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BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 401k Plan overview

Plan NameBUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN
Plan identification number 507

BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover

401k Sponsoring company profile

PUBCO CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PUBCO CORPORATION
Employer identification number (EIN):530246410
NAIC Classification:322200

Additional information about PUBCO CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2057296

More information about PUBCO CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5072022-08-01
5072021-08-01
5072020-08-01
5072019-08-01
5072018-08-01
5072017-08-01STEPHEN KALETTE STEPHEN KALETTE2019-01-21
5072015-08-01STEPHEN KALETTE STEPHEN KALETTE2017-01-30
5072014-08-01STEPHEN KALETTE STEPHEN KALETTE2016-01-22
5072013-08-01STEPHEN KALETTE STEPHEN KALETTE2015-01-23
5072012-08-01STEPHEN KALETTE
5072011-08-01STEPHEN KALETTE STEPHEN KALETTE2013-01-30
5072009-08-01 STEPHEN KALETTE2011-01-17

Plan Statistics for BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN

401k plan membership statisitcs for BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN

Measure Date Value
2022: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-019
Total number of active participants reported on line 7a of the Form 55002022-08-01182
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-010
Total of all active and inactive participants2022-08-01182
Total participants2022-08-01182
2021: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-019
Total number of active participants reported on line 7a of the Form 55002021-08-019
Number of retired or separated participants receiving benefits2021-08-010
Number of other retired or separated participants entitled to future benefits2021-08-010
Total of all active and inactive participants2021-08-019
Total participants2021-08-019
2020: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-0110
Total number of active participants reported on line 7a of the Form 55002020-08-019
Number of retired or separated participants receiving benefits2020-08-010
Number of other retired or separated participants entitled to future benefits2020-08-010
Total of all active and inactive participants2020-08-019
Total participants2020-08-019
2019: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-0110
Total number of active participants reported on line 7a of the Form 55002019-08-0110
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-0110
Total participants2019-08-0110
2018: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-0110
Total number of active participants reported on line 7a of the Form 55002018-08-0110
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-08-010
Total participants2018-08-0110
Number of participants with account balances2018-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-08-010
2017: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-0113
Total number of active participants reported on line 7a of the Form 55002017-08-0110
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-08-010
Total participants2017-08-0110
Number of participants with account balances2017-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-08-010
2015: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-0112
Total number of active participants reported on line 7a of the Form 55002015-08-0112
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-08-010
Total participants2015-08-0112
Number of participants with account balances2015-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-08-010
2014: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-0113
Total number of active participants reported on line 7a of the Form 55002014-08-0112
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-08-010
Total participants2014-08-0112
Number of participants with account balances2014-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-08-010
2013: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-0112
Total number of active participants reported on line 7a of the Form 55002013-08-0113
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-08-010
Total participants2013-08-0113
Number of participants with account balances2013-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-08-010
2012: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0112
Total number of active participants reported on line 7a of the Form 55002012-08-0112
Number of retired or separated participants receiving benefits2012-08-010
Total of all active and inactive participants2012-08-0112
Total participants2012-08-0112
2011: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-0110
Total number of active participants reported on line 7a of the Form 55002011-08-0112
Number of retired or separated participants receiving benefits2011-08-010
Number of other retired or separated participants entitled to future benefits2011-08-010
Total of all active and inactive participants2011-08-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-08-010
Total participants2011-08-0112
Number of participants with account balances2011-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-08-010
2009: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-019
Total number of active participants reported on line 7a of the Form 55002009-08-019
Number of retired or separated participants receiving benefits2009-08-010
Number of other retired or separated participants entitled to future benefits2009-08-010
Total of all active and inactive participants2009-08-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-08-010
Total participants2009-08-019
Number of participants with account balances2009-08-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-08-010

Financial Data on BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN

Measure Date Value
2023 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2023 401k financial data
Total plan liabilities at end of year2023-07-31$0
Total plan liabilities at beginning of year2023-07-31$0
Total income from all sources2023-07-31$578
Expenses. Total of all expenses incurred2023-07-31$578
Benefits paid (including direct rollovers)2023-07-31$0
Total plan assets at end of year2023-07-31$0
Total plan assets at beginning of year2023-07-31$0
Value of fidelity bond covering the plan2023-07-31$500,000
Total contributions received or receivable from participants2023-07-31$0
Expenses. Other expenses not covered elsewhere2023-07-31$578
Contributions received from other sources (not participants or employers)2023-07-31$0
Other income received2023-07-31$0
Noncash contributions received2023-07-31$0
Net income (gross income less expenses)2023-07-31$0
Net plan assets at end of year (total assets less liabilities)2023-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2023-07-31$0
Total contributions received or receivable from employer(s)2023-07-31$578
Value of certain deemed distributions of participant loans2023-07-31$0
Value of corrective distributions2023-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-07-31$0
2022 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2022 401k financial data
Total plan liabilities at end of year2022-07-31$0
Total plan liabilities at beginning of year2022-07-31$0
Total income from all sources2022-07-31$508
Expenses. Total of all expenses incurred2022-07-31$508
Benefits paid (including direct rollovers)2022-07-31$0
Total plan assets at end of year2022-07-31$0
Total plan assets at beginning of year2022-07-31$0
Value of fidelity bond covering the plan2022-07-31$500,000
Total contributions received or receivable from participants2022-07-31$0
Expenses. Other expenses not covered elsewhere2022-07-31$508
Contributions received from other sources (not participants or employers)2022-07-31$0
Other income received2022-07-31$0
Noncash contributions received2022-07-31$0
Net income (gross income less expenses)2022-07-31$0
Net plan assets at end of year (total assets less liabilities)2022-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-07-31$0
Total contributions received or receivable from employer(s)2022-07-31$508
Value of certain deemed distributions of participant loans2022-07-31$0
Value of corrective distributions2022-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-07-31$0
2021 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2021 401k financial data
Total plan liabilities at end of year2021-07-31$0
Total plan liabilities at beginning of year2021-07-31$0
Total income from all sources2021-07-31$2,172
Expenses. Total of all expenses incurred2021-07-31$2,172
Benefits paid (including direct rollovers)2021-07-31$0
Total plan assets at end of year2021-07-31$0
Total plan assets at beginning of year2021-07-31$0
Value of fidelity bond covering the plan2021-07-31$500,000
Total contributions received or receivable from participants2021-07-31$0
Expenses. Other expenses not covered elsewhere2021-07-31$2,172
Contributions received from other sources (not participants or employers)2021-07-31$0
Other income received2021-07-31$0
Noncash contributions received2021-07-31$0
Net income (gross income less expenses)2021-07-31$0
Net plan assets at end of year (total assets less liabilities)2021-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2021-07-31$0
Total contributions received or receivable from employer(s)2021-07-31$2,172
Value of certain deemed distributions of participant loans2021-07-31$0
Value of corrective distributions2021-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-07-31$0
2020 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2020 401k financial data
Total plan liabilities at end of year2020-07-31$0
Total plan liabilities at beginning of year2020-07-31$0
Total income from all sources2020-07-31$2,240
Expenses. Total of all expenses incurred2020-07-31$2,240
Benefits paid (including direct rollovers)2020-07-31$0
Total plan assets at end of year2020-07-31$0
Total plan assets at beginning of year2020-07-31$0
Value of fidelity bond covering the plan2020-07-31$500,000
Total contributions received or receivable from participants2020-07-31$0
Expenses. Other expenses not covered elsewhere2020-07-31$2,240
Contributions received from other sources (not participants or employers)2020-07-31$0
Other income received2020-07-31$0
Noncash contributions received2020-07-31$0
Net income (gross income less expenses)2020-07-31$0
Net plan assets at end of year (total assets less liabilities)2020-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2020-07-31$0
Total contributions received or receivable from employer(s)2020-07-31$2,240
Value of certain deemed distributions of participant loans2020-07-31$0
Value of corrective distributions2020-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-07-31$0
2019 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2019 401k financial data
Total plan liabilities at end of year2019-07-31$0
Total plan liabilities at beginning of year2019-07-31$0
Total income from all sources2019-07-31$2,230
Expenses. Total of all expenses incurred2019-07-31$2,230
Benefits paid (including direct rollovers)2019-07-31$0
Total plan assets at end of year2019-07-31$0
Total plan assets at beginning of year2019-07-31$0
Value of fidelity bond covering the plan2019-07-31$500,000
Total contributions received or receivable from participants2019-07-31$0
Expenses. Other expenses not covered elsewhere2019-07-31$2,230
Contributions received from other sources (not participants or employers)2019-07-31$0
Other income received2019-07-31$0
Noncash contributions received2019-07-31$0
Net income (gross income less expenses)2019-07-31$0
Net plan assets at end of year (total assets less liabilities)2019-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-07-31$0
Total contributions received or receivable from employer(s)2019-07-31$2,230
Value of certain deemed distributions of participant loans2019-07-31$0
Value of corrective distributions2019-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-07-31$0
2018 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2018 401k financial data
Total plan liabilities at end of year2018-07-31$0
Total plan liabilities at beginning of year2018-07-31$0
Total income from all sources2018-07-31$5,053
Expenses. Total of all expenses incurred2018-07-31$5,053
Benefits paid (including direct rollovers)2018-07-31$0
Total plan assets at end of year2018-07-31$0
Total plan assets at beginning of year2018-07-31$0
Value of fidelity bond covering the plan2018-07-31$500,000
Total contributions received or receivable from participants2018-07-31$0
Expenses. Other expenses not covered elsewhere2018-07-31$5,053
Contributions received from other sources (not participants or employers)2018-07-31$0
Other income received2018-07-31$0
Noncash contributions received2018-07-31$0
Net income (gross income less expenses)2018-07-31$0
Net plan assets at end of year (total assets less liabilities)2018-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-07-31$0
Total contributions received or receivable from employer(s)2018-07-31$5,053
Value of certain deemed distributions of participant loans2018-07-31$0
Value of corrective distributions2018-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-07-31$0
2016 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2016 401k financial data
Total plan liabilities at end of year2016-07-31$0
Total plan liabilities at beginning of year2016-07-31$0
Total income from all sources2016-07-31$3,996
Expenses. Total of all expenses incurred2016-07-31$3,996
Benefits paid (including direct rollovers)2016-07-31$0
Total plan assets at end of year2016-07-31$0
Total plan assets at beginning of year2016-07-31$0
Value of fidelity bond covering the plan2016-07-31$500,000
Total contributions received or receivable from participants2016-07-31$0
Expenses. Other expenses not covered elsewhere2016-07-31$3,996
Contributions received from other sources (not participants or employers)2016-07-31$0
Other income received2016-07-31$0
Noncash contributions received2016-07-31$0
Net income (gross income less expenses)2016-07-31$0
Net plan assets at end of year (total assets less liabilities)2016-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-07-31$0
Total contributions received or receivable from employer(s)2016-07-31$3,996
Value of certain deemed distributions of participant loans2016-07-31$0
Value of corrective distributions2016-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-07-31$0
2015 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2015 401k financial data
Total income from all sources2015-07-31$4,133
Expenses. Total of all expenses incurred2015-07-31$4,133
Benefits paid (including direct rollovers)2015-07-31$0
Total plan assets at end of year2015-07-31$0
Total plan assets at beginning of year2015-07-31$0
Value of fidelity bond covering the plan2015-07-31$500,000
Total contributions received or receivable from participants2015-07-31$0
Expenses. Other expenses not covered elsewhere2015-07-31$4,133
Contributions received from other sources (not participants or employers)2015-07-31$0
Other income received2015-07-31$0
Noncash contributions received2015-07-31$0
Net income (gross income less expenses)2015-07-31$0
Net plan assets at end of year (total assets less liabilities)2015-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2015-07-31$0
Total contributions received or receivable from employer(s)2015-07-31$4,133
Value of certain deemed distributions of participant loans2015-07-31$0
Value of corrective distributions2015-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-07-31$0
2014 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2014 401k financial data
Total plan liabilities at end of year2014-07-31$0
Total plan liabilities at beginning of year2014-07-31$0
Total income from all sources2014-07-31$4,118
Expenses. Total of all expenses incurred2014-07-31$4,118
Benefits paid (including direct rollovers)2014-07-31$0
Total plan assets at end of year2014-07-31$0
Total plan assets at beginning of year2014-07-31$0
Value of fidelity bond covering the plan2014-07-31$500,000
Total contributions received or receivable from participants2014-07-31$0
Expenses. Other expenses not covered elsewhere2014-07-31$4,118
Contributions received from other sources (not participants or employers)2014-07-31$0
Other income received2014-07-31$0
Noncash contributions received2014-07-31$0
Net income (gross income less expenses)2014-07-31$0
Net plan assets at end of year (total assets less liabilities)2014-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-07-31$0
Total contributions received or receivable from employer(s)2014-07-31$4,118
Value of certain deemed distributions of participant loans2014-07-31$0
Value of corrective distributions2014-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-07-31$0
2013 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2013 401k financial data
Total plan liabilities at end of year2013-07-31$0
Total plan liabilities at beginning of year2013-07-31$0
Total income from all sources2013-07-31$4,134
Expenses. Total of all expenses incurred2013-07-31$4,134
Benefits paid (including direct rollovers)2013-07-31$0
Total plan assets at end of year2013-07-31$0
Total plan assets at beginning of year2013-07-31$0
Total contributions received or receivable from participants2013-07-31$0
Expenses. Other expenses not covered elsewhere2013-07-31$4,134
Contributions received from other sources (not participants or employers)2013-07-31$0
Other income received2013-07-31$0
Noncash contributions received2013-07-31$0
Net income (gross income less expenses)2013-07-31$0
Net plan assets at end of year (total assets less liabilities)2013-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-07-31$0
Total contributions received or receivable from employer(s)2013-07-31$4,134
Value of certain deemed distributions of participant loans2013-07-31$0
Value of corrective distributions2013-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-07-31$0
2012 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2012 401k financial data
Total plan liabilities at end of year2012-07-31$0
Total plan liabilities at beginning of year2012-07-31$0
Total income from all sources2012-07-31$3,522
Expenses. Total of all expenses incurred2012-07-31$3,522
Benefits paid (including direct rollovers)2012-07-31$0
Total plan assets at end of year2012-07-31$0
Total plan assets at beginning of year2012-07-31$0
Value of fidelity bond covering the plan2012-07-31$500,000
Total contributions received or receivable from participants2012-07-31$0
Expenses. Other expenses not covered elsewhere2012-07-31$3,522
Contributions received from other sources (not participants or employers)2012-07-31$0
Other income received2012-07-31$0
Noncash contributions received2012-07-31$0
Net income (gross income less expenses)2012-07-31$0
Net plan assets at end of year (total assets less liabilities)2012-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$0
Total contributions received or receivable from employer(s)2012-07-31$3,522
Value of certain deemed distributions of participant loans2012-07-31$0
Value of corrective distributions2012-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-07-31$0
2011 : BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-07-31$0
Total plan liabilities at beginning of year2011-07-31$0
Total income from all sources2011-07-31$3,170
Expenses. Total of all expenses incurred2011-07-31$3,170
Benefits paid (including direct rollovers)2011-07-31$0
Total plan assets at end of year2011-07-31$0
Total plan assets at beginning of year2011-07-31$0
Value of fidelity bond covering the plan2011-07-31$500,000
Total contributions received or receivable from participants2011-07-31$0
Expenses. Other expenses not covered elsewhere2011-07-31$3,170
Contributions received from other sources (not participants or employers)2011-07-31$0
Other income received2011-07-31$0
Noncash contributions received2011-07-31$0
Net income (gross income less expenses)2011-07-31$0
Net plan assets at end of year (total assets less liabilities)2011-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2011-07-31$0
Total contributions received or receivable from employer(s)2011-07-31$3,170
Value of certain deemed distributions of participant loans2011-07-31$0
Value of corrective distributions2011-07-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-07-31$0

Form 5500 Responses for BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN

2022: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2022 form 5500 responses
2022-08-01Type of plan entityMulitple employer plan
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan funding arrangement – General assets of the sponsorYes
2022-08-01Plan benefit arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – General assets of the sponsorYes
2021: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2021 form 5500 responses
2021-08-01Type of plan entityMulitple employer plan
2021-08-01Submission has been amendedNo
2021-08-01This submission is the final filingNo
2021-08-01This return/report is a short plan year return/report (less than 12 months)No
2021-08-01Plan is a collectively bargained planNo
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan funding arrangement – General assets of the sponsorYes
2021-08-01Plan benefit arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – General assets of the sponsorYes
2020: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2020 form 5500 responses
2020-08-01Type of plan entityMulitple employer plan
2020-08-01Submission has been amendedNo
2020-08-01This submission is the final filingNo
2020-08-01This return/report is a short plan year return/report (less than 12 months)No
2020-08-01Plan is a collectively bargained planNo
2020-08-01Plan funding arrangement – General assets of the sponsorYes
2020-08-01Plan benefit arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – General assets of the sponsorYes
2019: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2019 form 5500 responses
2019-08-01Type of plan entityMulitple employer plan
2019-08-01Submission has been amendedNo
2019-08-01This submission is the final filingNo
2019-08-01This return/report is a short plan year return/report (less than 12 months)No
2019-08-01Plan is a collectively bargained planNo
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – General assets of the sponsorYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – General assets of the sponsorYes
2018: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2018 form 5500 responses
2018-08-01Type of plan entityMulitple employer plan
2018-08-01Submission has been amendedNo
2018-08-01This submission is the final filingNo
2018-08-01This return/report is a short plan year return/report (less than 12 months)No
2018-08-01Plan is a collectively bargained planNo
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – General assets of the sponsorYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – General assets of the sponsorYes
2017: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2017 form 5500 responses
2017-08-01Type of plan entityMulitple employer plan
2017-08-01Submission has been amendedNo
2017-08-01This submission is the final filingNo
2017-08-01This return/report is a short plan year return/report (less than 12 months)No
2017-08-01Plan is a collectively bargained planNo
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – General assets of the sponsorYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – General assets of the sponsorYes
2015: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2015 form 5500 responses
2015-08-01Type of plan entityMulitple employer plan
2015-08-01Submission has been amendedNo
2015-08-01This submission is the final filingNo
2015-08-01This return/report is a short plan year return/report (less than 12 months)No
2015-08-01Plan is a collectively bargained planNo
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – General assets of the sponsorYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – General assets of the sponsorYes
2014: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2014 form 5500 responses
2014-08-01Type of plan entityMulitple employer plan
2014-08-01Submission has been amendedNo
2014-08-01This submission is the final filingNo
2014-08-01This return/report is a short plan year return/report (less than 12 months)No
2014-08-01Plan is a collectively bargained planNo
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2013 form 5500 responses
2013-08-01Type of plan entityMulitple employer plan
2013-08-01Submission has been amendedNo
2013-08-01This submission is the final filingNo
2013-08-01This return/report is a short plan year return/report (less than 12 months)No
2013-08-01Plan is a collectively bargained planNo
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2012 form 5500 responses
2012-08-01Type of plan entityMulitple employer plan
2012-08-01Submission has been amendedNo
2012-08-01This submission is the final filingNo
2012-08-01This return/report is a short plan year return/report (less than 12 months)No
2012-08-01Plan is a collectively bargained planNo
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2011 form 5500 responses
2011-08-01Type of plan entityMulitple employer plan
2011-08-01Submission has been amendedNo
2011-08-01This submission is the final filingNo
2011-08-01This return/report is a short plan year return/report (less than 12 months)No
2011-08-01Plan is a collectively bargained planNo
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2009: BUCKEYE BUSINESS PRODUCTS INC. & PUBCO CORPORATION ET AL GROUP LIFE PLAN 2009 form 5500 responses
2009-08-01Type of plan entityMulitple employer plan
2009-08-01Submission has been amendedNo
2009-08-01This submission is the final filingNo
2009-08-01This return/report is a short plan year return/report (less than 12 months)No
2009-08-01Plan is a collectively bargained planNo
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number71050
Policy instance 1
Insurance contract or identification number71050
Number of Individuals Covered182
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $168
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerFEE
Insurance broker organization code?5
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number71050
Policy instance 2
Insurance contract or identification number71050
Number of Individuals Covered9
Insurance policy start date2022-02-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $51
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number513269
Policy instance 1
Insurance contract or identification number513269
Number of Individuals Covered9
Insurance policy start date2021-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $91
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees91
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number51239
Policy instance 2
Insurance contract or identification number51239
Number of Individuals Covered9
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $51
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number51239
Policy instance 1
Insurance contract or identification number51239
Number of Individuals Covered5
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $180
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,587
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $180
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number51239
Policy instance 1
Insurance contract or identification number51239
Number of Individuals Covered10
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $190
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $190
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number513269
Policy instance 2
Insurance contract or identification number513269
Number of Individuals Covered10
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $6
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6
Amount paid for insurance broker fees0
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number693417
Policy instance 3
Insurance contract or identification number693417
Insurance policy start date2919-02-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $17
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES COMMISSIONS
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number51239
Policy instance 2
Insurance contract or identification number51239
Number of Individuals Covered5
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $240
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,732
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $240
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES COMMISSIONS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number88936
Policy instance 1
Insurance contract or identification number88936
Number of Individuals Covered10
Insurance policy start date2018-08-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES COMMISSIONS
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number51239
Policy instance 2
Insurance contract or identification number51239
Number of Individuals Covered5
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $30
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number88936
Policy instance 1
Insurance contract or identification number88936
Number of Individuals Covered10
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $118
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,666
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $118
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number51239
Policy instance 2
Insurance contract or identification number51239
Number of Individuals Covered12
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number88936
Policy instance 1
Insurance contract or identification number88936
Number of Individuals Covered12
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $199
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,439
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $199
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number88936
Policy instance 1
Insurance contract or identification number88936
Number of Individuals Covered12
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $188
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $188
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number512369
Policy instance 2
Insurance contract or identification number512369
Number of Individuals Covered12
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $29
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number512369
Policy instance 2
Insurance contract or identification number512369
Number of Individuals Covered8
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $4
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number88936
Policy instance 1
Insurance contract or identification number88936
Number of Individuals Covered13
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $189
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $189
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number512369
Policy instance 2
Insurance contract or identification number512369
Number of Individuals Covered8
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $190
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $190
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES COMMISSIONS
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number88986
Policy instance 1
Insurance contract or identification number88986
Number of Individuals Covered12
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $191
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,320
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $191
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerSALES COMMISSIONS
Insurance broker organization code?3
Insurance broker nameREDTAIL LTD.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number512369
Policy instance 2
Insurance contract or identification number512369
Number of Individuals Covered7
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $265
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number88986
Policy instance 1
Insurance contract or identification number88986
Number of Individuals Covered12
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $155
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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