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THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 401k Plan overview

Plan NameTHE CHIMES, DC, INC. HEALTH & WELFARE PLAN
Plan identification number 501

THE CHIMES, DC, INC. HEALTH & WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

THE CHIMES, DC, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CHIMES, DC, INC.
Employer identification number (EIN):541691953
NAIC Classification:561720
NAIC Description:Janitorial Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CHIMES, DC, INC. HEALTH & WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01DEBRA JOHNSON2023-10-16
5012021-01-01DEBRA JOHNSON2022-10-02
5012020-01-01DEBRA JOHNSON2021-09-19
5012019-01-01DEBRA JOHNSON2020-10-14
5012019-01-01DEBRA JOHNSON2021-02-18
5012018-01-01DEBRA JOHNSON - AS DIR. OF BENEFITS2019-10-07
5012017-01-01
5012016-01-01
5012015-01-01
5012015-01-01
5012014-01-01MARTIN LAMPNER MARTIN LAMPNER2015-10-14
5012013-01-01MARTY LAMPNER MARTY LAMPNER2014-10-13
5012012-01-01MARTY LAMPNER MARTY LAMPNER2013-09-20
5012011-01-01SANDY S. GARCIA
5012010-01-01SANDY S. GARCIA
5012009-01-01MARTIN LAMPNER
5012009-01-01 MARTIN LAMPNER2010-10-15

Plan Statistics for THE CHIMES, DC, INC. HEALTH & WELFARE PLAN

401k plan membership statisitcs for THE CHIMES, DC, INC. HEALTH & WELFARE PLAN

Measure Date Value
2022: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,197
Total number of active participants reported on line 7a of the Form 55002022-01-011,124
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-011,124
2021: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,133
Total number of active participants reported on line 7a of the Form 55002021-01-011,197
Total of all active and inactive participants2021-01-011,197
2020: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,213
Total number of active participants reported on line 7a of the Form 55002020-01-011,133
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-011,133
2019: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,245
Total number of active participants reported on line 7a of the Form 55002019-01-011,185
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-011,199
2018: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,207
Total number of active participants reported on line 7a of the Form 55002018-01-011,245
Total of all active and inactive participants2018-01-011,245
2017: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,288
Total number of active participants reported on line 7a of the Form 55002017-01-011,207
Total of all active and inactive participants2017-01-011,207
2016: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,283
Total number of active participants reported on line 7a of the Form 55002016-01-011,288
Total of all active and inactive participants2016-01-011,288
2015: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,306
Total number of active participants reported on line 7a of the Form 55002015-01-011,283
Total of all active and inactive participants2015-01-011,283
2014: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,365
Total number of active participants reported on line 7a of the Form 55002014-01-011,306
Total of all active and inactive participants2014-01-011,306
2013: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,471
Total number of active participants reported on line 7a of the Form 55002013-01-011,365
Total of all active and inactive participants2013-01-011,365
2012: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,560
Total number of active participants reported on line 7a of the Form 55002012-01-011,471
Total of all active and inactive participants2012-01-011,471
2011: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,536
Total number of active participants reported on line 7a of the Form 55002011-01-011,560
Total of all active and inactive participants2011-01-011,560
Total participants2011-01-011,560
2010: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,471
Total number of active participants reported on line 7a of the Form 55002010-01-011,536
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-011,536
2009: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,482
Total number of active participants reported on line 7a of the Form 55002009-01-011,471
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,471

Financial Data on THE CHIMES, DC, INC. HEALTH & WELFARE PLAN

Measure Date Value
2022 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-464,242
Total unrealized appreciation/depreciation of assets2022-12-31$-464,242
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$606,144
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$656,359
Total income from all sources (including contributions)2022-12-31$911,299
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,481,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,398,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,070,247
Value of total assets at end of year2022-12-31$16,759,854
Value of total assets at beginning of year2022-12-31$24,380,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,082,689
Total interest from all sources2022-12-31$305,294
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$93,912
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$3,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$125,037
Assets. Other investments not covered elsewhere at end of year2022-12-31$10,456,951
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,722,589
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$176,709
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$150,536
Administrative expenses (other) incurred2022-12-31$314,344
Total non interest bearing cash at end of year2022-12-31$5,873,867
Total non interest bearing cash at beginning of year2022-12-31$12,462,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,570,281
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,153,710
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,723,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Interest earned on other investments2022-12-31$305,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$235,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$185,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$185,064
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$2,574,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$945,210
Employer contributions (assets) at end of year2022-12-31$16,414
Employer contributions (assets) at beginning of year2022-12-31$859,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,824,083
Contract administrator fees2022-12-31$674,433
Liabilities. Value of benefit claims payable at end of year2022-12-31$606,144
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$656,359
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-195,082
Total unrealized appreciation/depreciation of assets2021-12-31$-195,082
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$656,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$947,273
Total income from all sources (including contributions)2021-12-31$11,503,943
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$9,292,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$8,235,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,438,144
Value of total assets at end of year2021-12-31$24,380,350
Value of total assets at beginning of year2021-12-31$22,459,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,057,492
Total interest from all sources2021-12-31$260,881
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$264,462
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$3,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$109,486
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,722,589
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$150,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$284,576
Administrative expenses (other) incurred2021-12-31$120,000
Total non interest bearing cash at end of year2021-12-31$12,462,711
Total non interest bearing cash at beginning of year2021-12-31$10,427,043
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,211,377
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,723,991
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$21,512,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$27,315
Interest earned on other investments2021-12-31$260,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$185,064
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,311,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,328,658
Employer contributions (assets) at end of year2021-12-31$859,450
Employer contributions (assets) at beginning of year2021-12-31$855,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,923,091
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$10,892,504
Contract administrator fees2021-12-31$645,715
Liabilities. Value of benefit claims payable at end of year2021-12-31$656,359
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$947,273
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-49,666
Total unrealized appreciation/depreciation of assets2020-12-31$-49,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$947,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$832,467
Total income from all sources (including contributions)2020-12-31$11,336,974
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$9,069,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,040,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,149,625
Value of total assets at end of year2020-12-31$22,459,887
Value of total assets at beginning of year2020-12-31$20,077,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,028,767
Total interest from all sources2020-12-31$237,015
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$177,046
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$114,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$284,576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$645,752
Administrative expenses (other) incurred2020-12-31$164,096
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$10,427,043
Total non interest bearing cash at beginning of year2020-12-31$7,878,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,267,650
Value of net assets at end of year (total assets less liabilities)2020-12-31$21,512,614
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,244,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$27,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$237,015
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$2,370,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,035,349
Employer contributions (assets) at end of year2020-12-31$855,764
Employer contributions (assets) at beginning of year2020-12-31$845,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,669,793
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$10,892,504
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$10,707,502
Contract administrator fees2020-12-31$660,624
Liabilities. Value of benefit claims payable at end of year2020-12-31$947,273
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$832,467
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$20,293
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$20,293
Total unrealized appreciation/depreciation of assets2019-12-31$20,293
Total unrealized appreciation/depreciation of assets2019-12-31$20,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$987,583
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$987,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,060,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,060,548
Total income from all sources (including contributions)2019-12-31$11,525,704
Total income from all sources (including contributions)2019-12-31$11,525,704
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,314,250
Total of all expenses incurred2019-12-31$8,314,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,144,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,144,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,190,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$11,190,558
Value of total assets at end of year2019-12-31$19,512,701
Value of total assets at end of year2019-12-31$19,512,701
Value of total assets at beginning of year2019-12-31$17,374,212
Value of total assets at beginning of year2019-12-31$17,374,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,169,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,169,553
Total interest from all sources2019-12-31$314,853
Total interest from all sources2019-12-31$314,853
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$227,652
Administrative expenses professional fees incurred2019-12-31$227,652
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$103,084
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$81,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$81,022
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$76,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$76,221
Other income not declared elsewhere2019-12-31$630,014
Administrative expenses (other) incurred2019-12-31$171,807
Administrative expenses (other) incurred2019-12-31$171,807
Liabilities. Value of operating payables at end of year2019-12-31$57,049
Liabilities. Value of operating payables at end of year2019-12-31$57,049
Liabilities. Value of operating payables at beginning of year2019-12-31$1,130,014
Liabilities. Value of operating payables at beginning of year2019-12-31$1,130,014
Total non interest bearing cash at end of year2019-12-31$7,878,747
Total non interest bearing cash at end of year2019-12-31$7,878,747
Total non interest bearing cash at beginning of year2019-12-31$5,998,990
Total non interest bearing cash at beginning of year2019-12-31$5,998,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,211,454
Value of net income/loss2019-12-31$3,211,454
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,525,118
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,525,118
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,313,664
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,313,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$26,516
Investment advisory and management fees2019-12-31$26,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$44,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$44,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$105,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$105,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$105,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$105,663
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$314,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$314,853
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,190,558
Contributions received in cash from employer2019-12-31$11,190,558
Employer contributions (assets) at end of year2019-12-31$845,430
Employer contributions (assets) at end of year2019-12-31$845,430
Employer contributions (assets) at beginning of year2019-12-31$895,329
Employer contributions (assets) at beginning of year2019-12-31$895,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,144,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,144,697
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,663,263
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$10,663,263
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,298,009
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$10,298,009
Contract administrator fees2019-12-31$2,743,578
Contract administrator fees2019-12-31$2,743,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$930,534
Liabilities. Value of benefit claims payable at end of year2019-12-31$930,534
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$930,534
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$930,534
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$101,551
Total unrealized appreciation/depreciation of assets2018-12-31$101,551
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,060,548
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,128,332
Total income from all sources (including contributions)2018-12-31$11,264,516
Total loss/gain on sale of assets2018-12-31$-268,033
Total of all expenses incurred2018-12-31$9,399,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,768,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,108,203
Value of total assets at end of year2018-12-31$17,374,212
Value of total assets at beginning of year2018-12-31$15,577,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,630,928
Total interest from all sources2018-12-31$322,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$382,747
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$76,221
Administrative expenses (other) incurred2018-12-31$252,362
Liabilities. Value of operating payables at end of year2018-12-31$1,130,014
Liabilities. Value of operating payables at beginning of year2018-12-31$1,555,089
Total non interest bearing cash at end of year2018-12-31$5,998,990
Total non interest bearing cash at beginning of year2018-12-31$1,752,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,864,665
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,313,664
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,448,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$15,543
Income. Interest from US Government securities2018-12-31$103,532
Income. Interest from corporate debt instruments2018-12-31$90,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$105,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$456,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$456,105
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$128,462
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$885,424
Asset value of US Government securities at beginning of year2018-12-31$5,621,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,108,203
Employer contributions (assets) at end of year2018-12-31$895,329
Employer contributions (assets) at beginning of year2018-12-31$3,133,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,883,499
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$10,298,009
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$4,613,912
Contract administrator fees2018-12-31$980,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$930,534
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$573,243
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$12,680,614
Aggregate carrying amount (costs) on sale of assets2018-12-31$12,948,647
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2018-12-31521231901
2017 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-30,631
Total unrealized appreciation/depreciation of assets2017-12-31$-30,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,128,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,570,883
Total income from all sources (including contributions)2017-12-31$11,615,773
Total loss/gain on sale of assets2017-12-31$-174,176
Total of all expenses incurred2017-12-31$9,735,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$6,646,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,600,484
Value of total assets at end of year2017-12-31$15,577,331
Value of total assets at beginning of year2017-12-31$19,139,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,088,796
Total interest from all sources2017-12-31$215,714
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$33,551
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$10,057
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$456,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$5,670,564
Administrative expenses (other) incurred2017-12-31$1,351,312
Liabilities. Value of operating payables at end of year2017-12-31$1,555,089
Liabilities. Value of operating payables at beginning of year2017-12-31$470,481
Total non interest bearing cash at end of year2017-12-31$1,752,434
Total non interest bearing cash at beginning of year2017-12-31$6,662,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,880,546
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,448,999
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,568,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$22,043
Income. Interest from US Government securities2017-12-31$124,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$456,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,382,683
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,382,683
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$91,310
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$2,617,602
Asset value of US Government securities at end of year2017-12-31$5,621,072
Asset value of US Government securities at beginning of year2017-12-31$5,317,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,590,427
Employer contributions (assets) at end of year2017-12-31$3,133,808
Employer contributions (assets) at beginning of year2017-12-31$1,320,613
Income. Dividends from common stock2017-12-31$4,382
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,028,829
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$4,613,912
Contract administrator fees2017-12-31$1,681,890
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$573,243
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,429,838
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$5,179,613
Aggregate carrying amount (costs) on sale of assets2017-12-31$5,353,789
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2017-12-31521231901
2016 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$10,668
Total unrealized appreciation/depreciation of assets2016-12-31$10,668
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,570,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,031,412
Total income from all sources (including contributions)2016-12-31$11,730,466
Total loss/gain on sale of assets2016-12-31$-54,134
Total of all expenses incurred2016-12-31$10,944,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,278,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,427,946
Value of total assets at end of year2016-12-31$19,139,336
Value of total assets at beginning of year2016-12-31$17,814,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,666,448
Total interest from all sources2016-12-31$159,719
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$456,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$595,689
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$5,670,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$5,545,205
Other income not declared elsewhere2016-12-31$185,874
Administrative expenses (other) incurred2016-12-31$714,221
Liabilities. Value of operating payables at end of year2016-12-31$470,481
Liabilities. Value of operating payables at beginning of year2016-12-31$668,987
Total non interest bearing cash at end of year2016-12-31$6,662,067
Total non interest bearing cash at beginning of year2016-12-31$2,270,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$785,558
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,568,453
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,782,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$19,366
Income. Interest from US Government securities2016-12-31$103,822
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,382,683
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$6,509,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$6,509,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$55,897
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$3,261,633
Asset value of US Government securities at end of year2016-12-31$5,317,385
Asset value of US Government securities at beginning of year2016-12-31$7,035,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,426,548
Employer contributions (assets) at end of year2016-12-31$1,320,613
Employer contributions (assets) at beginning of year2016-12-31$1,402,826
Income. Dividends from common stock2016-12-31$393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$6,016,827
Contract administrator fees2016-12-31$932,861
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,429,838
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$817,220
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,675,000
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,729,134
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2016-12-31521231901
2015 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-42,688
Total unrealized appreciation/depreciation of assets2015-12-31$-42,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,031,412
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,757,535
Total income from all sources (including contributions)2015-12-31$11,483,285
Total loss/gain on sale of assets2015-12-31$-28,551
Total of all expenses incurred2015-12-31$10,308,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$7,895,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$11,043,828
Value of total assets at end of year2015-12-31$17,814,307
Value of total assets at beginning of year2015-12-31$16,365,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,413,306
Total interest from all sources2015-12-31$121,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$203,102
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$466
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$595,689
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$181,080
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$5,545,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$5,560,871
Other income not declared elsewhere2015-12-31$389,403
Administrative expenses (other) incurred2015-12-31$1,069,751
Liabilities. Value of operating payables at end of year2015-12-31$668,987
Liabilities. Value of operating payables at beginning of year2015-12-31$637,316
Total non interest bearing cash at end of year2015-12-31$2,270,861
Total non interest bearing cash at beginning of year2015-12-31$3,563,046
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,174,481
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,782,895
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,608,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$63,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,569,112
Income. Interest from US Government securities2015-12-31$117,144
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$6,509,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,105,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,105,232
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,149
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$4,319,593
Asset value of US Government securities at end of year2015-12-31$7,035,851
Asset value of US Government securities at beginning of year2015-12-31$7,607,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,043,362
Employer contributions (assets) at end of year2015-12-31$1,402,826
Employer contributions (assets) at beginning of year2015-12-31$1,339,611
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,575,905
Contract administrator fees2015-12-31$1,077,379
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$817,220
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$559,348
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$825,000
Aggregate carrying amount (costs) on sale of assets2015-12-31$853,551
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GORFINE, SCHILLER & GARDYN, PA
Accountancy firm EIN2015-12-31521231901
2014 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-23,953
Total unrealized appreciation/depreciation of assets2014-12-31$-23,953
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,757,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,966,365
Total income from all sources (including contributions)2014-12-31$10,993,156
Total loss/gain on sale of assets2014-12-31$-15,768
Total of all expenses incurred2014-12-31$9,460,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,250,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,293,881
Value of total assets at end of year2014-12-31$16,365,949
Value of total assets at beginning of year2014-12-31$15,042,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,209,935
Total interest from all sources2014-12-31$146,209
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$219,143
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$7,493
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$181,080
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$437,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$5,560,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$5,549,869
Other income not declared elsewhere2014-12-31$592,787
Administrative expenses (other) incurred2014-12-31$861,977
Liabilities. Value of operating payables at end of year2014-12-31$637,316
Liabilities. Value of operating payables at beginning of year2014-12-31$393,229
Total non interest bearing cash at end of year2014-12-31$3,563,046
Total non interest bearing cash at beginning of year2014-12-31$1,989,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,532,307
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,608,414
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,076,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$47,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,569,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,833,247
Income. Interest from US Government securities2014-12-31$143,003
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,105,232
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,315,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,315,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,206
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,591,138
Asset value of US Government securities at end of year2014-12-31$7,607,868
Asset value of US Government securities at beginning of year2014-12-31$7,255,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$10,286,388
Employer contributions (assets) at end of year2014-12-31$1,339,611
Employer contributions (assets) at beginning of year2014-12-31$1,211,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,659,776
Contract administrator fees2014-12-31$1,081,518
Liabilities. Value of benefit claims payable at end of year2014-12-31$559,348
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,023,267
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,005,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,020,768
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2014-12-31562552172
2013 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-149,859
Total unrealized appreciation/depreciation of assets2013-12-31$-149,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,966,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,329,189
Total income from all sources (including contributions)2013-12-31$11,458,741
Total loss/gain on sale of assets2013-12-31$-17,412
Total of all expenses incurred2013-12-31$10,849,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,559,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,307,321
Value of total assets at end of year2013-12-31$15,042,472
Value of total assets at beginning of year2013-12-31$13,796,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,290,363
Total interest from all sources2013-12-31$146,451
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$30,277
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$20,062
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$437,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,010,519
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$5,549,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,139,712
Other income not declared elsewhere2013-12-31$1,172,240
Administrative expenses (other) incurred2013-12-31$1,106,766
Liabilities. Value of operating payables at end of year2013-12-31$393,229
Liabilities. Value of operating payables at beginning of year2013-12-31$256,293
Total non interest bearing cash at end of year2013-12-31$1,989,343
Total non interest bearing cash at beginning of year2013-12-31$1,403,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$609,167
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,076,107
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,466,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$61,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,833,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,681,540
Income. Interest from US Government securities2013-12-31$143,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,315,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,019,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,019,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,359
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,721,300
Asset value of US Government securities at end of year2013-12-31$7,255,833
Asset value of US Government securities at beginning of year2013-12-31$6,443,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,287,259
Employer contributions (assets) at end of year2013-12-31$1,211,551
Employer contributions (assets) at beginning of year2013-12-31$1,237,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$6,837,911
Contract administrator fees2013-12-31$1,092,055
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,023,267
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$933,184
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,950,000
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,967,412
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2013-12-31562552172
2012 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-45,911
Total unrealized appreciation/depreciation of assets2012-12-31$-45,911
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,329,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,312,758
Total income from all sources (including contributions)2012-12-31$11,363,602
Total loss/gain on sale of assets2012-12-31$-38,102
Total of all expenses incurred2012-12-31$9,339,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,312,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,212,644
Value of total assets at end of year2012-12-31$13,796,129
Value of total assets at beginning of year2012-12-31$11,755,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,027,260
Total interest from all sources2012-12-31$199,313
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$20,818
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$8,059
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,010,519
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$451,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,139,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,469,681
Other income not declared elsewhere2012-12-31$1,035,658
Administrative expenses (other) incurred2012-12-31$1,182,282
Liabilities. Value of operating payables at end of year2012-12-31$256,293
Liabilities. Value of operating payables at beginning of year2012-12-31$414,077
Total non interest bearing cash at end of year2012-12-31$1,403,093
Total non interest bearing cash at beginning of year2012-12-31$856,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,024,288
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,466,940
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,442,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$46,176
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,681,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,506,630
Income. Interest from US Government securities2012-12-31$196,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,019,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$636,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$636,081
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,039
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,810,491
Asset value of US Government securities at end of year2012-12-31$6,443,728
Asset value of US Government securities at beginning of year2012-12-31$6,055,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,204,585
Employer contributions (assets) at end of year2012-12-31$1,237,880
Employer contributions (assets) at beginning of year2012-12-31$1,248,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,501,563
Contract administrator fees2012-12-31$777,984
Liabilities. Value of benefit claims payable at end of year2012-12-31$933,184
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$429,000
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$2,910,000
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,948,102
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31INEICH & COMPANY, LLP
Accountancy firm EIN2012-12-31562552172
2011 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-7,094
Total unrealized appreciation/depreciation of assets2011-12-31$-7,094
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,312,758
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,236,233
Total income from all sources (including contributions)2011-12-31$11,210,014
Total of all expenses incurred2011-12-31$10,571,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,394,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,181,940
Value of total assets at end of year2011-12-31$11,755,410
Value of total assets at beginning of year2011-12-31$11,040,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,177,155
Total interest from all sources2011-12-31$172,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$19,183
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$31,552
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$101,777
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$451,773
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$38,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,469,681
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,735,305
Other income not declared elsewhere2011-12-31$862,910
Administrative expenses (other) incurred2011-12-31$1,605,789
Liabilities. Value of operating payables at end of year2011-12-31$414,077
Liabilities. Value of operating payables at beginning of year2011-12-31$364,928
Total non interest bearing cash at end of year2011-12-31$856,285
Total non interest bearing cash at beginning of year2011-12-31$91,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$638,379
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,442,652
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,804,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$45,215
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,506,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,307,221
Income. Interest from US Government securities2011-12-31$165,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$636,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,469,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,469,513
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$6,406
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,825,088
Asset value of US Government securities at end of year2011-12-31$6,055,981
Asset value of US Government securities at beginning of year2011-12-31$5,808,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,150,388
Employer contributions (assets) at end of year2011-12-31$1,248,660
Employer contributions (assets) at beginning of year2011-12-31$1,325,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,467,615
Contract administrator fees2011-12-31$506,968
Liabilities. Value of benefit claims payable at end of year2011-12-31$429,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,136,000
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MILLER KAPLAN ARASE LLP
Accountancy firm EIN2011-12-31952036255
2010 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$720
Total unrealized appreciation/depreciation of assets2010-12-31$720
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,236,233
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$5,396,460
Total income from all sources (including contributions)2010-12-31$9,829,168
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$9,695,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,743,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,189,430
Value of total assets at end of year2010-12-31$11,040,506
Value of total assets at beginning of year2010-12-31$10,067,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,952,268
Total interest from all sources2010-12-31$174,106
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$18,897
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$27,772
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$124,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$38,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$109,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,735,305
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,259,547
Other income not declared elsewhere2010-12-31$459,510
Administrative expenses (other) incurred2010-12-31$1,428,423
Liabilities. Value of operating payables at end of year2010-12-31$364,928
Liabilities. Value of operating payables at beginning of year2010-12-31$296,229
Total non interest bearing cash at end of year2010-12-31$91,765
Total non interest bearing cash at beginning of year2010-12-31$154,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$133,596
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,804,273
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,670,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$38,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,307,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,904,050
Income. Interest from US Government securities2010-12-31$61,480
Income. Interest from corporate debt instruments2010-12-31$108,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,469,513
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,195,836
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,195,836
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$4,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,534,082
Asset value of US Government securities at end of year2010-12-31$5,808,342
Asset value of US Government securities at beginning of year2010-12-31$5,548,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,402
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,161,658
Employer contributions (assets) at end of year2010-12-31$1,325,332
Employer contributions (assets) at beginning of year2010-12-31$1,155,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$6,084,384
Contract administrator fees2010-12-31$466,370
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,136,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$840,684
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN2010-12-31952036255

Form 5500 Responses for THE CHIMES, DC, INC. HEALTH & WELFARE PLAN

2022: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202724
Policy instance 4
Insurance contract or identification numberUNI-202724
Number of Individuals Covered849
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,607
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $380,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,607
Insurance broker organization code?3
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract number98616
Policy instance 3
Insurance contract or identification number98616
Number of Individuals Covered383
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,000,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00546845
Policy instance 2
Insurance contract or identification number00546845
Number of Individuals Covered604
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $103,780
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberCOMPSYCH
Policy instance 1
Insurance contract or identification numberCOMPSYCH
Number of Individuals Covered1224
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
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 $18,534
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered1197
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
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 $18,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00546845
Policy instance 2
Insurance contract or identification number00546845
Number of Individuals Covered613
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $90,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract number98616
Policy instance 3
Insurance contract or identification number98616
Number of Individuals Covered401
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,133,548
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number5407
Policy instance 4
Insurance contract or identification number5407
Number of Individuals Covered851
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $365,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number91529
Policy instance 3
Insurance contract or identification number91529
Number of Individuals Covered883
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,690
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $334,514
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,690
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00546845
Policy instance 2
Insurance contract or identification number00546845
Number of Individuals Covered622
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $86,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered1205
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
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 $18,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPSYCH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered1198
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $18,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00546845
Policy instance 2
Insurance contract or identification number00546845
Number of Individuals Covered622
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $86,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract numberSE616
Policy instance 3
Insurance contract or identification numberSE616
Number of Individuals Covered372
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $2,329,349
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other welfare benefits providedAD&D
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number91529
Policy instance 4
Insurance contract or identification number91529
Number of Individuals Covered821
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,917
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $295,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,917
Insurance broker organization code?3
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract numberSE616
Policy instance 2
Insurance contract or identification numberSE616
Number of Individuals Covered401
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,522,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number238
Policy instance 1
Insurance contract or identification number238
Number of Individuals Covered1245
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $17,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00546845
Policy instance 3
Insurance contract or identification number00546845
Number of Individuals Covered628
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $117,607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202724
Policy instance 4
Insurance contract or identification numberUNI-202724
Number of Individuals Covered851
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,447
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $422,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,447
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 645585
Policy instance 1
Insurance contract or identification numberGL 645585
Number of Individuals Covered1201
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $12,902
Total amount of fees paid to insurance companyUSD $17,828
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $129,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,902
Amount paid for insurance broker fees17828
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameFCE BENEFIT ADMINSTRATORS,INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 645785
Policy instance 2
Insurance contract or identification numberVAR 645785
Number of Individuals Covered1201
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,040
Total amount of fees paid to insurance companyUSD $1,438
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,040
Amount paid for insurance broker fees1438
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameFCE BENEFIT ADMINSTRATORS,INC.
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number238
Policy instance 3
Insurance contract or identification number238
Number of Individuals Covered1207
Insurance policy start date2016-07-01
Insurance policy end date2017-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $15,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract number42984
Policy instance 4
Insurance contract or identification number42984
Number of Individuals Covered785
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $56,894
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $632,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,894
Insurance broker organization code?3
Insurance broker nameFCE BENEFIT ADMINSTRATORS,INC.
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCLLMBCHM9
Policy instance 5
Insurance contract or identification numberCLLMBCHM9
Number of Individuals Covered31
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,563,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?5
Insurance broker nameFCE BENEFIT ADMINSTRATORS,INC.
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSL-IHCRS-00132
Policy instance 6
Insurance contract or identification numberSSL-IHCRS-00132
Number of Individuals Covered795
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,074,406
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 numberVAR 645785
Policy instance 2
Insurance contract or identification numberVAR 645785
Number of Individuals Covered1252
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,029
Total amount of fees paid to insurance companyUSD $1,131
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $10,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MADISON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65781 )
Policy contract numberMNL LMB CHM 1
Policy instance 3
Insurance contract or identification numberMNL LMB CHM 1
Number of Individuals Covered533
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $241,029
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,261,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number238
Policy instance 4
Insurance contract or identification number238
Number of Individuals Covered1283
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $16,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberDP-337, DP-347
Policy instance 5
Insurance contract or identification numberDP-337, DP-347
Number of Individuals Covered518
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $60,574
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $272,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 645585
Policy instance 1
Insurance contract or identification numberGL 645585
Number of Individuals Covered1251
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $12,737
Total amount of fees paid to insurance companyUSD $14,011
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $127,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract numberDP-337, DP-347
Policy instance 7
Insurance contract or identification numberDP-337, DP-347
Number of Individuals Covered518
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 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 $330,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MADISON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65781 )
Policy contract numberMNL LMB CHM 1
Policy instance 6
Insurance contract or identification numberMNL LMB CHM 1
Number of Individuals Covered596
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $944,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number238
Policy instance 4
Insurance contract or identification number238
Number of Individuals Covered1252
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
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 $16,694
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 numberLTD117456
Policy instance 3
Insurance contract or identification numberLTD117456
Number of Individuals Covered62
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,718
Total amount of fees paid to insurance companyUSD $2,017
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 $27,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2017
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,347
Insurance broker nameGARY BECKMAN & STEVE PORTER
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 645785
Policy instance 2
Insurance contract or identification numberVAR 645785
Number of Individuals Covered1343
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,869
Total amount of fees paid to insurance companyUSD $7,584
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $38,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7584
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,869
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL-645585
Policy instance 1
Insurance contract or identification numberGL-645585
Number of Individuals Covered1343
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,727
Total amount of fees paid to insurance companyUSD $39,419
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 $197,762
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees39419
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9,727
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract numberSSL-IHCRS-00132
Policy instance 5
Insurance contract or identification numberSSL-IHCRS-00132
Number of Individuals Covered795
Insurance policy start date2013-12-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 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 $949,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL-645585
Policy instance 2
Insurance contract or identification numberGL-645585
Number of Individuals Covered1361
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,293
Total amount of fees paid to insurance companyUSD $76,466
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 $355,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees76466
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $8,293
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 645785
Policy instance 3
Insurance contract or identification numberVAR 645785
Number of Individuals Covered1361
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,613
Total amount of fees paid to insurance companyUSD $14,783
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $68,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees14783
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,613
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD117456
Policy instance 4
Insurance contract or identification numberLTD117456
Number of Individuals Covered59
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $587
Total amount of fees paid to insurance companyUSD $5,749
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 $26,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees5749
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $587
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-PO5-007R
Policy instance 1
Insurance contract or identification numberGER-PO5-007R
Number of Individuals Covered1242
Insurance policy start date2012-12-01
Insurance policy end date2013-12-12
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXCESS LOSS
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 $1,129,051
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 numberLTD117456
Policy instance 4
Insurance contract or identification numberLTD117456
Number of Individuals Covered59
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $455
Total amount of fees paid to insurance companyUSD $2,932
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 $29,325
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2932
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $455
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVAR 645785
Policy instance 3
Insurance contract or identification numberVAR 645785
Number of Individuals Covered1431
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,448
Total amount of fees paid to insurance companyUSD $17,339
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $80,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees17339
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,448
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-PO5-007R
Policy instance 1
Insurance contract or identification numberGER-PO5-007R
Number of Individuals Covered1386
Insurance policy start date2011-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEXCESS LOSS
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 $1,222,661
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL-645585
Policy instance 2
Insurance contract or identification numberGL-645585
Number of Individuals Covered1431
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,553
Total amount of fees paid to insurance companyUSD $89,152
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 $414,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees89152
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $7,553
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL-645585
Policy instance 2
Insurance contract or identification numberGL-645585
Number of Individuals Covered1467
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,649
Total amount of fees paid to insurance companyUSD $81,190
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $377,632
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 numberVAR 645785
Policy instance 3
Insurance contract or identification numberVAR 645785
Number of Individuals Covered1467
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,471
Total amount of fees paid to insurance companyUSD $15,564
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $72,393
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 numberLTD 117456
Policy instance 4
Insurance contract or identification numberLTD 117456
Number of Individuals Covered60
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $490
Total amount of fees paid to insurance companyUSD $4,888
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,734
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-PO5-007R
Policy instance 1
Insurance contract or identification numberGER-PO5-007R
Number of Individuals Covered1482
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Welfare Benefit Premiums Paid to CarrierUSD $1,277,945
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 numberVAR-645785
Policy instance 4
Insurance contract or identification numberVAR-645785
Number of Individuals Covered1485
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $849
Total amount of fees paid to insurance companyUSD $15,815
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 BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $73,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $849
Amount paid for insurance broker fees15815
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 117456
Policy instance 3
Insurance contract or identification numberLTD 117456
Number of Individuals Covered60
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $460
Total amount of fees paid to insurance companyUSD $5,272
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 $24,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $460
Amount paid for insurance broker fees5272
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL-645585
Policy instance 2
Insurance contract or identification numberGL-645585
Number of Individuals Covered1499
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,120
Total amount of fees paid to insurance companyUSD $82,224
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 $382,437
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,120
Amount paid for insurance broker fees82224
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES
Insurance broker organization code?5
Insurance broker nameFCE BENEFIT ADMINISTRATORS, INC.
GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract numberGER-PO5007R
Policy instance 1
Insurance contract or identification numberGER-PO5007R
Number of Individuals Covered1440
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $0
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 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 $1,053,567
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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