TRUSTEES OF ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND
401k plan membership statisitcs for ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND
| Measure | Date | Value |
|---|
| 2022 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-2,122,287 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-2,122,287 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,269,854 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $5,229,352 |
| Total income from all sources (including contributions) | 2022-12-31 | $4,896,949 |
| Total loss/gain on sale of assets | 2022-12-31 | $87,772 |
| Total of all expenses incurred | 2022-12-31 | $7,255,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,204,818 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,453,936 |
| Value of total assets at end of year | 2022-12-31 | $12,377,872 |
| Value of total assets at beginning of year | 2022-12-31 | $13,696,212 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $4,050,973 |
| Total interest from all sources | 2022-12-31 | $179,132 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $170,911 |
| Administrative expenses professional fees incurred | 2022-12-31 | $160,416 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $191,789 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $137,148 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $18,246 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $106,059 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $3,853,968 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $3,683,807 |
| Other income not declared elsewhere | 2022-12-31 | $3,127,485 |
| Administrative expenses (other) incurred | 2022-12-31 | $3,639,161 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $2,415,886 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $1,545,545 |
| Value of net income/loss | 2022-12-31 | $-2,358,842 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,108,018 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,466,860 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $87,754 |
| Interest earned on other investments | 2022-12-31 | $177,517 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,115,142 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $383,162 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $383,162 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $1,615 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $3,204,818 |
| Asset value of US Government securities at end of year | 2022-12-31 | $3,911,090 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $3,988,261 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Assets. Value of employer real property at end of year | 2022-12-31 | $27,114 |
| Assets. Value of employer real property at beginning of year | 2022-12-31 | $26,694 |
| Contributions received in cash from employer | 2022-12-31 | $3,453,936 |
| Employer contributions (assets) at end of year | 2022-12-31 | $246,330 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $235,913 |
| Income. Dividends from common stock | 2022-12-31 | $170,911 |
| Contract administrator fees | 2022-12-31 | $163,642 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $6,868,161 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $8,818,975 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2022-12-31 | $87,772 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ARMANINO, LLP |
| Accountancy firm EIN | 2022-12-31 | 946214841 |
| 2021 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $948,236 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $948,236 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $5,229,352 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $5,654,092 |
| Total income from all sources (including contributions) | 2021-12-31 | $7,408,266 |
| Total loss/gain on sale of assets | 2021-12-31 | $21,448 |
| Total of all expenses incurred | 2021-12-31 | $6,604,326 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,940,611 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,042,691 |
| Value of total assets at end of year | 2021-12-31 | $13,696,212 |
| Value of total assets at beginning of year | 2021-12-31 | $13,317,012 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,663,715 |
| Total interest from all sources | 2021-12-31 | $172,806 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $206,861 |
| Administrative expenses professional fees incurred | 2021-12-31 | $202,359 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $137,148 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $102,177 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $106,059 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $33,075 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $3,683,807 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $3,618,900 |
| Other income not declared elsewhere | 2021-12-31 | $3,016,224 |
| Administrative expenses (other) incurred | 2021-12-31 | $3,050,217 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $1,545,545 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $1,725,596 |
| Value of net income/loss | 2021-12-31 | $803,940 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,466,860 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,662,920 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $92,711 |
| Income. Interest from US Government securities | 2021-12-31 | $167,739 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $383,162 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,319,275 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,319,275 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $5,067 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $2,940,611 |
| Asset value of US Government securities at end of year | 2021-12-31 | $3,988,261 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $3,687,038 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Assets. Value of employer real property at end of year | 2021-12-31 | $26,694 |
| Assets. Value of employer real property at beginning of year | 2021-12-31 | $24,544 |
| Contributions received in cash from employer | 2021-12-31 | $3,042,691 |
| Employer contributions (assets) at end of year | 2021-12-31 | $235,913 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $305,068 |
| Income. Dividends from common stock | 2021-12-31 | $206,861 |
| Contract administrator fees | 2021-12-31 | $318,428 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $8,818,975 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $7,845,835 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2021-12-31 | $21,448 |
| Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $309,596 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | ARMANINO, LLP |
| Accountancy firm EIN | 2021-12-31 | 946214841 |
| 2020 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $694,146 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $694,146 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $5,654,092 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,964,712 |
| Total income from all sources (including contributions) | 2020-12-31 | $6,323,985 |
| Total loss/gain on sale of assets | 2020-12-31 | $-339,503 |
| Total of all expenses incurred | 2020-12-31 | $5,895,348 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,799,026 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,815,410 |
| Value of total assets at end of year | 2020-12-31 | $13,317,012 |
| Value of total assets at beginning of year | 2020-12-31 | $12,198,995 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,096,322 |
| Total interest from all sources | 2020-12-31 | $161,649 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $188,038 |
| Administrative expenses professional fees incurred | 2020-12-31 | $130,005 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $102,177 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $32,427 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $33,075 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $21,835 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $3,618,900 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $4,658,183 |
| Other income not declared elsewhere | 2020-12-31 | $2,804,245 |
| Administrative expenses (other) incurred | 2020-12-31 | $2,724,410 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $1,725,596 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $306,529 |
| Value of net income/loss | 2020-12-31 | $428,637 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,662,920 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,234,283 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $91,343 |
| Income. Interest from US Government securities | 2020-12-31 | $157,891 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,319,275 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,149,516 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,149,516 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $3,758 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $2,799,026 |
| Asset value of US Government securities at end of year | 2020-12-31 | $3,687,038 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $3,523,755 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Assets. Value of employer real property at end of year | 2020-12-31 | $24,544 |
| Assets. Value of employer real property at beginning of year | 2020-12-31 | $18,240 |
| Contributions received in cash from employer | 2020-12-31 | $2,815,410 |
| Employer contributions (assets) at end of year | 2020-12-31 | $305,068 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $197,445 |
| Income. Dividends from common stock | 2020-12-31 | $188,038 |
| Contract administrator fees | 2020-12-31 | $150,564 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $7,845,835 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $7,255,777 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2020-12-31 | $-339,503 |
| Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $309,596 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | RSM US LLP |
| Accountancy firm EIN | 2020-12-31 | 420714325 |
| 2019 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $1,118,171 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $1,118,171 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,964,712 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,959,733 |
| Total income from all sources (including contributions) | 2019-12-31 | $6,074,915 |
| Total loss/gain on sale of assets | 2019-12-31 | $173,152 |
| Total of all expenses incurred | 2019-12-31 | $4,882,419 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,712,692 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,818,065 |
| Value of total assets at end of year | 2019-12-31 | $12,198,995 |
| Value of total assets at beginning of year | 2019-12-31 | $11,001,520 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,169,727 |
| Total interest from all sources | 2019-12-31 | $325,527 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Administrative expenses professional fees incurred | 2019-12-31 | $133,325 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $32,427 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $24,916 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $21,835 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $15,039 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $4,658,183 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $4,299,293 |
| Other income not declared elsewhere | 2019-12-31 | $1,640,000 |
| Administrative expenses (other) incurred | 2019-12-31 | $1,956,799 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $306,529 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $660,440 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $1,192,496 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,234,283 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,041,787 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $79,603 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,149,516 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $1,355,706 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $1,355,706 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $325,527 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,712,692 |
| Asset value of US Government securities at end of year | 2019-12-31 | $3,523,755 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $3,116,293 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Assets. Value of employer real property at end of year | 2019-12-31 | $18,240 |
| Assets. Value of employer real property at beginning of year | 2019-12-31 | $15,746 |
| Contributions received in cash from employer | 2019-12-31 | $2,818,065 |
| Employer contributions (assets) at end of year | 2019-12-31 | $197,445 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $142,959 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $7,255,777 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $6,330,861 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $173,152 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2019-12-31 | 521855942 |
| 2018 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-1,142,419 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-1,142,419 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,959,733 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,226,074 |
| Total income from all sources (including contributions) | 2018-12-31 | $4,153,949 |
| Total loss/gain on sale of assets | 2018-12-31 | $237,607 |
| Total of all expenses incurred | 2018-12-31 | $5,641,371 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,885,085 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,361,250 |
| Value of total assets at end of year | 2018-12-31 | $11,001,520 |
| Value of total assets at beginning of year | 2018-12-31 | $11,755,283 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,756,286 |
| Total interest from all sources | 2018-12-31 | $282,511 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Administrative expenses professional fees incurred | 2018-12-31 | $135,594 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $24,916 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $52,902 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $15,039 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $16,701 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $4,299,293 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $4,014,086 |
| Other income not declared elsewhere | 2018-12-31 | $1,415,000 |
| Administrative expenses (other) incurred | 2018-12-31 | $2,538,220 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $660,440 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $211,988 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-1,487,422 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,041,787 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,529,209 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $82,472 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $1,355,706 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,127,661 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,127,661 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $282,511 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $2,885,085 |
| Asset value of US Government securities at end of year | 2018-12-31 | $3,116,293 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $3,086,668 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Assets. Value of employer real property at end of year | 2018-12-31 | $15,746 |
| Assets. Value of employer real property at beginning of year | 2018-12-31 | $15,216 |
| Contributions received in cash from employer | 2018-12-31 | $3,361,250 |
| Employer contributions (assets) at end of year | 2018-12-31 | $142,959 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $213,365 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $6,330,861 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $7,242,770 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $237,607 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2018-12-31 | 521855942 |
| 2017 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $739,736 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $739,736 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,226,074 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $3,808,986 |
| Total income from all sources (including contributions) | 2017-12-31 | $6,114,255 |
| Total loss/gain on sale of assets | 2017-12-31 | $333,644 |
| Total of all expenses incurred | 2017-12-31 | $5,317,910 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,680,931 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,359,726 |
| Value of total assets at end of year | 2017-12-31 | $11,755,283 |
| Value of total assets at beginning of year | 2017-12-31 | $10,541,850 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,636,979 |
| Total interest from all sources | 2017-12-31 | $266,149 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Administrative expenses professional fees incurred | 2017-12-31 | $140,055 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $52,902 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $56,763 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $16,701 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $56,227 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $4,014,086 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $3,427,095 |
| Other income not declared elsewhere | 2017-12-31 | $1,415,000 |
| Administrative expenses (other) incurred | 2017-12-31 | $2,418,024 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $211,988 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $381,891 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $796,345 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,529,209 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,732,864 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $78,900 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,127,661 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $792,540 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $792,540 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $266,149 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $2,680,931 |
| Asset value of US Government securities at end of year | 2017-12-31 | $3,086,668 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $2,750,528 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Assets. Value of employer real property at end of year | 2017-12-31 | $15,216 |
| Assets. Value of employer real property at beginning of year | 2017-12-31 | $21,801 |
| Contributions received in cash from employer | 2017-12-31 | $3,359,726 |
| Employer contributions (assets) at end of year | 2017-12-31 | $213,365 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $305,334 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $7,242,770 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $6,558,657 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $333,644 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2017-12-31 | 521855942 |
| 2016 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $5,482 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $5,482 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,808,986 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $3,116,902 |
| Total income from all sources (including contributions) | 2016-12-31 | $4,903,126 |
| Total loss/gain on sale of assets | 2016-12-31 | $14,502 |
| Total of all expenses incurred | 2016-12-31 | $4,825,950 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,275,783 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,104,706 |
| Value of total assets at end of year | 2016-12-31 | $10,541,850 |
| Value of total assets at beginning of year | 2016-12-31 | $9,772,590 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,550,167 |
| Total interest from all sources | 2016-12-31 | $289,705 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
| Administrative expenses professional fees incurred | 2016-12-31 | $222,673 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Participant contributions at end of year | 2016-12-31 | $0 |
| Participant contributions at beginning of year | 2016-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $56,763 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $30,654 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $56,227 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $14,816 |
| Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $3,427,095 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $2,982,515 |
| Other income not declared elsewhere | 2016-12-31 | $1,488,731 |
| Administrative expenses (other) incurred | 2016-12-31 | $2,269,508 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $381,891 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $134,387 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $77,176 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,732,864 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,655,688 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
| Investment advisory and management fees | 2016-12-31 | $57,986 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $792,540 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $494,946 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $494,946 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $289,705 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $2,275,783 |
| Asset value of US Government securities at end of year | 2016-12-31 | $2,750,528 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $2,677,139 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2016-12-31 | $21,801 |
| Assets. Value of employer real property at beginning of year | 2016-12-31 | $11,735 |
| Contributions received in cash from employer | 2016-12-31 | $3,104,706 |
| Employer contributions (assets) at end of year | 2016-12-31 | $305,334 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $142,229 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $6,558,657 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $6,401,071 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $14,502 |
| Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2016-12-31 | 521855942 |
| 2015 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-235,876 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-235,876 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $3,116,902 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $2,786,000 |
| Total income from all sources (including contributions) | 2015-12-31 | $4,202,664 |
| Total loss/gain on sale of assets | 2015-12-31 | $158,346 |
| Total of all expenses incurred | 2015-12-31 | $4,502,471 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,146,455 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,728,447 |
| Value of total assets at end of year | 2015-12-31 | $9,772,590 |
| Value of total assets at beginning of year | 2015-12-31 | $9,741,495 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,356,016 |
| Total interest from all sources | 2015-12-31 | $266,811 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
| Administrative expenses professional fees incurred | 2015-12-31 | $73,809 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Participant contributions at end of year | 2015-12-31 | $0 |
| Participant contributions at beginning of year | 2015-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $30,654 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $42,794 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $12,140 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $14,816 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $8,470 |
| Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $2,982,515 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $2,484,671 |
| Other income not declared elsewhere | 2015-12-31 | $1,284,936 |
| Administrative expenses (other) incurred | 2015-12-31 | $2,223,244 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $134,387 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $301,329 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-299,807 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,655,688 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,955,495 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
| Investment advisory and management fees | 2015-12-31 | $58,963 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2015-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $494,946 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $906,162 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $906,162 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $266,811 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $2,134,315 |
| Asset value of US Government securities at end of year | 2015-12-31 | $2,677,139 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $2,713,565 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2015-12-31 | $11,735 |
| Assets. Value of employer real property at beginning of year | 2015-12-31 | $8,512 |
| Contributions received in cash from employer | 2015-12-31 | $2,728,447 |
| Employer contributions (assets) at end of year | 2015-12-31 | $142,229 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $133,635 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $6,401,071 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $5,928,357 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-12-31 | $0 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $158,346 |
| Liabilities. Value of acquisition indebtedness at end of year | 2015-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2015-12-31 | 521855942 |
| 2014 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-213,009 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-213,009 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,786,000 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $2,764,435 |
| Total income from all sources (including contributions) | 2014-12-31 | $4,229,010 |
| Total loss/gain on sale of assets | 2014-12-31 | $384,121 |
| Total of all expenses incurred | 2014-12-31 | $4,084,540 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,031,267 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,625,238 |
| Value of total assets at end of year | 2014-12-31 | $9,741,495 |
| Value of total assets at beginning of year | 2014-12-31 | $9,575,460 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,053,273 |
| Total interest from all sources | 2014-12-31 | $273,155 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
| Administrative expenses professional fees incurred | 2014-12-31 | $65,540 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Participant contributions at end of year | 2014-12-31 | $0 |
| Participant contributions at beginning of year | 2014-12-31 | $0 |
| Participant contributions at end of year | 2014-12-31 | $0 |
| Participant contributions at beginning of year | 2014-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $42,794 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $42,561 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $8,470 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $5,147 |
| Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $2,484,671 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $2,609,800 |
| Other income not declared elsewhere | 2014-12-31 | $1,159,505 |
| Administrative expenses (other) incurred | 2014-12-31 | $1,931,790 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $301,329 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $154,635 |
| Value of net income/loss | 2014-12-31 | $144,470 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,955,495 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,811,025 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
| Investment advisory and management fees | 2014-12-31 | $55,943 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2014-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $906,162 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $819,797 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $819,797 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $273,155 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,031,267 |
| Asset value of US Government securities at end of year | 2014-12-31 | $2,713,565 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $2,971,666 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2014-12-31 | $8,512 |
| Assets. Value of employer real property at beginning of year | 2014-12-31 | $4,251 |
| Contributions received in cash from employer | 2014-12-31 | $2,625,238 |
| Employer contributions (assets) at end of year | 2014-12-31 | $133,635 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $142,227 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $5,928,357 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $5,589,811 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-12-31 | $0 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2014-12-31 | $384,121 |
| Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2014-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2014-12-31 | 521855942 |
| 2013 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $757,859 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $757,859 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,764,435 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $2,380,710 |
| Total income from all sources (including contributions) | 2013-12-31 | $5,054,975 |
| Total loss/gain on sale of assets | 2013-12-31 | $81,855 |
| Total of all expenses incurred | 2013-12-31 | $4,292,613 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,261,402 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,933,727 |
| Value of total assets at end of year | 2013-12-31 | $9,575,460 |
| Value of total assets at beginning of year | 2013-12-31 | $8,429,373 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,031,211 |
| Total interest from all sources | 2013-12-31 | $248,920 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
| Administrative expenses professional fees incurred | 2013-12-31 | $59,377 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Participant contributions at end of year | 2013-12-31 | $0 |
| Participant contributions at beginning of year | 2013-12-31 | $0 |
| Participant contributions at end of year | 2013-12-31 | $0 |
| Participant contributions at beginning of year | 2013-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $42,561 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $41,590 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $5,147 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $5,338 |
| Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $2,609,800 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $2,273,601 |
| Other income not declared elsewhere | 2013-12-31 | $1,032,614 |
| Administrative expenses (other) incurred | 2013-12-31 | $1,919,438 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $154,635 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $107,109 |
| Value of net income/loss | 2013-12-31 | $762,362 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,811,025 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,048,663 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
| Investment advisory and management fees | 2013-12-31 | $52,396 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2013-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $819,797 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $681,640 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $681,640 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $248,920 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $2,261,402 |
| Asset value of US Government securities at end of year | 2013-12-31 | $2,971,666 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $3,046,410 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2013-12-31 | $4,251 |
| Assets. Value of employer real property at beginning of year | 2013-12-31 | $6,021 |
| Contributions received in cash from employer | 2013-12-31 | $2,933,727 |
| Employer contributions (assets) at end of year | 2013-12-31 | $142,227 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $145,723 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $5,589,811 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $4,502,651 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-12-31 | $0 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2013-12-31 | $81,855 |
| Liabilities. Value of acquisition indebtedness at end of year | 2013-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2013-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2013-12-31 | 521855942 |
| 2012 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $239,716 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $239,716 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $2,380,710 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,771,801 |
| Total income from all sources (including contributions) | 2012-12-31 | $4,880,373 |
| Total loss/gain on sale of assets | 2012-12-31 | $275,096 |
| Total of all expenses incurred | 2012-12-31 | $4,517,388 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $2,491,939 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,006,864 |
| Value of total assets at end of year | 2012-12-31 | $8,429,373 |
| Value of total assets at beginning of year | 2012-12-31 | $7,457,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,025,449 |
| Total interest from all sources | 2012-12-31 | $192,505 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Assets. Real estate other than employer real property at end of year | 2012-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
| Administrative expenses professional fees incurred | 2012-12-31 | $60,678 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $0 |
| Participant contributions at end of year | 2012-12-31 | $0 |
| Participant contributions at beginning of year | 2012-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $41,590 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $56,166 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $5,338 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5,986 |
| Assets. Loans (other than to participants) at end of year | 2012-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $2,273,601 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,637,218 |
| Other income not declared elsewhere | 2012-12-31 | $1,166,192 |
| Administrative expenses (other) incurred | 2012-12-31 | $1,917,444 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $107,109 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $134,583 |
| Value of net income/loss | 2012-12-31 | $362,985 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,048,663 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,685,678 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
| Investment advisory and management fees | 2012-12-31 | $47,327 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
| Value of interest in master investment trust accounts at end of year | 2012-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $681,640 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $122,308 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $122,308 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $192,505 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $2,491,939 |
| Asset value of US Government securities at end of year | 2012-12-31 | $3,046,410 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $3,128,738 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2012-12-31 | $6,021 |
| Assets. Value of employer real property at beginning of year | 2012-12-31 | $5,866 |
| Contributions received in cash from employer | 2012-12-31 | $3,006,864 |
| Employer contributions (assets) at end of year | 2012-12-31 | $145,723 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $143,994 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $4,502,651 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $3,994,421 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-12-31 | $0 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2012-12-31 | $275,096 |
| Liabilities. Value of acquisition indebtedness at end of year | 2012-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2012-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | TATE & TRYON |
| Accountancy firm EIN | 2012-12-31 | 521855942 |
| 2011 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $0 |
| Total transfer of assets from this plan | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,771,801 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $2,059,542 |
| Total income from all sources (including contributions) | 2011-12-31 | $4,474,184 |
| Total loss/gain on sale of assets | 2011-12-31 | $201,137 |
| Total of all expenses incurred | 2011-12-31 | $4,472,206 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,519,202 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $2,995,585 |
| Value of total assets at end of year | 2011-12-31 | $7,457,479 |
| Value of total assets at beginning of year | 2011-12-31 | $8,307,950 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,953,004 |
| Total interest from all sources | 2011-12-31 | $216,515 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Assets. Real estate other than employer real property at end of year | 2011-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2011-12-31 | $0 |
| Administrative expenses professional fees incurred | 2011-12-31 | $65,548 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $0 |
| Participant contributions at end of year | 2011-12-31 | $0 |
| Participant contributions at beginning of year | 2011-12-31 | $0 |
| Participant contributions at end of year | 2011-12-31 | $0 |
| Participant contributions at beginning of year | 2011-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $56,166 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $52,482 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $5,986 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $6,769 |
| Assets. Loans (other than to participants) at end of year | 2011-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,637,218 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $1,808,167 |
| Other income not declared elsewhere | 2011-12-31 | $1,060,947 |
| Administrative expenses (other) incurred | 2011-12-31 | $1,838,415 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $134,583 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $251,375 |
| Income. Non cash contributions | 2011-12-31 | $0 |
| Value of net income/loss | 2011-12-31 | $1,978 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,685,678 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,248,408 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2011-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $0 |
| Investment advisory and management fees | 2011-12-31 | $49,041 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
| Interest earned on other investments | 2011-12-31 | $3,684 |
| Value of interest in master investment trust accounts at end of year | 2011-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $122,308 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $274,711 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $274,711 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $212,831 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $2,519,202 |
| Asset value of US Government securities at end of year | 2011-12-31 | $3,128,738 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $3,051,725 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2011-12-31 | $5,866 |
| Assets. Value of employer real property at beginning of year | 2011-12-31 | $3,428 |
| Contributions received in cash from employer | 2011-12-31 | $2,995,585 |
| Employer contributions (assets) at end of year | 2011-12-31 | $143,994 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $164,468 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
| Contract administrator fees | 2011-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $3,994,421 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $4,754,367 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-12-31 | $0 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2011-12-31 | $201,137 |
| Liabilities. Value of acquisition indebtedness at end of year | 2011-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2011-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | RAFFA AND ASSOCIATES |
| Accountancy firm EIN | 2011-12-31 | 521511275 |
| 2010 : ASSOCIATED BUILDERS & CONTRACTORS INSURANCE TRUST FUND 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets to this plan | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $2,059,542 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,927,668 |
| Total income from all sources (including contributions) | 2010-12-31 | $5,066,465 |
| Total loss/gain on sale of assets | 2010-12-31 | $182,115 |
| Total of all expenses incurred | 2010-12-31 | $4,825,511 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,652,565 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $3,117,816 |
| Value of total assets at end of year | 2010-12-31 | $8,307,950 |
| Value of total assets at beginning of year | 2010-12-31 | $7,868,499 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,172,946 |
| Total interest from all sources | 2010-12-31 | $224,863 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
| Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
| Administrative expenses professional fees incurred | 2010-12-31 | $144,476 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $0 |
| Participant contributions at end of year | 2010-12-31 | $0 |
| Participant contributions at beginning of year | 2010-12-31 | $0 |
| Participant contributions at end of year | 2010-12-31 | $0 |
| Participant contributions at beginning of year | 2010-12-31 | $0 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $52,482 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $52,063 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $6,769 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $97,770 |
| Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $1,808,167 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $1,737,776 |
| Other income not declared elsewhere | 2010-12-31 | $1,541,671 |
| Administrative expenses (other) incurred | 2010-12-31 | $1,980,794 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $251,375 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $189,892 |
| Income. Non cash contributions | 2010-12-31 | $0 |
| Value of net income/loss | 2010-12-31 | $240,954 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,248,408 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,940,831 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
| Investment advisory and management fees | 2010-12-31 | $47,676 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
| Interest earned on other investments | 2010-12-31 | $419 |
| Value of interest in master investment trust accounts at end of year | 2010-12-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $274,711 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $210,856 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $210,856 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $224,444 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $2,652,565 |
| Asset value of US Government securities at end of year | 2010-12-31 | $3,051,725 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $3,502,440 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
| Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
| Assets. Value of employer real property at end of year | 2010-12-31 | $3,428 |
| Assets. Value of employer real property at beginning of year | 2010-12-31 | $5,644 |
| Contributions received in cash from employer | 2010-12-31 | $3,117,816 |
| Employer contributions (assets) at end of year | 2010-12-31 | $164,468 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $218,692 |
| Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
| Contract administrator fees | 2010-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $4,754,367 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $3,781,034 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2010-12-31 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2010-12-31 | $0 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2010-12-31 | $182,115 |
| Liabilities. Value of acquisition indebtedness at end of year | 2010-12-31 | $0 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2010-12-31 | $0 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | RAFFA AND ASSOCIATES |
| Accountancy firm EIN | 2010-12-31 | 521511275 |
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | PAI 9062724-B |
| Policy instance | 3 |
| Insurance contract or identification number | PAI 9062724-B | | Number of Individuals Covered | 567 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,354 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | 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 Carrier | USD $15,691 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,354 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD 117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD 117185 | | Number of Individuals Covered | 230 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $89,445 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 8330 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | 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 Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5343686 |
| Policy instance | 4 |
| Insurance contract or identification number | 5343686 | | Number of Individuals Covered | 4532 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $9,867 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $202,756 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,867 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 7596 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | 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 Carrier | USD $0 | | 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 number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 228 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $106,945 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | PAI 9062724-B |
| Policy instance | 3 |
| Insurance contract or identification number | PAI 9062724-B | | Number of Individuals Covered | 535 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,379 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | 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 Carrier | USD $15,860 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,379 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5343686 |
| Policy instance | 4 |
| Insurance contract or identification number | 5343686 | | Number of Individuals Covered | 3790 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $9,871 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $184,061 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,871 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 6516 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 229 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $103,582 | | 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 number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 254 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Welfare Benefit Premiums Paid to Carrier | USD $93,428 |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | PAI 9062724-B |
| Policy instance | 4 |
| Insurance contract or identification number | PAI 9062724-B | | Number of Individuals Covered | 635 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | 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 Carrier | USD $17,841 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 6646 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5343686 |
| Policy instance | 3 |
| Insurance contract or identification number | 5343686 | | Number of Individuals Covered | 3595 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $8,599 | | Total amount of fees paid to insurance company | USD $13 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $185,664 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,599 | | Amount paid for insurance broker fees | 13 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | PAI 9062724-B |
| Policy instance | 4 |
| Insurance contract or identification number | PAI 9062724-B | | Number of Individuals Covered | 580 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $2,273 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D / PARALYSIS | | 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 Carrier | USD $15,151 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,273 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 424 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $123,143 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 5882 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TS05343686 |
| Policy instance | 3 |
| Insurance contract or identification number | TS05343686 | | Number of Individuals Covered | 3575 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $7,627 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $146,779 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,627 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TSO5343686 |
| Policy instance | 4 |
| Insurance contract or identification number | TSO5343686 | | Number of Individuals Covered | 3398 | | Insurance policy start date | 2016-07-01 | | Insurance policy end date | 2017-06-30 | | Total amount of commissions paid to insurance broker | USD $5,912 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $129,286 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,912 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 6431 | | Insurance policy start date | 2016-07-01 | | Insurance policy end date | 2017-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 392 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $92,333 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | PAI 9062724-B |
| Policy instance | 3 |
| Insurance contract or identification number | PAI 9062724-B | | Number of Individuals Covered | 536 | | Insurance policy start date | 2016-04-01 | | Insurance policy end date | 2017-03-31 | | Total amount of commissions paid to insurance broker | USD $2,398 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D, PARALYSIS | | 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 Carrier | USD $15,984 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,398 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 308 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $92,333 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | PAI 9062724-A |
| Policy instance | 3 |
| Insurance contract or identification number | PAI 9062724-A | | Number of Individuals Covered | 575 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $2,449 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D, PARALYSIS | | 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 Carrier | USD $16,323 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,449 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TSO5343686 |
| Policy instance | 4 |
| Insurance contract or identification number | TSO5343686 | | Number of Individuals Covered | 3286 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $5,319 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $106,319 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,319 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 5824 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2016-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | 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 Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 5438 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 |
|
| NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
| Policy contract number | PAI 9062724 |
| Policy instance | 3 |
| Insurance contract or identification number | PAI 9062724 | | Number of Individuals Covered | 575 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $2,547 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D, PARALYSIS | | 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 Carrier | USD $16,979 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,547 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TSO5343686 |
| Policy instance | 4 |
| Insurance contract or identification number | TSO5343686 | | Number of Individuals Covered | 2997 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $4,292 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $94,703 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,292 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 269 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $87,172 | | 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 number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 294 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $82,369 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 6039 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 237069 |
| Policy instance | 3 |
| Insurance contract or identification number | 237069 | | Number of Individuals Covered | 1714 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $103,978 | | 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 number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 295 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $93,924 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 237069 |
| Policy instance | 3 |
| Insurance contract or identification number | 237069 | | Number of Individuals Covered | 1967 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $133,050 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 6245 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 237069 |
| Policy instance | 3 |
| Insurance contract or identification number | 237069 | | Number of Individuals Covered | 2190 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $143,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 6516 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 338 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $102,757 | | 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 number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 369 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $108,581 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 7174 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 237069 |
| Policy instance | 4 |
| Insurance contract or identification number | 237069 | | Number of Individuals Covered | 2222 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $149,185 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 ) |
| Policy contract number | JT923 |
| Policy instance | 3 |
| Insurance contract or identification number | JT923 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $14,332 | | Total amount of fees paid to insurance company | USD $8,263 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $124,453 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 237069 |
| Policy instance | 4 |
| Insurance contract or identification number | 237069 | | Number of Individuals Covered | 2465 | | Insurance policy start date | 2009-07-01 | | Insurance policy end date | 2010-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $159,231 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRUSTMARK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62863 ) |
| Policy contract number | JT923 |
| Policy instance | 3 |
| Insurance contract or identification number | JT923 | | Number of Individuals Covered | 260 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $77,040 | | Total amount of fees paid to insurance company | USD $44,927 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $655,671 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $77,040 | | Amount paid for insurance broker fees | 44927 | | Additional information about fees paid to insurance broker | PLAN SUPERVISION | | Insurance broker organization code? | 3 | | Insurance broker name | ABC INSURANCE SERVICES INC. |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD117185 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD117185 | | Number of Individuals Covered | 493 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $542 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $107,687 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 542 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 | | Insurance broker name | ABC INSURANCE SERVICES,INC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5659000 |
| Policy instance | 1 |
| Insurance contract or identification number | 5659000 | | Number of Individuals Covered | 8506 | | Insurance policy start date | 2009-07-01 | | Insurance policy end date | 2010-06-30 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&D | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
