LUMEN TECHNOLOGIES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LUMEN RETIREE AND INACTIVE HEALTH PLAN
| Measure | Date | Value |
|---|
| 2023 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $-49,418 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $-49,418 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $511,472 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $220,019 |
| Total income from all sources (including contributions) | 2023-12-31 | $233,067,083 |
| Total loss/gain on sale of assets | 2023-12-31 | $5,596 |
| Total of all expenses incurred | 2023-12-31 | $236,642,681 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $236,605,457 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $232,992,935 |
| Value of total assets at end of year | 2023-12-31 | $1,321,594 |
| Value of total assets at beginning of year | 2023-12-31 | $4,605,739 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $37,224 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-12-31 | $214 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $214 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $50,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $32,719,077 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $941 |
| Administrative expenses (other) incurred | 2023-12-31 | $709 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-3,575,598 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $810,122 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,385,720 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2023-12-31 | $983,917 |
| Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $1,134,841 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $337,463 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $3,470,684 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $60,804,866 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $117,029 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $200,273,858 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $175,800,591 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $511,472 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $220,019 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Aggregate proceeds on sale of assets | 2023-12-31 | $5,596 |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | EISNERAMPER LLP |
| Accountancy firm EIN | 2023-12-31 | 871363769 |
| 2022 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $10,184,942 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $10,184,942 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $220,019 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $243,529 |
| Total income from all sources (including contributions) | 2022-12-31 | $253,463,685 |
| Total loss/gain on sale of assets | 2022-12-31 | $-10,579,190 |
| Total of all expenses incurred | 2022-12-31 | $253,829,716 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $253,770,864 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $253,794,375 |
| Value of total assets at end of year | 2022-12-31 | $4,605,739 |
| Value of total assets at beginning of year | 2022-12-31 | $4,995,280 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $58,852 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $29,052 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $214 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $214 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
| 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 | $37,922,802 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $-14,807 |
| Other income not declared elsewhere | 2022-12-31 | $456 |
| 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 | $-366,031 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,385,720 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,751,751 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2022-12-31 | $1,134,841 |
| Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $1,584,467 |
| Investment advisory and management fees | 2022-12-31 | $29,800 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $3,470,684 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $3,425,388 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $54,667,519 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $63,102 |
| 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 | $215,871,573 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $199,103,345 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $18 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $220,019 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $243,529 |
| 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 | $-10,579,190 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | EISNERAMPER LLP |
| Accountancy firm EIN | 2022-12-31 | 871363769 |
| 2021 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $243,529 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $269,651 |
| Total income from all sources (including contributions) | 2021-12-31 | $249,889,949 |
| Total of all expenses incurred | 2021-12-31 | $249,454,610 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $234,071,669 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $249,429,513 |
| Value of total assets at end of year | 2021-12-31 | $4,995,280 |
| Value of total assets at beginning of year | 2021-12-31 | $4,586,063 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,382,941 |
| Total interest from all sources | 2021-12-31 | $4,514 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1 |
| 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 | $1 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $214 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $214 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
| 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 | $41,780,472 |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $-14,807 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $-101,832 |
| Other income not declared elsewhere | 2021-12-31 | $74 |
| Administrative expenses (other) incurred | 2021-12-31 | $15,324,011 |
| 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 | $435,339 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,751,751 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,316,412 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2021-12-31 | $1,584,467 |
| Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $2,380,738 |
| Investment advisory and management fees | 2021-12-31 | $58,930 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $3,425,388 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $2,306,780 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $4,514 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $150 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $37,220,201 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $455,847 |
| 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 | $207,649,041 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $196,851,468 |
| 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 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $18 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $13 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $243,529 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $269,651 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2021-12-31 | 721202445 |
| 2020 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $269,651 |
| Total income from all sources (including contributions) | 2020-12-31 | $259,711,704 |
| Total of all expenses incurred | 2020-12-31 | $268,017,753 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $250,876,700 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $260,247,413 |
| Value of total assets at end of year | 2020-12-31 | $4,586,063 |
| Value of total assets at beginning of year | 2020-12-31 | $12,622,461 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $17,141,053 |
| Total interest from all sources | 2020-12-31 | $19,749 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $149 |
| 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 | $149 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $214 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $214 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
| 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 | $46,886,787 |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $-101,832 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $-359,329 |
| Other income not declared elsewhere | 2020-12-31 | $-40,002 |
| Administrative expenses (other) incurred | 2020-12-31 | $17,063,077 |
| 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 | $-8,306,049 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,316,412 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,622,461 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $2,380,738 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $3,963,368 |
| Investment advisory and management fees | 2020-12-31 | $77,976 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $2,306,780 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $9,018,041 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $19,749 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $150 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $150 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $44,544,029 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $-515,605 |
| 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 | $213,360,626 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $206,332,671 |
| 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 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $13 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $17 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $269,651 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2020-12-31 | 721202445 |
| 2019 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $296,007,408 |
| Total of all expenses incurred | 2019-12-31 | $300,461,188 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $282,361,051 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $296,862,022 |
| Value of total assets at end of year | 2019-12-31 | $12,622,461 |
| Value of total assets at beginning of year | 2019-12-31 | $17,076,241 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $18,100,137 |
| Total interest from all sources | 2019-12-31 | $249,368 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $603 |
| 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 | $603 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $214 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $214 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
| 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 | $52,229,198 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $-359,329 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $-321,081 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $-2 |
| Other income not declared elsewhere | 2019-12-31 | $276,009 |
| Administrative expenses (other) incurred | 2019-12-31 | $17,997,355 |
| 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 | $-4,453,780 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,622,461 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,076,241 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $3,963,368 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $6,769,146 |
| Investment advisory and management fees | 2019-12-31 | $102,782 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $9,018,041 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $10,627,800 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $249,368 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $150 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $150 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $19,329,818 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-1,380,594 |
| 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 | $244,632,824 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $263,031,233 |
| 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 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $17 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $14 |
| 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 |
| 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 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2019-12-31 | 721202445 |
| 2018 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $315,878,996 |
| Total of all expenses incurred | 2018-12-31 | $318,491,688 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $299,432,419 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $317,229,838 |
| Value of total assets at end of year | 2018-12-31 | $17,076,241 |
| Value of total assets at beginning of year | 2018-12-31 | $19,688,933 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $19,059,269 |
| Total interest from all sources | 2018-12-31 | $180,963 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,482 |
| 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 | $3,482 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $214 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $214 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
| 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 | $54,098,226 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $-321,081 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $-58,079 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $-2 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $-16,095 |
| Other income not declared elsewhere | 2018-12-31 | $48,325 |
| Administrative expenses (other) incurred | 2018-12-31 | $18,917,324 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $51,194 |
| 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 | $-2,612,692 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $17,076,241 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $19,688,933 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $6,769,146 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $10,575,862 |
| Investment advisory and management fees | 2018-12-31 | $141,945 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $10,627,800 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $8,939,180 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $180,963 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $150 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $1,078 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $13,989,330 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,583,612 |
| 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 | $263,131,612 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $285,443,089 |
| 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 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $14 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $195,579 |
| 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 |
| 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 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2018-12-31 | 721202445 |
| 2017 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $307,780,831 |
| Total of all expenses incurred | 2017-12-31 | $326,240,135 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $308,803,258 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $307,339,199 |
| Value of total assets at end of year | 2017-12-31 | $19,688,933 |
| Value of total assets at beginning of year | 2017-12-31 | $38,148,237 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $17,436,877 |
| Total interest from all sources | 2017-12-31 | $190,157 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $13,657 |
| 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 | $13,657 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $214 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $214 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
| 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 | $54,659,890 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $-58,079 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $2,071 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $-16,095 |
| Other income not declared elsewhere | 2017-12-31 | $551,255 |
| Administrative expenses (other) incurred | 2017-12-31 | $17,211,987 |
| Total non interest bearing cash at end of year | 2017-12-31 | $51,194 |
| 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 | $-18,459,304 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $19,688,933 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $38,148,237 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $10,575,862 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $21,575,487 |
| Investment advisory and management fees | 2017-12-31 | $224,890 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $8,939,180 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $16,289,076 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $85,265 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $85,265 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $190,157 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $1,078 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $19,549 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $16,193,916 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $-313,437 |
| 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 | $252,679,309 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $292,609,342 |
| 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 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $195,579 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $176,575 |
| 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 |
| 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 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2017-12-31 | 721202445 |
| 2016 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2016 401k financial data |
|---|
| Total transfer of assets to this plan | 2016-12-31 | $364 |
| Total income from all sources (including contributions) | 2016-12-31 | $192,632,527 |
| Total of all expenses incurred | 2016-12-31 | $334,019,619 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $313,550,090 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $188,853,830 |
| Value of total assets at end of year | 2016-12-31 | $38,148,237 |
| Value of total assets at beginning of year | 2016-12-31 | $179,534,965 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $20,469,529 |
| Total interest from all sources | 2016-12-31 | $70,901 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $247,404 |
| 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 | $247,404 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $214 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $214 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
| 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 | $57,306,320 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $2,071 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $596,071 |
| Other income not declared elsewhere | 2016-12-31 | $1,013,252 |
| Administrative expenses (other) incurred | 2016-12-31 | $20,079,264 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $2 |
| 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 | $-141,387,092 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $38,148,237 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $179,534,965 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2016-12-31 | $21,575,487 |
| Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $40,825,321 |
| Investment advisory and management fees | 2016-12-31 | $390,265 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $17,407,754 |
| Income. Interest from loans (other than to participants) | 2016-12-31 | $1,789 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $16,289,076 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $40,371,545 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $85,265 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $694,636 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $694,636 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $69,112 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $19,549 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $68,979,918 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $14,894,978 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,447,140 |
| 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 | $131,547,510 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $298,655,112 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $1,200 |
| 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 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $176,575 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $10,658,304 |
| 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 |
| 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 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2016-12-31 | 721202445 |
| 2015 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2015 401k financial data |
|---|
| Total transfer of assets from this plan | 2015-12-31 | $362 |
| Total income from all sources (including contributions) | 2015-12-31 | $177,772,953 |
| Total of all expenses incurred | 2015-12-31 | $338,713,042 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $316,414,529 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $176,338,185 |
| Value of total assets at end of year | 2015-12-31 | $179,534,965 |
| Value of total assets at beginning of year | 2015-12-31 | $340,475,416 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $22,298,513 |
| Total interest from all sources | 2015-12-31 | $517,489 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,079,711 |
| 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 | $1,079,711 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $214 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $186,888 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
| 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 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $40,566 |
| Contributions received from participants | 2015-12-31 | $57,384,184 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $596,071 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $3,863,831 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $2,420,000 |
| Other income not declared elsewhere | 2015-12-31 | $919,004 |
| Administrative expenses (other) incurred | 2015-12-31 | $22,145,003 |
| Total non interest bearing cash at end of year | 2015-12-31 | $2 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $-87,434 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-160,940,089 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $179,534,965 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $340,475,416 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2015-12-31 | $40,825,321 |
| Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $53,096,474 |
| Investment advisory and management fees | 2015-12-31 | $153,510 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $17,407,754 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $12,275,839 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $40,371,545 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $78,805,281 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $694,636 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $6,856,897 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $6,856,897 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $517,489 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $68,979,918 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $125,948,011 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $17,030,890 |
| Asset value of US Government securities at end of year | 2015-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $1,981,568 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,081,436 |
| 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 | $118,954,001 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $299,383,639 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $1,200 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $1,200 |
| 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 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $10,658,304 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $55,126,861 |
| 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 |
| 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 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2015-12-31 | 721202445 |
| 2014 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2014 401k financial data |
|---|
| Total transfer of assets to this plan | 2014-12-31 | $628,783 |
| Total transfer of assets from this plan | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $9,617,239 |
| Total income from all sources (including contributions) | 2014-12-31 | $202,272,550 |
| Total of all expenses incurred | 2014-12-31 | $379,493,204 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $350,602,326 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $174,343,127 |
| Value of total assets at end of year | 2014-12-31 | $340,475,416 |
| Value of total assets at beginning of year | 2014-12-31 | $526,684,526 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $28,890,878 |
| Total interest from all sources | 2014-12-31 | $4,712,573 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,758,834 |
| 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 | $1,758,834 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $186,888 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $393,131 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
| 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 | $69,209,751 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $3,863,831 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $84,253,817 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $2,420,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $800,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $629,031 |
| Other income not declared elsewhere | 2014-12-31 | $2,402,382 |
| Administrative expenses (other) incurred | 2014-12-31 | $28,694,477 |
| Total non interest bearing cash at end of year | 2014-12-31 | $-87,434 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $55,919 |
| 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 | $-177,220,654 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $340,475,416 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $517,067,287 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2014-12-31 | $53,096,474 |
| Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $64,818,868 |
| Investment advisory and management fees | 2014-12-31 | $196,401 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $12,275,839 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $49,232,023 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $78,805,281 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $72,282,364 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $6,856,897 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $17,405,778 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $17,405,778 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $4,712,573 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $125,948,011 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $145,403,527 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $40,414,149 |
| Asset value of US Government securities at end of year | 2014-12-31 | $1,981,568 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $2,001,640 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $19,055,634 |
| 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 | $105,133,376 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $310,188,177 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $114,757 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $1,200 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $6,498,390 |
| 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 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $55,126,861 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $83,424,312 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $8,988,208 |
| 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 |
| 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 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2014-12-31 | 721202445 |
| 2013 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $718,185 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $718,185 |
| Total transfer of assets from this plan | 2013-12-31 | $11,621,503 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $9,617,239 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $14,892,528 |
| Total income from all sources (including contributions) | 2013-12-31 | $313,559,686 |
| Total of all expenses incurred | 2013-12-31 | $382,496,487 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $380,652,353 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $254,369,243 |
| Value of total assets at end of year | 2013-12-31 | $526,684,526 |
| Value of total assets at beginning of year | 2013-12-31 | $612,518,119 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,844,134 |
| Total interest from all sources | 2013-12-31 | $7,405,492 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,321,685 |
| 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 | $2,321,685 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $393,131 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
| 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 | $85,095,905 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $84,253,817 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $43,503,399 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $800,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $18,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $629,031 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $510,958 |
| Other income not declared elsewhere | 2013-12-31 | $2,015,902 |
| Administrative expenses (other) incurred | 2013-12-31 | $1,168,896 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $588,078 |
| Total non interest bearing cash at end of year | 2013-12-31 | $55,919 |
| 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 | $-68,936,801 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $517,067,287 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $597,625,591 |
| 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 |
| Assets. partnership/joint venture interests at end of year | 2013-12-31 | $64,818,868 |
| Investment advisory and management fees | 2013-12-31 | $675,238 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $49,232,023 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $78,761,279 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $72,282,364 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $73,999,065 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $17,405,778 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $24,272,585 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $24,272,585 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $7,405,492 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $145,403,527 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $155,595,988 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $73,873,489 |
| Asset value of US Government securities at end of year | 2013-12-31 | $2,001,640 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $35,944,144 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $169,273,338 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $306,778,864 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $114,757 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $6,498,390 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $236,367,803 |
| 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 | 2013-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $83,424,312 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $8,988,208 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $13,793,492 |
| 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 |
| 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 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2013-12-31 | 721202445 |
| 2012 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,189,331 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,189,331 |
| Total transfer of assets from this plan | 2012-12-31 | $10,786,042 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $14,892,528 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,859,444 |
| Total income from all sources (including contributions) | 2012-12-31 | $301,994,663 |
| Total of all expenses incurred | 2012-12-31 | $358,488,025 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $357,012,994 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $210,536,299 |
| Value of total assets at end of year | 2012-12-31 | $612,518,119 |
| Value of total assets at beginning of year | 2012-12-31 | $668,764,439 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,475,031 |
| Total interest from all sources | 2012-12-31 | $9,243,933 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,695,045 |
| 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 | $3,695,045 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
| 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 | $98,604,643 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $43,503,399 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $18,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $640,123,048 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $510,958 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $1,468,561 |
| Other income not declared elsewhere | 2012-12-31 | $2,803,832 |
| Administrative expenses (other) incurred | 2012-12-31 | $699,031 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $588,078 |
| 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 | $-56,493,362 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $597,625,591 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $664,904,995 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $776,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $78,761,279 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $26,518,223 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $73,999,065 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $24,272,585 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $2,123,168 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $2,123,168 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $9,243,933 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $155,595,988 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $76,062,483 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $63,047,357 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $111,931,656 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $280,950,511 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $236,367,803 |
| 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 | $13,793,492 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $2,390,883 |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 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 | POSTLETHWAITE & NETTERVILLE |
| Accountancy firm EIN | 2012-12-31 | 721202445 |
| 2011 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total transfer of assets to this plan | 2011-12-31 | $640,083,048 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,859,444 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,625,211 |
| Total income from all sources (including contributions) | 2011-12-31 | $59,514,918 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $59,885,001 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $58,994,221 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $59,144,744 |
| Value of total assets at end of year | 2011-12-31 | $668,764,439 |
| Value of total assets at beginning of year | 2011-12-31 | $29,817,241 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $890,780 |
| Total interest from all sources | 2011-12-31 | $160,335 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $939,922 |
| 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 | $939,922 |
| Administrative expenses professional fees incurred | 2011-12-31 | $14,167 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
| 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 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $176,814 |
| Contributions received from participants | 2011-12-31 | $17,141,520 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $1,033 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $640,123,048 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $40,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $1,468,561 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $912,095 |
| Other income not declared elsewhere | 2011-12-31 | $2,638 |
| 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 | $-370,083 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $664,904,995 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $25,192,030 |
| 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 | $26,518,223 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $26,151,251 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $2,123,168 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,624,957 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,624,957 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $160,335 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $10,086,727 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-732,721 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $42,003,224 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $48,907,494 |
| Contract administrator fees | 2011-12-31 | $876,613 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $2,390,883 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $3,713,116 |
| 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 | MAYER HOFFMAN MCCANN P.C. |
| Accountancy firm EIN | 2011-12-31 | 431947695 |
| 2010 : LUMEN RETIREE AND INACTIVE HEALTH PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $1,383,479 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $1,383,479 |
| Total transfer of assets to this plan | 2010-12-31 | $23,378,061 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,625,211 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,942,600 |
| Total income from all sources (including contributions) | 2010-12-31 | $21,608,381 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $20,770,994 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $19,967,718 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $18,717,374 |
| Value of total assets at end of year | 2010-12-31 | $29,817,241 |
| Value of total assets at beginning of year | 2010-12-31 | $2,919,182 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $803,276 |
| Total interest from all sources | 2010-12-31 | $1,507,528 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
| 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 | Yes |
| Amount of non-exempt transactions with any party-in-interest | 2010-12-31 | $243,466 |
| Contributions received from participants | 2010-12-31 | $1,208,574 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $1,033 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $2,028 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $40,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $40,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $912,095 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $92,076 |
| 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 | $837,387 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $25,192,030 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $976,582 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $26,151,251 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,667,819 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,624,957 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,209,335 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,209,335 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,507,528 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $3,097,637 |
| 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 | $17,508,800 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $16,870,081 |
| Contract administrator fees | 2010-12-31 | $803,276 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $3,713,116 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $1,850,524 |
| 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 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2010-12-31 | 133891517 |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148164 |
| Policy instance | 4 |
| Insurance contract or identification number | 0148164 | | Number of Individuals Covered | 10093 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $6,395 | | Total amount of fees paid to insurance company | USD $119,592 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $10,225,151 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 2 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $166 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | 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 $5,762 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 1 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
| Policy contract number | H2001-25537 |
| Policy instance | 7 |
| Insurance contract or identification number | H2001-25537 | | Number of Individuals Covered | 2699 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $4,632,300 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148166 |
| Policy instance | 6 |
| Insurance contract or identification number | 0148166 | | Number of Individuals Covered | 37133 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $33,013 | | Total amount of fees paid to insurance company | USD $215,848 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $17,650,960 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148069 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148069 | | Number of Individuals Covered | 516 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $1,671 | | Total amount of fees paid to insurance company | USD $2,303 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $100,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
| Policy contract number | H2001-24318 |
| Policy instance | 3 |
| Insurance contract or identification number | H2001-24318 | | Number of Individuals Covered | 2311 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $4,762,804 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 2 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 18 | | 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 $159 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | 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 $7,176 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 95 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
| Policy contract number | H2001 |
| Policy instance | 3 |
| Insurance contract or identification number | H2001 | | Number of Individuals Covered | 2571 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $4,540,173 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148164 |
| Policy instance | 4 |
| Insurance contract or identification number | 0148164 | | Number of Individuals Covered | 10606 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $5,088 | | Total amount of fees paid to insurance company | USD $82,949 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $9,507,429 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 82854 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION, PRODUCER SERVICE FEES, MARKETING | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148166 |
| Policy instance | 6 |
| Insurance contract or identification number | 0148166 | | Number of Individuals Covered | 38520 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $28,363 | | Total amount of fees paid to insurance company | USD $167,192 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $17,121,262 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 167097 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION, PRODUCER SERVICE FEES, MARKETING FEES | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148069 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148069 | | Number of Individuals Covered | 753 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,247 | | Total amount of fees paid to insurance company | USD $1,570 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 $149,707 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,247 | | Amount paid for insurance broker fees | 1570 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION, SUPPLEMENTAL COMPENSATION, PRODUCER SERVICE FEES, MARKETING FEES | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 1 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 1 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 12 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148164 |
| Policy instance | 4 |
| Insurance contract or identification number | 0148164 | | Number of Individuals Covered | 10798 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $6,085 | | Total amount of fees paid to insurance company | USD $75,842 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,607,774 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 75211 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $6,085 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 2 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 22 | | 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 $119 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,041 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 64 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
| Policy contract number | H2001 |
| Policy instance | 3 |
| Insurance contract or identification number | H2001 | | Number of Individuals Covered | 2785 | | 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 $5,432,106 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148069 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148069 | | Number of Individuals Covered | 46272 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $265,172 | | Total amount of fees paid to insurance company | USD $147,633 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,256,381 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $265,172 | | Amount paid for insurance broker fees | 55 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148069 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148069 | | Number of Individuals Covered | 49922 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $563,273 | | Total amount of fees paid to insurance company | USD $324,986 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,102,738 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $473,265 | | Amount paid for insurance broker fees | 53 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148164 |
| Policy instance | 4 |
| Insurance contract or identification number | 0148164 | | Number of Individuals Covered | 11256 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $15,017 | | Total amount of fees paid to insurance company | USD $8,398 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,509,106 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 79646 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $12,509 |
|
| SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
| Policy contract number | H2001 |
| Policy instance | 3 |
| Insurance contract or identification number | H2001 | | Number of Individuals Covered | 2854 | | 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 $10,954,870 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 2 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 22 | | 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 $87 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,041 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 53 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 1 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 8 | | 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 $13,251 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
| Policy contract number | H2001 |
| Policy instance | 3 |
| Insurance contract or identification number | H2001 | | Number of Individuals Covered | 2434 | | 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 $9,435,721 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148164 |
| Policy instance | 4 |
| Insurance contract or identification number | 0148164 | | Number of Individuals Covered | 11347 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $15,635 | | Total amount of fees paid to insurance company | USD $78,159 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,231,158 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 78117 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION & MARKETING FEES | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $15,635 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 2 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 19 | | 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 $77 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,413 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 77 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 1 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 9 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 229050 |
| Policy instance | 3 |
| Insurance contract or identification number | 229050 | | Number of Individuals Covered | 1 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 2 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 16 | | 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 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,696 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 1 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 10 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
| Policy contract number | H2001 |
| Policy instance | 4 |
| Insurance contract or identification number | H2001 | | Number of Individuals Covered | 671 | | 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 $2,829,283 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148164 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148164 | | Number of Individuals Covered | 11667 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $16,921 | | Total amount of fees paid to insurance company | USD $71,492 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,797,756 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 71328 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $16,921 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148164 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148164 | | Number of Individuals Covered | 11807 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $39,469 | | Total amount of fees paid to insurance company | USD $67,716 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,613,280 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 67667 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $39,469 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
| Policy contract number | H2001 |
| Policy instance | 4 |
| Insurance contract or identification number | H2001 | | Number of Individuals Covered | 704 | | 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 $2,833,107 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 229050 |
| Policy instance | 3 |
| Insurance contract or identification number | 229050 | | Number of Individuals Covered | 1 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 2 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 20 | | 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 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,554 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 1 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 11 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 229050 |
| Policy instance | 4 |
| Insurance contract or identification number | 229050 | | Number of Individuals Covered | 3 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148164 |
| Policy instance | 3 |
| Insurance contract or identification number | 0148164 | | Number of Individuals Covered | 12239 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $153,360 | | Total amount of fees paid to insurance company | USD $64,018 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,682,992 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $153,360 | | Amount paid for insurance broker fees | 38 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 2 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 11 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 1 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 22 | | 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 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,144 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 ) |
| Policy contract number | H2001 |
| Policy instance | 5 |
| Insurance contract or identification number | H2001 | | Number of Individuals Covered | 808 | | 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 $2,788,113 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148166 |
| Policy instance | 6 |
| Insurance contract or identification number | 0148166 | | Number of Individuals Covered | 46562 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $326,424 | | Total amount of fees paid to insurance company | USD $141,500 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $16,285,851 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $326,424 | | Amount paid for insurance broker fees | 19 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148165 |
| Policy instance | 7 |
| Insurance contract or identification number | 0148165 | | Number of Individuals Covered | 21624 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $101,676 | | Total amount of fees paid to insurance company | USD $46,421 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $5,169,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $101,676 | | Amount paid for insurance broker fees | 19 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 47317 ) |
| Policy contract number | 30016605 |
| Policy instance | 8 |
| Insurance contract or identification number | 30016605 | | Number of Individuals Covered | 35915 | | 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 $4,282,382 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148164 |
| Policy instance | 4 |
| Insurance contract or identification number | 0148164 | | Number of Individuals Covered | 12378 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $153,216 | | Total amount of fees paid to insurance company | USD $61,444 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $7,666,876 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $153,216 | | Amount paid for insurance broker fees | 19 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148069 |
| Policy instance | 3 |
| Insurance contract or identification number | 0148069 | | Number of Individuals Covered | 65494 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $360,105 | | Total amount of fees paid to insurance company | USD $150,711 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $17,750,055 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $360,105 | | Amount paid for insurance broker fees | 19 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 2 |
| Insurance contract or identification number | 192086 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 1 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,137 | | 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 | CRITICAL ILLNESS INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $12,242 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,137 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BASE COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 148162 |
| Policy instance | 5 |
| Insurance contract or identification number | 148162 | | Number of Individuals Covered | 6 | | 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 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,791 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 2 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 12 | | 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 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 1 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 9 | | 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 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,495 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 192086 |
| Policy instance | 2 |
| Insurance contract or identification number | 192086 | | Number of Individuals Covered | 14 | | 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 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148162 |
| Policy instance | 1 |
| Insurance contract or identification number | 0148162 | | Number of Individuals Covered | 0 | | 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 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,495 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 647554 |
| Policy instance | 3 |
| Insurance contract or identification number | 647554 | | Number of Individuals Covered | 154 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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 | STATE DISABILITY | | 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 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 3682 |
| Policy instance | 4 |
| Insurance contract or identification number | 3682 | | Number of Individuals Covered | 350 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 643388 |
| Policy instance | 2 |
| Insurance contract or identification number | 643388 | | Number of Individuals Covered | 17414 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $144,375 | | 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 | | 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 | 50084-1 |
| Policy instance | 1 |
| Insurance contract or identification number | 50084-1 | | Number of Individuals Covered | 10010 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $90,594 | | Total amount of fees paid to insurance company | USD $34,864 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,008,880 | | 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: 47317 ) |
| Policy contract number | 30016605 |
| Policy instance | 4 |
| Insurance contract or identification number | 30016605 | | Number of Individuals Covered | 736 | | 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 | 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 $69,160 | | 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 | 50084-1 |
| Policy instance | 1 |
| Insurance contract or identification number | 50084-1 | | Number of Individuals Covered | 10389 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $91,153 | | Total amount of fees paid to insurance company | USD $34,552 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $3,028,477 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 643388 |
| Policy instance | 2 |
| Insurance contract or identification number | 643388 | | Number of Individuals Covered | 17407 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $169,456 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 647554 |
| Policy instance | 3 |
| Insurance contract or identification number | 647554 | | Number of Individuals Covered | 161 | | 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 | | Other welfare benefits provided | STATE DISABILITY | | 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 |
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