TIMBER PRODUCTS MANUFACTURERS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TIMBER PRODUCTS MANUFACTURERS TRUST
| Measure | Date | Value |
|---|
| 2022 : TIMBER PRODUCTS MANUFACTURERS TRUST 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-1,551,127 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-1,551,127 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $8,314,162 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $6,479,948 |
| Total income from all sources (including contributions) | 2022-12-31 | $62,669,605 |
| Total loss/gain on sale of assets | 2022-12-31 | $-8,412 |
| Total of all expenses incurred | 2022-12-31 | $66,700,137 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $58,872,543 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $63,885,538 |
| Value of total assets at end of year | 2022-12-31 | $26,832,892 |
| Value of total assets at beginning of year | 2022-12-31 | $29,029,210 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $7,827,594 |
| Total interest from all sources | 2022-12-31 | $343,606 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $487,027 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $452,579 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $857,769 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $795,709 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $91,074 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $27,313 |
| Administrative expenses (other) incurred | 2022-12-31 | $2,734,368 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $274,821 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $314,392 |
| Total non interest bearing cash at end of year | 2022-12-31 | $3,755,696 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $4,199,116 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-4,030,532 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $18,518,730 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $22,549,262 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $68,506 |
| Interest earned on other investments | 2022-12-31 | $-41,942 |
| Income. Interest from US Government securities | 2022-12-31 | $275,460 |
| Income. Interest from corporate debt instruments | 2022-12-31 | $100,077 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,281,301 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,653,908 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,653,908 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $10,011 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $2,810,605 |
| Asset value of US Government securities at end of year | 2022-12-31 | $12,921,672 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $13,569,232 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $63,432,959 |
| Employer contributions (assets) at end of year | 2022-12-31 | $249,124 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $7,795 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $56,061,938 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $6,544,472 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $6,652,385 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $1,222,858 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $2,151,065 |
| Contract administrator fees | 2022-12-31 | $4,537,693 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $7,948,267 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $6,138,243 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $6,584,389 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $6,592,801 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410476749 |
| 2021 : TIMBER PRODUCTS MANUFACTURERS TRUST 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-544,081 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-544,081 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $6,479,948 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,522,223 |
| Total income from all sources (including contributions) | 2021-12-31 | $56,422,205 |
| Total loss/gain on sale of assets | 2021-12-31 | $16,186 |
| Total of all expenses incurred | 2021-12-31 | $55,867,067 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $48,832,154 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $56,567,542 |
| Value of total assets at end of year | 2021-12-31 | $29,029,210 |
| Value of total assets at beginning of year | 2021-12-31 | $26,516,347 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $7,034,913 |
| Total interest from all sources | 2021-12-31 | $382,558 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $441,727 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $387,075 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $795,709 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $615,524 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $27,313 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $50,828 |
| Administrative expenses (other) incurred | 2021-12-31 | $3,431,541 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $314,392 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $259,934 |
| Total non interest bearing cash at end of year | 2021-12-31 | $4,199,116 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $7,713,868 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $555,138 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $22,549,262 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,994,124 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $82,872 |
| Interest earned on other investments | 2021-12-31 | $8,999 |
| Income. Interest from US Government securities | 2021-12-31 | $158,767 |
| Income. Interest from corporate debt instruments | 2021-12-31 | $214,295 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $1,653,908 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $1,288,521 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $1,288,521 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $497 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $2,164,676 |
| Asset value of US Government securities at end of year | 2021-12-31 | $13,569,232 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $9,353,627 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $56,180,467 |
| Employer contributions (assets) at end of year | 2021-12-31 | $7,795 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $234,056 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $46,667,478 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $6,652,385 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $4,750,142 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $2,151,065 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $2,560,609 |
| Contract administrator fees | 2021-12-31 | $3,078,773 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $6,138,243 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $4,211,461 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $17,712,970 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $17,696,784 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2021-12-31 | 410476749 |
| 2020 : TIMBER PRODUCTS MANUFACTURERS TRUST 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $303,441 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $303,441 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,522,223 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,139,871 |
| Total income from all sources (including contributions) | 2020-12-31 | $50,561,514 |
| Total loss/gain on sale of assets | 2020-12-31 | $1,004 |
| Total of all expenses incurred | 2020-12-31 | $44,651,545 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $38,509,629 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $49,949,844 |
| Value of total assets at end of year | 2020-12-31 | $26,516,347 |
| Value of total assets at beginning of year | 2020-12-31 | $20,224,026 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $6,141,916 |
| Total interest from all sources | 2020-12-31 | $307,225 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $391,865 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $290,619 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $615,524 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $499,349 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $50,828 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $150,152 |
| Administrative expenses (other) incurred | 2020-12-31 | $3,114,921 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $259,934 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $165,121 |
| Total non interest bearing cash at end of year | 2020-12-31 | $7,713,868 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $6,660,162 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $5,909,969 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,994,124 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $16,084,155 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $60,920 |
| Income. Interest from US Government securities | 2020-12-31 | $115,442 |
| Income. Interest from corporate debt instruments | 2020-12-31 | $154,343 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $1,288,521 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $1,391,767 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $1,391,767 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $37,440 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,705,035 |
| Asset value of US Government securities at end of year | 2020-12-31 | $9,353,627 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $6,182,819 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $49,659,225 |
| Employer contributions (assets) at end of year | 2020-12-31 | $234,056 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $354,385 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $36,804,594 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $4,750,142 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $3,304,296 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $2,560,609 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $1,831,248 |
| Contract administrator fees | 2020-12-31 | $2,574,210 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $4,211,461 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $3,824,598 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $18,222,422 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $18,221,418 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2020-12-31 | 410476749 |
| 2019 : TIMBER PRODUCTS MANUFACTURERS TRUST 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $190,651 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $190,651 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,139,871 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $5,038,474 |
| Total income from all sources (including contributions) | 2019-12-31 | $42,498,304 |
| Total loss/gain on sale of assets | 2019-12-31 | $2,329 |
| Total of all expenses incurred | 2019-12-31 | $38,760,306 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $33,706,668 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $42,014,568 |
| Value of total assets at end of year | 2019-12-31 | $20,224,026 |
| Value of total assets at beginning of year | 2019-12-31 | $17,384,631 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,053,638 |
| Total interest from all sources | 2019-12-31 | $298,016 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $350,611 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $277,532 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $100,542 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $499,349 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $363,778 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $150,152 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $2,034,923 |
| Other income not declared elsewhere | 2019-12-31 | $-7,260 |
| Administrative expenses (other) incurred | 2019-12-31 | $2,409,763 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $165,121 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $127,196 |
| Total non interest bearing cash at end of year | 2019-12-31 | $6,660,162 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $5,286,778 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,737,998 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $16,084,155 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $12,346,157 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $50,202 |
| Interest earned on other investments | 2019-12-31 | $1,122 |
| Income. Interest from US Government securities | 2019-12-31 | $108,315 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $134,378 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $1,391,767 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,368,447 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,368,447 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $54,201 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,211,868 |
| Asset value of US Government securities at end of year | 2019-12-31 | $6,182,819 |
| Asset value of US Government securities at beginning of year | 2019-12-31 | $4,666,354 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $41,737,036 |
| Employer contributions (assets) at end of year | 2019-12-31 | $354,385 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $137,024 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $32,494,800 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $3,304,296 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $2,684,423 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $1,831,248 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $1,777,285 |
| Contract administrator fees | 2019-12-31 | $2,243,062 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $3,824,598 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $2,876,355 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $11,161,315 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $11,158,986 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2019-12-31 | 410476749 |
| 2018 : TIMBER PRODUCTS MANUFACTURERS TRUST 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-22,144 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-22,144 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,038,474 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $5,868,121 |
| Total income from all sources (including contributions) | 2018-12-31 | $43,987,959 |
| Total loss/gain on sale of assets | 2018-12-31 | $6,578 |
| Total of all expenses incurred | 2018-12-31 | $36,452,818 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $31,041,100 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $43,826,100 |
| Value of total assets at end of year | 2018-12-31 | $17,384,631 |
| Value of total assets at beginning of year | 2018-12-31 | $10,679,137 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,411,718 |
| Total interest from all sources | 2018-12-31 | $177,425 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $367,717 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $313,083 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $100,542 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $202,453 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $363,778 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $290,616 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $2,034,923 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,638,890 |
| Administrative expenses (other) incurred | 2018-12-31 | $2,710,749 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $127,196 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $117,434 |
| Total non interest bearing cash at end of year | 2018-12-31 | $5,286,778 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $1,853,377 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $7,535,141 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $12,346,157 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,811,016 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $34,236 |
| Interest earned on other investments | 2018-12-31 | $1,888 |
| Income. Interest from US Government securities | 2018-12-31 | $62,782 |
| Income. Interest from corporate debt instruments | 2018-12-31 | $83,137 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $2,368,447 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $2,579,145 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $2,579,145 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $29,618 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,305,312 |
| Asset value of US Government securities at end of year | 2018-12-31 | $4,666,354 |
| Asset value of US Government securities at beginning of year | 2018-12-31 | $2,801,722 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $43,513,017 |
| Employer contributions (assets) at end of year | 2018-12-31 | $137,024 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $149,086 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $29,735,788 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $2,684,423 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $1,847,176 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $1,777,285 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $955,562 |
| Contract administrator fees | 2018-12-31 | $2,299,016 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $2,876,355 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $4,111,797 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $12,923,286 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $12,916,708 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2018-12-31 | 410476749 |
| 2017 : TIMBER PRODUCTS MANUFACTURERS TRUST 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $-28,473 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $-28,473 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $5,868,121 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $8,613,264 |
| Total income from all sources (including contributions) | 2017-12-31 | $51,265,540 |
| Total loss/gain on sale of assets | 2017-12-31 | $2,132 |
| Total of all expenses incurred | 2017-12-31 | $47,906,196 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $41,849,870 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $51,172,156 |
| Value of total assets at end of year | 2017-12-31 | $10,679,137 |
| Value of total assets at beginning of year | 2017-12-31 | $10,064,936 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,056,326 |
| Total interest from all sources | 2017-12-31 | $119,728 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $385,029 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $241,733 |
| Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $202,453 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $208,702 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $290,616 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $377,309 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,638,890 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,549,911 |
| Administrative expenses (other) incurred | 2017-12-31 | $2,871,837 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $117,434 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $728,157 |
| Total non interest bearing cash at end of year | 2017-12-31 | $1,853,377 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $623,250 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $3,359,344 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,811,016 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,451,672 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $30,272 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $20 |
| Interest earned on other investments | 2017-12-31 | $6,280 |
| Income. Interest from US Government securities | 2017-12-31 | $38,685 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $61,043 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $2,579,145 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $3,888,893 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $3,888,893 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $13,720 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,464,763 |
| Asset value of US Government securities at end of year | 2017-12-31 | $2,801,722 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $1,715,911 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $-3 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $50,930,423 |
| Employer contributions (assets) at end of year | 2017-12-31 | $149,086 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $288,444 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $40,385,107 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $1,847,176 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $811,829 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $955,562 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $2,150,578 |
| Contract administrator fees | 2017-12-31 | $2,769,188 |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $4,111,797 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $6,335,196 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $8,252,218 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $8,250,086 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2017-12-31 | 410476749 |
| 2016 : TIMBER PRODUCTS MANUFACTURERS TRUST 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $230,973 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $230,973 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8,613,264 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $8,802,332 |
| Total income from all sources (including contributions) | 2016-12-31 | $62,011,520 |
| Total loss/gain on sale of assets | 2016-12-31 | $-172,732 |
| Total of all expenses incurred | 2016-12-31 | $66,033,921 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $58,694,921 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $61,766,430 |
| Value of total assets at end of year | 2016-12-31 | $10,064,936 |
| Value of total assets at beginning of year | 2016-12-31 | $14,276,405 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,339,000 |
| Total interest from all sources | 2016-12-31 | $158,718 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,005 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,005 |
| Administrative expenses professional fees incurred | 2016-12-31 | $547,682 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $322,819 |
| Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $208,702 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $214,204 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $377,309 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $455,424 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $1,549,911 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $215,767 |
| Administrative expenses (other) incurred | 2016-12-31 | $4,156,518 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $728,157 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $1,050,537 |
| Total non interest bearing cash at end of year | 2016-12-31 | $623,250 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $667,473 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-4,022,401 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,451,672 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,474,073 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $37,107 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $20 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $886,358 |
| Interest earned on other investments | 2016-12-31 | $5,568 |
| Income. Interest from US Government securities | 2016-12-31 | $33,538 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $113,806 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $3,888,893 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,890,907 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $3,890,907 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $5,806 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,463,053 |
| Asset value of US Government securities at end of year | 2016-12-31 | $1,715,911 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $2,274,957 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $27,126 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $61,443,611 |
| Employer contributions (assets) at end of year | 2016-12-31 | $288,444 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $228,301 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $57,231,868 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $811,829 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $3,305,530 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $2,150,578 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $2,353,251 |
| Contract administrator fees | 2016-12-31 | $2,597,693 |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $6,335,196 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $7,536,028 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $10,643,276 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $10,816,008 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2016-12-31 | 410476749 |
| 2015 : TIMBER PRODUCTS MANUFACTURERS TRUST 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-253,000 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-253,000 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8,802,332 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $6,228,850 |
| Total income from all sources (including contributions) | 2015-12-31 | $58,574,508 |
| Total loss/gain on sale of assets | 2015-12-31 | $-80,746 |
| Total of all expenses incurred | 2015-12-31 | $61,194,064 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $53,342,661 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $58,562,843 |
| Value of total assets at end of year | 2015-12-31 | $14,276,405 |
| Value of total assets at beginning of year | 2015-12-31 | $14,322,479 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $7,851,403 |
| Total interest from all sources | 2015-12-31 | $173,064 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $44,434 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $44,434 |
| Administrative expenses professional fees incurred | 2015-12-31 | $583,950 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $360,214 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $214,204 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $108,745 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $455,424 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $212,305 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $215,767 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
| Administrative expenses (other) incurred | 2015-12-31 | $4,062,129 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $1,050,537 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $915,675 |
| Total non interest bearing cash at end of year | 2015-12-31 | $667,473 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $487,771 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-2,619,556 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,474,073 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,093,629 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $43,362 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $886,358 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,641,972 |
| Interest earned on other investments | 2015-12-31 | $9,633 |
| Income. Interest from US Government securities | 2015-12-31 | $23,500 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $129,633 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,890,907 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $5,280,601 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $5,280,601 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $10,298 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,436,387 |
| Asset value of US Government securities at end of year | 2015-12-31 | $2,274,957 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $2,081,913 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $127,913 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $58,202,629 |
| Employer contributions (assets) at end of year | 2015-12-31 | $228,301 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $313,269 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $51,906,274 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $3,305,530 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $1,894,852 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $2,353,251 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $1,301,051 |
| Contract administrator fees | 2015-12-31 | $3,161,962 |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $7,536,028 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $5,313,175 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $5,923,124 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $6,003,870 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2015-12-31 | 410476749 |
| 2014 : TIMBER PRODUCTS MANUFACTURERS TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $49,880 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $49,880 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,228,850 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $5,439,189 |
| Total income from all sources (including contributions) | 2014-12-31 | $46,625,709 |
| Total loss/gain on sale of assets | 2014-12-31 | $-6,203 |
| Total of all expenses incurred | 2014-12-31 | $45,685,934 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $39,515,831 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $46,438,761 |
| Value of total assets at end of year | 2014-12-31 | $14,322,479 |
| Value of total assets at beginning of year | 2014-12-31 | $12,593,043 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,170,103 |
| Total interest from all sources | 2014-12-31 | $227,266 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $36,229 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $36,229 |
| Administrative expenses professional fees incurred | 2014-12-31 | $570,040 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $209,690 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $108,745 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $153,110 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $212,305 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $1,097,735 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $109,653 |
| Administrative expenses (other) incurred | 2014-12-31 | $3,041,740 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $915,675 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $248,041 |
| Total non interest bearing cash at end of year | 2014-12-31 | $487,771 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $686,566 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $939,775 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,093,629 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,153,854 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $37,180 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,641,972 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,217,913 |
| Interest earned on other investments | 2014-12-31 | $7,256 |
| Income. Interest from US Government securities | 2014-12-31 | $37,289 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $174,041 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $5,280,601 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $4,686,939 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $4,686,939 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $8,680 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $909,739 |
| Asset value of US Government securities at end of year | 2014-12-31 | $2,081,913 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $1,991,995 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-120,224 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $46,229,071 |
| Employer contributions (assets) at end of year | 2014-12-31 | $313,269 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $86,366 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $38,606,092 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $1,894,852 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $342,145 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $1,301,051 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $2,330,274 |
| Contract administrator fees | 2014-12-31 | $2,521,143 |
| Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $5,313,175 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $5,081,495 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $12,961,719 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $12,967,922 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2014-12-31 | 410476749 |
| 2013 : TIMBER PRODUCTS MANUFACTURERS TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-9,158 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-9,158 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $5,439,189 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,821,028 |
| Total income from all sources (including contributions) | 2013-12-31 | $37,367,028 |
| Total loss/gain on sale of assets | 2013-12-31 | $-159,556 |
| Total of all expenses incurred | 2013-12-31 | $36,850,734 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $32,534,408 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $37,364,498 |
| Value of total assets at end of year | 2013-12-31 | $12,593,043 |
| Value of total assets at beginning of year | 2013-12-31 | $11,458,588 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $4,316,326 |
| Total interest from all sources | 2013-12-31 | $196,538 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $5,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $5,000 |
| Administrative expenses professional fees incurred | 2013-12-31 | $486,948 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $281,889 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $153,110 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $226,842 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $1,097,735 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $333,746 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $109,653 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $453,587 |
| Administrative expenses (other) incurred | 2013-12-31 | $1,135,431 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $248,041 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $137,088 |
| Total non interest bearing cash at end of year | 2013-12-31 | $686,566 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $842,348 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $516,294 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,153,854 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,637,560 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $49,998 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,217,913 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $159,550 |
| Interest earned on other investments | 2013-12-31 | $6,514 |
| Income. Interest from US Government securities | 2013-12-31 | $43,597 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $137,296 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $4,686,939 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $4,409,183 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $4,409,183 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $9,131 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $760,965 |
| Asset value of US Government securities at end of year | 2013-12-31 | $1,991,995 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $2,033,378 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-30,294 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $37,082,609 |
| Employer contributions (assets) at end of year | 2013-12-31 | $86,366 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $472,798 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $31,773,443 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $342,145 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $2,330,274 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $2,980,743 |
| Contract administrator fees | 2013-12-31 | $2,643,949 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $5,081,495 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $4,230,353 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $6,644,481 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $6,804,037 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2013-12-31 | 410476749 |
| 2012 : TIMBER PRODUCTS MANUFACTURERS TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $32,784 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $32,784 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,821,028 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $3,792,593 |
| Total income from all sources (including contributions) | 2012-12-31 | $31,046,459 |
| Total loss/gain on sale of assets | 2012-12-31 | $-11,525 |
| Total of all expenses incurred | 2012-12-31 | $29,438,778 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $26,321,122 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $30,734,780 |
| Value of total assets at end of year | 2012-12-31 | $11,458,588 |
| Value of total assets at beginning of year | 2012-12-31 | $8,822,472 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,117,656 |
| Total interest from all sources | 2012-12-31 | $169,971 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $942,008 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $233,520 |
| Participant contributions at beginning of year | 2012-12-31 | $750 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $226,842 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $333,746 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $65,481 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $453,587 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $303,590 |
| Other income not declared elsewhere | 2012-12-31 | $120,449 |
| Administrative expenses (other) incurred | 2012-12-31 | $252,780 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $137,088 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $226,632 |
| Total non interest bearing cash at end of year | 2012-12-31 | $842,348 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $2,301,344 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $1,607,681 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,637,560 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,029,879 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | Yes |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2012-12-31 | $200,000 |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $44,366 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $159,550 |
| Interest earned on other investments | 2012-12-31 | $3,893 |
| Income. Interest from US Government securities | 2012-12-31 | $69,235 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $81,630 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $4,409,183 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,150,471 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,150,471 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $15,213 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $616,266 |
| Asset value of US Government securities at end of year | 2012-12-31 | $2,033,378 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $3,071,302 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $30,501,260 |
| Employer contributions (assets) at end of year | 2012-12-31 | $472,798 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $73,239 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $25,704,856 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $2,980,743 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $2,159,885 |
| Contract administrator fees | 2012-12-31 | $1,878,502 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $4,230,353 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $3,262,371 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $3,660,066 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $3,671,591 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
| Accountancy firm EIN | 2012-12-31 | 910614823 |
| 2011 : TIMBER PRODUCTS MANUFACTURERS TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $43,908 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $43,908 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,792,593 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,159,802 |
| Total income from all sources (including contributions) | 2011-12-31 | $26,091,391 |
| Total loss/gain on sale of assets | 2011-12-31 | $-329 |
| Total of all expenses incurred | 2011-12-31 | $23,731,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $21,145,053 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $25,827,963 |
| Value of total assets at end of year | 2011-12-31 | $8,822,472 |
| Value of total assets at beginning of year | 2011-12-31 | $6,829,834 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,586,491 |
| Total interest from all sources | 2011-12-31 | $167,531 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $679,134 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $261,481 |
| Participant contributions at end of year | 2011-12-31 | $750 |
| Participant contributions at beginning of year | 2011-12-31 | $4,788 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $6,628 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $65,481 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $64,239 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $303,590 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $162,938 |
| Other income not declared elsewhere | 2011-12-31 | $52,318 |
| Administrative expenses (other) incurred | 2011-12-31 | $371,016 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $226,632 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $255,621 |
| Total non interest bearing cash at end of year | 2011-12-31 | $2,301,344 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $204,936 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $2,359,847 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,029,879 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,670,032 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | Yes |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2011-12-31 | $200,000 |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $38,686 |
| Income. Interest from US Government securities | 2011-12-31 | $91,065 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $72,660 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,150,471 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,682,558 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,682,558 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3,806 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $426,352 |
| Asset value of US Government securities at end of year | 2011-12-31 | $3,071,302 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $2,676,853 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $25,566,482 |
| Employer contributions (assets) at end of year | 2011-12-31 | $73,239 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $75,088 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $20,712,073 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $2,159,885 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $2,121,372 |
| Contract administrator fees | 2011-12-31 | $1,497,655 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $3,262,371 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $3,741,243 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $9,030,891 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $9,031,220 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
| Accountancy firm EIN | 2011-12-31 | 910614823 |
| 2010 : TIMBER PRODUCTS MANUFACTURERS TRUST 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-16,686 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-16,686 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $4,159,802 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,319,776 |
| Total income from all sources (including contributions) | 2010-12-31 | $27,098,214 |
| Total loss/gain on sale of assets | 2010-12-31 | $33,158 |
| Total of all expenses incurred | 2010-12-31 | $27,447,124 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $25,232,882 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $26,752,267 |
| Value of total assets at end of year | 2010-12-31 | $6,829,834 |
| Value of total assets at beginning of year | 2010-12-31 | $8,338,718 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,214,242 |
| Total interest from all sources | 2010-12-31 | $239,995 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $879,959 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $674,152 |
| Participant contributions at end of year | 2010-12-31 | $4,788 |
| Participant contributions at beginning of year | 2010-12-31 | $13,359 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $28,842 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $64,239 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $412,795 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $162,938 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $251,738 |
| Other income not declared elsewhere | 2010-12-31 | $89,480 |
| Administrative expenses (other) incurred | 2010-12-31 | $201,873 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $255,621 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $150,561 |
| Total non interest bearing cash at end of year | 2010-12-31 | $204,936 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $172,298 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-348,910 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,670,032 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,018,942 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | Yes |
| Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2010-12-31 | $20 |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $38,927 |
| Income. Interest from US Government securities | 2010-12-31 | $120,824 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $111,997 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,682,558 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $2,024,920 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $2,024,920 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $7,174 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $434,717 |
| Asset value of US Government securities at end of year | 2010-12-31 | $2,676,853 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $3,287,594 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $26,078,115 |
| Employer contributions (assets) at end of year | 2010-12-31 | $75,088 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $86,966 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $24,769,323 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $2,121,372 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $2,340,786 |
| Contract administrator fees | 2010-12-31 | $1,093,483 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $3,741,243 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $4,917,477 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $7,734,574 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $7,701,416 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | SCHOEDEL & SCHOEDEL, CPAS, PLLC |
| Accountancy firm EIN | 2010-12-31 | 910614823 |
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-02 |
| Policy instance | 4 |
| Insurance contract or identification number | 01-016966-02 | | Number of Individuals Covered | 288 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $19,799 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $131,992 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,199 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-01 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-016966-01 | | Number of Individuals Covered | 939 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $13,701 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $91,339 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,134 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 01-016966-00 | | Number of Individuals Covered | 7636 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $36,594 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $249,498 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,950 | | Insurance broker organization code? | 3 |
|
| LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 ) |
| Policy contract number | WA-201529-9999 |
| Policy instance | 1 |
| Insurance contract or identification number | WA-201529-9999 | | Number of Individuals Covered | 7932 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,359,228 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 ) |
| Policy contract number | WA-201529-9999 |
| Policy instance | 1 |
| Insurance contract or identification number | WA-201529-9999 | | Number of Individuals Covered | 6576 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,780,519 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 01-016966-00 | | Number of Individuals Covered | 6998 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $32,992 | | Total amount of fees paid to insurance company | USD $7,872 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $214,403 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $32,992 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 7872 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-01 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-016966-01 | | Number of Individuals Covered | 830 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $9,639 | | Total amount of fees paid to insurance company | USD $2,249 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $63,723 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,639 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2249 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-02 |
| Policy instance | 4 |
| Insurance contract or identification number | 01-016966-02 | | Number of Individuals Covered | 207 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $14,698 | | Total amount of fees paid to insurance company | USD $3,312 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $97,986 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,698 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3312 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-02 |
| Policy instance | 4 |
| Insurance contract or identification number | 01-016966-02 | | Number of Individuals Covered | 166 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $6,655 | | Total amount of fees paid to insurance company | USD $1,738 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $44,369 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,437 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1738 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-01 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-016966-01 | | Number of Individuals Covered | 873 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $6,230 | | Total amount of fees paid to insurance company | USD $2,471 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $41,529 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,153 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2471 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 01-016966-00 | | Number of Individuals Covered | 6017 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $32,388 | | Total amount of fees paid to insurance company | USD $10,035 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $215,915 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,592 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 10035 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 ) |
| Policy contract number | WA-201529-9999 |
| Policy instance | 1 |
| Insurance contract or identification number | WA-201529-9999 | | Number of Individuals Covered | 5323 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,407,830 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16012801000 |
| Policy instance | 1 |
| Insurance contract or identification number | 16012801000 | | Number of Individuals Covered | 4979 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $59,744 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,000,471 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 59744 | | Additional information about fees paid to insurance broker | NONE | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-00 |
| Policy instance | 2 |
| Insurance contract or identification number | 01-016966-00 | | Number of Individuals Covered | 5189 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $23,798 | | Total amount of fees paid to insurance company | USD $2,223 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $149,413 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,327 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2223 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-01 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-016966-01 | | Number of Individuals Covered | 612 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $5,742 | | Total amount of fees paid to insurance company | USD $347 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $38,275 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,828 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 347 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-02 |
| Policy instance | 4 |
| Insurance contract or identification number | 01-016966-02 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,237 | | Total amount of fees paid to insurance company | USD $326 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $21,578 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,158 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 326 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16012801000 |
| Policy instance | 1 |
| Insurance contract or identification number | 16012801000 | | Number of Individuals Covered | 4942 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $62,176 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,084,338 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 62176 | | Additional information about fees paid to insurance broker | NONE | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-016966-00 | | Number of Individuals Covered | 5156 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $25,682 | | Total amount of fees paid to insurance company | USD $2,435 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $160,059 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,458 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2435 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 0101696601 |
| Policy instance | 2 |
| Insurance contract or identification number | 0101696601 | | Number of Individuals Covered | 494 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $6,134 | | Total amount of fees paid to insurance company | USD $474 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $38,985 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,013 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 474 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-02 |
| Policy instance | 4 |
| Insurance contract or identification number | 01-016966-02 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,684 | | Total amount of fees paid to insurance company | USD $173 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $18,501 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $983 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 173 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-02 |
| Policy instance | 4 |
| Insurance contract or identification number | 01-016966-02 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,446 | | Total amount of fees paid to insurance company | USD $197 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $10,720 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,297 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 144 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker name | ALLIANT SERVICES INC |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-016966-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-016966-00 | | Number of Individuals Covered | 5258 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $27,625 | | Total amount of fees paid to insurance company | USD $8,239 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $227,132 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,094 | | Amount paid for insurance broker fees | 7142 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | ALLIANT INS SERVICES INC |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 0101696601 |
| Policy instance | 2 |
| Insurance contract or identification number | 0101696601 | | Number of Individuals Covered | 514 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,011 | | Total amount of fees paid to insurance company | USD $1,361 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $33,333 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,215 | | Amount paid for insurance broker fees | 1152 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | ALLIANT INS SERVICES INC |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16012801000 |
| Policy instance | 1 |
| Insurance contract or identification number | 16012801000 | | Number of Individuals Covered | 5265 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $61,000 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,211,239 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 61000 | | Additional information about fees paid to insurance broker | NONE | | Insurance broker organization code? | 3 | | Insurance broker name | ALLIANT INC SERVICES INC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 2 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $1,345 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $4,888 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $587 | | Insurance broker organization code? | 3 | | Insurance broker name | CONNEXION INSURANCE |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 1 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $1,728 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $9,601 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $768 | | Insurance broker organization code? | 3 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS, INC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 3 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 7270 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $30,531 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $217,272 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,037 | | Insurance broker organization code? | 3 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS, INC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 4 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 75 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $5,799 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $32,348 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,565 | | Insurance broker organization code? | 3 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS, INC |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 16012801000 |
| Policy instance | 5 |
| Insurance contract or identification number | 16012801000 | | Number of Individuals Covered | 7583 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $34,882 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,153,025 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 34882 | | Additional information about fees paid to insurance broker | NONE | | Insurance broker organization code? | 3 | | Insurance broker name | CORKERY & JONES BENEFITS INC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 6 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $2,556 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,556 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,534 | | Insurance broker organization code? | 3 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS, INC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 4 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 666 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $2,093 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $12,780 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,256 | | Insurance broker organization code? | 3 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS, INC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 7 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $6 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $31 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4 | | Insurance broker organization code? | 3 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS, INC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 3 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $225 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,250 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $135 | | Insurance broker organization code? | 3 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS, INC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 2 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 5281 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $16,766 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $152,202 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,132 | | Insurance broker organization code? | 3 | | Insurance broker name | PREMERA BLUE CROSS |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | PF00324402 |
| Policy instance | 1 |
| Insurance contract or identification number | PF00324402 | | Number of Individuals Covered | 6776 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $668,362 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50020466 |
| Policy instance | 5 |
| Insurance contract or identification number | 50020466 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $265 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | VOLUNTARY ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,328 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $159 | | Insurance broker organization code? | 3 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS, INC |
|
| LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 ) |
| Policy contract number | WA-101998-0000 |
| Policy instance | 2 |
| Insurance contract or identification number | WA-101998-0000 | | Number of Individuals Covered | 5976 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $35,713 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $209,757 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,934 | | Insurance broker organization code? | 3 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | PF00324402 |
| Policy instance | 1 |
| Insurance contract or identification number | PF00324402 | | Number of Individuals Covered | 5523 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $555,572 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | PF00324402 |
| Policy instance | 1 |
| Insurance contract or identification number | PF00324402 | | Number of Individuals Covered | 4903 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $436,177 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| LIFEWISE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94188 ) |
| Policy contract number | WA-101998-0000 |
| Policy instance | 2 |
| Insurance contract or identification number | WA-101998-0000 | | Number of Individuals Covered | 4336 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $844 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $147,735 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $844 | | Insurance broker name | TIMBER PRODUCTS MANUFACTURERS |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | PF00324402 |
| Policy instance | 4 |
| Insurance contract or identification number | PF00324402 | | Number of Individuals Covered | 3615 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $324,880 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CELTIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80799 ) |
| Policy contract number | C0S001537 |
| Policy instance | 3 |
| Insurance contract or identification number | C0S001537 | | Number of Individuals Covered | 3615 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $2,513 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $25,132 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 642623 |
| Policy instance | 2 |
| Insurance contract or identification number | 642623 | | Number of Individuals Covered | 662 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $271 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 642623 |
| Policy instance | 1 |
| Insurance contract or identification number | 642623 | | Number of Individuals Covered | 879 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $462 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | PF00324402 |
| Policy instance | 4 |
| Insurance contract or identification number | PF00324402 | | Number of Individuals Covered | 3615 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $324,880 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 642623 |
| Policy instance | 1 |
| Insurance contract or identification number | 642623 | | Number of Individuals Covered | 725 | | Insurance policy start date | 2009-07-01 | | Insurance policy end date | 2010-06-30 | | Total amount of commissions paid to insurance broker | USD $575 | | Total amount of fees paid to insurance company | USD $371 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $575 | | Amount paid for insurance broker fees | 371 | | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | INTERMOUNTAIN UNDERWRITERS, INC. |
|
| CELTIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80799 ) |
| Policy contract number | C0S001537 |
| Policy instance | 3 |
| Insurance contract or identification number | C0S001537 | | Number of Individuals Covered | 4215 | | Insurance policy start date | 2009-04-01 | | Insurance policy end date | 2010-03-31 | | Total amount of commissions paid to insurance broker | USD $2,902 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,018 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,902 | | Insurance broker organization code? | 3 | | Insurance broker name | INTERMOUNTAIN UNDERWRITERS |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 642623 |
| Policy instance | 2 |
| Insurance contract or identification number | 642623 | | Number of Individuals Covered | 425 | | Insurance policy start date | 2009-07-01 | | Insurance policy end date | 2010-06-30 | | Total amount of commissions paid to insurance broker | USD $295 | | Total amount of fees paid to insurance company | USD $213 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $295 | | Amount paid for insurance broker fees | 213 | | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | INTERMOUNTAIN UNDERWRITERS, INC. |
|
