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TEXAS GAS GROUP BENEFIT PROGRAM 401k Plan overview

Plan NameTEXAS GAS GROUP BENEFIT PROGRAM
Plan identification number 503

TEXAS GAS GROUP BENEFIT PROGRAM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

TEXAS GAS TRANSMISSION, LLC has sponsored the creation of one or more 401k plans.

Company Name:TEXAS GAS TRANSMISSION, LLC
Employer identification number (EIN):610405152
NAIC Classification:486000
NAIC Description: Pipeline Transportation

Additional information about TEXAS GAS TRANSMISSION, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0397812

More information about TEXAS GAS TRANSMISSION, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEXAS GAS GROUP BENEFIT PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-01-01SUZY LAMAR2023-07-31
5032022-01-01SUZY LAMAR2023-07-31
5032021-01-01SUZY LAMAR2022-07-28
5032020-01-01SUZY LAMAR2021-07-27
5032019-01-01SUZY LAMAR2020-07-28
5032018-01-01SUZY LAMAR2019-07-25
5032017-01-01
5032016-01-01
5032015-01-01
5032014-01-01
5032013-01-01
5032012-01-01MARK HIRES
5032011-01-01MARK HIRES
5032009-01-01MARK HIRES

Plan Statistics for TEXAS GAS GROUP BENEFIT PROGRAM

401k plan membership statisitcs for TEXAS GAS GROUP BENEFIT PROGRAM

Measure Date Value
2022: TEXAS GAS GROUP BENEFIT PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-011,213
Total number of active participants reported on line 7a of the Form 55002022-01-01498
Number of retired or separated participants receiving benefits2022-01-01741
Total of all active and inactive participants2022-01-011,239
2021: TEXAS GAS GROUP BENEFIT PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-011,246
Total number of active participants reported on line 7a of the Form 55002021-01-01497
Number of retired or separated participants receiving benefits2021-01-01733
Total of all active and inactive participants2021-01-011,230
2020: TEXAS GAS GROUP BENEFIT PROGRAM 2020 401k membership
Total participants, beginning-of-year2020-01-011,261
Total number of active participants reported on line 7a of the Form 55002020-01-01509
Number of retired or separated participants receiving benefits2020-01-01729
Total of all active and inactive participants2020-01-011,238
2019: TEXAS GAS GROUP BENEFIT PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-011,293
Total number of active participants reported on line 7a of the Form 55002019-01-01513
Number of retired or separated participants receiving benefits2019-01-01756
Total of all active and inactive participants2019-01-011,269
2018: TEXAS GAS GROUP BENEFIT PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-011,321
Total number of active participants reported on line 7a of the Form 55002018-01-01528
Number of retired or separated participants receiving benefits2018-01-01765
Total of all active and inactive participants2018-01-011,293
2017: TEXAS GAS GROUP BENEFIT PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-011,340
Total number of active participants reported on line 7a of the Form 55002017-01-01542
Number of retired or separated participants receiving benefits2017-01-01779
Total of all active and inactive participants2017-01-011,321
2016: TEXAS GAS GROUP BENEFIT PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-011,350
Total number of active participants reported on line 7a of the Form 55002016-01-01545
Number of retired or separated participants receiving benefits2016-01-01797
Total of all active and inactive participants2016-01-011,342
2015: TEXAS GAS GROUP BENEFIT PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-011,349
Total number of active participants reported on line 7a of the Form 55002015-01-01545
Number of retired or separated participants receiving benefits2015-01-01795
Total of all active and inactive participants2015-01-011,340
2014: TEXAS GAS GROUP BENEFIT PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-011,355
Total number of active participants reported on line 7a of the Form 55002014-01-01535
Number of retired or separated participants receiving benefits2014-01-01817
Total of all active and inactive participants2014-01-011,352
2013: TEXAS GAS GROUP BENEFIT PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-011,389
Total number of active participants reported on line 7a of the Form 55002013-01-01538
Number of retired or separated participants receiving benefits2013-01-01817
Total of all active and inactive participants2013-01-011,355
2012: TEXAS GAS GROUP BENEFIT PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-011,415
Total number of active participants reported on line 7a of the Form 55002012-01-01538
Number of retired or separated participants receiving benefits2012-01-01851
Total of all active and inactive participants2012-01-011,389
2011: TEXAS GAS GROUP BENEFIT PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-011,425
Total number of active participants reported on line 7a of the Form 55002011-01-01553
Number of retired or separated participants receiving benefits2011-01-01868
Total of all active and inactive participants2011-01-011,421
2009: TEXAS GAS GROUP BENEFIT PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-011,524
Total number of active participants reported on line 7a of the Form 55002009-01-01552
Number of retired or separated participants receiving benefits2009-01-01922
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-011,474

Financial Data on TEXAS GAS GROUP BENEFIT PROGRAM

Measure Date Value
2022 : TEXAS GAS GROUP BENEFIT PROGRAM 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-10,587,613
Total unrealized appreciation/depreciation of assets2022-12-31$-10,587,613
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,879,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$918,268
Total income from all sources (including contributions)2022-12-31$3,466,224
Total loss/gain on sale of assets2022-12-31$654,599
Total of all expenses incurred2022-12-31$12,973,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$11,594,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,101,054
Value of total assets at end of year2022-12-31$96,305,864
Value of total assets at beginning of year2022-12-31$92,852,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,379,473
Total interest from all sources2022-12-31$2,363,056
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$258,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$258,487
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$3,947,039
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$31,396,611
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,910,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$557,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,929,186
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$39,437
Other income not declared elsewhere2022-12-31$59,011
Administrative expenses (other) incurred2022-12-31$628,846
Total non interest bearing cash at end of year2022-12-31$210,917
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,507,325
Value of net assets at end of year (total assets less liabilities)2022-12-31$82,426,529
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$91,933,854
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 in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,119,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$22,737,135
Interest earned on other investments2022-12-31$277,956
Income. Interest from US Government securities2022-12-31$410,498
Income. Interest from corporate debt instruments2022-12-31$1,636,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$246,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$37,756
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$1,978,295
Asset value of US Government securities at end of year2022-12-31$34,153,215
Asset value of US Government securities at beginning of year2022-12-31$3,157,647
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,382,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,154,015
Employer contributions (assets) at end of year2022-12-31$83,613
Employer contributions (assets) at beginning of year2022-12-31$552,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,615,781
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$3,252,327
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$55,580,830
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$31,198,616
Contract administrator fees2022-12-31$750,627
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$950,149
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$878,831
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$198,064,729
Aggregate carrying amount (costs) on sale of assets2022-12-31$197,410,130
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2022-12-31273858252
2021 : TEXAS GAS GROUP BENEFIT PROGRAM 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-2,452,985
Total unrealized appreciation/depreciation of assets2021-12-31$-2,452,985
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$918,268
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$662,169
Total income from all sources (including contributions)2021-12-31$10,158,294
Total loss/gain on sale of assets2021-12-31$-172,564
Total of all expenses incurred2021-12-31$13,823,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,477,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,826,078
Value of total assets at end of year2021-12-31$92,852,122
Value of total assets at beginning of year2021-12-31$96,261,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,346,310
Total interest from all sources2021-12-31$2,539,545
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$458,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$458,328
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
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$4,048,083
Assets. Other investments not covered elsewhere at end of year2021-12-31$31,396,611
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$32,716,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$557,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$489,673
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$39,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$140,324
Other income not declared elsewhere2021-12-31$-336,175
Administrative expenses (other) incurred2021-12-31$693,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-3,665,513
Value of net assets at end of year (total assets less liabilities)2021-12-31$91,933,854
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$95,599,367
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 in registered invesment companies (eg mutual funds) at end of year2021-12-31$22,737,135
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,614,526
Interest earned on other investments2021-12-31$775,826
Income. Interest from US Government securities2021-12-31$532,144
Income. Interest from corporate debt instruments2021-12-31$1,231,575
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$2,042,205
Asset value of US Government securities at end of year2021-12-31$3,157,647
Asset value of US Government securities at beginning of year2021-12-31$5,309,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-703,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,777,995
Employer contributions (assets) at end of year2021-12-31$552,233
Employer contributions (assets) at beginning of year2021-12-31$566,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,435,292
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$3,252,327
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$3,515,146
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$31,198,616
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$29,049,845
Contract administrator fees2021-12-31$653,040
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$878,831
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$521,845
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$10,682,443
Aggregate carrying amount (costs) on sale of assets2021-12-31$10,855,007
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2021-12-31273858252
2020 : TEXAS GAS GROUP BENEFIT PROGRAM 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$3,117,669
Total unrealized appreciation/depreciation of assets2020-12-31$3,117,669
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$662,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$747,637
Total income from all sources (including contributions)2020-12-31$18,796,738
Total loss/gain on sale of assets2020-12-31$-236,774
Total of all expenses incurred2020-12-31$13,474,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,915,513
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,101,989
Value of total assets at end of year2020-12-31$96,261,536
Value of total assets at beginning of year2020-12-31$91,025,184
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,559,405
Total interest from all sources2020-12-31$2,708,354
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$497,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$497,276
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
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$4,151,924
Assets. Other investments not covered elsewhere at end of year2020-12-31$32,716,516
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$30,681,314
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$489,673
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$750,610
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$140,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$44,533
Other income not declared elsewhere2020-12-31$177,122
Administrative expenses (other) incurred2020-12-31$961,216
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$5,321,820
Value of net assets at end of year (total assets less liabilities)2020-12-31$95,599,367
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$90,277,547
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 in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,614,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$20,927,591
Interest earned on other investments2020-12-31$875,638
Income. Interest from US Government securities2020-12-31$557,885
Income. Interest from corporate debt instruments2020-12-31$1,274,831
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,929,023
Asset value of US Government securities at end of year2020-12-31$5,309,774
Asset value of US Government securities at beginning of year2020-12-31$7,434,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,431,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$6,950,065
Employer contributions (assets) at end of year2020-12-31$566,056
Employer contributions (assets) at beginning of year2020-12-31$327,979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,986,490
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$3,515,146
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$3,176,670
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$29,049,845
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$27,726,974
Contract administrator fees2020-12-31$598,189
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$521,845
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$703,104
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$7,156,138
Aggregate carrying amount (costs) on sale of assets2020-12-31$7,392,912
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2020-12-31273858252
2019 : TEXAS GAS GROUP BENEFIT PROGRAM 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,625,219
Total unrealized appreciation/depreciation of assets2019-12-31$3,625,219
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$747,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,128,797
Total income from all sources (including contributions)2019-12-31$18,839,237
Total loss/gain on sale of assets2019-12-31$49,123
Total of all expenses incurred2019-12-31$12,833,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,550,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,469,905
Value of total assets at end of year2019-12-31$91,025,184
Value of total assets at beginning of year2019-12-31$85,400,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,282,839
Total interest from all sources2019-12-31$2,664,431
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$660,255
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$660,255
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
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$4,113,363
Assets. Other investments not covered elsewhere at end of year2019-12-31$30,681,314
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$30,203,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$750,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$759,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$44,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$49,022
Other income not declared elsewhere2019-12-31$130,447
Administrative expenses (other) incurred2019-12-31$681,447
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$6,005,459
Value of net assets at end of year (total assets less liabilities)2019-12-31$90,277,547
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$84,272,088
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 in registered invesment companies (eg mutual funds) at end of year2019-12-31$20,927,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,085,976
Interest earned on other investments2019-12-31$937,304
Income. Interest from US Government securities2019-12-31$561,387
Income. Interest from corporate debt instruments2019-12-31$1,165,740
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$2,035,825
Asset value of US Government securities at end of year2019-12-31$7,434,046
Asset value of US Government securities at beginning of year2019-12-31$8,734,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,239,857
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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$6,356,542
Employer contributions (assets) at end of year2019-12-31$327,979
Employer contributions (assets) at beginning of year2019-12-31$981,061
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,515,114
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$3,176,670
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$2,859,761
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$27,726,974
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$22,776,606
Contract administrator fees2019-12-31$601,392
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$703,104
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,079,775
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$12,237,701
Aggregate carrying amount (costs) on sale of assets2019-12-31$12,188,578
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2019-12-31273858252
2018 : TEXAS GAS GROUP BENEFIT PROGRAM 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,208,400
Total unrealized appreciation/depreciation of assets2018-12-31$-2,208,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,128,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,589,764
Total income from all sources (including contributions)2018-12-31$10,867,262
Total loss/gain on sale of assets2018-12-31$-471,668
Total of all expenses incurred2018-12-31$14,389,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,668,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,850,157
Value of total assets at end of year2018-12-31$85,400,885
Value of total assets at beginning of year2018-12-31$89,383,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,720,708
Total interest from all sources2018-12-31$2,766,660
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$561,135
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$561,135
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
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$4,023,420
Assets. Other investments not covered elsewhere at end of year2018-12-31$30,203,272
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$41,538,988
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$352,608
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$759,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$662,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$49,022
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,026,220
Administrative expenses (other) incurred2018-12-31$1,125,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,521,992
Value of net assets at end of year (total assets less liabilities)2018-12-31$84,272,088
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$87,794,080
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 in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,085,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,067,663
Interest earned on other investments2018-12-31$1,134,654
Income. Interest from US Government securities2018-12-31$535,264
Income. Interest from corporate debt instruments2018-12-31$1,096,742
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$1,965,197
Asset value of US Government securities at end of year2018-12-31$8,734,213
Asset value of US Government securities at beginning of year2018-12-31$9,246,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-630,622
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$6,826,737
Employer contributions (assets) at end of year2018-12-31$981,061
Employer contributions (assets) at beginning of year2018-12-31$716,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,350,741
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$2,859,761
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$3,123,441
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$22,776,606
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$17,027,887
Contract administrator fees2018-12-31$595,301
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,079,775
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$563,544
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$17,792,544
Aggregate carrying amount (costs) on sale of assets2018-12-31$18,264,212
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2018-12-31273858252
2017 : TEXAS GAS GROUP BENEFIT PROGRAM 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,184,873
Total unrealized appreciation/depreciation of assets2017-12-31$1,184,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,589,764
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$842,117
Total income from all sources (including contributions)2017-12-31$14,651,126
Total loss/gain on sale of assets2017-12-31$-55,415
Total of all expenses incurred2017-12-31$12,057,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,902,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,481,687
Value of total assets at end of year2017-12-31$89,383,844
Value of total assets at beginning of year2017-12-31$86,042,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,155,043
Total interest from all sources2017-12-31$3,378,475
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$222,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$222,834
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$20,000,000
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$3,951,487
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,501
Assets. Other investments not covered elsewhere at end of year2017-12-31$41,538,988
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$42,900,603
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$662,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$739,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,026,220
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$13,132
Other income not declared elsewhere2017-12-31$289,613
Administrative expenses (other) incurred2017-12-31$529,728
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$2,593,717
Value of net assets at end of year (total assets less liabilities)2017-12-31$87,794,080
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$85,200,363
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 in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,067,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,062,212
Interest earned on other investments2017-12-31$1,679,720
Income. Interest from US Government securities2017-12-31$780,510
Income. Interest from corporate debt instruments2017-12-31$918,245
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$1,971,378
Asset value of US Government securities at end of year2017-12-31$9,246,209
Asset value of US Government securities at beginning of year2017-12-31$11,402,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$149,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$5,530,200
Employer contributions (assets) at end of year2017-12-31$716,717
Employer contributions (assets) at beginning of year2017-12-31$782,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,930,988
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$3,123,441
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$3,001,698
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$17,027,887
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$19,151,359
Contract administrator fees2017-12-31$625,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$563,544
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$828,985
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$18,791,020
Aggregate carrying amount (costs) on sale of assets2017-12-31$18,846,435
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2017-12-31273858252
2016 : TEXAS GAS GROUP BENEFIT PROGRAM 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-965,301
Total unrealized appreciation/depreciation of assets2016-12-31$-965,301
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$842,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,229,315
Total income from all sources (including contributions)2016-12-31$14,173,119
Total loss/gain on sale of assets2016-12-31$-82,682
Total of all expenses incurred2016-12-31$14,391,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,988,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,712,542
Value of total assets at end of year2016-12-31$86,042,480
Value of total assets at beginning of year2016-12-31$86,647,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,402,459
Total interest from all sources2016-12-31$3,034,591
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$153,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$153,764
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
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$3,910,330
Participant contributions at end of year2016-12-31$2,501
Participant contributions at beginning of year2016-12-31$95,333
Assets. Other investments not covered elsewhere at end of year2016-12-31$42,900,603
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$42,541,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$739,224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$777,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$13,132
Other income not declared elsewhere2016-12-31$320,205
Administrative expenses (other) incurred2016-12-31$673,560
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-218,272
Value of net assets at end of year (total assets less liabilities)2016-12-31$85,200,363
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$85,418,635
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 in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,062,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,668,229
Interest earned on other investments2016-12-31$1,433,151
Income. Interest from US Government securities2016-12-31$456,611
Income. Interest from corporate debt instruments2016-12-31$1,144,829
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$1,962,246
Asset value of US Government securities at end of year2016-12-31$11,402,180
Asset value of US Government securities at beginning of year2016-12-31$13,179,401
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$7,802,212
Employer contributions (assets) at end of year2016-12-31$782,703
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$11,026,686
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$3,001,698
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$7,459,760
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$19,151,359
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$14,926,547
Contract administrator fees2016-12-31$728,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$828,985
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,229,315
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,424,941
Aggregate carrying amount (costs) on sale of assets2016-12-31$3,507,623
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2016-12-31273858252
2015 : TEXAS GAS GROUP BENEFIT PROGRAM 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-662,162
Total unrealized appreciation/depreciation of assets2015-12-31$-662,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,229,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,948,277
Total income from all sources (including contributions)2015-12-31$13,624,570
Total loss/gain on sale of assets2015-12-31$-106,540
Total of all expenses incurred2015-12-31$12,895,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$11,355,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,974,760
Value of total assets at end of year2015-12-31$86,647,950
Value of total assets at beginning of year2015-12-31$87,637,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,540,247
Total interest from all sources2015-12-31$3,159,747
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$156,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$156,223
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
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$3,693,185
Participant contributions at end of year2015-12-31$95,333
Participant contributions at beginning of year2015-12-31$270,560
Assets. Other investments not covered elsewhere at end of year2015-12-31$42,541,168
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$42,457,317
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$777,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$808,628
Other income not declared elsewhere2015-12-31$254,135
Administrative expenses (other) incurred2015-12-31$686,517
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$729,135
Value of net assets at end of year (total assets less liabilities)2015-12-31$85,418,635
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$84,689,500
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 in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,668,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,169,896
Interest earned on other investments2015-12-31$1,592,191
Income. Interest from US Government securities2015-12-31$412,954
Income. Interest from corporate debt instruments2015-12-31$1,154,602
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,625,596
Asset value of US Government securities at end of year2015-12-31$13,179,401
Asset value of US Government securities at beginning of year2015-12-31$14,521,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-151,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$7,281,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,729,592
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$7,459,760
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$7,863,010
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$14,926,547
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$15,547,216
Contract administrator fees2015-12-31$853,730
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,229,315
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$2,948,277
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,020,045
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,126,585
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2015-12-31273858252
2014 : TEXAS GAS GROUP BENEFIT PROGRAM 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,605,872
Total unrealized appreciation/depreciation of assets2014-12-31$5,605,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,948,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,574,867
Total income from all sources (including contributions)2014-12-31$18,819,889
Total loss/gain on sale of assets2014-12-31$-5,431
Total of all expenses incurred2014-12-31$13,674,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,310,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$9,737,712
Value of total assets at end of year2014-12-31$87,637,777
Value of total assets at beginning of year2014-12-31$81,119,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,364,094
Total interest from all sources2014-12-31$3,183,385
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$108,656
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$108,656
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
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$3,518,668
Participant contributions at end of year2014-12-31$270,560
Participant contributions at beginning of year2014-12-31$255,181
Assets. Other investments not covered elsewhere at end of year2014-12-31$42,457,317
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$38,237,567
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,243,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$808,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$821,271
Administrative expenses (other) incurred2014-12-31$606,961
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$5,144,975
Value of net assets at end of year (total assets less liabilities)2014-12-31$84,689,500
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$79,544,525
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 in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,169,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,364,429
Interest earned on other investments2014-12-31$1,596,573
Income. Interest from US Government securities2014-12-31$440,822
Income. Interest from corporate debt instruments2014-12-31$1,145,945
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$45
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,589,045
Asset value of US Government securities at end of year2014-12-31$14,521,150
Asset value of US Government securities at beginning of year2014-12-31$15,305,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$189,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$6,219,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,478,557
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$7,863,010
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$7,609,425
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$15,547,216
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$13,525,669
Contract administrator fees2014-12-31$757,133
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
Liabilities. Value of benefit claims payable at end of year2014-12-31$2,948,277
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,574,867
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$8,362,814
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,368,245
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2014-12-31273858252
2013 : TEXAS GAS GROUP BENEFIT PROGRAM 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-4,685,639
Total unrealized appreciation/depreciation of assets2013-12-31$-4,685,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,574,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,353,783
Total income from all sources (including contributions)2013-12-31$6,836,399
Total loss/gain on sale of assets2013-12-31$-565,600
Total of all expenses incurred2013-12-31$12,929,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,374,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$9,053,466
Value of total assets at end of year2013-12-31$81,119,392
Value of total assets at beginning of year2013-12-31$86,991,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,554,939
Total interest from all sources2013-12-31$3,195,422
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$132,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$132,707
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
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$3,339,086
Participant contributions at end of year2013-12-31$255,181
Participant contributions at beginning of year2013-12-31$243,819
Assets. Other investments not covered elsewhere at end of year2013-12-31$38,237,567
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$37,480,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$821,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,008,279
Administrative expenses (other) incurred2013-12-31$908,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-6,092,816
Value of net assets at end of year (total assets less liabilities)2013-12-31$79,544,525
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$85,637,341
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 in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,364,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,110,194
Interest earned on other investments2013-12-31$1,510,988
Income. Interest from US Government securities2013-12-31$490,645
Income. Interest from corporate debt instruments2013-12-31$1,193,789
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$1,530,100
Asset value of US Government securities at end of year2013-12-31$15,305,850
Asset value of US Government securities at beginning of year2013-12-31$16,313,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-293,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$5,714,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,844,176
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$7,609,425
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$8,277,535
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$13,525,669
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$16,557,525
Contract administrator fees2013-12-31$646,725
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,574,867
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$1,353,783
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$15,172,680
Aggregate carrying amount (costs) on sale of assets2013-12-31$15,738,280
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2013-12-31273858252
2012 : TEXAS GAS GROUP BENEFIT PROGRAM 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,921,271
Total unrealized appreciation/depreciation of assets2012-12-31$3,921,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,353,783
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,109,635
Total income from all sources (including contributions)2012-12-31$16,673,135
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,600,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,159,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,399,593
Value of total assets at end of year2012-12-31$86,991,124
Value of total assets at beginning of year2012-12-31$82,674,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,441,697
Total interest from all sources2012-12-31$3,187,409
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$165,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$165,975
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
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$3,266,784
Participant contributions at end of year2012-12-31$243,819
Participant contributions at beginning of year2012-12-31$238,986
Assets. Other investments not covered elsewhere at end of year2012-12-31$37,480,205
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$35,157,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,008,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,641,638
Administrative expenses (other) incurred2012-12-31$664,364
Total non interest bearing cash at beginning of year2012-12-31$553,577
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$4,072,219
Value of net assets at end of year (total assets less liabilities)2012-12-31$85,637,341
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$81,565,122
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,110,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,518,189
Interest earned on other investments2012-12-31$1,438,567
Income. Interest from US Government securities2012-12-31$543,657
Income. Interest from corporate debt instruments2012-12-31$1,205,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,858,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,858,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$1,540,053
Asset value of US Government securities at end of year2012-12-31$16,313,567
Asset value of US Government securities at beginning of year2012-12-31$17,382,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-1,113
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$6,132,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,619,166
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$8,277,535
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$8,028,875
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$16,557,525
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$13,293,946
Contract administrator fees2012-12-31$777,333
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$1,353,783
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,109,635
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2012-12-31273858252
2011 : TEXAS GAS GROUP BENEFIT PROGRAM 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$5,533,689
Total unrealized appreciation/depreciation of assets2011-12-31$5,533,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,109,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,497,533
Total income from all sources (including contributions)2011-12-31$19,457,727
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$11,262,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,277,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,624,060
Value of total assets at end of year2011-12-31$82,674,757
Value of total assets at beginning of year2011-12-31$74,867,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$985,347
Total interest from all sources2011-12-31$2,935,159
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$167,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$167,056
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
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$3,205,314
Participant contributions at end of year2011-12-31$238,986
Participant contributions at beginning of year2011-12-31$258,158
Assets. Other investments not covered elsewhere at end of year2011-12-31$35,157,678
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$32,066,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,641,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,189,593
Administrative expenses (other) incurred2011-12-31$255,207
Total non interest bearing cash at end of year2011-12-31$553,577
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$8,194,981
Value of net assets at end of year (total assets less liabilities)2011-12-31$81,565,122
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$73,370,141
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,518,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,638,755
Interest earned on other investments2011-12-31$1,458,918
Income. Interest from US Government securities2011-12-31$273,016
Income. Interest from corporate debt instruments2011-12-31$1,203,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,858,985
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,454,327
Asset value of US Government securities at end of year2011-12-31$17,382,883
Asset value of US Government securities at beginning of year2011-12-31$14,832,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$2,197,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$5,418,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,823,072
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$8,028,875
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$7,452,295
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$13,293,946
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$12,430,199
Contract administrator fees2011-12-31$730,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,109,635
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,497,533
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2011-12-31273858252
2010 : TEXAS GAS GROUP BENEFIT PROGRAM 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$1,288,180
Total unrealized appreciation/depreciation of assets2010-12-31$1,288,180
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,497,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,715,188
Total income from all sources (including contributions)2010-12-31$13,579,693
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$11,583,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,813,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$8,551,255
Value of total assets at end of year2010-12-31$74,867,674
Value of total assets at beginning of year2010-12-31$73,089,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$770,014
Total interest from all sources2010-12-31$2,562,860
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$165,201
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$165,201
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
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$3,175,003
Participant contributions at end of year2010-12-31$258,158
Participant contributions at beginning of year2010-12-31$245,821
Assets. Other investments not covered elsewhere at end of year2010-12-31$32,066,310
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$28,453,937
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,189,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$497,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$506,824
Other income not declared elsewhere2010-12-31$1,012,197
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$1,995,926
Value of net assets at end of year (total assets less liabilities)2010-12-31$73,370,141
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$71,374,215
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
Assets. partnership/joint venture interests at beginning of year2010-12-31$15,666,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,638,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,470,075
Interest earned on other investments2010-12-31$1,241,707
Income. Interest from US Government securities2010-12-31$110,464
Income. Interest from corporate debt instruments2010-12-31$1,210,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,470,647
Asset value of US Government securities at end of year2010-12-31$14,832,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$5,376,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,343,106
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$7,452,295
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$6,911,635
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$12,430,199
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$11,844,110
Contract administrator fees2010-12-31$770,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$1,497,533
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,208,364
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DEAN DORTON ALLEN FORD, PLLC
Accountancy firm EIN2010-12-31273858252

Form 5500 Responses for TEXAS GAS GROUP BENEFIT PROGRAM

2022: TEXAS GAS GROUP BENEFIT PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: TEXAS GAS GROUP BENEFIT PROGRAM 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 funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: TEXAS GAS GROUP BENEFIT PROGRAM 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 funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: TEXAS GAS GROUP BENEFIT PROGRAM 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 funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: TEXAS GAS GROUP BENEFIT PROGRAM 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 funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: TEXAS GAS GROUP BENEFIT PROGRAM 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 funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: TEXAS GAS GROUP BENEFIT PROGRAM 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 funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: TEXAS GAS GROUP BENEFIT PROGRAM 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 funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: TEXAS GAS GROUP BENEFIT PROGRAM 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 funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: TEXAS GAS GROUP BENEFIT PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: TEXAS GAS GROUP BENEFIT PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: TEXAS GAS GROUP BENEFIT PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: TEXAS GAS GROUP BENEFIT PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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

AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 1
Insurance contract or identification number97086
Number of Individuals Covered236
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $9,226
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $77,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,204
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 6
Insurance contract or identification number12243474
Number of Individuals Covered435
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675557G
Policy instance 2
Insurance contract or identification number675557G
Number of Individuals Covered498
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,262
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $166,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,926
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 3
Insurance contract or identification number402893 0020
Number of Individuals Covered570
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $472,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477-1
Policy instance 4
Insurance contract or identification number44477-1
Number of Individuals Covered1591
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,742
Total amount of fees paid to insurance companyUSD $100
Life Insurance Welfare BenefitYes
Other welfare benefits providedBUSINESS TRAVEL AND AD & D
Welfare Benefit Premiums Paid to CarrierUSD $1,164,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,742
Insurance broker organization code?3
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerTPA FEES
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 5
Insurance contract or identification number12243474
Number of Individuals Covered435
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number270224
Policy instance 6
Insurance contract or identification number270224
Number of Individuals Covered498
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEAP
Welfare Benefit Premiums Paid to CarrierUSD $5,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477-1
Policy instance 2
Insurance contract or identification number44477-1
Number of Individuals Covered1591
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,742
Total amount of fees paid to insurance companyUSD $100
Life Insurance Welfare BenefitYes
Other welfare benefits providedBUSINESS TRAVEL AND AD & D
Welfare Benefit Premiums Paid to CarrierUSD $1,164,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,742
Insurance broker organization code?3
Amount paid for insurance broker fees100
Additional information about fees paid to insurance brokerTPA FEES
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675557G
Policy instance 3
Insurance contract or identification number675557G
Number of Individuals Covered498
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,262
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $166,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,926
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 4
Insurance contract or identification number402893 0020
Number of Individuals Covered570
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $472,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 )
Policy contract number270224
Policy instance 5
Insurance contract or identification number270224
Number of Individuals Covered498
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEAP
Welfare Benefit Premiums Paid to CarrierUSD $5,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 1
Insurance contract or identification number97086
Number of Individuals Covered242
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,461
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $80,136
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,439
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675557G
Policy instance 2
Insurance contract or identification number675557G
Number of Individuals Covered497
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,733
Total amount of fees paid to insurance companyUSD $1,948
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $166,301
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,733
Insurance broker organization code?3
Amount paid for insurance broker fees1948
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 3
Insurance contract or identification number402893 0020
Number of Individuals Covered585
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 $0
Welfare Benefit Premiums Paid to CarrierUSD $465,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 4
Insurance contract or identification number44477
Number of Individuals Covered1600
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 $101
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,210,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees101
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
Insurance broker organization code?5
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 5
Insurance contract or identification number12243474
Number of Individuals Covered427
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 $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,989
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number12634
Policy instance 6
Insurance contract or identification number12634
Number of Individuals Covered497
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 $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99066577
Policy instance 7
Insurance contract or identification number99066577
Number of Individuals Covered497
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,994
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $8,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,711
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675557G
Policy instance 2
Insurance contract or identification number675557G
Number of Individuals Covered509
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $473
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $166,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees409
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99066577
Policy instance 3
Insurance contract or identification number99066577
Number of Individuals Covered509
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,994
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $8,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,711
Insurance broker organization code?3
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 1
Insurance contract or identification number97086
Number of Individuals Covered257
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,144
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $82,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,122
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 4
Insurance contract or identification number402893 0020
Number of Individuals Covered600
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $431,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 6
Insurance contract or identification number12243474
Number of Individuals Covered438
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number12634
Policy instance 7
Insurance contract or identification number12634
Number of Individuals Covered509
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 5
Insurance contract or identification number44477
Number of Individuals Covered1644
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $19,454
Total amount of fees paid to insurance companyUSD $110
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,135,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,212
Insurance broker organization code?3
Amount paid for insurance broker fees94
Additional information about fees paid to insurance brokerTPA FEES
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 1
Insurance contract or identification number97086
Number of Individuals Covered259
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,725
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $83,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,673
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675557G
Policy instance 2
Insurance contract or identification number675557G
Number of Individuals Covered513
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,188
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $169,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4188
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99066577
Policy instance 3
Insurance contract or identification number99066577
Number of Individuals Covered513
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,994
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $8,553
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,711
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 4
Insurance contract or identification number402893 0020
Number of Individuals Covered609
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $496,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 5
Insurance contract or identification number44477
Number of Individuals Covered1659
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,442
Total amount of fees paid to insurance companyUSD $190
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,164,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,442
Insurance broker organization code?3
Amount paid for insurance broker fees190
Additional information about fees paid to insurance brokerTPA FEES
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 6
Insurance contract or identification number12243474
Number of Individuals Covered442
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $95,448
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number12634
Policy instance 7
Insurance contract or identification number12634
Number of Individuals Covered513
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,406
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 1
Insurance contract or identification number97086
Number of Individuals Covered281
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,223
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $85,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675557G
Policy instance 2
Insurance contract or identification number675557G
Number of Individuals Covered528
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,402
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $128,755
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2402
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99066577
Policy instance 3
Insurance contract or identification number99066577
Number of Individuals Covered528
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,597
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $10,278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,055
Insurance broker organization code?3
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 4
Insurance contract or identification number402893 0020
Number of Individuals Covered630
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $396,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 5
Insurance contract or identification number44477
Number of Individuals Covered1718
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,145
Total amount of fees paid to insurance companyUSD $196
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,228,191
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,145
Insurance broker organization code?3
Amount paid for insurance broker fees196
Additional information about fees paid to insurance brokerTPA FEES
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 6
Insurance contract or identification number12243474
Number of Individuals Covered457
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $97,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number12634
Policy instance 7
Insurance contract or identification number12634
Number of Individuals Covered528
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number12634
Policy instance 7
Insurance contract or identification number12634
Number of Individuals Covered541
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,059
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 6
Insurance contract or identification number12243474
Number of Individuals Covered460
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $97,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 5
Insurance contract or identification number44477
Number of Individuals Covered1746
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $31,387
Total amount of fees paid to insurance companyUSD $199
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $1,254,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,387
Insurance broker organization code?3
Amount paid for insurance broker fees199
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameAXA ASSISTANCE, USA
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 4
Insurance contract or identification number402893 0020
Number of Individuals Covered647
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $372,841
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99066577
Policy instance 3
Insurance contract or identification number99066577
Number of Individuals Covered542
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,598
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $10,278
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,056
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675557G
Policy instance 2
Insurance contract or identification number675557G
Number of Individuals Covered542
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,827
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $130,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,827
Insurance broker organization code?3
Insurance broker nameTOWERS WATSON DELAWARE,INC
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 1
Insurance contract or identification number97086
Number of Individuals Covered288
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,196
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $87,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,095
Insurance broker organization code?3
Insurance broker nameCONDUENT HR CONSULTING, LLC
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number12634
Policy instance 7
Insurance contract or identification number12634
Number of Individuals Covered543
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,968
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 6
Insurance contract or identification number12243474
Number of Individuals Covered445
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $91,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 5
Insurance contract or identification number44477
Number of Individuals Covered1776
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,415
Total amount of fees paid to insurance companyUSD $198
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $969,767
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,415
Insurance broker organization code?3
Amount paid for insurance broker fees198
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameAXA ASSISTANCE, USA
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 4
Insurance contract or identification number402893 0020
Number of Individuals Covered674
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $354,496
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99066577
Policy instance 3
Insurance contract or identification number99066577
Number of Individuals Covered545
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,372
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $9,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,927
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 1
Insurance contract or identification number97086
Number of Individuals Covered256
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $8,680
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $77,809
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,587
Insurance broker organization code?3
Insurance broker nameBUCK CONSULTANTS, LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675557G
Policy instance 2
Insurance contract or identification number675557G
Number of Individuals Covered545
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,914
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $110,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2914
Additional information about fees paid to insurance brokerBONUS - CONTINGENT COMPENSATION
Insurance broker organization code?3
Insurance broker nameTOWERS WATSON DELAWARE,INC
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 1
Insurance contract or identification number97086
Number of Individuals Covered261
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,918
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
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $79,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,831
Insurance broker organization code?3
Insurance broker nameBUCK CONSULTANTS, LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675557G
Policy instance 2
Insurance contract or identification number675557G
Number of Individuals Covered535
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,169
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 $107,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4169
Additional information about fees paid to insurance brokerBONUS - CONTINGENT COMPENSATION
Insurance broker organization code?3
Insurance broker nameTOWERS WATSON PENNSYLVANIA,INC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99066577
Policy instance 3
Insurance contract or identification number99066577
Number of Individuals Covered535
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,372
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
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $9,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,927
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 5
Insurance contract or identification number44477
Number of Individuals Covered1784
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,263
Total amount of fees paid to insurance companyUSD $196
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $961,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,263
Insurance broker organization code?3
Amount paid for insurance broker fees196
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
Insurance broker nameAXA ASSISTANCE, USA
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 6
Insurance contract or identification number12243474
Number of Individuals Covered434
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $89,289
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number12634
Policy instance 7
Insurance contract or identification number12634
Number of Individuals Covered533
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,718
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 4
Insurance contract or identification number402893 0020
Number of Individuals Covered690
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 $329,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 1
Insurance contract or identification number97086
Number of Individuals Covered273
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,570
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
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $75,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,490
Insurance broker organization code?3
Insurance broker nameBUCK CONSULTANTS, LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number675554G
Policy instance 2
Insurance contract or identification number675554G
Number of Individuals Covered527
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $100,294
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number99066577
Policy instance 3
Insurance contract or identification number99066577
Number of Individuals Covered527
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,890
Total amount of fees paid to insurance companyUSD $217
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $9,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,445
Amount paid for insurance broker fees217
Additional information about fees paid to insurance brokerGUARANTEED SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 4
Insurance contract or identification number402893 0020
Number of Individuals Covered692
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $301,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 6
Insurance contract or identification number12243474
Number of Individuals Covered420
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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 $86,012
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 5
Insurance contract or identification number44477
Number of Individuals Covered1807
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $199
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $952,870
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees199
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION FEES
Insurance broker organization code?5
Insurance broker nameAXA ASSISTANCE, USA
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberGLT-67554
Policy instance 2
Insurance contract or identification numberGLT-67554
Number of Individuals Covered538
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare 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 $100,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 3
Insurance contract or identification number97086
Number of Individuals Covered274
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,181
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
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 $80,439
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,012
Insurance broker organization code?3
Insurance broker nameWILLIS OF NEW JERSEY
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 4
Insurance contract or identification number12243474
Number of Individuals Covered439
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $82,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 6
Insurance contract or identification number402893 0020
Number of Individuals Covered705
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $284,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000099066577
Policy instance 5
Insurance contract or identification number000099066577
Number of Individuals Covered538
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,210
Total amount of fees paid to insurance companyUSD $109
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $10,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,605
Amount paid for insurance broker fees109
Additional information about fees paid to insurance brokerGUARANTEED SUPPLEMENTAL COMPENSATIO
Insurance broker organization code?3
Insurance broker nameT&H BENEFITS, LLC
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 1
Insurance contract or identification number44477
Number of Individuals Covered1839
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,619
Total amount of fees paid to insurance companyUSD $206
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $981,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,619
Insurance broker organization code?3
Amount paid for insurance broker fees206
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINSTRATION FEE
Insurance broker nameAXA ASSISTANCE, USA
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberGLT-67554
Policy instance 2
Insurance contract or identification numberGLT-67554
Number of Individuals Covered553
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,639
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 $97,513
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000099066577
Policy instance 5
Insurance contract or identification number000099066577
Number of Individuals Covered553
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,208
Total amount of fees paid to insurance companyUSD $241
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $10,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 6
Insurance contract or identification number402893 0020
Number of Individuals Covered727
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $224,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 4
Insurance contract or identification number12243474
Number of Individuals Covered421
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $75,688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 3
Insurance contract or identification number97086
Number of Individuals Covered256
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $8,953
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCANCER AND SPECIFIED DISEASE
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 $75,526
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 1
Insurance contract or identification number44477
Number of Individuals Covered1870
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $5,029
Total amount of fees paid to insurance companyUSD $206
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $970,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 )
Policy contract number12243474
Policy instance 4
Insurance contract or identification number12243474
Number of Individuals Covered396
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $63,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 )
Policy contract number402893 0020
Policy instance 6
Insurance contract or identification number402893 0020
Number of Individuals Covered744
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $203,669
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract number97086
Policy instance 3
Insurance contract or identification number97086
Number of Individuals Covered247
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,245
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 $69,698
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,054
Insurance broker organization code?3
Insurance broker nameBUCK CONSULTANTS LLC
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberGLT-67554
Policy instance 2
Insurance contract or identification numberGLT-67554
Number of Individuals Covered540
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $111,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number44477
Policy instance 1
Insurance contract or identification number44477
Number of Individuals Covered1877
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,645
Total amount of fees paid to insurance companyUSD $205
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,011,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,645
Insurance broker organization code?3
Amount paid for insurance broker fees205
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINSTRATION FEE
Insurance broker nameAXA ASSISTANCE, USA
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000099066577
Policy instance 5
Insurance contract or identification number000099066577
Number of Individuals Covered540
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,207
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 $10,691
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,207
Insurance broker organization code?3
Insurance broker nameREUBEN WARNER ASSOCIATES INC

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