ONEAMERICA AGENTS' ASSOCIATION, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ONEAMERICA AGENTS' ASSOCIATION WELFARE BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2024 : ONEAMERICA AGENTS' ASSOCIATION WELFARE BENEFITS PLAN 2024 401k financial data |
|---|
| Total income from all sources (including contributions) | 2024-03-31 | $5,193,635 |
| Total of all expenses incurred | 2024-03-31 | $5,198,188 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2024-03-31 | $5,054,152 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2024-03-31 | $5,193,635 |
| Value of total assets at end of year | 2024-03-31 | $49,071 |
| Value of total assets at beginning of year | 2024-03-31 | $53,624 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2024-03-31 | $144,036 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2024-03-31 | No |
| Was this plan covered by a fidelity bond | 2024-03-31 | Yes |
| Value of fidelity bond cover | 2024-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2024-03-31 | No |
| Contributions received from participants | 2024-03-31 | $1,998,621 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2024-03-31 | $882,334 |
| Total non interest bearing cash at end of year | 2024-03-31 | $49,071 |
| Total non interest bearing cash at beginning of year | 2024-03-31 | $53,624 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-03-31 | No |
| Value of net income/loss | 2024-03-31 | $-4,553 |
| Value of net assets at end of year (total assets less liabilities) | 2024-03-31 | $49,071 |
| Value of net assets at beginning of year (total assets less liabilities) | 2024-03-31 | $53,624 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2024-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2024-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2024-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2024-03-31 | $5,054,152 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2024-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2024-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2024-03-31 | No |
| Contributions received in cash from employer | 2024-03-31 | $2,312,680 |
| Contract administrator fees | 2024-03-31 | $116,195 |
| Did the plan have assets held for investment | 2024-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2024-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2024-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2024-03-31 | Unqualified |
| Accountancy firm name | 2024-03-31 | FORVIS MAZARS, LLP |
| Accountancy firm EIN | 2024-03-31 | 440160260 |
| 2023 : ONEAMERICA AGENTS' ASSOCIATION WELFARE BENEFITS PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-04-01 | $5,193,635 |
| Total of all expenses incurred | 2023-04-01 | $5,198,188 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-01 | $5,054,152 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-01 | $5,193,635 |
| Value of total assets at end of year | 2023-04-01 | $49,071 |
| Value of total assets at beginning of year | 2023-04-01 | $53,624 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-01 | $144,036 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-01 | No |
| Was this plan covered by a fidelity bond | 2023-04-01 | Yes |
| Value of fidelity bond cover | 2023-04-01 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-01 | No |
| Contributions received from participants | 2023-04-01 | $1,998,621 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-04-01 | $882,334 |
| Total non interest bearing cash at end of year | 2023-04-01 | $49,071 |
| Total non interest bearing cash at beginning of year | 2023-04-01 | $53,624 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-01 | No |
| Value of net income/loss | 2023-04-01 | $-4,553 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-01 | $49,071 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-01 | $53,624 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-01 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-04-01 | $5,054,152 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-01 | No |
| Contributions received in cash from employer | 2023-04-01 | $2,312,680 |
| Contract administrator fees | 2023-04-01 | $116,195 |
| Did the plan have assets held for investment | 2023-04-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-04-01 | 1 |
| Accountancy firm name | 2023-04-01 | FORVIS MAZARS, LLP |
| Accountancy firm EIN | 2023-04-01 | 440160260 |
| Total income from all sources (including contributions) | 2023-03-31 | $5,526,463 |
| Total of all expenses incurred | 2023-03-31 | $5,505,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $5,354,649 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $5,526,463 |
| Value of total assets at end of year | 2023-03-31 | $53,624 |
| Value of total assets at beginning of year | 2023-03-31 | $32,830 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $151,020 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-03-31 | No |
| Administrative expenses professional fees incurred | 2023-03-31 | $26,765 |
| Was this plan covered by a fidelity bond | 2023-03-31 | Yes |
| Value of fidelity bond cover | 2023-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Contributions received from participants | 2023-03-31 | $2,316,644 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-03-31 | $821,233 |
| Administrative expenses (other) incurred | 2023-03-31 | $302 |
| Total non interest bearing cash at end of year | 2023-03-31 | $53,624 |
| Total non interest bearing cash at beginning of year | 2023-03-31 | $32,830 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Value of net income/loss | 2023-03-31 | $20,794 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $53,624 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $32,830 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-31 | $5,354,649 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $2,388,586 |
| Contract administrator fees | 2023-03-31 | $123,953 |
| Did the plan have assets held for investment | 2023-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | FORVIS, LLP |
| Accountancy firm EIN | 2023-03-31 | 440160260 |
| 2022 : ONEAMERICA AGENTS' ASSOCIATION WELFARE BENEFITS PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-04-01 | $5,526,463 |
| Total of all expenses incurred | 2022-04-01 | $5,505,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-01 | $5,354,649 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-01 | $5,526,463 |
| Value of total assets at end of year | 2022-04-01 | $53,624 |
| Value of total assets at beginning of year | 2022-04-01 | $32,830 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-01 | $151,020 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-01 | No |
| Administrative expenses professional fees incurred | 2022-04-01 | $26,765 |
| Was this plan covered by a fidelity bond | 2022-04-01 | Yes |
| Value of fidelity bond cover | 2022-04-01 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-01 | No |
| Contributions received from participants | 2022-04-01 | $2,316,644 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-04-01 | $821,233 |
| Administrative expenses (other) incurred | 2022-04-01 | $302 |
| Total non interest bearing cash at end of year | 2022-04-01 | $53,624 |
| Total non interest bearing cash at beginning of year | 2022-04-01 | $32,830 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-01 | No |
| Value of net income/loss | 2022-04-01 | $20,794 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-01 | $53,624 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-01 | $32,830 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-01 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-04-01 | $5,354,649 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-01 | No |
| Contributions received in cash from employer | 2022-04-01 | $2,388,586 |
| Contract administrator fees | 2022-04-01 | $123,953 |
| Did the plan have assets held for investment | 2022-04-01 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-04-01 | 1 |
| Accountancy firm name | 2022-04-01 | FORVIS, LLP |
| Accountancy firm EIN | 2022-04-01 | 440160260 |
| Total income from all sources (including contributions) | 2022-03-31 | $5,674,888 |
| Total of all expenses incurred | 2022-03-31 | $5,681,454 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $5,523,065 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $5,674,888 |
| Value of total assets at end of year | 2022-03-31 | $32,830 |
| Value of total assets at beginning of year | 2022-03-31 | $39,396 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $158,389 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
| Administrative expenses professional fees incurred | 2022-03-31 | $24,416 |
| Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
| Value of fidelity bond cover | 2022-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Contributions received from participants | 2022-03-31 | $2,401,046 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-03-31 | $704,535 |
| Administrative expenses (other) incurred | 2022-03-31 | $991 |
| Total non interest bearing cash at end of year | 2022-03-31 | $32,830 |
| Total non interest bearing cash at beginning of year | 2022-03-31 | $39,396 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Value of net income/loss | 2022-03-31 | $-6,566 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $32,830 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $39,396 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-31 | $5,523,065 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $2,569,307 |
| Contract administrator fees | 2022-03-31 | $132,982 |
| Did the plan have assets held for investment | 2022-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | FORVIS, LLP |
| Accountancy firm EIN | 2022-03-31 | 440160260 |
| 2021 : ONEAMERICA AGENTS' ASSOCIATION WELFARE BENEFITS PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-03-31 | $5,159,877 |
| Total of all expenses incurred | 2021-03-31 | $5,186,200 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $5,030,799 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $5,159,877 |
| Value of total assets at end of year | 2021-03-31 | $39,396 |
| Value of total assets at beginning of year | 2021-03-31 | $65,719 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $155,401 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
| Administrative expenses professional fees incurred | 2021-03-31 | $27,380 |
| Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
| Value of fidelity bond cover | 2021-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Contributions received from participants | 2021-03-31 | $2,445,842 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-03-31 | $591,476 |
| Administrative expenses (other) incurred | 2021-03-31 | $1,118 |
| Total non interest bearing cash at end of year | 2021-03-31 | $39,396 |
| Total non interest bearing cash at beginning of year | 2021-03-31 | $65,719 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Value of net income/loss | 2021-03-31 | $-26,323 |
| Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $39,396 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $65,719 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $5,030,799 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $2,122,559 |
| Contract administrator fees | 2021-03-31 | $126,903 |
| Did the plan have assets held for investment | 2021-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
| Accountancy firm name | 2021-03-31 | BKD, LLP |
| Accountancy firm EIN | 2021-03-31 | 440160260 |
| 2020 : ONEAMERICA AGENTS' ASSOCIATION WELFARE BENEFITS PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-03-31 | $4,976,335 |
| Total of all expenses incurred | 2020-03-31 | $4,910,616 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $4,786,068 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $4,976,335 |
| Value of total assets at end of year | 2020-03-31 | $65,719 |
| Value of total assets at beginning of year | 2020-03-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $124,548 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
| Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
| Value of fidelity bond cover | 2020-03-31 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Contributions received from participants | 2020-03-31 | $2,187,489 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-03-31 | $750,966 |
| Administrative expenses (other) incurred | 2020-03-31 | $2,696 |
| Total non interest bearing cash at end of year | 2020-03-31 | $65,719 |
| Total non interest bearing cash at beginning of year | 2020-03-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Value of net income/loss | 2020-03-31 | $65,719 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $65,719 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $4,786,068 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $2,037,880 |
| Contract administrator fees | 2020-03-31 | $121,852 |
| Did the plan have assets held for investment | 2020-03-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
| Accountancy firm name | 2020-03-31 | BKD, LLP |
| Accountancy firm EIN | 2020-03-31 | 440160260 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-5001 |
| Policy instance | 6 |
| Insurance contract or identification number | G00002076-5001 | | Number of Individuals Covered | 219 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $198,473 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30082485 |
| Policy instance | 5 |
| Insurance contract or identification number | 30082485 | | Number of Individuals Covered | 271 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $2,020 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $39,990 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 00001234 |
| Policy instance | 4 |
| Insurance contract or identification number | 00001234 | | Number of Individuals Covered | 687 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $28,135 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-0004 |
| Policy instance | 3 |
| Insurance contract or identification number | G00002076-0004 | | Number of Individuals Covered | 138 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $64,179 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G 00002076-003 |
| Policy instance | 2 |
| Insurance contract or identification number | G 00002076-003 | | Number of Individuals Covered | 801 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $179,740 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | IN2195 |
| Policy instance | 1 |
| Insurance contract or identification number | IN2195 | | Number of Individuals Covered | 692 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of commissions paid to insurance broker | USD $23,672 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,288,166 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | IN2195 |
| Policy instance | 1 |
| Insurance contract or identification number | IN2195 | | Number of Individuals Covered | 673 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $27,480 | | Total amount of fees paid to insurance company | USD $2,649 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,597,149 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G 00002076-003 |
| Policy instance | 2 |
| Insurance contract or identification number | G 00002076-003 | | Number of Individuals Covered | 710 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $149,595 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-0004 |
| Policy instance | 3 |
| Insurance contract or identification number | G00002076-0004 | | Number of Individuals Covered | 147 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $62,549 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 00001234 |
| Policy instance | 4 |
| Insurance contract or identification number | 00001234 | | Number of Individuals Covered | 717 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $30,410 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30082485 |
| Policy instance | 5 |
| Insurance contract or identification number | 30082485 | | Number of Individuals Covered | 270 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $2,218 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $44,117 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-5001 |
| Policy instance | 6 |
| Insurance contract or identification number | G00002076-5001 | | Number of Individuals Covered | 228 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $200,425 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-5001 |
| Policy instance | 6 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30082485 |
| Policy instance | 5 |
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 00001234 |
| Policy instance | 4 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-0004 |
| Policy instance | 3 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G 00002076-003 |
| Policy instance | 2 |
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | IN2195 |
| Policy instance | 1 |
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | IN2195 |
| Policy instance | 1 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G 00002076-003 |
| Policy instance | 2 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-0004 |
| Policy instance | 3 |
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 00001234 |
| Policy instance | 4 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30082485 |
| Policy instance | 5 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-5001 |
| Policy instance | 6 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-5001 |
| Policy instance | 6 |
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30082485 |
| Policy instance | 5 |
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 00001234 |
| Policy instance | 4 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00002076-0004 |
| Policy instance | 3 |
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G 00002076-003 |
| Policy instance | 2 |
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | 004000042 |
| Policy instance | 1 |
