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PEOPLES FIRST PROPERTIES SECTION 125 PLAN 401k Plan overview

Plan NamePEOPLES FIRST PROPERTIES SECTION 125 PLAN
Plan identification number 501

PEOPLES FIRST PROPERTIES SECTION 125 PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

PEOPLES FIRST PROPERTIES, INC. has sponsored the creation of one or more 401k plans.

Company Name:PEOPLES FIRST PROPERTIES, INC.
Employer identification number (EIN):593020789
NAIC Classification:551111
NAIC Description:Offices of Bank Holding Companies

Additional information about PEOPLES FIRST PROPERTIES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1990-02-21
Company Identification Number: L51753
Legal Registered Office Address: 1022 WEST 23RD STREET

PANAMA CITY

32405

More information about PEOPLES FIRST PROPERTIES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEOPLES FIRST PROPERTIES SECTION 125 PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01JOSEPH F. CHAPMAN, IV2023-10-06
5012021-01-01JOSEPH F. CHAPMAN, IV2022-07-07
5012020-01-01JOSEPH F. CHAPMAN, IV2021-09-07
5012019-01-01JOSEPH F. CHAPMAN, IV2020-10-08
5012018-01-01JOSEPH F. CHAPMAN, IV2019-09-26
5012017-01-01
5012016-01-01JOSEPH F. CHAPMAN, IV
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01JOSEPH F. CHAPMAN, IV
5012011-01-01JOSEPH F. CHAPMAN, IV
5012010-01-01JOSEPH F. CHAPMAN, IV JOSEPH F. CHAPMAN, IV2011-10-17
5012009-01-01JOSEPH F. CHAPMAN, IV JOSEPH F. CHAPMAN, IV2010-10-15

Plan Statistics for PEOPLES FIRST PROPERTIES SECTION 125 PLAN

401k plan membership statisitcs for PEOPLES FIRST PROPERTIES SECTION 125 PLAN

Measure Date Value
2022: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,209
Total number of active participants reported on line 7a of the Form 55002022-01-01912
Number of retired or separated participants receiving benefits2022-01-011
Total of all active and inactive participants2022-01-01913
2021: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,144
Total number of active participants reported on line 7a of the Form 55002021-01-01603
Number of retired or separated participants receiving benefits2021-01-011
Total of all active and inactive participants2021-01-01604
2020: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,159
Total number of active participants reported on line 7a of the Form 55002020-01-01688
Number of retired or separated participants receiving benefits2020-01-015
Total of all active and inactive participants2020-01-01693
2019: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,325
Total number of active participants reported on line 7a of the Form 55002019-01-01716
Number of retired or separated participants receiving benefits2019-01-015
Total of all active and inactive participants2019-01-01721
2018: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,340
Total number of active participants reported on line 7a of the Form 55002018-01-01922
Number of retired or separated participants receiving benefits2018-01-0111
Total of all active and inactive participants2018-01-01933
2017: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,103
Total number of active participants reported on line 7a of the Form 55002017-01-011,162
Number of retired or separated participants receiving benefits2017-01-019
Total of all active and inactive participants2017-01-011,171
2016: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,200
Total number of active participants reported on line 7a of the Form 55002016-01-011,098
Number of retired or separated participants receiving benefits2016-01-015
Total of all active and inactive participants2016-01-011,103
2015: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,061
Total number of active participants reported on line 7a of the Form 55002015-01-011,194
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-011,200
2014: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01632
Total number of active participants reported on line 7a of the Form 55002014-01-011,051
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-011,061
2013: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01754
Total number of active participants reported on line 7a of the Form 55002013-01-01624
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01632
2012: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01742
Total number of active participants reported on line 7a of the Form 55002012-01-01745
Number of other retired or separated participants entitled to future benefits2012-01-019
Total of all active and inactive participants2012-01-01754
2011: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01749
Total number of active participants reported on line 7a of the Form 55002011-01-01735
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01742
Number of employers contributing to the scheme2011-01-0112
2010: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,024
Total number of active participants reported on line 7a of the Form 55002010-01-01723
Number of retired or separated participants receiving benefits2010-01-0126
Total of all active and inactive participants2010-01-01749
Number of employers contributing to the scheme2010-01-0112
2009: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,354
Total number of active participants reported on line 7a of the Form 55002009-01-01977
Number of retired or separated participants receiving benefits2009-01-0147
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,024
Number of employers contributing to the scheme2009-01-0114

Financial Data on PEOPLES FIRST PROPERTIES SECTION 125 PLAN

Measure Date Value
2022 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,513,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,679,823
Total income from all sources (including contributions)2022-12-31$8,428,696
Total of all expenses incurred2022-12-31$8,765,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,661,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,428,563
Value of total assets at end of year2022-12-31$266,790
Value of total assets at beginning of year2022-12-31$770,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,104,357
Total interest from all sources2022-12-31$133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$65,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,084,688
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$238,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$26,652
Liabilities. Value of operating payables at end of year2022-12-31$1,835,129
Liabilities. Value of operating payables at beginning of year2022-12-31$2,184,823
Total non interest bearing cash at end of year2022-12-31$191,368
Total non interest bearing cash at beginning of year2022-12-31$714,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-336,830
Value of net assets at end of year (total assets less liabilities)2022-12-31$-2,246,512
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$-1,909,682
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$11,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$11,478
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$133
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$774,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,105,598
Employer contributions (assets) at end of year2022-12-31$63,814
Employer contributions (assets) at beginning of year2022-12-31$17,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,886,722
Contract administrator fees2022-12-31$1,039,357
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Liabilities. Value of benefit claims payable at end of year2022-12-31$678,173
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$495,000
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2022-12-31572397000
2021 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,679,823
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,508,498
Total income from all sources (including contributions)2021-12-31$8,850,851
Total of all expenses incurred2021-12-31$8,727,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,774,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,850,849
Value of total assets at end of year2021-12-31$770,141
Value of total assets at beginning of year2021-12-31$475,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$953,014
Total interest from all sources2021-12-31$2
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$60,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,450,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,102,125
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$793,860
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$26,652
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$23,149
Liabilities. Value of operating payables at end of year2021-12-31$2,184,823
Liabilities. Value of operating payables at beginning of year2021-12-31$1,440,083
Total non interest bearing cash at end of year2021-12-31$714,677
Total non interest bearing cash at beginning of year2021-12-31$375,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$122,864
Value of net assets at end of year (total assets less liabilities)2021-12-31$-1,909,682
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-2,032,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$11,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$795,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,954,864
Employer contributions (assets) at end of year2021-12-31$17,334
Employer contributions (assets) at beginning of year2021-12-31$66,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,979,757
Contract administrator fees2021-12-31$893,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$495,000
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,068,415
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2021-12-31572397000
2020 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,508,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,452,624
Total income from all sources (including contributions)2020-12-31$8,177,264
Total of all expenses incurred2020-12-31$8,383,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,366,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,177,195
Value of total assets at end of year2020-12-31$475,952
Value of total assets at beginning of year2020-12-31$626,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,017,402
Total interest from all sources2020-12-31$69
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$60,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,450,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,985,169
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$52,436
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$23,149
Liabilities. Value of operating payables at end of year2020-12-31$1,440,083
Liabilities. Value of operating payables at beginning of year2020-12-31$1,346,754
Total non interest bearing cash at end of year2020-12-31$375,089
Total non interest bearing cash at beginning of year2020-12-31$374,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-206,439
Value of net assets at end of year (total assets less liabilities)2020-12-31$-2,032,546
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$-1,826,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$11,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$11,417
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$69
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$793,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,139,590
Employer contributions (assets) at end of year2020-12-31$66,233
Employer contributions (assets) at beginning of year2020-12-31$240,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,573,238
Contract administrator fees2020-12-31$957,402
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,068,415
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,105,870
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2020-12-31572397000
2019 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,452,624
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,855,169
Total income from all sources (including contributions)2019-12-31$8,122,442
Total of all expenses incurred2019-12-31$8,578,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,545,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,122,206
Value of total assets at end of year2019-12-31$626,517
Value of total assets at beginning of year2019-12-31$484,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,032,615
Total interest from all sources2019-12-31$236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$40,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,450,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,124,439
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$245,111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$25,118
Liabilities. Value of operating payables at end of year2019-12-31$1,346,754
Liabilities. Value of operating payables at beginning of year2019-12-31$1,127,274
Total non interest bearing cash at end of year2019-12-31$374,220
Total non interest bearing cash at beginning of year2019-12-31$384,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-455,884
Value of net assets at end of year (total assets less liabilities)2019-12-31$-1,826,107
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-1,370,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$11,417
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$11,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$11,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$236
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$750,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,752,656
Employer contributions (assets) at end of year2019-12-31$240,880
Employer contributions (assets) at beginning of year2019-12-31$64,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,794,816
Contract administrator fees2019-12-31$992,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,105,870
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$727,895
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2019-12-31572397000
2018 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$4,299
Total unrealized appreciation/depreciation of assets2018-12-31$4,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,855,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,277,717
Total income from all sources (including contributions)2018-12-31$7,701,559
Total of all expenses incurred2018-12-31$8,362,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,402,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,697,260
Value of total assets at end of year2018-12-31$484,946
Value of total assets at beginning of year2018-12-31$568,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$960,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$26,050
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,450,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,858,591
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$625,356
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$25,118
Liabilities. Value of operating payables at end of year2018-12-31$1,127,274
Liabilities. Value of operating payables at beginning of year2018-12-31$337,691
Total non interest bearing cash at end of year2018-12-31$384,409
Total non interest bearing cash at beginning of year2018-12-31$101,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-661,040
Value of net assets at end of year (total assets less liabilities)2018-12-31$-1,370,223
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-709,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$11,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$28,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$28,755
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$570,744
Asset value of US Government securities at beginning of year2018-12-31$35,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,213,313
Employer contributions (assets) at end of year2018-12-31$64,234
Employer contributions (assets) at beginning of year2018-12-31$26,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$6,831,486
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$260,733
Contract administrator fees2018-12-31$934,319
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$115,153
Liabilities. Value of benefit claims payable at end of year2018-12-31$727,895
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$940,026
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2018-12-31572397000
2017 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$64,848
Total unrealized appreciation/depreciation of assets2017-12-31$64,848
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,277,717
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$949,397
Total income from all sources (including contributions)2017-12-31$5,521,429
Total of all expenses incurred2017-12-31$7,004,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,983,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,456,581
Value of total assets at end of year2017-12-31$568,534
Value of total assets at beginning of year2017-12-31$1,723,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,021,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$10,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,450,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,230,444
Liabilities. Value of operating payables at end of year2017-12-31$337,691
Liabilities. Value of operating payables at beginning of year2017-12-31$250,037
Total non interest bearing cash at end of year2017-12-31$101,646
Total non interest bearing cash at beginning of year2017-12-31$138,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,483,161
Value of net assets at end of year (total assets less liabilities)2017-12-31$-709,183
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$773,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$28,755
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$450,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$450,383
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$595,153
Asset value of US Government securities at end of year2017-12-31$35,475
Asset value of US Government securities at beginning of year2017-12-31$473,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,226,137
Employer contributions (assets) at end of year2017-12-31$26,772
Employer contributions (assets) at beginning of year2017-12-31$3,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,388,127
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$260,733
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$482,236
Contract administrator fees2017-12-31$1,011,310
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$115,153
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$176,116
Liabilities. Value of benefit claims payable at end of year2017-12-31$940,026
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$699,360
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2017-12-31572397000
2016 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$65,755
Total unrealized appreciation/depreciation of assets2016-12-31$65,755
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$949,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$572,565
Total income from all sources (including contributions)2016-12-31$5,186,586
Total of all expenses incurred2016-12-31$5,494,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,512,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,120,831
Value of total assets at end of year2016-12-31$1,723,375
Value of total assets at beginning of year2016-12-31$1,654,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$982,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$22,493
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,101,369
Liabilities. Value of operating payables at end of year2016-12-31$250,037
Liabilities. Value of operating payables at beginning of year2016-12-31$17,468
Total non interest bearing cash at end of year2016-12-31$138,120
Total non interest bearing cash at beginning of year2016-12-31$119,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-307,590
Value of net assets at end of year (total assets less liabilities)2016-12-31$773,978
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,081,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$450,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$306,832
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$306,832
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$569,332
Asset value of US Government securities at end of year2016-12-31$473,483
Asset value of US Government securities at beginning of year2016-12-31$550,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$4,019,462
Employer contributions (assets) at end of year2016-12-31$3,037
Employer contributions (assets) at beginning of year2016-12-31$8,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,942,671
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$482,236
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$541,308
Contract administrator fees2016-12-31$959,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$176,116
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$126,232
Liabilities. Value of benefit claims payable at end of year2016-12-31$699,360
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$555,097
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2016-12-31572397000
2015 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$11,360
Total unrealized appreciation/depreciation of assets2015-12-31$11,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$572,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$667,403
Total income from all sources (including contributions)2015-12-31$4,989,004
Total of all expenses incurred2015-12-31$4,994,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,899,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,977,644
Value of total assets at end of year2015-12-31$1,654,133
Value of total assets at beginning of year2015-12-31$1,754,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,094,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$44,150
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,148,636
Liabilities. Value of operating payables at end of year2015-12-31$17,468
Liabilities. Value of operating payables at beginning of year2015-12-31$23,746
Total non interest bearing cash at end of year2015-12-31$119,872
Total non interest bearing cash at beginning of year2015-12-31$193,520
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,712
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,081,568
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,087,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$306,832
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$324,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$324,627
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$695,928
Asset value of US Government securities at end of year2015-12-31$550,910
Asset value of US Government securities at beginning of year2015-12-31$396,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,829,008
Employer contributions (assets) at end of year2015-12-31$8,979
Employer contributions (assets) at beginning of year2015-12-31$37,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,203,810
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$541,308
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$740,677
Contract administrator fees2015-12-31$1,050,828
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$126,232
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$62,013
Liabilities. Value of benefit claims payable at end of year2015-12-31$555,097
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$643,657
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2015-12-31572397000
2014 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$34,003
Total unrealized appreciation/depreciation of assets2014-12-31$34,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$667,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$491,574
Total income from all sources (including contributions)2014-12-31$4,081,601
Total of all expenses incurred2014-12-31$4,792,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,870,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,047,598
Value of total assets at end of year2014-12-31$1,754,683
Value of total assets at beginning of year2014-12-31$2,290,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$922,804
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,163,751
Liabilities. Value of operating payables at end of year2014-12-31$23,746
Liabilities. Value of operating payables at beginning of year2014-12-31$19,007
Total non interest bearing cash at end of year2014-12-31$193,520
Total non interest bearing cash at beginning of year2014-12-31$1,067,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-711,214
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,087,280
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,798,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$324,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$6,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$6,475
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$727,378
Asset value of US Government securities at end of year2014-12-31$396,022
Asset value of US Government securities at beginning of year2014-12-31$536,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,883,847
Employer contributions (assets) at end of year2014-12-31$37,824
Employer contributions (assets) at beginning of year2014-12-31$231,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,142,633
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$740,677
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$448,387
Contract administrator fees2014-12-31$922,804
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$62,013
Liabilities. Value of benefit claims payable at end of year2014-12-31$643,657
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$472,567
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2014-12-31572397000
2013 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-8,315
Total unrealized appreciation/depreciation of assets2013-12-31$-8,315
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$491,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$398,066
Total income from all sources (including contributions)2013-12-31$4,433,308
Total of all expenses incurred2013-12-31$3,182,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,555,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,441,619
Value of total assets at end of year2013-12-31$2,290,068
Value of total assets at beginning of year2013-12-31$945,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$627,445
Total interest from all sources2013-12-31$4
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,005,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$7,857
Liabilities. Value of operating payables at end of year2013-12-31$19,007
Total non interest bearing cash at end of year2013-12-31$1,067,273
Total non interest bearing cash at beginning of year2013-12-31$767,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,250,783
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,798,494
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$547,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$6,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$607,926
Asset value of US Government securities at end of year2013-12-31$536,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,435,915
Employer contributions (assets) at end of year2013-12-31$231,110
Employer contributions (assets) at beginning of year2013-12-31$178,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,947,154
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$448,387
Contract administrator fees2013-12-31$627,445
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$472,567
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$390,209
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2013-12-31572397000
2012 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$398,066
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$931,729
Total income from all sources (including contributions)2012-12-31$3,966,583
Total of all expenses incurred2012-12-31$3,141,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,688,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,966,535
Value of total assets at end of year2012-12-31$945,777
Value of total assets at beginning of year2012-12-31$654,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$453,689
Total interest from all sources2012-12-31$48
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$930,511
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$15,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$7,857
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$359,982
Total non interest bearing cash at end of year2012-12-31$767,297
Total non interest bearing cash at beginning of year2012-12-31$447,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$824,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$547,711
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$-276,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$48
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$475,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,036,024
Employer contributions (assets) at end of year2012-12-31$178,480
Employer contributions (assets) at beginning of year2012-12-31$192,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,213,192
Contract administrator fees2012-12-31$453,689
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$390,209
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$571,747
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31TARWATER & COMPANY, PC
Accountancy firm EIN2012-12-31572397000
2011 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$931,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,290,014
Total income from all sources (including contributions)2011-12-31$4,204,183
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,554,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,095,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,203,974
Value of total assets at end of year2011-12-31$654,746
Value of total assets at beginning of year2011-12-31$363,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$459,192
Total interest from all sources2011-12-31$209
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$15,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,247,931
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$15,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$19,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$359,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$646,084
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$15,866
Total non interest bearing cash at end of year2011-12-31$447,138
Total non interest bearing cash at beginning of year2011-12-31$328,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$649,626
Value of net assets at end of year (total assets less liabilities)2011-12-31$-276,983
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$-926,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$209
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$697,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,956,043
Employer contributions (assets) at end of year2011-12-31$192,108
Employer contributions (assets) at beginning of year2011-12-31$15,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,397,561
Contract administrator fees2011-12-31$443,692
Liabilities. Value of benefit claims payable at end of year2011-12-31$571,747
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$628,064
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BABUSH, NIEMAN, KORNMAN & JOHNSON L
Accountancy firm EIN2011-12-31580972047
2010 : PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,290,014
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,872,638
Total income from all sources (including contributions)2010-12-31$4,193,628
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,661,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,149,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,096,503
Value of total assets at end of year2010-12-31$363,405
Value of total assets at beginning of year2010-12-31$1,414,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$512,705
Total interest from all sources2010-12-31$38
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$11,545
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,422,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$19,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$36,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$646,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$218,200
Other income not declared elsewhere2010-12-31$97,087
Administrative expenses (other) incurred2010-12-31$37
Liabilities. Value of operating payables at end of year2010-12-31$15,866
Liabilities. Value of operating payables at beginning of year2010-12-31$23,229
Total non interest bearing cash at end of year2010-12-31$328,497
Total non interest bearing cash at beginning of year2010-12-31$973,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-468,173
Value of net assets at end of year (total assets less liabilities)2010-12-31$-926,609
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$-458,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$38
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$770,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,674,118
Employer contributions (assets) at end of year2010-12-31$15,860
Employer contributions (assets) at beginning of year2010-12-31$404,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,378,660
Contract administrator fees2010-12-31$501,123
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$628,064
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,631,209
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SMITH, MILES & COMPANY
Accountancy firm EIN2010-12-31593717263

Form 5500 Responses for PEOPLES FIRST PROPERTIES SECTION 125 PLAN

2022: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PEOPLES FIRST PROPERTIES SECTION 125 PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0000135738
Policy instance 1
Insurance contract or identification number0000135738
Number of Individuals Covered22
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,809
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,809
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number000BT655
Policy instance 2
Insurance contract or identification number000BT655
Number of Individuals Covered919
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $119,980
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $119,980
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number21277
Policy instance 2
Insurance contract or identification number21277
Number of Individuals Covered862
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10195
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0000135738
Policy instance 3
Insurance contract or identification number0000135738
Number of Individuals Covered21
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,337
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,337
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number922230
Policy instance 4
Insurance contract or identification number922230
Number of Individuals Covered1151
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $8,652
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,652
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE5179122
Policy instance 1
Insurance contract or identification numberE5179122
Number of Individuals Covered311
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $32,581
Total amount of fees paid to insurance companyUSD $2,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,581
Amount paid for insurance broker fees2608
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number632338
Policy instance 1
Insurance contract or identification number632338
Number of Individuals Covered500
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $6,373
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,373
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE5179122
Policy instance 4
Insurance contract or identification numberE5179122
Number of Individuals Covered402
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $99,034
Total amount of fees paid to insurance companyUSD $12,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99,034
Amount paid for insurance broker fees12715
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number93737
Policy instance 2
Insurance contract or identification number93737
Number of Individuals Covered911
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $54,976
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,976
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0000135738
Policy instance 3
Insurance contract or identification number0000135738
Number of Individuals Covered21
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,631
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,631
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0000135738
Policy instance 3
Insurance contract or identification number0000135738
Number of Individuals Covered19
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,112
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,112
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE5179122
Policy instance 4
Insurance contract or identification numberE5179122
Number of Individuals Covered404
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $82,447
Total amount of fees paid to insurance companyUSD $21,599
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,447
Amount paid for insurance broker fees21599
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number93737
Policy instance 2
Insurance contract or identification number93737
Number of Individuals Covered945
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $58,715
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,715
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number632338
Policy instance 1
Insurance contract or identification number632338
Number of Individuals Covered482
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,799
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,799
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0000135738
Policy instance 3
Insurance contract or identification number0000135738
Number of Individuals Covered20
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $715
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $715
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number632338
Policy instance 1
Insurance contract or identification number632338
Number of Individuals Covered512
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,927
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,927
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number93737
Policy instance 2
Insurance contract or identification number93737
Number of Individuals Covered937
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $58,854
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,854
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number632338
Policy instance 1
Insurance contract or identification number632338
Number of Individuals Covered571
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,165
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,165
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INSURANCE SERVICE
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0000135738
Policy instance 3
Insurance contract or identification number0000135738
Number of Individuals Covered23
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $841
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $841
Insurance broker namePEOPLES FIRST INSURANCE SERVICE
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number93737
Policy instance 2
Insurance contract or identification number93737
Number of Individuals Covered939
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $65,520
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,520
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INSURANCE SERVICE
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number135738
Policy instance 6
Insurance contract or identification number135738
Number of Individuals Covered22
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $1,480
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,480
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INSURANCE LLC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7841901
Policy instance 5
Insurance contract or identification numberE7841901
Number of Individuals Covered375
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,646
Total amount of fees paid to insurance companyUSD $10,708
Welfare Benefit Premiums Paid to CarrierUSD $251,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,547
Amount paid for insurance broker fees7979
Insurance broker organization code?3
Insurance broker namePIERCE GROUP BENEFITS LLC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number632338
Policy instance 1
Insurance contract or identification number632338
Number of Individuals Covered474
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,599
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,095
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,599
Insurance broker organization code?3
Insurance broker nameLEE WARREN
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 2
Insurance contract or identification number093737
Number of Individuals Covered877
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,977
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $149,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,977
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 3
Insurance contract or identification number093737
Number of Individuals Covered877
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,491
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $144,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,491
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 4
Insurance contract or identification number093737
Number of Individuals Covered339
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,261
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $72,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,261
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number135738
Policy instance 7
Insurance contract or identification number135738
Number of Individuals Covered18
Insurance policy start date2014-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $949
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,953
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $949
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INSURANCE INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 2
Insurance contract or identification number093737
Number of Individuals Covered822
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,942
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $139,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,942
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number632338
Policy instance 1
Insurance contract or identification number632338
Number of Individuals Covered420
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,048
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,048
Insurance broker organization code?3
Insurance broker nameROGERS BENEFIT GROUP INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 3
Insurance contract or identification number093737
Number of Individuals Covered822
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,796
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,959
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,796
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 4
Insurance contract or identification number093737
Number of Individuals Covered344
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,388
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,388
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number220634
Policy instance 5
Insurance contract or identification number220634
Number of Individuals Covered677
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,112
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,112
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7841901
Policy instance 6
Insurance contract or identification numberE7841901
Number of Individuals Covered493
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $77,989
Total amount of fees paid to insurance companyUSD $12,006
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $287,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,771
Amount paid for insurance broker fees9317
Insurance broker nameRICHARD E BERMAN
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 2
Insurance contract or identification number093737
Number of Individuals Covered810
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,667
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $126,673
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,667
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 3
Insurance contract or identification number093737
Number of Individuals Covered810
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,742
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $127,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,742
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 4
Insurance contract or identification number093737
Number of Individuals Covered322
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,338
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,338
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number220634
Policy instance 5
Insurance contract or identification number220634
Number of Individuals Covered664
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,094
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,838
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,094
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7841901
Policy instance 6
Insurance contract or identification numberE7841901
Number of Individuals Covered485
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $58,736
Total amount of fees paid to insurance companyUSD $10,892
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $199,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,979
Amount paid for insurance broker fees6612
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameBRIAN R CHOWNING
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number135738
Policy instance 7
Insurance contract or identification number135738
Number of Individuals Covered16
Insurance policy start date2013-01-01
Insurance policy end date2014-01-01
Total amount of commissions paid to insurance brokerUSD $2,105
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,105
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INSURANCE SERVICES
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number632338
Policy instance 1
Insurance contract or identification number632338
Number of Individuals Covered361
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,113
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,113
Insurance broker organization code?3
Insurance broker nameWARREN LEE
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 2
Insurance contract or identification number093737
Number of Individuals Covered744
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,964
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $129,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,964
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number135738
Policy instance 8
Insurance contract or identification number135738
Number of Individuals Covered15
Insurance policy start date2012-01-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $1,770
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,724
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,770
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INSURANCE INC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7841901
Policy instance 7
Insurance contract or identification numberE7841901
Number of Individuals Covered162
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,631
Total amount of fees paid to insurance companyUSD $690
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $105,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,846
Insurance broker organization code?3
Amount paid for insurance broker fees473
Additional information about fees paid to insurance brokerFEES
Insurance broker nameSTATE EMPLOYEE BENEFITS LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number221213
Policy instance 6
Insurance contract or identification number221213
Number of Individuals Covered2895
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $18,960
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $189,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,960
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number220634
Policy instance 5
Insurance contract or identification number220634
Number of Individuals Covered568
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,369
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,369
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 4
Insurance contract or identification number093737
Number of Individuals Covered297
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,022
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,022
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 3
Insurance contract or identification number093737
Number of Individuals Covered744
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,708
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $117,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,708
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30029031
Policy instance 1
Insurance contract or identification number30029031
Number of Individuals Covered346
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,925
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,925
Insurance broker organization code?3
Insurance broker namePEOPLES FIRST INS SERVICES LLC
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number135738
Policy instance 4
Insurance contract or identification number135738
Number of Individuals Covered8
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $826
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,639
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 number00420126
Policy instance 6
Insurance contract or identification number00420126
Number of Individuals Covered584
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,113
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $80,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 2
Insurance contract or identification number093737
Number of Individuals Covered742
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,179
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $131,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 7
Insurance contract or identification number093737
Number of Individuals Covered742
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $12,366
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $123,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 5
Insurance contract or identification number093737
Number of Individuals Covered294
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,044
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $60,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7841901
Policy instance 3
Insurance contract or identification numberE7841901
Number of Individuals Covered222
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,371
Total amount of fees paid to insurance companyUSD $1,881
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $127,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-011149-00
Policy instance 1
Insurance contract or identification number16-011149-00
Number of Individuals Covered563
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $19,429
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $194,286
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number135738
Policy instance 4
Insurance contract or identification number135738
Number of Individuals Covered9
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $789
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,094
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 5
Insurance contract or identification number093737
Number of Individuals Covered304
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,772
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 7
Insurance contract or identification number093737
Number of Individuals Covered728
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,798
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $127,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-011149-00
Policy instance 1
Insurance contract or identification number16-011149-00
Number of Individuals Covered565
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,062
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $147,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number093737
Policy instance 2
Insurance contract or identification number093737
Number of Individuals Covered728
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,299
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $142,997
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 number00420126
Policy instance 6
Insurance contract or identification number00420126
Number of Individuals Covered597
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $14,187
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $85,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE7841901
Policy instance 3
Insurance contract or identification numberE7841901
Number of Individuals Covered358
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $59,424
Total amount of fees paid to insurance companyUSD $12,048
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $224,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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