THE CHIMES, DC, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CHIMES, DC, INC. HEALTH & WELFARE PLAN
401k plan membership statisitcs for THE CHIMES, DC, INC. HEALTH & WELFARE PLAN
Measure | Date | Value |
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2022 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-464,242 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,481,580 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $16,759,854 |
Value of total assets at beginning of year | 2022-12-31 | $24,380,350 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,082,689 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $93,912 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $3,500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $125,037 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $10,456,951 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $10,722,589 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $176,709 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $150,536 |
Administrative expenses (other) incurred | 2022-12-31 | $314,344 |
Total non interest bearing cash at end of year | 2022-12-31 | $5,873,867 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Interest earned on other investments | 2022-12-31 | $305,294 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $235,913 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $185,064 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $185,064 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $2,574,808 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $945,210 |
Employer contributions (assets) at end of year | 2022-12-31 | $16,414 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $859,450 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,824,083 |
Contract administrator fees | 2022-12-31 | $674,433 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $606,144 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $656,359 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | RSM US LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-195,082 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $9,292,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $24,380,350 |
Value of total assets at beginning of year | 2021-12-31 | $22,459,887 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,057,492 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $264,462 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $3,500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $109,486 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $10,722,589 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $150,536 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $284,576 |
Administrative expenses (other) incurred | 2021-12-31 | $120,000 |
Total non interest bearing cash at end of year | 2021-12-31 | $12,462,711 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $27,315 |
Interest earned on other investments | 2021-12-31 | $260,881 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $185,064 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $2,311,983 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $11,328,658 |
Employer contributions (assets) at end of year | 2021-12-31 | $859,450 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $855,764 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,923,091 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $10,892,504 |
Contract administrator fees | 2021-12-31 | $645,715 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $656,359 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $947,273 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | RSM US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-49,666 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $9,069,324 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $22,459,887 |
Value of total assets at beginning of year | 2020-12-31 | $20,077,431 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,028,767 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $177,046 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $114,276 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $284,576 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $645,752 |
Administrative expenses (other) incurred | 2020-12-31 | $164,096 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $10,427,043 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $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 benefits | 2020-12-31 | $2,370,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $11,035,349 |
Employer contributions (assets) at end of year | 2020-12-31 | $855,764 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $845,430 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,669,793 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $10,892,504 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $10,707,502 |
Contract administrator fees | 2020-12-31 | $660,624 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $947,273 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $832,467 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $20,293 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $20,293 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $20,293 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,314,250 |
Total of all expenses incurred | 2019-12-31 | $8,314,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,144,697 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $19,512,701 |
Value of total assets at end of year | 2019-12-31 | $19,512,701 |
Value of total assets at beginning of year | 2019-12-31 | $17,374,212 |
Value of total assets at beginning of year | 2019-12-31 | $17,374,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,169,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,169,553 |
Total interest from all sources | 2019-12-31 | $314,853 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $227,652 |
Administrative expenses professional fees incurred | 2019-12-31 | $227,652 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $103,084 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $81,022 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $81,022 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $76,221 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $76,221 |
Other income not declared elsewhere | 2019-12-31 | $630,014 |
Administrative expenses (other) incurred | 2019-12-31 | $171,807 |
Administrative expenses (other) incurred | 2019-12-31 | $171,807 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $57,049 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $57,049 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,130,014 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $1,130,014 |
Total non interest bearing cash at end of year | 2019-12-31 | $7,878,747 |
Total non interest bearing cash at end of year | 2019-12-31 | $7,878,747 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $5,998,990 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,211,454 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $26,516 |
Investment advisory and management fees | 2019-12-31 | $26,516 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $44,239 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $44,239 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $105,663 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $105,663 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $105,663 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 benefits | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $11,190,558 |
Contributions received in cash from employer | 2019-12-31 | $11,190,558 |
Employer contributions (assets) at end of year | 2019-12-31 | $845,430 |
Employer contributions (assets) at end of year | 2019-12-31 | $845,430 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $895,329 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $895,329 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,144,697 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,144,697 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $10,663,263 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $10,663,263 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $10,298,009 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $10,298,009 |
Contract administrator fees | 2019-12-31 | $2,743,578 |
Contract administrator fees | 2019-12-31 | $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 2520.101-3 | 2019-12-31 | No |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $930,534 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $930,534 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $930,534 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $930,534 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm name | 2019-12-31 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $101,551 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $-268,033 |
Total of all expenses incurred | 2018-12-31 | $9,399,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $17,374,212 |
Value of total assets at beginning of year | 2018-12-31 | $15,577,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,630,928 |
Total interest from all sources | 2018-12-31 | $322,795 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $382,747 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $76,221 |
Administrative expenses (other) incurred | 2018-12-31 | $252,362 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $1,130,014 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $1,555,089 |
Total non interest bearing cash at end of year | 2018-12-31 | $5,998,990 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $15,543 |
Income. Interest from US Government securities | 2018-12-31 | $103,532 |
Income. Interest from corporate debt instruments | 2018-12-31 | $90,801 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $105,663 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $456,105 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 benefits | 2018-12-31 | $885,424 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $5,621,072 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $11,108,203 |
Employer contributions (assets) at end of year | 2018-12-31 | $895,329 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,133,808 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,883,499 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $10,298,009 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $4,613,912 |
Contract administrator fees | 2018-12-31 | $980,276 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $930,534 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $573,243 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $12,680,614 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $12,948,647 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | GORFINE, SCHILLER & GARDYN, PA |
Accountancy firm EIN | 2018-12-31 | 521231901 |
2017 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-30,631 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-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 assets | 2017-12-31 | $-174,176 |
Total of all expenses incurred | 2017-12-31 | $9,735,227 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $15,577,331 |
Value of total assets at beginning of year | 2017-12-31 | $19,139,336 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,088,796 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $33,551 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $10,057 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $456,588 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $5,670,564 |
Administrative expenses (other) incurred | 2017-12-31 | $1,351,312 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $1,555,089 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $470,481 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,752,434 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $22,043 |
Income. Interest from US Government securities | 2017-12-31 | $124,404 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $456,105 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $5,382,683 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 benefits | 2017-12-31 | $2,617,602 |
Asset value of US Government securities at end of year | 2017-12-31 | $5,621,072 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $5,317,385 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $11,590,427 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,133,808 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,320,613 |
Income. Dividends from common stock | 2017-12-31 | $4,382 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $4,028,829 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $4,613,912 |
Contract administrator fees | 2017-12-31 | $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 2520.101-3 | 2017-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $573,243 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $1,429,838 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $5,179,613 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $5,353,789 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | GORFINE, SCHILLER & GARDYN, PA |
Accountancy firm EIN | 2017-12-31 | 521231901 |
2016 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $10,668 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $-54,134 |
Total of all expenses incurred | 2016-12-31 | $10,944,908 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $19,139,336 |
Value of total assets at beginning of year | 2016-12-31 | $17,814,307 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,666,448 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,398 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $456,588 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $595,689 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $5,670,564 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $5,545,205 |
Other income not declared elsewhere | 2016-12-31 | $185,874 |
Administrative expenses (other) incurred | 2016-12-31 | $714,221 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $470,481 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $668,987 |
Total non interest bearing cash at end of year | 2016-12-31 | $6,662,067 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $19,366 |
Income. Interest from US Government securities | 2016-12-31 | $103,822 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $5,382,683 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $6,509,080 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 benefits | 2016-12-31 | $3,261,633 |
Asset value of US Government securities at end of year | 2016-12-31 | $5,317,385 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $7,035,851 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $11,426,548 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,320,613 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,402,826 |
Income. Dividends from common stock | 2016-12-31 | $393 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,016,827 |
Contract administrator fees | 2016-12-31 | $932,861 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $1,429,838 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $817,220 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $1,675,000 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,729,134 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | GORFINE, SCHILLER & GARDYN, PA |
Accountancy firm EIN | 2016-12-31 | 521231901 |
2015 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-42,688 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $-28,551 |
Total of all expenses incurred | 2015-12-31 | $10,308,804 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $17,814,307 |
Value of total assets at beginning of year | 2015-12-31 | $16,365,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,413,306 |
Total interest from all sources | 2015-12-31 | $121,293 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $203,102 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $466 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $595,689 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $181,080 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $5,545,205 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $5,560,871 |
Other income not declared elsewhere | 2015-12-31 | $389,403 |
Administrative expenses (other) incurred | 2015-12-31 | $1,069,751 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $668,987 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $637,316 |
Total non interest bearing cash at end of year | 2015-12-31 | $2,270,861 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $63,074 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,569,112 |
Income. Interest from US Government securities | 2015-12-31 | $117,144 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $6,509,080 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,105,232 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 benefits | 2015-12-31 | $4,319,593 |
Asset value of US Government securities at end of year | 2015-12-31 | $7,035,851 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $7,607,868 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $11,043,362 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,402,826 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $1,339,611 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,575,905 |
Contract administrator fees | 2015-12-31 | $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 2520.101-3 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $817,220 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $559,348 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $825,000 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $853,551 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | GORFINE, SCHILLER & GARDYN, PA |
Accountancy firm EIN | 2015-12-31 | 521231901 |
2014 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $-23,953 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $-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 assets | 2014-12-31 | $-15,768 |
Total of all expenses incurred | 2014-12-31 | $9,460,849 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $16,365,949 |
Value of total assets at beginning of year | 2014-12-31 | $15,042,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,209,935 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $219,143 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $7,493 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $181,080 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $437,206 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $5,560,871 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $5,549,869 |
Other income not declared elsewhere | 2014-12-31 | $592,787 |
Administrative expenses (other) incurred | 2014-12-31 | $861,977 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $637,316 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $393,229 |
Total non interest bearing cash at end of year | 2014-12-31 | $3,563,046 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $47,297 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,569,112 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,833,247 |
Income. Interest from US Government securities | 2014-12-31 | $143,003 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,105,232 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,315,292 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 benefits | 2014-12-31 | $2,591,138 |
Asset value of US Government securities at end of year | 2014-12-31 | $7,607,868 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $7,255,833 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $10,286,388 |
Employer contributions (assets) at end of year | 2014-12-31 | $1,339,611 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,211,551 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,659,776 |
Contract administrator fees | 2014-12-31 | $1,081,518 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $559,348 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,023,267 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $1,005,000 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,020,768 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | INEICH & COMPANY, LLP |
Accountancy firm EIN | 2014-12-31 | 562552172 |
2013 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-149,859 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-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 assets | 2013-12-31 | $-17,412 |
Total of all expenses incurred | 2013-12-31 | $10,849,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $15,042,472 |
Value of total assets at beginning of year | 2013-12-31 | $13,796,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,290,363 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $30,277 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $20,062 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $437,206 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,010,519 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $5,549,869 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $5,139,712 |
Other income not declared elsewhere | 2013-12-31 | $1,172,240 |
Administrative expenses (other) incurred | 2013-12-31 | $1,106,766 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $393,229 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $256,293 |
Total non interest bearing cash at end of year | 2013-12-31 | $1,989,343 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $61,265 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,833,247 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,681,540 |
Income. Interest from US Government securities | 2013-12-31 | $143,092 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,315,292 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,019,369 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 benefits | 2013-12-31 | $1,721,300 |
Asset value of US Government securities at end of year | 2013-12-31 | $7,255,833 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $6,443,728 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $10,287,259 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,211,551 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,237,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,837,911 |
Contract administrator fees | 2013-12-31 | $1,092,055 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,023,267 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $933,184 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,950,000 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,967,412 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | INEICH & COMPANY, LLP |
Accountancy firm EIN | 2013-12-31 | 562552172 |
2012 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-45,911 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-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 assets | 2012-12-31 | $-38,102 |
Total of all expenses incurred | 2012-12-31 | $9,339,314 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $13,796,129 |
Value of total assets at beginning of year | 2012-12-31 | $11,755,410 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,027,260 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $20,818 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $8,059 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,010,519 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $451,773 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $5,139,712 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $5,469,681 |
Other income not declared elsewhere | 2012-12-31 | $1,035,658 |
Administrative expenses (other) incurred | 2012-12-31 | $1,182,282 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $256,293 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $414,077 |
Total non interest bearing cash at end of year | 2012-12-31 | $1,403,093 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $46,176 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,681,540 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,506,630 |
Income. Interest from US Government securities | 2012-12-31 | $196,274 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,019,369 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $636,081 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 benefits | 2012-12-31 | $1,810,491 |
Asset value of US Government securities at end of year | 2012-12-31 | $6,443,728 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $6,055,981 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $10,204,585 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,237,880 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $1,248,660 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,501,563 |
Contract administrator fees | 2012-12-31 | $777,984 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $933,184 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $429,000 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,910,000 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,948,102 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | INEICH & COMPANY, LLP |
Accountancy firm EIN | 2012-12-31 | 562552172 |
2011 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-7,094 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 incurred | 2011-12-31 | $10,571,635 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $11,755,410 |
Value of total assets at beginning of year | 2011-12-31 | $11,040,506 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,177,155 |
Total interest from all sources | 2011-12-31 | $172,258 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $19,183 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $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 year | 2011-12-31 | $451,773 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $38,333 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $5,469,681 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $4,735,305 |
Other income not declared elsewhere | 2011-12-31 | $862,910 |
Administrative expenses (other) incurred | 2011-12-31 | $1,605,789 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $414,077 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $364,928 |
Total non interest bearing cash at end of year | 2011-12-31 | $856,285 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $45,215 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,506,630 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,307,221 |
Income. Interest from US Government securities | 2011-12-31 | $165,852 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $636,081 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,469,513 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 benefits | 2011-12-31 | $1,825,088 |
Asset value of US Government securities at end of year | 2011-12-31 | $6,055,981 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $5,808,342 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $10,150,388 |
Employer contributions (assets) at end of year | 2011-12-31 | $1,248,660 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $1,325,332 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $6,467,615 |
Contract administrator fees | 2011-12-31 | $506,968 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $429,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,136,000 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | MILLER KAPLAN ARASE LLP |
Accountancy firm EIN | 2011-12-31 | 952036255 |
2010 : THE CHIMES, DC, INC. HEALTH & WELFARE PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $720 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $9,695,572 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $11,040,506 |
Value of total assets at beginning of year | 2010-12-31 | $10,067,137 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,952,268 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $18,897 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $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 year | 2010-12-31 | $38,333 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $109,389 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $4,735,305 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $4,259,547 |
Other income not declared elsewhere | 2010-12-31 | $459,510 |
Administrative expenses (other) incurred | 2010-12-31 | $1,428,423 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $364,928 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $296,229 |
Total non interest bearing cash at end of year | 2010-12-31 | $91,765 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $38,578 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,307,221 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,904,050 |
Income. Interest from US Government securities | 2010-12-31 | $61,480 |
Income. Interest from corporate debt instruments | 2010-12-31 | $108,409 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,469,513 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,195,836 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,534,082 |
Asset value of US Government securities at end of year | 2010-12-31 | $5,808,342 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $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 assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $9,161,658 |
Employer contributions (assets) at end of year | 2010-12-31 | $1,325,332 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,155,060 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $6,084,384 |
Contract administrator fees | 2010-12-31 | $466,370 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,136,000 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $840,684 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | MILLER, KAPLAN, ARASE & CO., LLP |
Accountancy firm EIN | 2010-12-31 | 952036255 |
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | UNI-202724 |
Policy instance | 4 |
Insurance contract or identification number | UNI-202724 | Number of Individuals Covered | 849 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $7,607 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $380,350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,607 | Insurance broker organization code? | 3 |
|
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
Policy contract number | 98616 |
Policy instance | 3 |
Insurance contract or identification number | 98616 | Number of Individuals Covered | 383 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 00546845 |
Policy instance | 2 |
Insurance contract or identification number | 00546845 | Number of Individuals Covered | 604 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | COMPSYCH |
Policy instance | 1 |
Insurance contract or identification number | COMPSYCH | Number of Individuals Covered | 1224 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE 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 Carrier | USD $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 Covered | 1197 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE 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 Carrier | USD $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 number | 00546845 |
Policy instance | 2 |
Insurance contract or identification number | 00546845 | Number of Individuals Covered | 613 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 98616 |
Policy instance | 3 |
Insurance contract or identification number | 98616 | Number of Individuals Covered | 401 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 5407 |
Policy instance | 4 |
Insurance contract or identification number | 5407 | Number of Individuals Covered | 851 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 91529 |
Policy instance | 3 |
Insurance contract or identification number | 91529 | Number of Individuals Covered | 883 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $6,690 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $334,514 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $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 number | 00546845 |
Policy instance | 2 |
Insurance contract or identification number | 00546845 | Number of Individuals Covered | 622 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | AD&D | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 Covered | 1205 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE 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 Carrier | USD $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 Covered | 1198 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $18,990 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00546845 |
Policy instance | 2 |
Insurance contract or identification number | 00546845 | Number of Individuals Covered | 622 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 number | SE616 |
Policy instance | 3 |
Insurance contract or identification number | SE616 | Number of Individuals Covered | 372 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $2,329,349 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other welfare benefits provided | AD&D |
|
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | 91529 |
Policy instance | 4 |
Insurance contract or identification number | 91529 | Number of Individuals Covered | 821 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $5,917 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $295,875 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,917 | Insurance broker organization code? | 3 |
|
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
Policy contract number | SE616 |
Policy instance | 2 |
Insurance contract or identification number | SE616 | Number of Individuals Covered | 401 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 238 |
Policy instance | 1 |
Insurance contract or identification number | 238 | Number of Individuals Covered | 1245 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 00546845 |
Policy instance | 3 |
Insurance contract or identification number | 00546845 | Number of Individuals Covered | 628 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $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 number | UNI-202724 |
Policy instance | 4 |
Insurance contract or identification number | UNI-202724 | Number of Individuals Covered | 851 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $8,447 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $422,363 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,447 | Insurance broker organization code? | 3 |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 645585 |
Policy instance | 1 |
Insurance contract or identification number | GL 645585 | Number of Individuals Covered | 1201 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $12,902 | Total amount of fees paid to insurance company | USD $17,828 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $129,023 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,902 | Amount paid for insurance broker fees | 17828 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | FCE BENEFIT ADMINSTRATORS,INC. |
|
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR 645785 |
Policy instance | 2 |
Insurance contract or identification number | VAR 645785 | Number of Individuals Covered | 1201 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,040 | Total amount of fees paid to insurance company | USD $1,438 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $10,403 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,040 | Amount paid for insurance broker fees | 1438 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER FEES | Insurance broker organization code? | 3 | Insurance broker name | FCE BENEFIT ADMINSTRATORS,INC. |
|
MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 238 |
Policy instance | 3 |
Insurance contract or identification number | 238 | Number of Individuals Covered | 1207 | Insurance policy start date | 2016-07-01 | Insurance policy end date | 2017-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 42984 |
Policy instance | 4 |
Insurance contract or identification number | 42984 | Number of Individuals Covered | 785 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $56,894 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $632,193 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $56,894 | Insurance broker organization code? | 3 | Insurance broker name | FCE BENEFIT ADMINSTRATORS,INC. |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | CLLMBCHM9 |
Policy instance | 5 |
Insurance contract or identification number | CLLMBCHM9 | Number of Individuals Covered | 31 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 Broker | USD $0 | Insurance broker organization code? | 5 | Insurance broker name | FCE BENEFIT ADMINSTRATORS,INC. |
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STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
Policy contract number | SSL-IHCRS-00132 |
Policy instance | 6 |
Insurance contract or identification number | SSL-IHCRS-00132 | Number of Individuals Covered | 795 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $1,074,406 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR 645785 |
Policy instance | 2 |
Insurance contract or identification number | VAR 645785 | Number of Individuals Covered | 1252 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,029 | Total amount of fees paid to insurance company | USD $1,131 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $10,288 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MADISON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65781 ) |
Policy contract number | MNL LMB CHM 1 |
Policy instance | 3 |
Insurance contract or identification number | MNL LMB CHM 1 | Number of Individuals Covered | 533 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $241,029 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,261,704 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 238 |
Policy instance | 4 |
Insurance contract or identification number | 238 | Number of Individuals Covered | 1283 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $16,041 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | DP-337, DP-347 |
Policy instance | 5 |
Insurance contract or identification number | DP-337, DP-347 | Number of Individuals Covered | 518 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $60,574 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $272,106 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL 645585 |
Policy instance | 1 |
Insurance contract or identification number | GL 645585 | Number of Individuals Covered | 1251 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $12,737 | Total amount of fees paid to insurance company | USD $14,011 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $127,370 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | DP-337, DP-347 |
Policy instance | 7 |
Insurance contract or identification number | DP-337, DP-347 | Number of Individuals Covered | 518 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $330,188 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MADISON NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65781 ) |
Policy contract number | MNL LMB CHM 1 |
Policy instance | 6 |
Insurance contract or identification number | MNL LMB CHM 1 | Number of Individuals Covered | 596 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $944,990 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MAGELLAN HEALTH SERVICES (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | 238 |
Policy instance | 4 |
Insurance contract or identification number | 238 | Number of Individuals Covered | 1252 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE 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 Carrier | USD $16,694 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD117456 |
Policy instance | 3 |
Insurance contract or identification number | LTD117456 | Number of Individuals Covered | 62 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,718 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 2017 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,347 | Insurance broker name | GARY BECKMAN & STEVE PORTER |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR 645785 |
Policy instance | 2 |
Insurance contract or identification number | VAR 645785 | Number of Individuals Covered | 1343 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $1,869 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 fees | 7584 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,869 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL-645585 |
Policy instance | 1 |
Insurance contract or identification number | GL-645585 | Number of Individuals Covered | 1343 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $9,727 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 39419 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $9,727 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 ) |
Policy contract number | SSL-IHCRS-00132 |
Policy instance | 5 |
Insurance contract or identification number | SSL-IHCRS-00132 | Number of Individuals Covered | 795 | Insurance policy start date | 2013-12-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $949,660 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL-645585 |
Policy instance | 2 |
Insurance contract or identification number | GL-645585 | Number of Individuals Covered | 1361 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $8,293 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 76466 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $8,293 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR 645785 |
Policy instance | 3 |
Insurance contract or identification number | VAR 645785 | Number of Individuals Covered | 1361 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,613 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 fees | 14783 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,613 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD117456 |
Policy instance | 4 |
Insurance contract or identification number | LTD117456 | Number of Individuals Covered | 59 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $587 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 5749 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $587 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | GER-PO5-007R |
Policy instance | 1 |
Insurance contract or identification number | GER-PO5-007R | Number of Individuals Covered | 1242 | Insurance policy start date | 2012-12-01 | Insurance policy end date | 2013-12-12 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EXCESS 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 Carrier | USD $1,129,051 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD117456 |
Policy instance | 4 |
Insurance contract or identification number | LTD117456 | Number of Individuals Covered | 59 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $455 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 2932 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $455 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR 645785 |
Policy instance | 3 |
Insurance contract or identification number | VAR 645785 | Number of Individuals Covered | 1431 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $1,448 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $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 fees | 17339 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $1,448 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | GER-PO5-007R |
Policy instance | 1 |
Insurance contract or identification number | GER-PO5-007R | Number of Individuals Covered | 1386 | Insurance policy start date | 2011-12-01 | Insurance policy end date | 2011-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EXCESS 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 Carrier | USD $1,222,661 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL-645585 |
Policy instance | 2 |
Insurance contract or identification number | GL-645585 | Number of Individuals Covered | 1431 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $7,553 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 89152 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Commission paid to Insurance Broker | USD $7,553 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL-645585 |
Policy instance | 2 |
Insurance contract or identification number | GL-645585 | Number of Individuals Covered | 1467 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $7,649 | Total amount of fees paid to insurance company | USD $81,190 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $377,632 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR 645785 |
Policy instance | 3 |
Insurance contract or identification number | VAR 645785 | Number of Individuals Covered | 1467 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $1,471 | Total amount of fees paid to insurance company | USD $15,564 | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $72,393 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 117456 |
Policy instance | 4 |
Insurance contract or identification number | LTD 117456 | Number of Individuals Covered | 60 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $490 | Total amount of fees paid to insurance company | USD $4,888 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $22,734 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | GER-PO5-007R |
Policy instance | 1 |
Insurance contract or identification number | GER-PO5-007R | Number of Individuals Covered | 1482 | Insurance policy start date | 2010-12-01 | Insurance policy end date | 2011-11-30 | Welfare Benefit Premiums Paid to Carrier | USD $1,277,945 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | VAR-645785 |
Policy instance | 4 |
Insurance contract or identification number | VAR-645785 | Number of Individuals Covered | 1485 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $849 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $73,558 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $849 | Amount paid for insurance broker fees | 15815 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | LTD 117456 |
Policy instance | 3 |
Insurance contract or identification number | LTD 117456 | Number of Individuals Covered | 60 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $460 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $24,520 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $460 | Amount paid for insurance broker fees | 5272 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
Policy contract number | GL-645585 |
Policy instance | 2 |
Insurance contract or identification number | GL-645585 | Number of Individuals Covered | 1499 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $5,120 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $382,437 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,120 | Amount paid for insurance broker fees | 82224 | Additional information about fees paid to insurance broker | ADMINISTRATIVE AND OTHER POLICY RELATED SERVICE FEES | Insurance broker organization code? | 5 | Insurance broker name | FCE BENEFIT ADMINISTRATORS, INC. |
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GERBER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70939 ) |
Policy contract number | GER-PO5007R |
Policy instance | 1 |
Insurance contract or identification number | GER-PO5007R | Number of Individuals Covered | 1440 | Insurance policy start date | 2009-12-01 | Insurance policy end date | 2010-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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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