TEXAS GAS TRANSMISSION, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TEXAS GAS GROUP BENEFIT PROGRAM
Measure | Date | Value |
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2022 : TEXAS GAS GROUP BENEFIT PROGRAM 2022 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-10,587,613 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-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 assets | 2022-12-31 | $654,599 |
Total of all expenses incurred | 2022-12-31 | $12,973,549 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $96,305,864 |
Value of total assets at beginning of year | 2022-12-31 | $92,852,122 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,379,473 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $258,487 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $3,947,039 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $31,396,611 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $1,910,824 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $557,553 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $12,929,186 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $39,437 |
Other income not declared elsewhere | 2022-12-31 | $59,011 |
Administrative expenses (other) incurred | 2022-12-31 | $628,846 |
Total non interest bearing cash at end of year | 2022-12-31 | $210,917 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,119,581 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $22,737,135 |
Interest earned on other investments | 2022-12-31 | $277,956 |
Income. Interest from US Government securities | 2022-12-31 | $410,498 |
Income. Interest from corporate debt instruments | 2022-12-31 | $1,636,846 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $246,884 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 benefits | 2022-12-31 | $1,978,295 |
Asset value of US Government securities at end of year | 2022-12-31 | $34,153,215 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $8,154,015 |
Employer contributions (assets) at end of year | 2022-12-31 | $83,613 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $552,233 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $9,615,781 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $3,252,327 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $55,580,830 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $31,198,616 |
Contract administrator fees | 2022-12-31 | $750,627 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $950,149 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $878,831 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $198,064,729 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $197,410,130 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2022-12-31 | 273858252 |
2021 : TEXAS GAS GROUP BENEFIT PROGRAM 2021 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-2,452,985 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-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 assets | 2021-12-31 | $-172,564 |
Total of all expenses incurred | 2021-12-31 | $13,823,807 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $92,852,122 |
Value of total assets at beginning of year | 2021-12-31 | $96,261,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,346,310 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $458,328 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,048,083 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $31,396,611 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $32,716,516 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $557,553 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $489,673 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $39,437 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $140,324 |
Other income not declared elsewhere | 2021-12-31 | $-336,175 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $22,737,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $24,614,526 |
Interest earned on other investments | 2021-12-31 | $775,826 |
Income. Interest from US Government securities | 2021-12-31 | $532,144 |
Income. Interest from corporate debt instruments | 2021-12-31 | $1,231,575 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $2,042,205 |
Asset value of US Government securities at end of year | 2021-12-31 | $3,157,647 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $6,777,995 |
Employer contributions (assets) at end of year | 2021-12-31 | $552,233 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $566,056 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $10,435,292 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $3,252,327 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $3,515,146 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $31,198,616 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $29,049,845 |
Contract administrator fees | 2021-12-31 | $653,040 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $878,831 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $521,845 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $10,682,443 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $10,855,007 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2021-12-31 | 273858252 |
2020 : TEXAS GAS GROUP BENEFIT PROGRAM 2020 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $3,117,669 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $-236,774 |
Total of all expenses incurred | 2020-12-31 | $13,474,918 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $96,261,536 |
Value of total assets at beginning of year | 2020-12-31 | $91,025,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,559,405 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $497,276 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,151,924 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $32,716,516 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $30,681,314 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $489,673 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $750,610 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $140,324 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $44,533 |
Other income not declared elsewhere | 2020-12-31 | $177,122 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $24,614,526 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $20,927,591 |
Interest earned on other investments | 2020-12-31 | $875,638 |
Income. Interest from US Government securities | 2020-12-31 | $557,885 |
Income. Interest from corporate debt instruments | 2020-12-31 | $1,274,831 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,929,023 |
Asset value of US Government securities at end of year | 2020-12-31 | $5,309,774 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $6,950,065 |
Employer contributions (assets) at end of year | 2020-12-31 | $566,056 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $327,979 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $9,986,490 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $3,515,146 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $3,176,670 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $29,049,845 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $27,726,974 |
Contract administrator fees | 2020-12-31 | $598,189 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $521,845 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $703,104 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $7,156,138 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $7,392,912 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2020-12-31 | 273858252 |
2019 : TEXAS GAS GROUP BENEFIT PROGRAM 2019 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,625,219 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $49,123 |
Total of all expenses incurred | 2019-12-31 | $12,833,778 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $91,025,184 |
Value of total assets at beginning of year | 2019-12-31 | $85,400,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,282,839 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $660,255 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,113,363 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $30,681,314 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $30,203,272 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $750,610 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $759,996 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $44,533 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $49,022 |
Other income not declared elsewhere | 2019-12-31 | $130,447 |
Administrative expenses (other) incurred | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $20,927,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $19,085,976 |
Interest earned on other investments | 2019-12-31 | $937,304 |
Income. Interest from US Government securities | 2019-12-31 | $561,387 |
Income. Interest from corporate debt instruments | 2019-12-31 | $1,165,740 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $2,035,825 |
Asset value of US Government securities at end of year | 2019-12-31 | $7,434,046 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $6,356,542 |
Employer contributions (assets) at end of year | 2019-12-31 | $327,979 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $981,061 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $9,515,114 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $3,176,670 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $2,859,761 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $27,726,974 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $22,776,606 |
Contract administrator fees | 2019-12-31 | $601,392 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $703,104 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $1,079,775 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $12,237,701 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $12,188,578 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2019-12-31 | 273858252 |
2018 : TEXAS GAS GROUP BENEFIT PROGRAM 2018 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-2,208,400 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 assets | 2018-12-31 | $-471,668 |
Total of all expenses incurred | 2018-12-31 | $14,389,254 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $85,400,885 |
Value of total assets at beginning of year | 2018-12-31 | $89,383,844 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,720,708 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $561,135 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,023,420 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $30,203,272 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $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 year | 2018-12-31 | $759,996 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $662,939 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $49,022 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,026,220 |
Administrative expenses (other) incurred | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $19,085,976 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $17,067,663 |
Interest earned on other investments | 2018-12-31 | $1,134,654 |
Income. Interest from US Government securities | 2018-12-31 | $535,264 |
Income. Interest from corporate debt instruments | 2018-12-31 | $1,096,742 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,965,197 |
Asset value of US Government securities at end of year | 2018-12-31 | $8,734,213 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $6,826,737 |
Employer contributions (assets) at end of year | 2018-12-31 | $981,061 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $716,717 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $10,350,741 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $2,859,761 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $3,123,441 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $22,776,606 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $17,027,887 |
Contract administrator fees | 2018-12-31 | $595,301 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $1,079,775 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $563,544 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $17,792,544 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $18,264,212 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2018-12-31 | 273858252 |
2017 : TEXAS GAS GROUP BENEFIT PROGRAM 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $1,184,873 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $-55,415 |
Total of all expenses incurred | 2017-12-31 | $12,057,409 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $89,383,844 |
Value of total assets at beginning of year | 2017-12-31 | $86,042,480 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,155,043 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $222,834 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,951,487 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $2,501 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $41,538,988 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $42,900,603 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $662,939 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $739,224 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,026,220 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $13,132 |
Other income not declared elsewhere | 2017-12-31 | $289,613 |
Administrative expenses (other) incurred | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $17,067,663 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,062,212 |
Interest earned on other investments | 2017-12-31 | $1,679,720 |
Income. Interest from US Government securities | 2017-12-31 | $780,510 |
Income. Interest from corporate debt instruments | 2017-12-31 | $918,245 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,971,378 |
Asset value of US Government securities at end of year | 2017-12-31 | $9,246,209 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $5,530,200 |
Employer contributions (assets) at end of year | 2017-12-31 | $716,717 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $782,703 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,930,988 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $3,123,441 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $3,001,698 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $17,027,887 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $19,151,359 |
Contract administrator fees | 2017-12-31 | $625,315 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $563,544 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $828,985 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $18,791,020 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $18,846,435 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2017-12-31 | 273858252 |
2016 : TEXAS GAS GROUP BENEFIT PROGRAM 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-965,301 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-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 assets | 2016-12-31 | $-82,682 |
Total of all expenses incurred | 2016-12-31 | $14,391,391 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $86,042,480 |
Value of total assets at beginning of year | 2016-12-31 | $86,647,950 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,402,459 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $153,764 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,910,330 |
Participant contributions at end of year | 2016-12-31 | $2,501 |
Participant contributions at beginning of year | 2016-12-31 | $95,333 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $42,900,603 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $42,541,168 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $739,224 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $777,512 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $13,132 |
Other income not declared elsewhere | 2016-12-31 | $320,205 |
Administrative expenses (other) incurred | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,062,212 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,668,229 |
Interest earned on other investments | 2016-12-31 | $1,433,151 |
Income. Interest from US Government securities | 2016-12-31 | $456,611 |
Income. Interest from corporate debt instruments | 2016-12-31 | $1,144,829 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,962,246 |
Asset value of US Government securities at end of year | 2016-12-31 | $11,402,180 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $13,179,401 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $7,802,212 |
Employer contributions (assets) at end of year | 2016-12-31 | $782,703 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $11,026,686 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $3,001,698 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $7,459,760 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $19,151,359 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $14,926,547 |
Contract administrator fees | 2016-12-31 | $728,899 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $828,985 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $1,229,315 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $3,424,941 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $3,507,623 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2016-12-31 | 273858252 |
2015 : TEXAS GAS GROUP BENEFIT PROGRAM 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-662,162 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $-106,540 |
Total of all expenses incurred | 2015-12-31 | $12,895,435 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $86,647,950 |
Value of total assets at beginning of year | 2015-12-31 | $87,637,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,540,247 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $156,223 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,693,185 |
Participant contributions at end of year | 2015-12-31 | $95,333 |
Participant contributions at beginning of year | 2015-12-31 | $270,560 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $42,541,168 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $42,457,317 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $777,512 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $808,628 |
Other income not declared elsewhere | 2015-12-31 | $254,135 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,668,229 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,169,896 |
Interest earned on other investments | 2015-12-31 | $1,592,191 |
Income. Interest from US Government securities | 2015-12-31 | $412,954 |
Income. Interest from corporate debt instruments | 2015-12-31 | $1,154,602 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,625,596 |
Asset value of US Government securities at end of year | 2015-12-31 | $13,179,401 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $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 assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $7,281,575 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $9,729,592 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $7,459,760 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $7,863,010 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $14,926,547 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $15,547,216 |
Contract administrator fees | 2015-12-31 | $853,730 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $1,229,315 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $2,948,277 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $3,020,045 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $3,126,585 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2015-12-31 | 273858252 |
2014 : TEXAS GAS GROUP BENEFIT PROGRAM 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $5,605,872 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $-5,431 |
Total of all expenses incurred | 2014-12-31 | $13,674,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $87,637,777 |
Value of total assets at beginning of year | 2014-12-31 | $81,119,392 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,364,094 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $108,656 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,518,668 |
Participant contributions at end of year | 2014-12-31 | $270,560 |
Participant contributions at beginning of year | 2014-12-31 | $255,181 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $42,457,317 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $808,628 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $821,271 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,169,896 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,364,429 |
Interest earned on other investments | 2014-12-31 | $1,596,573 |
Income. Interest from US Government securities | 2014-12-31 | $440,822 |
Income. Interest from corporate debt instruments | 2014-12-31 | $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 benefits | 2014-12-31 | $1,589,045 |
Asset value of US Government securities at end of year | 2014-12-31 | $14,521,150 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $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 assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $6,219,044 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $9,478,557 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $7,863,010 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $7,609,425 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $15,547,216 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $13,525,669 |
Contract administrator fees | 2014-12-31 | $757,133 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $2,948,277 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $1,574,867 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $8,362,814 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $8,368,245 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2014-12-31 | 273858252 |
2013 : TEXAS GAS GROUP BENEFIT PROGRAM 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-4,685,639 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-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 assets | 2013-12-31 | $-565,600 |
Total of all expenses incurred | 2013-12-31 | $12,929,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $81,119,392 |
Value of total assets at beginning of year | 2013-12-31 | $86,991,124 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,554,939 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $132,707 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,339,086 |
Participant contributions at end of year | 2013-12-31 | $255,181 |
Participant contributions at beginning of year | 2013-12-31 | $243,819 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $38,237,567 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $37,480,205 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $821,271 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,008,279 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,364,429 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,110,194 |
Interest earned on other investments | 2013-12-31 | $1,510,988 |
Income. Interest from US Government securities | 2013-12-31 | $490,645 |
Income. Interest from corporate debt instruments | 2013-12-31 | $1,193,789 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $1,530,100 |
Asset value of US Government securities at end of year | 2013-12-31 | $15,305,850 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $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 assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $5,714,380 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $9,844,176 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $7,609,425 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $8,277,535 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $13,525,669 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $16,557,525 |
Contract administrator fees | 2013-12-31 | $646,725 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $1,574,867 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $1,353,783 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $15,172,680 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $15,738,280 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2013-12-31 | 273858252 |
2012 : TEXAS GAS GROUP BENEFIT PROGRAM 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $3,921,271 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $12,600,916 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $86,991,124 |
Value of total assets at beginning of year | 2012-12-31 | $82,674,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,441,697 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $165,975 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,266,784 |
Participant contributions at end of year | 2012-12-31 | $243,819 |
Participant contributions at beginning of year | 2012-12-31 | $238,986 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $37,480,205 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $35,157,678 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,008,279 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,641,638 |
Administrative expenses (other) incurred | 2012-12-31 | $664,364 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,110,194 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,518,189 |
Interest earned on other investments | 2012-12-31 | $1,438,567 |
Income. Interest from US Government securities | 2012-12-31 | $543,657 |
Income. Interest from corporate debt instruments | 2012-12-31 | $1,205,185 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,858,985 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,858,985 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $1,540,053 |
Asset value of US Government securities at end of year | 2012-12-31 | $16,313,567 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $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 assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $6,132,809 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,619,166 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $8,277,535 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $8,028,875 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $16,557,525 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $13,293,946 |
Contract administrator fees | 2012-12-31 | $777,333 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $1,353,783 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $1,109,635 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2012-12-31 | 273858252 |
2011 : TEXAS GAS GROUP BENEFIT PROGRAM 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $5,533,689 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $11,262,746 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $82,674,757 |
Value of total assets at beginning of year | 2011-12-31 | $74,867,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $985,347 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $167,056 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,205,314 |
Participant contributions at end of year | 2011-12-31 | $238,986 |
Participant contributions at beginning of year | 2011-12-31 | $258,158 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $35,157,678 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $32,066,310 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,641,638 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $2,189,593 |
Administrative expenses (other) incurred | 2011-12-31 | $255,207 |
Total non interest bearing cash at end of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,518,189 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $5,638,755 |
Interest earned on other investments | 2011-12-31 | $1,458,918 |
Income. Interest from US Government securities | 2011-12-31 | $273,016 |
Income. Interest from corporate debt instruments | 2011-12-31 | $1,203,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,858,985 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $1,454,327 |
Asset value of US Government securities at end of year | 2011-12-31 | $17,382,883 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $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 assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $5,418,746 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,823,072 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $8,028,875 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $7,452,295 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $13,293,946 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $12,430,199 |
Contract administrator fees | 2011-12-31 | $730,140 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $1,109,635 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $1,497,533 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2011-12-31 | 273858252 |
2010 : TEXAS GAS GROUP BENEFIT PROGRAM 2010 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $1,288,180 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $11,583,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $74,867,674 |
Value of total assets at beginning of year | 2010-12-31 | $73,089,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $770,014 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $165,201 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,175,003 |
Participant contributions at end of year | 2010-12-31 | $258,158 |
Participant contributions at beginning of year | 2010-12-31 | $245,821 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $32,066,310 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $28,453,937 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $2,189,593 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $497,270 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $506,824 |
Other income not declared elsewhere | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $15,666,555 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $5,638,755 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $9,470,075 |
Interest earned on other investments | 2010-12-31 | $1,241,707 |
Income. Interest from US Government securities | 2010-12-31 | $110,464 |
Income. Interest from corporate debt instruments | 2010-12-31 | $1,210,689 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,470,647 |
Asset value of US Government securities at end of year | 2010-12-31 | $14,832,364 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $5,376,252 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $9,343,106 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $7,452,295 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $6,911,635 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $12,430,199 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $11,844,110 |
Contract administrator fees | 2010-12-31 | $770,014 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $1,497,533 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,208,364 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DEAN DORTON ALLEN FORD, PLLC |
Accountancy firm EIN | 2010-12-31 | 273858252 |
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 97086 |
Policy instance | 1 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 236 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $9,226 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | CANCER AND SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $77,280 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,204 | Insurance broker organization code? | 3 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12243474 |
Policy instance | 6 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 435 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 675557G |
Policy instance | 2 |
Insurance contract or identification number | 675557G | Number of Individuals Covered | 498 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $7,262 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $166,061 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,926 | Insurance broker organization code? | 3 |
|
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 3 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 570 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 44477-1 |
Policy instance | 4 |
Insurance contract or identification number | 44477-1 | Number of Individuals Covered | 1591 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $14,742 | Total amount of fees paid to insurance company | USD $100 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | BUSINESS TRAVEL AND AD & D | Welfare Benefit Premiums Paid to Carrier | USD $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 Broker | USD $14,742 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 100 | Additional information about fees paid to insurance broker | TPA FEES |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12243474 |
Policy instance | 5 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 435 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 270224 |
Policy instance | 6 |
Insurance contract or identification number | 270224 | Number of Individuals Covered | 498 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 44477-1 |
Policy instance | 2 |
Insurance contract or identification number | 44477-1 | Number of Individuals Covered | 1591 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $14,742 | Total amount of fees paid to insurance company | USD $100 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | BUSINESS TRAVEL AND AD & D | Welfare Benefit Premiums Paid to Carrier | USD $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 Broker | USD $14,742 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 100 | Additional information about fees paid to insurance broker | TPA FEES |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 675557G |
Policy instance | 3 |
Insurance contract or identification number | 675557G | Number of Individuals Covered | 498 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $7,262 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $166,061 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,926 | Insurance broker organization code? | 3 |
|
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 4 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 570 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 270224 |
Policy instance | 5 |
Insurance contract or identification number | 270224 | Number of Individuals Covered | 498 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 97086 |
Policy instance | 1 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 242 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $9,461 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | CANCER AND SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $80,136 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,439 | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 675557G |
Policy instance | 2 |
Insurance contract or identification number | 675557G | Number of Individuals Covered | 497 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $3,733 | Total amount of fees paid to insurance company | USD $1,948 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $166,301 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,733 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1948 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION |
|
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 3 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 585 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 44477 |
Policy instance | 4 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1600 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $101 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 101 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEES | Insurance broker organization code? | 5 |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12243474 |
Policy instance | 5 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 427 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12634 |
Policy instance | 6 |
Insurance contract or identification number | 12634 | Number of Individuals Covered | 497 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 99066577 |
Policy instance | 7 |
Insurance contract or identification number | 99066577 | Number of Individuals Covered | 497 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $2,994 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $8,553 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,711 | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 675557G |
Policy instance | 2 |
Insurance contract or identification number | 675557G | Number of Individuals Covered | 509 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $473 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 409 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 99066577 |
Policy instance | 3 |
Insurance contract or identification number | 99066577 | Number of Individuals Covered | 509 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $2,994 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $8,553 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,711 | Insurance broker organization code? | 3 |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 97086 |
Policy instance | 1 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 257 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $10,144 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | CANCER AND SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $82,528 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,122 | Insurance broker organization code? | 3 |
|
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 4 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 600 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12243474 |
Policy instance | 6 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 438 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12634 |
Policy instance | 7 |
Insurance contract or identification number | 12634 | Number of Individuals Covered | 509 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 44477 |
Policy instance | 5 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1644 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $19,454 | Total amount of fees paid to insurance company | USD $110 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $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 Broker | USD $11,212 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 94 | Additional information about fees paid to insurance broker | TPA FEES |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 97086 |
Policy instance | 1 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 259 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $10,725 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | CANCER AND SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $83,580 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,673 | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 675557G |
Policy instance | 2 |
Insurance contract or identification number | 675557G | Number of Individuals Covered | 513 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $4,188 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 4188 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 99066577 |
Policy instance | 3 |
Insurance contract or identification number | 99066577 | Number of Individuals Covered | 513 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,994 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $8,553 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,711 | Insurance broker organization code? | 3 |
|
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 4 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 609 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 44477 |
Policy instance | 5 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1659 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $14,442 | Total amount of fees paid to insurance company | USD $190 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $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 Broker | USD $14,442 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 190 | Additional information about fees paid to insurance broker | TPA FEES |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12243474 |
Policy instance | 6 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 442 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12634 |
Policy instance | 7 |
Insurance contract or identification number | 12634 | Number of Individuals Covered | 513 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 97086 |
Policy instance | 1 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 281 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $9,223 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | CANCER AND SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $85,376 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $93 | Insurance broker organization code? | 3 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 675557G |
Policy instance | 2 |
Insurance contract or identification number | 675557G | Number of Individuals Covered | 528 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $2,402 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 2402 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
|
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 99066577 |
Policy instance | 3 |
Insurance contract or identification number | 99066577 | Number of Individuals Covered | 528 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,597 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $10,278 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,055 | Insurance broker organization code? | 3 |
|
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 4 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 630 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 44477 |
Policy instance | 5 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1718 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $15,145 | Total amount of fees paid to insurance company | USD $196 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $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 Broker | USD $15,145 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 196 | Additional information about fees paid to insurance broker | TPA FEES |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12243474 |
Policy instance | 6 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 457 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12634 |
Policy instance | 7 |
Insurance contract or identification number | 12634 | Number of Individuals Covered | 528 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12634 |
Policy instance | 7 |
Insurance contract or identification number | 12634 | Number of Individuals Covered | 541 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12243474 |
Policy instance | 6 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 460 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 44477 |
Policy instance | 5 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1746 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $31,387 | Total amount of fees paid to insurance company | USD $199 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $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 Broker | USD $31,387 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 199 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | AXA ASSISTANCE, USA |
|
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 4 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 647 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 99066577 |
Policy instance | 3 |
Insurance contract or identification number | 99066577 | Number of Individuals Covered | 542 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $3,598 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $10,278 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,056 | Insurance broker organization code? | 3 | Insurance broker name | ALLIANT INSURANCE SERVICES |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 675557G |
Policy instance | 2 |
Insurance contract or identification number | 675557G | Number of Individuals Covered | 542 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,827 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $130,239 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,827 | Insurance broker organization code? | 3 | Insurance broker name | TOWERS WATSON DELAWARE,INC |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 97086 |
Policy instance | 1 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 288 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $10,196 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | CANCER AND SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $87,120 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,095 | Insurance broker organization code? | 3 | Insurance broker name | CONDUENT HR CONSULTING, LLC |
|
UNITED BEHAVIORAL HEALTH DBA OPTUM (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 12634 |
Policy instance | 7 |
Insurance contract or identification number | 12634 | Number of Individuals Covered | 543 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12243474 |
Policy instance | 6 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 445 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 44477 |
Policy instance | 5 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1776 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $9,415 | Total amount of fees paid to insurance company | USD $198 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $969,767 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,415 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 198 | Additional information about fees paid to insurance broker | TPA FEES | Insurance broker name | AXA ASSISTANCE, USA |
|
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 4 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 674 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 99066577 |
Policy instance | 3 |
Insurance contract or identification number | 99066577 | Number of Individuals Covered | 545 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,372 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $9,636 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,927 | Insurance broker organization code? | 3 | Insurance broker name | ALLIANT INSURANCE SERVICES |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 97086 |
Policy instance | 1 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 256 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $8,680 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | CANCER AND SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $77,809 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,587 | Insurance broker organization code? | 3 | Insurance broker name | BUCK CONSULTANTS, LLC |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 675557G |
Policy instance | 2 |
Insurance contract or identification number | 675557G | Number of Individuals Covered | 545 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $2,914 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 2914 | Additional information about fees paid to insurance broker | BONUS - CONTINGENT COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | TOWERS WATSON DELAWARE,INC |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 97086 |
Policy instance | 1 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 261 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $8,918 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | CANCER AND SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $79,951 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,831 | Insurance broker organization code? | 3 | Insurance broker name | BUCK CONSULTANTS, LLC |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 675557G |
Policy instance | 2 |
Insurance contract or identification number | 675557G | Number of Individuals Covered | 535 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $4,169 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 4169 | Additional information about fees paid to insurance broker | BONUS - CONTINGENT COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | TOWERS WATSON PENNSYLVANIA,INC |
|
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 99066577 |
Policy instance | 3 |
Insurance contract or identification number | 99066577 | Number of Individuals Covered | 535 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $3,372 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $9,636 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,927 | Insurance broker organization code? | 3 | Insurance broker name | ALLIANT INSURANCE SERVICES |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 44477 |
Policy instance | 5 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1784 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $9,263 | Total amount of fees paid to insurance company | USD $196 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $961,074 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,263 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 196 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEES | Insurance broker name | AXA ASSISTANCE, USA |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12243474 |
Policy instance | 6 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 434 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12634 |
Policy instance | 7 |
Insurance contract or identification number | 12634 | Number of Individuals Covered | 533 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 402893 0020 |
Policy instance | 4 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 690 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 97086 |
Policy instance | 1 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 273 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $8,570 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | CANCER AND SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $75,018 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,490 | Insurance broker organization code? | 3 | Insurance broker name | BUCK CONSULTANTS, LLC |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 675554G |
Policy instance | 2 |
Insurance contract or identification number | 675554G | Number of Individuals Covered | 527 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 99066577 |
Policy instance | 3 |
Insurance contract or identification number | 99066577 | Number of Individuals Covered | 527 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $2,890 | Total amount of fees paid to insurance company | USD $217 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $9,636 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,445 | Amount paid for insurance broker fees | 217 | Additional information about fees paid to insurance broker | GUARANTEED SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | ALLIANT INSURANCE SERVICES |
|
HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 4 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 692 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 12243474 |
Policy instance | 6 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 420 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 44477 |
Policy instance | 5 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1807 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $199 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 199 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINISTRATION FEES | Insurance broker organization code? | 5 | Insurance broker name | AXA ASSISTANCE, USA |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | GLT-67554 |
Policy instance | 2 |
Insurance contract or identification number | GLT-67554 | Number of Individuals Covered | 538 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 97086 |
Policy instance | 3 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 274 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $10,181 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | CANCER 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 Carrier | USD $80,439 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,012 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF NEW JERSEY |
|
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12243474 |
Policy instance | 4 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 439 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 402893 0020 |
Policy instance | 6 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 705 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 000099066577 |
Policy instance | 5 |
Insurance contract or identification number | 000099066577 | Number of Individuals Covered | 538 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $3,210 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | BUSINESS 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 Carrier | USD $10,699 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,605 | Amount paid for insurance broker fees | 109 | Additional information about fees paid to insurance broker | GUARANTEED SUPPLEMENTAL COMPENSATIO | Insurance broker organization code? | 3 | Insurance broker name | T&H BENEFITS, LLC |
|
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 44477 |
Policy instance | 1 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1839 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $9,619 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $981,229 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,619 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 206 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINSTRATION FEE | Insurance broker name | AXA ASSISTANCE, USA |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | GLT-67554 |
Policy instance | 2 |
Insurance contract or identification number | GLT-67554 | Number of Individuals Covered | 553 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $97,513 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000099066577 |
Policy instance | 5 |
Insurance contract or identification number | 000099066577 | Number of Individuals Covered | 553 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $3,208 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | BUSINESS 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 Carrier | USD $10,691 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 6 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 727 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $224,284 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12243474 |
Policy instance | 4 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 421 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $75,688 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 97086 |
Policy instance | 3 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 256 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $8,953 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | CANCER 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 Carrier | USD $75,526 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 44477 |
Policy instance | 1 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1870 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $5,029 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $970,625 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47029 ) |
Policy contract number | 12243474 |
Policy instance | 4 |
Insurance contract or identification number | 12243474 | Number of Individuals Covered | 396 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $63,309 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HM LIFE INSURANCE COMPANY OF NY (National Association of Insurance Commissioners NAIC id number: 60213 ) |
Policy contract number | 402893 0020 |
Policy instance | 6 |
Insurance contract or identification number | 402893 0020 | Number of Individuals Covered | 744 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $203,669 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 97086 |
Policy instance | 3 |
Insurance contract or identification number | 97086 | Number of Individuals Covered | 247 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $8,245 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $69,698 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,054 | Insurance broker organization code? | 3 | Insurance broker name | BUCK CONSULTANTS LLC |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | GLT-67554 |
Policy instance | 2 |
Insurance contract or identification number | GLT-67554 | Number of Individuals Covered | 540 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $111,616 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 44477 |
Policy instance | 1 |
Insurance contract or identification number | 44477 | Number of Individuals Covered | 1877 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $24,645 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,011,664 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $24,645 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 205 | Additional information about fees paid to insurance broker | THIRD PARTY ADMINSTRATION FEE | Insurance broker name | AXA ASSISTANCE, USA |
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FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) |
Policy contract number | 000099066577 |
Policy instance | 5 |
Insurance contract or identification number | 000099066577 | Number of Individuals Covered | 540 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $3,207 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $10,691 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,207 | Insurance broker organization code? | 3 | Insurance broker name | REUBEN WARNER ASSOCIATES INC |
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