LOGAN HEALTH SYSTEM has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION
| Measure | Date | Value |
|---|
| 2023: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 3,039 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 3,017 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 52 |
| Total of all active and inactive participants | 2023-01-01 | 3,069 |
| Total participants | 2023-01-01 | 3,069 |
| 2022: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2,989 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,039 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 29 |
| Total of all active and inactive participants | 2022-01-01 | 3,068 |
| Total participants | 2022-01-01 | 3,068 |
| 2021: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2,847 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,989 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 22 |
| Total of all active and inactive participants | 2021-01-01 | 3,011 |
| Total participants | 2021-01-01 | 3,011 |
| 2020: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 2,683 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,692 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 17 |
| Total of all active and inactive participants | 2020-01-01 | 2,709 |
| Total participants | 2020-01-01 | 2,709 |
| 2019: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 2,834 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,683 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 14 |
| Total of all active and inactive participants | 2019-01-01 | 2,697 |
| Total participants | 2019-01-01 | 2,697 |
| 2018: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 2,820 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,810 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 23 |
| Total of all active and inactive participants | 2018-01-01 | 2,833 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
| Total participants | 2018-01-01 | 2,834 |
| 2017: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 2,277 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,486 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 17 |
| Total of all active and inactive participants | 2017-01-01 | 2,503 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
| Total participants | 2017-01-01 | 2,504 |
| 2016: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 2,011 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,269 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 8 |
| Total of all active and inactive participants | 2016-01-01 | 2,277 |
| Total participants | 2016-01-01 | 2,277 |
| 2015: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1,810 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,011 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 12 |
| Total of all active and inactive participants | 2015-01-01 | 2,023 |
| Total participants | 2015-01-01 | 2,023 |
| 2014: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1,737 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,791 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 19 |
| Total of all active and inactive participants | 2014-01-01 | 1,810 |
| Total participants | 2014-01-01 | 1,810 |
| 2013: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1,611 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,718 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 19 |
| Total of all active and inactive participants | 2013-01-01 | 1,737 |
| Total participants | 2013-01-01 | 1,737 |
| 2012: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,559 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,611 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 1,611 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 1,611 |
| 2011: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,248 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,559 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 1,559 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 1,559 |
| 2010: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 1,193 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,248 |
| Total of all active and inactive participants | 2010-01-01 | 1,248 |
| Total participants | 2010-01-01 | 1,248 |
| 2009: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1,176 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,193 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 1,193 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 1,193 |
| 2023: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | First time form 5500 has been submitted | Yes |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | First time form 5500 has been submitted | Yes |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | First time form 5500 has been submitted | Yes |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | First time form 5500 has been submitted | Yes |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | Yes |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: LOGAN HEALTH SYSTEM HEALTH, DENTAL, VISION 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| RELIASTAR LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67105 ) |
| Policy contract number | EXRK |
| Policy instance | 1 |
| Insurance contract or identification number | EXRK | | Number of Individuals Covered | 4855 | | Insurance policy start date | 2023-01-01 | | Insurance policy end date | 2023-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,226,845 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16-013276-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 16-013276-000 | | Number of Individuals Covered | 2978 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $138,974 | | Total amount of fees paid to insurance company | USD $77,722 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,416,646 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $138,974 | | Amount paid for insurance broker fees | 77722 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16-013276-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 16-013276-000 | | Number of Individuals Covered | 2932 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $147,839 | | Total amount of fees paid to insurance company | USD $32,017 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,708,905 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $147,839 | | Amount paid for insurance broker fees | 3017 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16-013276-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 16-013276-000 | | Number of Individuals Covered | 5424 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $154,413 | | Total amount of fees paid to insurance company | USD $55,792 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,459,657 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $154,413 | | Amount paid for insurance broker fees | 55792 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16-013276-000 |
| Policy instance | 1 |
| Insurance contract or identification number | 16-013276-000 | | Number of Individuals Covered | 5326 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $143,736 | | Total amount of fees paid to insurance company | USD $45,357 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,380,896 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $143,736 | | Amount paid for insurance broker fees | 45357 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
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