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KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 401k Plan overview

Plan NameKINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN
Plan identification number 516

KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN Benefits

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

401k Sponsoring company profile

KINDER MORGAN, INC. has sponsored the creation of one or more 401k plans.

Company Name:KINDER MORGAN, INC.
Employer identification number (EIN):800682103
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Additional information about KINDER MORGAN, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1969-01-03
Company Identification Number: 0002826206
Legal Registered Office Address: 1001 LOUISIANA ST STE 1000

HOUSTON
United States of America (USA)
77002

More information about KINDER MORGAN, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5162022-01-01
5162021-01-01
5162020-01-01
5162019-01-01
5162018-01-01
5162017-01-01MARK SMITH
5162016-01-01MARK SMITH
5162015-01-01MARK SMITH
5162014-01-01MARK SMITH
5162013-01-01MARK SMITH

Plan Statistics for KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN

401k plan membership statisitcs for KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN

Measure Date Value
2022: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0111,138
Total number of active participants reported on line 7a of the Form 55002022-01-01213
Number of retired or separated participants receiving benefits2022-01-0110,327
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-0110,540
2021: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0111,677
Total number of active participants reported on line 7a of the Form 55002021-01-01260
Number of retired or separated participants receiving benefits2021-01-0110,878
Total of all active and inactive participants2021-01-0111,138
2020: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0112,301
Total number of active participants reported on line 7a of the Form 55002020-01-01305
Number of retired or separated participants receiving benefits2020-01-0111,372
Total of all active and inactive participants2020-01-0111,677
2019: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0113,042
Total number of active participants reported on line 7a of the Form 55002019-01-01352
Number of retired or separated participants receiving benefits2019-01-0111,949
Total of all active and inactive participants2019-01-0112,301
2018: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0113,624
Total number of active participants reported on line 7a of the Form 55002018-01-01394
Number of retired or separated participants receiving benefits2018-01-0112,648
Total of all active and inactive participants2018-01-0113,042
2017: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0114,070
Total number of active participants reported on line 7a of the Form 55002017-01-01443
Number of retired or separated participants receiving benefits2017-01-0113,181
Total of all active and inactive participants2017-01-0113,624
2016: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0114,854
Total number of active participants reported on line 7a of the Form 55002016-01-01492
Number of retired or separated participants receiving benefits2016-01-0113,578
Total of all active and inactive participants2016-01-0114,070
2015: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0114,877
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0114,325
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0114,325
2014: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0115,988
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0114,877
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0114,877
2013: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0115,134
Number of retired or separated participants receiving benefits2013-01-0115,988
Total of all active and inactive participants2013-01-0115,988

Financial Data on KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN

Measure Date Value
2022 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,216,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$14,565,786
Total income from all sources (including contributions)2022-12-31$-29,539,373
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,585,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,581,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,439,438
Value of total assets at end of year2022-12-31$259,645,730
Value of total assets at beginning of year2022-12-31$324,119,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,004,500
Total interest from all sources2022-12-31$2,693,908
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 year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$131,987
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$4
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$4
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,712,227
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,547,922
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$4,814,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$13,415,536
Other income not declared elsewhere2022-12-31$10,786,806
Liabilities. Value of operating payables at end of year2022-12-31$109,364
Liabilities. Value of operating payables at beginning of year2022-12-31$227,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-51,124,983
Value of net assets at end of year (total assets less liabilities)2022-12-31$258,428,780
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$309,553,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Income. Interest from corporate debt instruments2022-12-31$2,655,389
Value of interest in common/collective trusts at end of year2022-12-31$254,459,130
Value of interest in common/collective trusts at beginning of year2022-12-31$317,886,757
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,638,674
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,418,668
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,418,668
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$38,519
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$8,992,464
Net investment gain or loss from common/collective trusts2022-12-31$-53,459,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,727,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$11,588,646
Contract administrator fees2022-12-31$872,513
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,107,586
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$923,130
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCCONNELL & JONES, LLP
Accountancy firm EIN2022-12-31760488832
2021 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,874
Total unrealized appreciation/depreciation of assets2021-12-31$3,874
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,565,786
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$10,872,183
Total income from all sources (including contributions)2021-12-31$43,669,856
Total loss/gain on sale of assets2021-12-31$1,974
Total of all expenses incurred2021-12-31$27,606,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$20,442,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,691,684
Value of total assets at end of year2021-12-31$324,119,549
Value of total assets at beginning of year2021-12-31$304,362,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$7,163,856
Total interest from all sources2021-12-31$2,584,734
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$122,805
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$4
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$4
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,679,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$4,814,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,103,564
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$13,415,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$8,985,244
Other income not declared elsewhere2021-12-31$2,083,051
Administrative expenses (other) incurred2021-12-31$6,128,586
Liabilities. Value of operating payables at end of year2021-12-31$227,120
Liabilities. Value of operating payables at beginning of year2021-12-31$827,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$16,063,724
Value of net assets at end of year (total assets less liabilities)2021-12-31$309,553,763
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$293,490,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Income. Interest from corporate debt instruments2021-12-31$2,569,029
Value of interest in common/collective trusts at end of year2021-12-31$317,886,757
Value of interest in common/collective trusts at beginning of year2021-12-31$297,644,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,418,668
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,614,540
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,614,540
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$15,705
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$9,379,925
Net investment gain or loss from common/collective trusts2021-12-31$28,304,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,012,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,062,351
Contract administrator fees2021-12-31$912,465
Liabilities. Value of benefit claims payable at end of year2021-12-31$923,130
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,059,207
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate carrying amount (costs) on sale of assets2021-12-31$-1,974
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAM LANGSTON & BREZINA, LLC
Accountancy firm EIN2021-12-31760445495
2020 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$6,830
Total unrealized appreciation/depreciation of assets2020-12-31$6,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,872,183
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,946,970
Total income from all sources (including contributions)2020-12-31$51,883,888
Total loss/gain on sale of assets2020-12-31$-2,383,534
Total of all expenses incurred2020-12-31$36,112,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,912,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,408,236
Value of total assets at end of year2020-12-31$304,362,222
Value of total assets at beginning of year2020-12-31$280,665,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,200,044
Total interest from all sources2020-12-31$247,362
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$138,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$9,911
Administrative expenses professional fees incurred2020-12-31$96,634
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$4
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$112,472
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,842,931
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,103,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,155,720
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$8,985,244
Other income not declared elsewhere2020-12-31$72,334
Administrative expenses (other) incurred2020-12-31$8,748,677
Liabilities. Value of operating payables at end of year2020-12-31$827,732
Liabilities. Value of operating payables at beginning of year2020-12-31$2,015,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,771,266
Value of net assets at end of year (total assets less liabilities)2020-12-31$293,490,039
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$277,718,773
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$143,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,142,537
Interest earned on other investments2020-12-31$13,898
Income. Interest from US Government securities2020-12-31$168,591
Income. Interest from corporate debt instruments2020-12-31$102,413
Value of interest in common/collective trusts at end of year2020-12-31$297,644,114
Value of interest in common/collective trusts at beginning of year2020-12-31$216,409,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,614,540
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,079,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,079,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-37,540
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$12,554,979
Asset value of US Government securities at beginning of year2020-12-31$11,357,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$147,629
Net investment gain or loss from common/collective trusts2020-12-31$39,246,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$12,565,305
Income. Dividends from preferred stock2020-12-31$2,724
Income. Dividends from common stock2020-12-31$125,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$13,357,599
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$283,164
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,167,670
Contract administrator fees2020-12-31$1,211,373
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$24,957,238
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,059,207
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$931,858
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$52,091,225
Aggregate carrying amount (costs) on sale of assets2020-12-31$54,474,759
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HAM LANGSTON &BREZINA, LLC
Accountancy firm EIN2020-12-31760448495
2019 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-5,750,898
Total unrealized appreciation/depreciation of assets2019-12-31$-5,750,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,946,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,404,107
Total income from all sources (including contributions)2019-12-31$53,573,095
Total loss/gain on sale of assets2019-12-31$-860,236
Total of all expenses incurred2019-12-31$25,835,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,454,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$13,184,828
Value of total assets at end of year2019-12-31$280,665,743
Value of total assets at beginning of year2019-12-31$254,385,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,380,823
Total interest from all sources2019-12-31$204,655
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$71,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$34,206
Administrative expenses professional fees incurred2019-12-31$77,573
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$112,472
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,728,562
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,155,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,325,864
Other income not declared elsewhere2019-12-31$2,203
Administrative expenses (other) incurred2019-12-31$794,459
Liabilities. Value of operating payables at end of year2019-12-31$2,015,112
Liabilities. Value of operating payables at beginning of year2019-12-31$3,169,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$27,737,285
Value of net assets at end of year (total assets less liabilities)2019-12-31$277,718,773
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$249,981,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$89,214
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,142,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,142,472
Interest earned on other investments2019-12-31$274
Income. Interest from corporate debt instruments2019-12-31$444
Value of interest in common/collective trusts at end of year2019-12-31$216,409,773
Value of interest in common/collective trusts at beginning of year2019-12-31$194,668,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$5,079,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$4,014,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$4,014,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$203,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,234,664
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$12,495,591
Asset value of US Government securities at end of year2019-12-31$11,357,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,966,396
Net investment gain or loss from common/collective trusts2019-12-31$35,754,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$11,456,266
Income. Dividends from common stock2019-12-31$37,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,959,396
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$283,164
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,167,670
Contract administrator fees2019-12-31$419,577
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$24,957,238
Liabilities. Value of benefit claims payable at end of year2019-12-31$931,858
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,234,307
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,132,779
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,993,015
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN2019-12-31760448495
2018 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$6,108,566
Total unrealized appreciation/depreciation of assets2018-12-31$6,108,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,404,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,076,850
Total income from all sources (including contributions)2018-12-31$18,474,434
Total loss/gain on sale of assets2018-12-31$4,971,853
Total of all expenses incurred2018-12-31$37,542,361
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,349,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,651,909
Value of total assets at end of year2018-12-31$254,385,595
Value of total assets at beginning of year2018-12-31$271,126,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,192,834
Total interest from all sources2018-12-31$386,046
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$3,339,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$26,863
Administrative expenses professional fees incurred2018-12-31$94,696
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,727,528
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,325,864
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,001,976
Other income not declared elsewhere2018-12-31$1,953
Administrative expenses (other) incurred2018-12-31$8,021,450
Liabilities. Value of operating payables at end of year2018-12-31$3,169,800
Liabilities. Value of operating payables at beginning of year2018-12-31$853,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,067,927
Value of net assets at end of year (total assets less liabilities)2018-12-31$249,981,488
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$269,049,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at beginning of year2018-12-31$49,486,587
Investment advisory and management fees2018-12-31$482,331
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,142,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,125,525
Value of interest in common/collective trusts at end of year2018-12-31$194,668,289
Value of interest in common/collective trusts at beginning of year2018-12-31$66,312,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$4,014,306
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$6,142,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$6,142,905
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$386,046
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$78,256,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$52,234,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$49,034,543
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$13,522,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,060
Net investment gain or loss from common/collective trusts2018-12-31$-11,836,679
Net gain/loss from 103.12 investment entities2018-12-31$862,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at beginning of year2018-12-31$2,475,590
Contributions received in cash from employer2018-12-31$12,924,381
Income. Dividends from common stock2018-12-31$3,312,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,827,026
Contract administrator fees2018-12-31$1,594,357
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$14,290,152
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,234,307
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$1,223,541
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$78,643,289
Aggregate carrying amount (costs) on sale of assets2018-12-31$73,671,436
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN2018-12-31760448495
2017 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-725,996
Total unrealized appreciation/depreciation of assets2017-12-31$-725,996
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,076,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,685,620
Total income from all sources (including contributions)2017-12-31$36,822,643
Total loss/gain on sale of assets2017-12-31$886,464
Total of all expenses incurred2017-12-31$36,252,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,923,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,075,900
Value of total assets at end of year2017-12-31$271,126,265
Value of total assets at beginning of year2017-12-31$270,164,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,328,410
Total interest from all sources2017-12-31$99,815
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,481,382
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$15,707
Administrative expenses professional fees incurred2017-12-31$100,751
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,810,347
Participant contributions at beginning of year2017-12-31$2,928
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,001,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,780,404
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$10,793
Other income not declared elsewhere2017-12-31$2,046
Administrative expenses (other) incurred2017-12-31$3,527,632
Liabilities. Value of operating payables at end of year2017-12-31$853,309
Liabilities. Value of operating payables at beginning of year2017-12-31$289,254
Total non interest bearing cash at beginning of year2017-12-31$23,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$570,251
Value of net assets at end of year (total assets less liabilities)2017-12-31$269,049,415
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$268,479,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$49,486,587
Assets. partnership/joint venture interests at beginning of year2017-12-31$56,742,909
Investment advisory and management fees2017-12-31$570,579
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,125,525
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,098,805
Value of interest in common/collective trusts at end of year2017-12-31$66,312,415
Value of interest in common/collective trusts at beginning of year2017-12-31$63,806,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$6,142,905
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$14,211,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$14,211,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$99,815
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$78,256,572
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$70,173,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$49,034,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$46,673,746
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$14,209,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,409
Net investment gain or loss from common/collective trusts2017-12-31$3,729,628
Net gain/loss from 103.12 investment entities2017-12-31$13,263,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$2,475,590
Assets. Invements in employer securities at beginning of year2017-12-31$2,445,851
Contributions received in cash from employer2017-12-31$13,265,553
Income. Dividends from common stock2017-12-31$4,465,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$15,714,803
Contract administrator fees2017-12-31$2,129,448
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$14,290,152
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$9,204,268
Liabilities. Value of benefit claims payable at end of year2017-12-31$1,223,541
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,385,573
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$98,094,984
Aggregate carrying amount (costs) on sale of assets2017-12-31$97,208,520
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN2017-12-31760448495
2016 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$14,109,698
Total unrealized appreciation/depreciation of assets2016-12-31$14,109,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,685,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,493,194
Total income from all sources (including contributions)2016-12-31$48,069,086
Total loss/gain on sale of assets2016-12-31$-3,238,166
Total of all expenses incurred2016-12-31$38,777,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$30,294,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,673,516
Value of total assets at end of year2016-12-31$270,164,784
Value of total assets at beginning of year2016-12-31$261,680,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,482,614
Total interest from all sources2016-12-31$59,163
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,257,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,684
Administrative expenses professional fees incurred2016-12-31$15,552
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,026,790
Participant contributions at end of year2016-12-31$2,928
Participant contributions at beginning of year2016-12-31$626
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,780,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,680,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$10,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$26,494
Other income not declared elsewhere2016-12-31$1,787
Administrative expenses (other) incurred2016-12-31$5,413,908
Liabilities. Value of operating payables at end of year2016-12-31$289,254
Liabilities. Value of operating payables at beginning of year2016-12-31$323,962
Total non interest bearing cash at end of year2016-12-31$23,423
Total non interest bearing cash at beginning of year2016-12-31$5,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$9,291,847
Value of net assets at end of year (total assets less liabilities)2016-12-31$268,479,164
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$259,187,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$56,742,909
Assets. partnership/joint venture interests at beginning of year2016-12-31$50,980,661
Investment advisory and management fees2016-12-31$557,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,098,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,071,272
Value of interest in common/collective trusts at end of year2016-12-31$63,806,588
Value of interest in common/collective trusts at beginning of year2016-12-31$57,977,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$14,211,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,400,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,400,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$59,163
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$70,173,866
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$71,197,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$46,673,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$47,807,190
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$13,898,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7,849
Net investment gain or loss from common/collective trusts2016-12-31$7,037,693
Net gain/loss from 103.12 investment entities2016-12-31$4,160,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$2,445,851
Assets. Invements in employer securities at beginning of year2016-12-31$1,762,052
Contributions received in cash from employer2016-12-31$19,646,726
Income. Dividends from common stock2016-12-31$4,237,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$16,395,681
Contract administrator fees2016-12-31$2,495,259
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$9,204,268
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$5,797,450
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,385,573
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,142,738
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$14,710,161
Aggregate carrying amount (costs) on sale of assets2016-12-31$17,948,327
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN2016-12-31760448495
2015 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-42,396,049
Total unrealized appreciation/depreciation of assets2015-12-31$-42,396,049
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,493,194
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,344,166
Total income from all sources (including contributions)2015-12-31$-8,562,986
Total loss/gain on sale of assets2015-12-31$1,954,407
Total of all expenses incurred2015-12-31$33,005,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$29,756,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$22,258,488
Value of total assets at end of year2015-12-31$261,680,511
Value of total assets at beginning of year2015-12-31$310,099,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,249,138
Total interest from all sources2015-12-31$12,236
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,861,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$16,710
Administrative expenses professional fees incurred2015-12-31$216,768
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,299,776
Participant contributions at end of year2015-12-31$626
Participant contributions at beginning of year2015-12-31$-697
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$63,211,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,680,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,199,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$26,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,363,968
Other income not declared elsewhere2015-12-31$6,754,708
Liabilities. Value of operating payables at end of year2015-12-31$323,962
Liabilities. Value of operating payables at beginning of year2015-12-31$321,578
Total non interest bearing cash at end of year2015-12-31$5,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-41,568,415
Value of net assets at end of year (total assets less liabilities)2015-12-31$259,187,317
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$300,755,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$50,980,661
Assets. partnership/joint venture interests at beginning of year2015-12-31$164,488,529
Investment advisory and management fees2015-12-31$500,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,071,272
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,056,785
Value of interest in master investment trust accounts at beginning of year2015-12-31$4,747,448
Value of interest in common/collective trusts at end of year2015-12-31$57,977,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$16,400,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$9,516,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$9,516,185
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$12,236
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$71,197,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$47,807,190
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$50,766,887
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$13,048,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,224
Net investment gain or loss from common/collective trusts2015-12-31$-1,021,580
Net gain/loss from 103.12 investment entities2015-12-31$-984,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$1,762,052
Contributions received in cash from employer2015-12-31$19,958,712
Employer contributions (assets) at beginning of year2015-12-31$857,696
Income. Dividends from common stock2015-12-31$4,845,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,708,204
Contract administrator fees2015-12-31$2,531,476
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$5,797,450
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$14,255,444
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,142,738
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$1,658,620
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$23,172,299
Aggregate carrying amount (costs) on sale of assets2015-12-31$21,217,892
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN2015-12-31760448495
2014 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$20,446,900
Total unrealized appreciation/depreciation of assets2014-12-31$20,446,900
Total transfer of assets from this plan2014-12-31$6,637
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,344,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$10,918,937
Total income from all sources (including contributions)2014-12-31$52,816,586
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$46,678,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,820,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$26,792,594
Value of total assets at end of year2014-12-31$310,099,898
Value of total assets at beginning of year2014-12-31$305,543,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,858,252
Total interest from all sources2014-12-31$897,419
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,689,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$63,232
Administrative expenses professional fees incurred2014-12-31$262,332
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$15,280,248
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,066,869
Participant contributions at end of year2014-12-31$-697
Participant contributions at beginning of year2014-12-31$3,924
Assets. Other investments not covered elsewhere at end of year2014-12-31$63,211,865
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,199,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,287,242
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$7,363,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$4,545,142
Other income not declared elsewhere2014-12-31$673
Administrative expenses (other) incurred2014-12-31$5,891,580
Liabilities. Value of operating payables at end of year2014-12-31$321,578
Liabilities. Value of operating payables at beginning of year2014-12-31$677,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$6,137,961
Value of net assets at end of year (total assets less liabilities)2014-12-31$300,755,732
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$294,624,408
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$164,488,529
Investment advisory and management fees2014-12-31$805,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,056,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$139,826,280
Interest earned on other investments2014-12-31$881,641
Value of interest in master investment trust accounts at end of year2014-12-31$4,747,448
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,024,470
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$9,516,185
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$862,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$862,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$50,766,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$50,556,557
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$15,022,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-10,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$23,725,725
Employer contributions (assets) at end of year2014-12-31$857,696
Income. Dividends from common stock2014-12-31$4,626,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$21,797,784
Contract administrator fees2014-12-31$2,898,347
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$14,255,444
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$92,702,216
Liabilities. Value of benefit claims payable at end of year2014-12-31$1,658,620
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$5,696,542
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HAM, LANGSTON & BREZINA LLP
Accountancy firm EIN2014-12-31760448495
2013 : KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$59,447,290
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,188,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,102,894
Total income from all sources (including contributions)2013-12-31$81,472,430
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$62,699,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$41,596,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$44,945,822
Value of total assets at end of year2013-12-31$244,365,752
Value of total assets at beginning of year2013-12-31$222,507,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$21,103,660
Total interest from all sources2013-12-31$21,825
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,384,222
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$14,852,398
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,751,865
Participant contributions at end of year2013-12-31$3,924
Participant contributions at beginning of year2013-12-31$5,089
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,986,986
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,048,176
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,952,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,237,938
Administrative expenses (other) incurred2013-12-31$16,745,369
Liabilities. Value of operating payables at end of year2013-12-31$603,216
Liabilities. Value of operating payables at beginning of year2013-12-31$441,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$18,772,767
Value of net assets at end of year (total assets less liabilities)2013-12-31$235,177,119
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$216,404,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$89,354
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$132,266,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,386,797
Value of interest in master investment trust accounts at end of year2013-12-31$3,287,467
Value of interest in master investment trust accounts at beginning of year2013-12-31$2,207,630
Value of interest in common/collective trusts at beginning of year2013-12-31$205,014,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$862,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$845,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$845,498
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$21,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$50,556,557
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$10,209,824
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$8,013,322
Net investment gain or loss from common/collective trusts2013-12-31$28,494,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$38,193,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$31,386,179
Contract administrator fees2013-12-31$4,358,291
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$90,105,929
Liabilities. Value of benefit claims payable at end of year2013-12-31$4,632,542
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,423,573
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HAM, LANGSTON & BREZINA, LLP
Accountancy firm EIN2013-12-31760448495

Form 5500 Responses for KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN

2022: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: KINDER MORGAN, INC. MASTER RETIREE BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1247
Policy instance 2
Insurance contract or identification number1247
Number of Individuals Covered1695
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,404,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70318-G
Policy instance 1
Insurance contract or identification number70318-G
Number of Individuals Covered5965
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,624,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1247
Policy instance 2
Insurance contract or identification number1247
Number of Individuals Covered1889
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,684,841
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70318-G
Policy instance 1
Insurance contract or identification number70318-G
Number of Individuals Covered6372
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,695,083
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70318-G
Policy instance 2
Insurance contract or identification number70318-G
Number of Individuals Covered6843
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,835,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number1247
Policy instance 3
Insurance contract or identification number1247
Number of Individuals Covered2112
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,649,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYD067684
Policy instance 4
Insurance contract or identification numberNYD067684
Number of Individuals Covered103
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedLTD, STD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $20,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK980145
Policy instance 1
Insurance contract or identification numberLK980145
Number of Individuals Covered10367
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,045,689
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 number1247
Policy instance 4
Insurance contract or identification number1247
Number of Individuals Covered2348
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,216
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,377,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,216
Insurance broker organization code?5
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK980145
Policy instance 2
Insurance contract or identification numberLK980145
Number of Individuals Covered10899
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $159,503
Total amount of fees paid to insurance companyUSD $1,306
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,189,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $159,503
Amount paid for insurance broker fees1306
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?7
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYD067684
Policy instance 1
Insurance contract or identification numberNYD067684
Number of Individuals Covered116
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTATUTORY DISABILITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $15,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70318-G
Policy instance 3
Insurance contract or identification number70318-G
Number of Individuals Covered7321
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,906,343
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 number1247
Policy instance 4
Insurance contract or identification number1247
Number of Individuals Covered2640
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $59,864
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,668,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,864
Insurance broker organization code?5
SECURIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93742 )
Policy contract number70318-G
Policy instance 3
Insurance contract or identification number70318-G
Number of Individuals Covered7775
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,758,457
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK980145
Policy instance 2
Insurance contract or identification numberLK980145
Number of Individuals Covered10874
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $153,989
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,080,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $153,989
Insurance broker organization code?7
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYD067684
Policy instance 1
Insurance contract or identification numberNYD067684
Number of Individuals Covered124
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTATUTORY DISABILITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,861
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 number1247
Policy instance 4
Insurance contract or identification number1247
Number of Individuals Covered2724
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,635,878
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 number51297
Policy instance 3
Insurance contract or identification number51297
Number of Individuals Covered8197
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,409
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,560,835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6409
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
Insurance broker nameAXA ASSISTANCE USA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK980145
Policy instance 2
Insurance contract or identification numberLK980145
Number of Individuals Covered10879
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $150,074
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,005,054
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $150,074
Insurance broker organization code?7
Insurance broker nameJOHN L WORTHAM & SON LP
CIGNA GROUP INSURANCE (National Association of Insurance Commissioners NAIC id number: 64548 )
Policy contract numberNYD067684
Policy instance 1
Insurance contract or identification numberNYD067684
Number of Individuals Covered106
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTATUTORY DISABILITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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