Logo

JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 401k Plan overview

Plan NameJUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST
Plan identification number 503

JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

JUNIOR ACHIEVEMENT, USA has sponsored the creation of one or more 401k plans.

Company Name:JUNIOR ACHIEVEMENT, USA
Employer identification number (EIN):841223492
NAIC Classification:611000

Additional information about JUNIOR ACHIEVEMENT, USA

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1993-01-25
Company Identification Number: 19931008188
Legal Registered Office Address: ONE EDUCATION WAY

COLORADO SPRINGS
United States of America (USA)
80906

More information about JUNIOR ACHIEVEMENT, USA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-05-01
5032021-05-01
5032020-05-01
5032019-05-01
5032018-05-01
5032017-05-01EDWARD PRIEM II
5032016-05-01TIMOTHY ARMIJO
5032015-05-01TIMOTHY ARMIJO
5032014-05-01TIMOTHY ARMIJO
5032013-05-01TIMOTHY ARMIJO
5032012-05-01TIMOTHY ARMIJO
5032011-05-01TIM ARMIJO TIM ARMIJO2013-01-30
5032010-05-01TIM ARMIJO TIM ARMIJO2012-03-15
5032009-05-01TIM ARMIJO TIM ARMIJO2011-02-03

Plan Statistics for JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST

401k plan membership statisitcs for JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST

Measure Date Value
2022: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2022 401k membership
Total participants, beginning-of-year2022-05-011,376
Total number of active participants reported on line 7a of the Form 55002022-05-011,295
Number of retired or separated participants receiving benefits2022-05-01231
Total of all active and inactive participants2022-05-011,526
Total participants2022-05-011,526
2021: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2021 401k membership
Total participants, beginning-of-year2021-05-011,272
Total number of active participants reported on line 7a of the Form 55002021-05-011,125
Number of retired or separated participants receiving benefits2021-05-01251
Total of all active and inactive participants2021-05-011,376
Total participants2021-05-011,376
2020: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2020 401k membership
Total participants, beginning-of-year2020-05-011,397
Total number of active participants reported on line 7a of the Form 55002020-05-011,037
Number of retired or separated participants receiving benefits2020-05-01235
Total of all active and inactive participants2020-05-011,272
Total participants2020-05-011,272
2019: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year2019-05-011,241
Total number of active participants reported on line 7a of the Form 55002019-05-011,176
Number of retired or separated participants receiving benefits2019-05-01221
Total of all active and inactive participants2019-05-011,397
Total participants2019-05-011,397
2018: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year2018-05-011,209
Total number of active participants reported on line 7a of the Form 55002018-05-011,200
Number of retired or separated participants receiving benefits2018-05-0138
Total of all active and inactive participants2018-05-011,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-013
Total participants2018-05-011,241
2017: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year2017-05-011,134
Total number of active participants reported on line 7a of the Form 55002017-05-011,159
Number of retired or separated participants receiving benefits2017-05-0144
Total of all active and inactive participants2017-05-011,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-016
Total participants2017-05-011,209
2016: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year2016-05-011,072
Total number of active participants reported on line 7a of the Form 55002016-05-011,081
Number of retired or separated participants receiving benefits2016-05-0144
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-011,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-019
Total participants2016-05-011,134
Number of participants with account balances2016-05-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-05-010
2015: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year2015-05-011,034
Total number of active participants reported on line 7a of the Form 55002015-05-011,013
Number of retired or separated participants receiving benefits2015-05-0156
Total of all active and inactive participants2015-05-011,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-013
Total participants2015-05-011,072
2014: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year2014-05-01978
Total number of active participants reported on line 7a of the Form 55002014-05-01977
Number of retired or separated participants receiving benefits2014-05-0153
Number of other retired or separated participants entitled to future benefits2014-05-014
Total of all active and inactive participants2014-05-011,034
Total participants2014-05-011,034
2013: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year2013-05-01708
Total number of active participants reported on line 7a of the Form 55002013-05-01927
Number of retired or separated participants receiving benefits2013-05-0151
Total of all active and inactive participants2013-05-01978
Total participants2013-05-01978
2012: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year2012-05-01933
Total number of active participants reported on line 7a of the Form 55002012-05-01648
Number of retired or separated participants receiving benefits2012-05-0160
Total of all active and inactive participants2012-05-01708
Total participants2012-05-01708
2011: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-05-01878
Total number of active participants reported on line 7a of the Form 55002011-05-01769
Number of retired or separated participants receiving benefits2011-05-01164
Total of all active and inactive participants2011-05-01933
2010: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2010 401k membership
Total participants, beginning-of-year2010-05-01836
Total number of active participants reported on line 7a of the Form 55002010-05-01812
Number of retired or separated participants receiving benefits2010-05-0166
Total of all active and inactive participants2010-05-01878
2009: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year2009-05-01980
Total number of active participants reported on line 7a of the Form 55002009-05-01728
Number of retired or separated participants receiving benefits2009-05-01108
Total of all active and inactive participants2009-05-01836

Financial Data on JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST

Measure Date Value
2023 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$1,235,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$1,025,724
Total income from all sources (including contributions)2023-04-30$9,102,565
Total of all expenses incurred2023-04-30$9,866,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$9,377,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$9,015,889
Value of total assets at end of year2023-04-30$6,343,467
Value of total assets at beginning of year2023-04-30$6,896,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$488,377
Total interest from all sources2023-04-30$2,629
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$112,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$112,477
Administrative expenses professional fees incurred2023-04-30$41,933
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$1,000,000
If this is an individual account plan, was there a blackout period2023-04-30No
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Contributions received from participants2023-04-30$325,005
Assets. Other investments not covered elsewhere at end of year2023-04-30$29,373
Assets. Other investments not covered elsewhere at beginning of year2023-04-30$21,011
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-04-30$7,851,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$11,812
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$46,278
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$10,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$16,607
Administrative expenses (other) incurred2023-04-30$4,421
Liabilities. Value of operating payables at end of year2023-04-30$135,835
Liabilities. Value of operating payables at beginning of year2023-04-30$61,715
Total non interest bearing cash at end of year2023-04-30$604,279
Total non interest bearing cash at beginning of year2023-04-30$173,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$-763,518
Value of net assets at end of year (total assets less liabilities)2023-04-30$5,107,639
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$5,871,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30No
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Investment advisory and management fees2023-04-30$1,125
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$5,479,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$6,395,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$168,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$113,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$113,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$2,629
Expenses. Payments to insurance carriers foe the provision of benefits2023-04-30$1,526,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-28,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30No
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$8,690,884
Employer contributions (assets) at end of year2023-04-30$50,539
Employer contributions (assets) at beginning of year2023-04-30$148,272
Contract administrator fees2023-04-30$440,898
Liabilities. Value of benefit claims payable at end of year2023-04-30$1,089,834
Liabilities. Value of benefit claims payable at beginning of year2023-04-30$947,402
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30FORVIS, LLP
Accountancy firm EIN2023-04-30440160260
2022 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$1,025,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$739,447
Total income from all sources (including contributions)2022-04-30$7,809,153
Total of all expenses incurred2022-04-30$9,735,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$9,197,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$8,042,532
Value of total assets at end of year2022-04-30$6,896,881
Value of total assets at beginning of year2022-04-30$8,536,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$537,696
Total interest from all sources2022-04-30$21
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$122,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$122,166
Administrative expenses professional fees incurred2022-04-30$537,696
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$1,000,000
If this is an individual account plan, was there a blackout period2022-04-30No
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Contributions received from participants2022-04-30$409,390
Assets. Other investments not covered elsewhere at end of year2022-04-30$21,011
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$20,661
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-04-30$7,780,912
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$46,278
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$138,140
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$16,607
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$22,743
Liabilities. Value of operating payables at end of year2022-04-30$61,715
Liabilities. Value of operating payables at beginning of year2022-04-30$2,302
Total non interest bearing cash at end of year2022-04-30$173,096
Total non interest bearing cash at beginning of year2022-04-30$1,080,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-1,925,988
Value of net assets at end of year (total assets less liabilities)2022-04-30$5,871,157
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$7,797,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30No
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$6,395,019
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$7,128,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$113,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$114,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$114,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$21
Expenses. Payments to insurance carriers foe the provision of benefits2022-04-30$1,416,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-355,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30No
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$7,633,142
Employer contributions (assets) at end of year2022-04-30$148,272
Employer contributions (assets) at beginning of year2022-04-30$54,133
Liabilities. Value of benefit claims payable at end of year2022-04-30$947,402
Liabilities. Value of benefit claims payable at beginning of year2022-04-30$714,402
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30FORVIS, LLP
Accountancy firm EIN2022-04-30440160260
2021 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$739,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$925,682
Total income from all sources (including contributions)2021-04-30$9,247,208
Total of all expenses incurred2021-04-30$7,588,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$7,100,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$7,969,722
Value of total assets at end of year2021-04-30$8,536,592
Value of total assets at beginning of year2021-04-30$7,064,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$488,002
Total interest from all sources2021-04-30$63
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$128,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$128,079
Administrative expenses professional fees incurred2021-04-30$488,002
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$1,000,000
If this is an individual account plan, was there a blackout period2021-04-30No
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Contributions received from participants2021-04-30$390,132
Assets. Other investments not covered elsewhere at end of year2021-04-30$20,661
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$19,286
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-04-30$5,812,947
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$138,140
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$51,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$22,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$15,760
Liabilities. Value of operating payables at end of year2021-04-30$2,302
Liabilities. Value of operating payables at beginning of year2021-04-30$103,401
Total non interest bearing cash at end of year2021-04-30$1,080,549
Total non interest bearing cash at beginning of year2021-04-30$869,797
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$1,658,465
Value of net assets at end of year (total assets less liabilities)2021-04-30$7,797,145
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$6,138,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30No
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$7,128,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$5,850,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$114,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$53,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$53,676
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$63
Expenses. Payments to insurance carriers foe the provision of benefits2021-04-30$1,287,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$1,149,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30No
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$7,579,590
Employer contributions (assets) at end of year2021-04-30$54,133
Employer contributions (assets) at beginning of year2021-04-30$219,347
Liabilities. Value of benefit claims payable at end of year2021-04-30$714,402
Liabilities. Value of benefit claims payable at beginning of year2021-04-30$806,521
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30BKD, LLP
Accountancy firm EIN2021-04-30440160260
2020 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$925,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$949,434
Total income from all sources (including contributions)2020-04-30$9,423,270
Total loss/gain on sale of assets2020-04-30$0
Total of all expenses incurred2020-04-30$9,425,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$8,888,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$9,098,012
Value of total assets at end of year2020-04-30$7,064,362
Value of total assets at beginning of year2020-04-30$7,090,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$537,599
Total interest from all sources2020-04-30$1,329
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$128,829
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$128,829
Administrative expenses professional fees incurred2020-04-30$537,599
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$1,000,000
If this is an individual account plan, was there a blackout period2020-04-30No
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Contributions received from participants2020-04-30$367,548
Assets. Other investments not covered elsewhere at end of year2020-04-30$19,286
Assets. Other investments not covered elsewhere at beginning of year2020-04-30$16,070
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-04-30$7,528,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$51,260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$67,653
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$15,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$16,558
Liabilities. Value of operating payables at end of year2020-04-30$103,401
Liabilities. Value of operating payables at beginning of year2020-04-30$104,196
Total non interest bearing cash at end of year2020-04-30$869,797
Total non interest bearing cash at beginning of year2020-04-30$1,190,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-2,418
Value of net assets at end of year (total assets less liabilities)2020-04-30$6,138,680
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$6,141,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30No
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$5,850,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$5,643,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$53,676
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$53,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$53,648
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$1,329
Expenses. Payments to insurance carriers foe the provision of benefits2020-04-30$1,359,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$195,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30No
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$8,730,464
Employer contributions (assets) at end of year2020-04-30$219,347
Employer contributions (assets) at beginning of year2020-04-30$119,514
Liabilities. Value of benefit claims payable at end of year2020-04-30$806,521
Liabilities. Value of benefit claims payable at beginning of year2020-04-30$828,680
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Qualified
Accountancy firm name2020-04-30BKD, LLP
Accountancy firm EIN2020-04-30440160260
2019 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$949,434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$700,338
Total income from all sources (including contributions)2019-04-30$7,958,464
Total of all expenses incurred2019-04-30$8,557,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$8,005,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$7,395,038
Value of total assets at end of year2019-04-30$7,090,532
Value of total assets at beginning of year2019-04-30$7,440,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$552,277
Total interest from all sources2019-04-30$32
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$141,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$141,768
Administrative expenses professional fees incurred2019-04-30$552,277
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$1,000,000
If this is an individual account plan, was there a blackout period2019-04-30No
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Contributions received from participants2019-04-30$313,238
Assets. Other investments not covered elsewhere at end of year2019-04-30$16,070
Assets. Other investments not covered elsewhere at beginning of year2019-04-30$16,072
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-04-30$6,838,483
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$67,653
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$92,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$16,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$17,725
Liabilities. Value of operating payables at end of year2019-04-30$104,196
Liabilities. Value of operating payables at beginning of year2019-04-30$29,851
Total non interest bearing cash at end of year2019-04-30$1,190,323
Total non interest bearing cash at beginning of year2019-04-30$538,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$-598,900
Value of net assets at end of year (total assets less liabilities)2019-04-30$6,141,098
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$6,739,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30No
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$5,643,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$6,579,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$53,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$53,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$53,620
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$32
Expenses. Payments to insurance carriers foe the provision of benefits2019-04-30$1,166,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$421,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30No
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$7,081,800
Employer contributions (assets) at end of year2019-04-30$119,514
Employer contributions (assets) at beginning of year2019-04-30$159,968
Liabilities. Value of benefit claims payable at end of year2019-04-30$828,680
Liabilities. Value of benefit claims payable at beginning of year2019-04-30$652,762
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Qualified
Accountancy firm name2019-04-30BKD, LLP
Accountancy firm EIN2019-04-30440160260
2018 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$700,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$561,521
Total income from all sources (including contributions)2018-04-30$7,593,596
Total of all expenses incurred2018-04-30$7,993,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$7,519,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$7,186,842
Value of total assets at end of year2018-04-30$7,440,336
Value of total assets at beginning of year2018-04-30$7,701,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$474,291
Total interest from all sources2018-04-30$187
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$142,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$142,359
Administrative expenses professional fees incurred2018-04-30$474,291
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$1,000,000
If this is an individual account plan, was there a blackout period2018-04-30No
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Contributions received from participants2018-04-30$329,881
Assets. Other investments not covered elsewhere at end of year2018-04-30$16,072
Assets. Other investments not covered elsewhere at beginning of year2018-04-30$68,086
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-04-30$6,479,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$92,712
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$59,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$17,725
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$11,883
Liabilities. Value of operating payables at end of year2018-04-30$29,851
Liabilities. Value of operating payables at beginning of year2018-04-30$7,753
Total non interest bearing cash at end of year2018-04-30$538,031
Total non interest bearing cash at beginning of year2018-04-30$1,086,941
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$-400,243
Value of net assets at end of year (total assets less liabilities)2018-04-30$6,739,998
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$7,140,241
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30No
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$6,579,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$5,723,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$53,620
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$503,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$503,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$187
Expenses. Payments to insurance carriers foe the provision of benefits2018-04-30$1,039,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$264,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30No
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$6,856,961
Employer contributions (assets) at end of year2018-04-30$159,968
Employer contributions (assets) at beginning of year2018-04-30$260,610
Liabilities. Value of benefit claims payable at end of year2018-04-30$652,762
Liabilities. Value of benefit claims payable at beginning of year2018-04-30$541,885
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Qualified
Accountancy firm name2018-04-30BKD, LLP
Accountancy firm EIN2018-04-30440160260
2017 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$561,521
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$581,047
Total income from all sources (including contributions)2017-04-30$7,985,521
Total of all expenses incurred2017-04-30$6,805,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$6,155,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$7,518,353
Value of total assets at end of year2017-04-30$7,701,762
Value of total assets at beginning of year2017-04-30$6,540,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$649,602
Total interest from all sources2017-04-30$302
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$118,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$118,459
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
If this is an individual account plan, was there a blackout period2017-04-30No
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Contributions received from participants2017-04-30$366,780
Assets. Other investments not covered elsewhere at end of year2017-04-30$68,086
Assets. Other investments not covered elsewhere at beginning of year2017-04-30$23,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-04-30$5,191,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$59,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$43,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$11,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$9,168
Liabilities. Value of operating payables at end of year2017-04-30$7,753
Liabilities. Value of operating payables at beginning of year2017-04-30$50,251
Total non interest bearing cash at end of year2017-04-30$1,086,941
Total non interest bearing cash at beginning of year2017-04-30$962,809
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$1,180,315
Value of net assets at end of year (total assets less liabilities)2017-04-30$7,140,241
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$5,959,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30No
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$5,723,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$4,809,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$503,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$503,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$503,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$302
Expenses. Payments to insurance carriers foe the provision of benefits2017-04-30$964,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$348,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30No
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$7,151,573
Employer contributions (assets) at end of year2017-04-30$260,610
Employer contributions (assets) at beginning of year2017-04-30$198,067
Contract administrator fees2017-04-30$649,602
Liabilities. Value of benefit claims payable at end of year2017-04-30$541,885
Liabilities. Value of benefit claims payable at beginning of year2017-04-30$521,628
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30Yes
Opinion of an independent qualified public accountant for this plan2017-04-30Disclaimer
Accountancy firm name2017-04-30BKD, LLP
Accountancy firm EIN2017-04-30440160260
2016 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$581,047
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$593,360
Total income from all sources (including contributions)2016-04-30$7,143,253
Total loss/gain on sale of assets2016-04-30$0
Total of all expenses incurred2016-04-30$6,141,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$5,598,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$7,053,644
Value of total assets at end of year2016-04-30$6,540,973
Value of total assets at beginning of year2016-04-30$5,551,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$542,755
Total interest from all sources2016-04-30$216
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$109,442
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$109,442
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
If this is an individual account plan, was there a blackout period2016-04-30No
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Contributions received from participants2016-04-30$331,392
Assets. Other investments not covered elsewhere at end of year2016-04-30$23,763
Assets. Other investments not covered elsewhere at beginning of year2016-04-30$11,352
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-04-30$4,629,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$43,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$42,978
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$9,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$9,543
Liabilities. Value of operating payables at end of year2016-04-30$50,251
Liabilities. Value of operating payables at beginning of year2016-04-30$3,821
Total non interest bearing cash at end of year2016-04-30$962,809
Total non interest bearing cash at beginning of year2016-04-30$307,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$1,001,516
Value of net assets at end of year (total assets less liabilities)2016-04-30$5,959,926
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$4,958,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30No
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$4,809,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$4,720,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$503,131
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$252,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$252,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$216
Expenses. Payments to insurance carriers foe the provision of benefits2016-04-30$969,049
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-20,049
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30No
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$6,722,252
Employer contributions (assets) at end of year2016-04-30$198,067
Employer contributions (assets) at beginning of year2016-04-30$217,170
Contract administrator fees2016-04-30$542,755
Liabilities. Value of benefit claims payable at end of year2016-04-30$521,628
Liabilities. Value of benefit claims payable at beginning of year2016-04-30$579,996
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30Yes
Opinion of an independent qualified public accountant for this plan2016-04-30Disclaimer
Accountancy firm name2016-04-30BKD, LLP
Accountancy firm EIN2016-04-30440160260
2015 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$593,360
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$544,636
Total income from all sources (including contributions)2015-04-30$6,889,679
Total of all expenses incurred2015-04-30$7,035,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$6,553,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$6,484,706
Value of total assets at end of year2015-04-30$5,551,770
Value of total assets at beginning of year2015-04-30$5,648,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$482,081
Total interest from all sources2015-04-30$229
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$115,273
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$115,273
Administrative expenses professional fees incurred2015-04-30$19,580
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
If this is an individual account plan, was there a blackout period2015-04-30No
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Contributions received from participants2015-04-30$349,605
Assets. Other investments not covered elsewhere at end of year2015-04-30$11,352
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-04-30$5,600,291
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$42,978
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$36,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$9,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$11,082
Administrative expenses (other) incurred2015-04-30$131,071
Liabilities. Value of operating payables at end of year2015-04-30$3,821
Liabilities. Value of operating payables at beginning of year2015-04-30$6,359
Total non interest bearing cash at end of year2015-04-30$307,249
Total non interest bearing cash at beginning of year2015-04-30$571,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$-145,789
Value of net assets at end of year (total assets less liabilities)2015-04-30$4,958,410
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$5,104,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30No
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$4,720,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$4,615,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$252,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$252,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$252,695
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$229
Expenses. Payments to insurance carriers foe the provision of benefits2015-04-30$953,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$289,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$6,135,101
Employer contributions (assets) at end of year2015-04-30$217,170
Employer contributions (assets) at beginning of year2015-04-30$171,996
Contract administrator fees2015-04-30$331,430
Liabilities. Value of benefit claims payable at end of year2015-04-30$579,996
Liabilities. Value of benefit claims payable at beginning of year2015-04-30$527,195
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30Yes
Opinion of an independent qualified public accountant for this plan2015-04-30Disclaimer
Accountancy firm name2015-04-30BKD, LLP
Accountancy firm EIN2015-04-30440160260
2014 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$544,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$679,768
Total income from all sources (including contributions)2014-04-30$6,807,938
Total loss/gain on sale of assets2014-04-30$0
Total of all expenses incurred2014-04-30$6,262,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$5,830,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$6,331,929
Value of total assets at end of year2014-04-30$5,648,835
Value of total assets at beginning of year2014-04-30$5,238,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$432,040
Total interest from all sources2014-04-30$271
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$98,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$98,322
Administrative expenses professional fees incurred2014-04-30$31,998
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$5,000,000
If this is an individual account plan, was there a blackout period2014-04-30No
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Contributions received from participants2014-04-30$398,879
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-04-30$4,956,698
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$36,858
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$6,515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$11,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$18,325
Administrative expenses (other) incurred2014-04-30$57,798
Liabilities. Value of operating payables at end of year2014-04-30$6,359
Liabilities. Value of operating payables at beginning of year2014-04-30$3,205
Total non interest bearing cash at end of year2014-04-30$571,917
Total non interest bearing cash at beginning of year2014-04-30$578,535
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$545,615
Value of net assets at end of year (total assets less liabilities)2014-04-30$5,104,199
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$4,558,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30No
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$4,615,369
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$4,139,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$252,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$252,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$252,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$271
Expenses. Payments to insurance carriers foe the provision of benefits2014-04-30$873,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$377,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$5,933,050
Employer contributions (assets) at end of year2014-04-30$171,996
Employer contributions (assets) at beginning of year2014-04-30$261,246
Contract administrator fees2014-04-30$342,244
Liabilities. Value of benefit claims payable at end of year2014-04-30$527,195
Liabilities. Value of benefit claims payable at beginning of year2014-04-30$658,238
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30Yes
Opinion of an independent qualified public accountant for this plan2014-04-30Disclaimer
Accountancy firm name2014-04-30BKD, LLP
Accountancy firm EIN2014-04-30440160260
2013 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$679,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$779,065
Total income from all sources (including contributions)2013-04-30$6,415,237
Total loss/gain on sale of assets2013-04-30$0
Total of all expenses incurred2013-04-30$5,939,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$5,498,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$6,012,364
Value of total assets at end of year2013-04-30$5,238,352
Value of total assets at beginning of year2013-04-30$4,862,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$441,018
Total interest from all sources2013-04-30$443
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$102,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-04-30$102,065
Administrative expenses professional fees incurred2013-04-30$30,920
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$5,000,000
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Contributions received from participants2013-04-30$381,022
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-04-30$4,690,956
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$6,515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$5,372
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$18,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$0
Administrative expenses (other) incurred2013-04-30$75,259
Liabilities. Value of operating payables at end of year2013-04-30$214,985
Liabilities. Value of operating payables at beginning of year2013-04-30$81,303
Total non interest bearing cash at end of year2013-04-30$578,535
Total non interest bearing cash at beginning of year2013-04-30$635,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$475,301
Value of net assets at end of year (total assets less liabilities)2013-04-30$4,558,584
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$4,083,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30No
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$4,139,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$3,737,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$252,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$251,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$251,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$443
Expenses. Payments to insurance carriers foe the provision of benefits2013-04-30$807,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$300,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30No
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$5,631,342
Employer contributions (assets) at end of year2013-04-30$261,246
Employer contributions (assets) at beginning of year2013-04-30$221,412
Contract administrator fees2013-04-30$334,839
Liabilities. Value of benefit claims payable at end of year2013-04-30$446,458
Liabilities. Value of benefit claims payable at beginning of year2013-04-30$697,762
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$10,500
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30Yes
Opinion of an independent qualified public accountant for this plan2013-04-30Disclaimer
Accountancy firm name2013-04-30BKD, LLP
Accountancy firm EIN2013-04-30440160260
2012 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-04-30$112,655
Total unrealized appreciation/depreciation of assets2012-04-30$112,655
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$779,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$400,995
Total income from all sources (including contributions)2012-04-30$5,561,405
Total of all expenses incurred2012-04-30$5,973,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$5,512,362
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$5,349,998
Value of total assets at end of year2012-04-30$4,862,348
Value of total assets at beginning of year2012-04-30$4,896,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$461,003
Total interest from all sources2012-04-30$588
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$98,164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$98,164
Administrative expenses professional fees incurred2012-04-30$12,753
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$3,000,000
If this is an individual account plan, was there a blackout period2012-04-30No
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Contributions received from participants2012-04-30$329,707
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-04-30$4,771,629
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$5,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$1,276
Administrative expenses (other) incurred2012-04-30$160,544
Liabilities. Value of operating payables at end of year2012-04-30$81,303
Liabilities. Value of operating payables at beginning of year2012-04-30$3,329
Total non interest bearing cash at end of year2012-04-30$635,881
Total non interest bearing cash at beginning of year2012-04-30$930,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$-411,960
Value of net assets at end of year (total assets less liabilities)2012-04-30$4,083,283
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$4,495,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30No
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$3,737,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$3,526,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$251,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$251,394
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$251,394
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-04-30$588
Expenses. Payments to insurance carriers foe the provision of benefits2012-04-30$740,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30No
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$5,020,291
Employer contributions (assets) at end of year2012-04-30$221,412
Employer contributions (assets) at beginning of year2012-04-30$187,096
Contract administrator fees2012-04-30$287,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-04-30No
Liabilities. Value of benefit claims payable at end of year2012-04-30$697,762
Liabilities. Value of benefit claims payable at beginning of year2012-04-30$397,666
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$10,500
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$0
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30Yes
Opinion of an independent qualified public accountant for this plan2012-04-30Disclaimer
Accountancy firm name2012-04-30MICHAEL L ANDERSON & ASSOCIATES
Accountancy firm EIN2012-04-30411799234
2011 : JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-04-30$290,699
Total unrealized appreciation/depreciation of assets2011-04-30$290,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$400,995
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$290,857
Total income from all sources (including contributions)2011-04-30$6,060,385
Total loss/gain on sale of assets2011-04-30$-29,678
Total of all expenses incurred2011-04-30$4,899,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$4,572,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$5,730,244
Value of total assets at end of year2011-04-30$4,896,238
Value of total assets at beginning of year2011-04-30$3,624,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$326,870
Total interest from all sources2011-04-30$950
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$68,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$58,601
Administrative expenses professional fees incurred2011-04-30$14,898
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$3,000,000
If this is an individual account plan, was there a blackout period2011-04-30No
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Contributions received from participants2011-04-30$405,328
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-04-30$3,890,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$1,276
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$27,087
Administrative expenses (other) incurred2011-04-30$35,683
Liabilities. Value of operating payables at end of year2011-04-30$3,329
Liabilities. Value of operating payables at beginning of year2011-04-30$3,805
Total non interest bearing cash at end of year2011-04-30$930,089
Total non interest bearing cash at beginning of year2011-04-30$2,173,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$1,161,383
Value of net assets at end of year (total assets less liabilities)2011-04-30$4,495,243
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$3,333,861
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Investment advisory and management fees2011-04-30$422
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$3,526,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$194,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$251,394
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$286,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$286,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$950
Expenses. Payments to insurance carriers foe the provision of benefits2011-04-30$681,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$5,324,916
Employer contributions (assets) at end of year2011-04-30$187,096
Employer contributions (assets) at beginning of year2011-04-30$279,168
Income. Dividends from common stock2011-04-30$9,569
Contract administrator fees2011-04-30$275,867
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-04-30No
Assets. Corporate common stocks other than exployer securities at beginning of year2011-04-30$664,093
Liabilities. Value of benefit claims payable at end of year2011-04-30$397,666
Liabilities. Value of benefit claims payable at beginning of year2011-04-30$287,052
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$848,542
Aggregate carrying amount (costs) on sale of assets2011-04-30$878,220
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30MICHAEL L. ANDERSON & ASSOCIATES
Accountancy firm EIN2011-04-30411799234

Form 5500 Responses for JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST

2022: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: JUNIOR ACHIEVEMENT USA HEALTH AND WELFARE BENEFIT TRUST 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01This submission is the final filingNo
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number908461
Policy instance 2
Insurance contract or identification number908461
Number of Individuals Covered1124
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $108,175
Welfare Benefit Premiums Paid to CarrierUSD $1,189,644
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $108,175
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0225308
Policy instance 1
Insurance contract or identification number0225308
Number of Individuals Covered1435
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $18,358
Total amount of fees paid to insurance companyUSD $6,554
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $433,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,358
Amount paid for insurance broker fees6554
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION, MARKETING FEES, NON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0225308
Policy instance 3
Insurance contract or identification number0225308
Number of Individuals Covered1306
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $18,347
Total amount of fees paid to insurance companyUSD $12,314
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $385,352
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,347
Amount paid for insurance broker fees12314
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number96968991001
Policy instance 2
Insurance contract or identification number96968991001
Number of Individuals Covered1170
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number908461
Policy instance 1
Insurance contract or identification number908461
Number of Individuals Covered1048
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $99,849
Welfare Benefit Premiums Paid to CarrierUSD $999,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $99,849
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number908461
Policy instance 2
Insurance contract or identification number908461
Number of Individuals Covered1012
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $98,605
Welfare Benefit Premiums Paid to CarrierUSD $909,524
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $98,605
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0225308
Policy instance 1
Insurance contract or identification number0225308
Number of Individuals Covered1242
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $21,876
Total amount of fees paid to insurance companyUSD $509
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $398,109
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,876
Amount paid for insurance broker fees509
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number96968991001
Policy instance 3
Insurance contract or identification number96968991001
Number of Individuals Covered1071
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0225308
Policy instance 4
Insurance contract or identification number0225308
Number of Individuals Covered1508
Insurance policy start date2020-01-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $4,159
Total amount of fees paid to insurance companyUSD $1,067
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $169,119
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,159
Amount paid for insurance broker fees1067
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number908461
Policy instance 3
Insurance contract or identification number908461
Number of Individuals Covered1222
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $87,817
Welfare Benefit Premiums Paid to CarrierUSD $893,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $87,817
Insurance broker organization code?3
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number96968991001
Policy instance 2
Insurance contract or identification number96968991001
Number of Individuals Covered1298
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681011G
Policy instance 1
Insurance contract or identification number681011G
Number of Individuals Covered1133
Insurance policy start date2019-05-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $14,993
Total amount of fees paid to insurance companyUSD $5,127
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE, AD&D
Welfare Benefit Premiums Paid to CarrierUSD $325,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,993
Insurance broker organization code?3
Amount paid for insurance broker fees5127
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number96968991001
Policy instance 1
Insurance contract or identification number96968991001
Number of Individuals Covered1212
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number908461
Policy instance 3
Insurance contract or identification number908461
Number of Individuals Covered1145
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $4,113
Welfare Benefit Premiums Paid to CarrierUSD $41,890
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,113
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681011G
Policy instance 2
Insurance contract or identification number681011G
Number of Individuals Covered1098
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $22,401
Total amount of fees paid to insurance companyUSD $6,278
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE, AD&D
Welfare Benefit Premiums Paid to CarrierUSD $387,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,401
Insurance broker organization code?3
Amount paid for insurance broker fees6278
Additional information about fees paid to insurance brokerBONUS
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number681011G
Policy instance 1
Insurance contract or identification number681011G
Number of Individuals Covered1088
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $23,175
Total amount of fees paid to insurance companyUSD $12,281
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE, AD&D
Welfare Benefit Premiums Paid to CarrierUSD $448,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number908461
Policy instance 4
Insurance contract or identification number908461
Number of Individuals Covered1064
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $16,760
Welfare Benefit Premiums Paid to CarrierUSD $222,076
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 number16-013013-000
Policy instance 2
Insurance contract or identification number16-013013-000
Number of Individuals Covered658
Insurance policy start date2017-05-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,234
Total amount of fees paid to insurance companyUSD $4,815
Welfare Benefit Premiums Paid to CarrierUSD $352,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number96968991001
Policy instance 3
Insurance contract or identification number96968991001
Number of Individuals Covered1054
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,122
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number9849399
Policy instance 6
Insurance contract or identification number9849399
Number of Individuals Covered10
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $186
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberOK964280
Policy instance 5
Insurance contract or identification numberOK964280
Number of Individuals Covered860
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $1,062
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $28,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,062
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberFLX962647
Policy instance 4
Insurance contract or identification numberFLX962647
Number of Individuals Covered370
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $10,778
Life Insurance Welfare BenefitYes
Other welfare benefits providedDEPENDENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $100,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,778
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberVDT960383
Policy instance 3
Insurance contract or identification numberVDT960383
Number of Individuals Covered531
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $6,051
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $107,002
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,051
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3330083
Policy instance 2
Insurance contract or identification number3330083
Number of Individuals Covered1013
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Welfare Benefit Premiums Paid to CarrierUSD $377,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberFLX962646
Policy instance 1
Insurance contract or identification numberFLX962646
Number of Individuals Covered860
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $8,177
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $216,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,177
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number9696899
Policy instance 8
Insurance contract or identification number9696899
Number of Individuals Covered967
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,429
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 number16-013013-000
Policy instance 7
Insurance contract or identification number16-013013-000
Number of Individuals Covered603
Insurance policy start date2016-01-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $12,920
Welfare Benefit Premiums Paid to CarrierUSD $129,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,920
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS LLC
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberOK964280
Policy instance 8
Insurance contract or identification numberOK964280
Number of Individuals Covered826
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $984
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $24,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $984
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberFLX962646
Policy instance 7
Insurance contract or identification numberFLX962646
Number of Individuals Covered993
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $7,874
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $198,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,874
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3330083
Policy instance 6
Insurance contract or identification number3330083
Number of Individuals Covered1281
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Welfare Benefit Premiums Paid to CarrierUSD $534,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberVDT960383
Policy instance 5
Insurance contract or identification numberVDT960383
Number of Individuals Covered535
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $5,617
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $95,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,617
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberFLX962647
Policy instance 4
Insurance contract or identification numberFLX962647
Number of Individuals Covered247
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $10,726
Life Insurance Welfare BenefitYes
Other welfare benefits providedDEPENDENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $98,597
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,726
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number9696899
Policy instance 2
Insurance contract or identification number9696899
Number of Individuals Covered929
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,705
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number9902073
Policy instance 1
Insurance contract or identification number9902073
Number of Individuals Covered46
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,916
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number9849399
Policy instance 3
Insurance contract or identification number9849399
Number of Individuals Covered8
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberFLX962646
Policy instance 2
Insurance contract or identification numberFLX962646
Number of Individuals Covered963
Insurance policy start date2014-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $7,198
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $187,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,198
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH BENEFITS
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberFLX962647
Policy instance 3
Insurance contract or identification numberFLX962647
Number of Individuals Covered365
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $10,328
Life Insurance Welfare BenefitYes
Other welfare benefits providedDEPENDENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $96,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,328
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberOK964280
Policy instance 4
Insurance contract or identification numberOK964280
Number of Individuals Covered798
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $893
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $23,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $893
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3330083
Policy instance 5
Insurance contract or identification number3330083
Number of Individuals Covered970
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $481,690
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberVDT960383
Policy instance 6
Insurance contract or identification numberVDT960383
Number of Individuals Covered545
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $5,253
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $91,441
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,253
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
FIDELITY SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 67288 )
Policy contract number9696899
Policy instance 1
Insurance contract or identification number9696899
Number of Individuals Covered927
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960383
Policy instance 6
Insurance contract or identification numberVDT960383
Number of Individuals Covered530
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $4,798
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $82,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,798
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962647
Policy instance 5
Insurance contract or identification numberFLX962647
Number of Individuals Covered358
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $9,358
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedDEPENDENT LIFE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $86,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,358
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK964280
Policy instance 4
Insurance contract or identification numberOK964280
Number of Individuals Covered766
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $815
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $20,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $815
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH & BENEFITS
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9842170
Policy instance 3
Insurance contract or identification number9842170
Number of Individuals Covered28
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $262
Total amount of fees paid to insurance companyUSD $35
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $262
Insurance broker organization code?3
Amount paid for insurance broker fees35
Additional information about fees paid to insurance brokerMARKETING FEE
Insurance broker nameJOHNSON RESOURCES-AZ
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962646
Policy instance 1
Insurance contract or identification numberFLX962646
Number of Individuals Covered923
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $6,338
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $163,780
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,338
Insurance broker organization code?3
Insurance broker nameMERCER HEALTH BENEFITS
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3330083
Policy instance 2
Insurance contract or identification number3330083
Number of Individuals Covered984
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $421,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3330083
Policy instance 2
Insurance contract or identification number3330083
Number of Individuals Covered960
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $379,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962646
Policy instance 4
Insurance contract or identification numberFLX962646
Number of Individuals Covered901
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Total amount of commissions paid to insurance brokerUSD $6,392
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $156,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964280
Policy instance 5
Insurance contract or identification numberOK 964280
Number of Individuals Covered761
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Total amount of commissions paid to insurance brokerUSD $873
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $21,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962647
Policy instance 6
Insurance contract or identification numberFLX962647
Number of Individuals Covered348
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Total amount of commissions paid to insurance brokerUSD $10,034
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL & DEPENDENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $94,781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number9696899
Policy instance 1
Insurance contract or identification number9696899
Number of Individuals Covered934
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960383
Policy instance 3
Insurance contract or identification numberVDT960383
Number of Individuals Covered531
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Total amount of commissions paid to insurance brokerUSD $5,025
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962647
Policy instance 6
Insurance contract or identification numberFLX962647
Number of Individuals Covered419
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,147
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL & DEPENDENT LIFE
Welfare Benefit Premiums Paid to CarrierUSD $84,822
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 964280
Policy instance 5
Insurance contract or identification numberOK 964280
Number of Individuals Covered742
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $778
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH
Welfare Benefit Premiums Paid to CarrierUSD $18,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX962646
Policy instance 4
Insurance contract or identification numberFLX962646
Number of Individuals Covered879
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,708
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $136,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960383
Policy instance 3
Insurance contract or identification numberVDT960383
Number of Individuals Covered519
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,465
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3330083
Policy instance 2
Insurance contract or identification number3330083
Number of Individuals Covered940
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $338,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number9696899
Policy instance 1
Insurance contract or identification number9696899
Number of Individuals Covered927
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1