TRUSTEES OF THE WANADA LIFE & DISABILITY BENEFITS TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WANADA LIFE & DISABILITY BENEFITS TRUST
| Measure | Date | Value |
|---|
| 2022: WANADA LIFE & DISABILITY BENEFITS TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 2,617 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 2,005 |
| Total of all active and inactive participants | 2022-01-01 | 2,005 |
| 2021: WANADA LIFE & DISABILITY BENEFITS TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 2,874 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 2,617 |
| Total of all active and inactive participants | 2021-01-01 | 2,617 |
| 2020: WANADA LIFE & DISABILITY BENEFITS TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3,196 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,874 |
| Total of all active and inactive participants | 2020-01-01 | 2,874 |
| 2019: WANADA LIFE & DISABILITY BENEFITS TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1,254 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,196 |
| Total of all active and inactive participants | 2019-01-01 | 3,196 |
| 2018: WANADA LIFE & DISABILITY BENEFITS TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1,269 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,254 |
| Total of all active and inactive participants | 2018-01-01 | 1,254 |
| 2017: WANADA LIFE & DISABILITY BENEFITS TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1,376 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 1,269 |
| Total of all active and inactive participants | 2017-01-01 | 1,269 |
| 2016: WANADA LIFE & DISABILITY BENEFITS TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1,413 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 1,376 |
| Total of all active and inactive participants | 2016-01-01 | 1,376 |
| 2015: WANADA LIFE & DISABILITY BENEFITS TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1,835 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 1,413 |
| Total of all active and inactive participants | 2015-01-01 | 1,413 |
| 2014: WANADA LIFE & DISABILITY BENEFITS TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 2,256 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,835 |
| Total of all active and inactive participants | 2014-01-01 | 1,835 |
| 2013: WANADA LIFE & DISABILITY BENEFITS TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 2,128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,256 |
| Total of all active and inactive participants | 2013-01-01 | 2,256 |
| 2011: WANADA LIFE & DISABILITY BENEFITS TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,983 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,375 |
| Total of all active and inactive participants | 2011-01-01 | 2,375 |
| 2010: WANADA LIFE & DISABILITY BENEFITS TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 2,277 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,983 |
| Total of all active and inactive participants | 2010-01-01 | 1,983 |
| 2009: WANADA LIFE & DISABILITY BENEFITS TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 2,391 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,277 |
| Total of all active and inactive participants | 2009-01-01 | 2,277 |
| Measure | Date | Value |
|---|
| 2022 : WANADA LIFE & DISABILITY BENEFITS TRUST 2022 401k financial data |
|---|
| Value of total assets at end of year | 2022-12-31 | $1 |
| Value of total assets at beginning of year | 2022-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Total non interest bearing cash at end of year | 2022-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2022-12-31 | 521711839 |
| 2021 : WANADA LIFE & DISABILITY BENEFITS TRUST 2021 401k financial data |
|---|
| Value of total assets at end of year | 2021-12-31 | $1 |
| Value of total assets at beginning of year | 2021-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Total non interest bearing cash at end of year | 2021-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2021-12-31 | 521711839 |
| 2020 : WANADA LIFE & DISABILITY BENEFITS TRUST 2020 401k financial data |
|---|
| Value of total assets at end of year | 2020-12-31 | $1 |
| Value of total assets at beginning of year | 2020-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Total non interest bearing cash at end of year | 2020-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2020-12-31 | 521711839 |
| 2019 : WANADA LIFE & DISABILITY BENEFITS TRUST 2019 401k financial data |
|---|
| Value of total assets at end of year | 2019-12-31 | $1 |
| Value of total assets at end of year | 2019-12-31 | $1 |
| Value of total assets at beginning of year | 2019-12-31 | $1 |
| Value of total assets at beginning of year | 2019-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Total non interest bearing cash at end of year | 2019-12-31 | $1 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm name | 2019-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2019-12-31 | 521711839 |
| Accountancy firm EIN | 2019-12-31 | 521711839 |
| 2018 : WANADA LIFE & DISABILITY BENEFITS TRUST 2018 401k financial data |
|---|
| Value of total assets at end of year | 2018-12-31 | $1 |
| Value of total assets at beginning of year | 2018-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Total non interest bearing cash at end of year | 2018-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2018-12-31 | 521711839 |
| 2017 : WANADA LIFE & DISABILITY BENEFITS TRUST 2017 401k financial data |
|---|
| Value of total assets at end of year | 2017-12-31 | $1 |
| Value of total assets at beginning of year | 2017-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Total non interest bearing cash at end of year | 2017-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2017-12-31 | 521711839 |
| 2016 : WANADA LIFE & DISABILITY BENEFITS TRUST 2016 401k financial data |
|---|
| Value of total assets at end of year | 2016-12-31 | $1 |
| Value of total assets at beginning of year | 2016-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Total non interest bearing cash at end of year | 2016-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2016-12-31 | 521711839 |
| 2015 : WANADA LIFE & DISABILITY BENEFITS TRUST 2015 401k financial data |
|---|
| Value of total assets at end of year | 2015-12-31 | $1 |
| Value of total assets at beginning of year | 2015-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Total non interest bearing cash at end of year | 2015-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2015-12-31 | 521711839 |
| 2014 : WANADA LIFE & DISABILITY BENEFITS TRUST 2014 401k financial data |
|---|
| Value of total assets at end of year | 2014-12-31 | $1 |
| Value of total assets at beginning of year | 2014-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Total non interest bearing cash at end of year | 2014-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2014-12-31 | 521711839 |
| 2013 : WANADA LIFE & DISABILITY BENEFITS TRUST 2013 401k financial data |
|---|
| Value of total assets at end of year | 2013-12-31 | $1 |
| Value of total assets at beginning of year | 2013-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Total non interest bearing cash at end of year | 2013-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2013-12-31 | 521711839 |
| 2011 : WANADA LIFE & DISABILITY BENEFITS TRUST 2011 401k financial data |
|---|
| Value of total assets at end of year | 2011-12-31 | $1 |
| Value of total assets at beginning of year | 2011-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Total non interest bearing cash at end of year | 2011-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | COUNCILOR, BUCHANAN AND MITCHELL, P |
| Accountancy firm EIN | 2011-12-31 | 521711839 |
| 2010 : WANADA LIFE & DISABILITY BENEFITS TRUST 2010 401k financial data |
|---|
| Value of total assets at end of year | 2010-12-31 | $1 |
| Value of total assets at beginning of year | 2010-12-31 | $1 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Total non interest bearing cash at end of year | 2010-12-31 | $1 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $1 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | COUNCILOR, BUCHANAN, & MITCHELL, P. |
| Accountancy firm EIN | 2010-12-31 | 521711839 |
| UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 ) |
| Policy contract number | 131445 |
| Policy instance | 1 |
| Insurance contract or identification number | 131445 | | Number of Individuals Covered | 2005 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $460,059 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 ) |
| Policy contract number | 131445 |
| Policy instance | 1 |
| Insurance contract or identification number | 131445 | | Number of Individuals Covered | 2617 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $478,981 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 ) |
| Policy contract number | 131445 |
| Policy instance | 1 |
| Insurance contract or identification number | 131445 | | Number of Individuals Covered | 2874 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $675,255 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 ) |
| Policy contract number | 131445 |
| Policy instance | 1 |
| Insurance contract or identification number | 131445 | | Number of Individuals Covered | 3196 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $279,720 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 2 |
| Insurance contract or identification number | 5456528 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,030 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 1 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 1254 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $89,886 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 3 |
| Insurance contract or identification number | 5456528 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,437 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 4 |
| Insurance contract or identification number | 5456528 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $189,053 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 4 |
| Insurance contract or identification number | 5456528 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $185,429 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 2 |
| Insurance contract or identification number | 5456528 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,773 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 1 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 1269 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $87,725 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 3 |
| Insurance contract or identification number | 5456528 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,329 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 4 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 1238 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $173 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $203,104 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 173 | | Additional information about fees paid to insurance broker | ADMINISTRATION | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 2 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 1413 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,546 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 1 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 1413 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $83 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $82,548 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 83 | | Additional information about fees paid to insurance broker | ADMINISTRATION | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 3 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 325 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,601 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 4 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 1676 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,852 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $306,830 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8852 | | Additional information about fees paid to insurance broker | ADMINISTRATION | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 3 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 409 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,861 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 2 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 1835 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,933 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 1 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 1835 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $3,792 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $111,834 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 3792 | | Additional information about fees paid to insurance broker | ADMINISTRATION | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES, INC. |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 1 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 2426 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $169,777 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA EMPLOYEE BENEFIT TRUST |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 4 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 2256 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $337,425 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA EMPLOYEE BENEFIT TRUST |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 3 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 581 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,722 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA EMPLOYEE BENEFIT TRUST |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 2 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 2426 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,196 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA EMPLOYEE BENEFIT TRUST |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 4 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 2232 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $325,266 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 3 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 812 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,587 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 1 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 2375 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $143,292 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5456528 |
| Policy instance | 2 |
| Insurance contract or identification number | 5456528 | | Number of Individuals Covered | 2375 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,829 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| UNICARE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80314 ) |
| Policy contract number | 52-0913817 |
| Policy instance | 1 |
| Insurance contract or identification number | 52-0913817 | | Number of Individuals Covered | 1983 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $53,527 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $537,059 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $53,527 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | WANADA BUSINESS SERVICES CORP |
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