MOTHE FUNERAL HOMES, LLC has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2014: MOTHE FUNERAL HOMES PS PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 85 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 29 |
| Total of all active and inactive participants | 2014-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 89 |
| Number of participants with account balances | 2014-01-01 | 87 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: MOTHE FUNERAL HOMES PS PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 57 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 22 |
| Total of all active and inactive participants | 2013-01-01 | 80 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 81 |
| Number of participants with account balances | 2013-01-01 | 80 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 28 |
| 2012: MOTHE FUNERAL HOMES PS PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 16 |
| Total of all active and inactive participants | 2012-01-01 | 84 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 85 |
| Number of participants with account balances | 2012-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 18 |
| 2011: MOTHE FUNERAL HOMES PS PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 91 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 91 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 91 |
| Number of participants with account balances | 2011-01-01 | 85 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: MOTHE FUNERAL HOMES PS PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 89 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
| Total of all active and inactive participants | 2010-01-01 | 91 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 91 |
| Number of participants with account balances | 2010-01-01 | 79 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
| 2009: MOTHE FUNERAL HOMES PS PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 86 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 2 |
| Total of all active and inactive participants | 2009-01-01 | 88 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 88 |
| Number of participants with account balances | 2009-01-01 | 75 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
| Measure | Date | Value |
|---|
| 2014 : MOTHE FUNERAL HOMES PS PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $3 |
| Total income from all sources | 2014-12-31 | $274,209 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $122,317 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $122,092 |
| Total plan assets at end of year | 2014-12-31 | $2,688,062 |
| Total plan assets at beginning of year | 2014-12-31 | $2,536,167 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $79,694 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $225 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
| Other income received | 2014-12-31 | $100,550 |
| Net income (gross income less expenses) | 2014-12-31 | $151,892 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,688,062 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,536,167 |
| Assets. Value of participant loans | 2014-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $93,965 |
| Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
| Value of corrective distributions | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
| 2013 : MOTHE FUNERAL HOMES PS PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-12-31 | $73 |
| Total income from all sources | 2013-12-31 | $494,753 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $474,647 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $474,247 |
| Total plan assets at end of year | 2013-12-31 | $2,536,167 |
| Total plan assets at beginning of year | 2013-12-31 | $2,515,988 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $82,841 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $400 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
| Other income received | 2013-12-31 | $314,510 |
| Net income (gross income less expenses) | 2013-12-31 | $20,106 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,536,167 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,515,988 |
| Assets. Value of participant loans | 2013-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $97,402 |
| Value of certain deemed distributions of participant loans | 2013-12-31 | $0 |
| Value of corrective distributions | 2013-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
| 2012 : MOTHE FUNERAL HOMES PS PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $419,926 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $92,711 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $92,311 |
| Total plan assets at end of year | 2012-12-31 | $2,515,988 |
| Total plan assets at beginning of year | 2012-12-31 | $2,188,773 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $98,860 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $400 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $209,942 |
| Net income (gross income less expenses) | 2012-12-31 | $327,215 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,515,988 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,188,773 |
| Assets. Value of participant loans | 2012-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $111,124 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2012-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
| 2011 : MOTHE FUNERAL HOMES PS PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $315,154 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $137,215 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $137,115 |
| Total plan assets at end of year | 2011-12-31 | $2,188,773 |
| Total plan assets at beginning of year | 2011-12-31 | $2,010,834 |
| Total contributions received or receivable from participants | 2011-12-31 | $114,918 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $100 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $4,208 |
| Other income received | 2011-12-31 | $65,402 |
| Net income (gross income less expenses) | 2011-12-31 | $177,939 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,188,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,010,834 |
| Assets. Value of participant loans | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $130,626 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
| 2010 : MOTHE FUNERAL HOMES PS PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $311,268 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $102,752 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $58,638 |
| Total plan assets at end of year | 2010-12-31 | $2,010,834 |
| Total plan assets at beginning of year | 2010-12-31 | $1,802,318 |
| Total contributions received or receivable from participants | 2010-12-31 | $48,410 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $22,849 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $136,185 |
| Net income (gross income less expenses) | 2010-12-31 | $208,516 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,010,834 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,802,318 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $126,673 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $21,265 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : MOTHE FUNERAL HOMES PS PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2014: MOTHE FUNERAL HOMES PS PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: MOTHE FUNERAL HOMES PS PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: MOTHE FUNERAL HOMES PS PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: MOTHE FUNERAL HOMES PS PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: MOTHE FUNERAL HOMES PS PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: MOTHE FUNERAL HOMES PS PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-824542 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-824542 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $10,333 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,649 | | Insurance broker organization code? | 3 | | Insurance broker name | RAYMOND JAMES & ASSOC INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-824542 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-824542 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $9,873 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,399 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN KEEGAN & CO INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-824542 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-824542 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $9,202 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,202 | | Insurance broker organization code? | 3 | | Insurance broker name | MORGAN KEEGAN & CO INC |
|
| HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
| Policy contract number | GA-824542 |
| Policy instance | 1 |
| Insurance contract or identification number | GA-824542 | | Number of Individuals Covered | 85 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $6,412 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
| Policy contract number | SF 51778 |
| Policy instance | 1 |
| Insurance contract or identification number | SF 51778 | | Number of Individuals Covered | 91 | | 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? | Yes | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
