$12,929,986
Value of net assets at end of year (total assets less liabilities)2020-09-30$295,361,871
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$282,431,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$290,978,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$279,834,617
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$6,014,071
Expenses. Payments to insurance carriers foe the provision of benefits2020-09-30$13,644,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$21,315,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30Yes
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$31,360,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$43,762,956
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30BKD LLP
Accountancy firm EIN2020-09-30440160260
2019 : SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total transfer of assets to this plan2019-09-30$4,514,572
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$1,241,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$2,312,714
Total income from all sources (including contributions)2019-09-30$61,096,470
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$60,932,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$56,419,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$47,296,064
Value of total assets at end of year2019-09-30$283,673,411
Value of total assets at beginning of year2019-09-30$280,065,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$4,512,980
Total interest from all sources2019-09-30$10,465,070
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$14,272,392
Participant contributions at end of year2019-09-30$574,128
Participant contributions at beginning of year2019-09-30$145,049
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-09-30$1,603,453
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$3,264,666
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$2,640,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$0
Administrative expenses (other) incurred2019-09-30$1,284,504
Liabilities. Value of operating payables at end of year2019-09-30$1,241,526
Liabilities. Value of operating payables at beginning of year2019-09-30$2,312,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$164,103
Value of net assets at end of year (total assets less liabilities)2019-09-30$282,431,885
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$277,753,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$3,228,476
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$279,834,617
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$277,280,714
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$10,465,070
Expenses. Payments to insurance carriers foe the provision of benefits2019-09-30$10,003,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$3,335,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30Yes
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$33,023,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$44,812,829
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30BKD LLP
Accountancy firm EIN2019-09-30440160260
2018 : SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total transfer of assets to this plan2018-09-30$86,369,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$2,312,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$4,028,965
Total income from all sources (including contributions)2018-09-30$75,117,051
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$55,798,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$52,559,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$51,100,391
Value of total assets at end of year2018-09-30$280,065,924
Value of total assets at beginning of year2018-09-30$176,093,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$3,238,965
Total interest from all sources2018-09-30$8,076,015
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$14,775,532
Participant contributions at end of year2018-09-30$145,049
Participant contributions at beginning of year2018-09-30$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-09-30$1,410,240
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$2,640,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$2,238,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$2,628,076
Administrative expenses (other) incurred2018-09-30$1,815,738
Liabilities. Value of operating payables at end of year2018-09-30$2,312,714
Liabilities. Value of operating payables at beginning of year2018-09-30$1,400,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$19,319,002
Value of net assets at end of year (total assets less liabilities)2018-09-30$277,753,210
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$172,064,237
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$1,423,227
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$277,280,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$173,854,410
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$8,076,015
Expenses. Payments to insurance carriers foe the provision of benefits2018-09-30$10,998,724
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$15,940,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30Yes
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$36,324,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$40,150,120
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30BKD LLP
Accountancy firm EIN2018-09-30440160260

Form 5500 Responses for SPIRE HEALTH AND WELLNESS BENEFIT PLAN

2023: SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)Yes
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes
2018: SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan funding arrangement – General assets of the sponsorYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2018-10-01Plan benefit arrangement – General assets of the sponsorYes
2017: SPIRE HEALTH AND WELLNESS BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2017-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12025875
Policy instance 6
Insurance contract or identification number12025875
Number of Individuals Covered3366
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $644,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU3671892
Policy instance 5
Insurance contract or identification numberGTU3671892
Number of Individuals Covered1619
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9908-46-19
Policy instance 4
Insurance contract or identification number9908-46-19
Number of Individuals Covered563
Insurance policy start date2022-11-01
Insurance policy end date2023-10-31
Total amount of commissions paid to insurance brokerUSD $5,142
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
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 $34,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51912-1
Policy instance 3
Insurance contract or identification number51912-1
Number of Individuals Covered3432
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $121,184
Total amount of fees paid to insurance companyUSD $10,339
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,692,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number34412
Policy instance 2
Insurance contract or identification number34412
Number of Individuals Covered815
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $4,425
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY AD&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 $98,323
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33323
Policy instance 1
Insurance contract or identification number33323
Number of Individuals Covered10980
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $269,375
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
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 $5,986,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33323
Policy instance 1
Insurance contract or identification number33323
Number of Individuals Covered11220
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $270,400
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
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 $6,008,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number34412
Policy instance 2
Insurance contract or identification number34412
Number of Individuals Covered8247
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,641
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY AD&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 $103,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51912-1
Policy instance 3
Insurance contract or identification number51912-1
Number of Individuals Covered3419
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $118,536
Total amount of fees paid to insurance companyUSD $47,811
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,634,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9908-46-19
Policy instance 4
Insurance contract or identification number9908-46-19
Number of Individuals Covered501
Insurance policy start date2021-11-01
Insurance policy end date2022-10-31
Total amount of commissions paid to insurance brokerUSD $5,407
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
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 $36,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU3671892
Policy instance 5
Insurance contract or identification numberGTU3671892
Number of Individuals Covered1554
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $2,136
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $14,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12025875
Policy instance 6
Insurance contract or identification number12025875
Number of Individuals Covered3712
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $708,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number34412
Policy instance 2
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number333230/333323
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51912-1
Policy instance 3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9908-46-19
Policy instance 4
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU3671892
Policy instance 5
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9908-46-19
Policy instance 6
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9908-46-19
Policy instance 5
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12025875
Policy instance 4
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51912-1
Policy instance 3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number34412
Policy instance 2
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number333230/333323
Policy instance 1
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number333230/333323
Policy instance 1
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number34412
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51912-1
Policy instance 3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 3671892
Policy instance 5
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12025875
Policy instance 4
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9908-46-19
Policy instance 6
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN0092796A
Policy instance 7
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN0092796A
Policy instance 1
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33323
Policy instance 2
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number34412
Policy instance 3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51912
Policy instance 4
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 3671892
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12025875
Policy instance 5
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU 3671892
Policy instance 6
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number12025875
Policy instance 5
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number51912
Policy instance 4
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number34412
Policy instance 3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number33323
Policy instance 2
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN0092796A
Policy instance 1

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