LINDER EQUIPMENT COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN
| Measure | Date | Value |
|---|
| 2024 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2024 401k financial data |
|---|
| Total income from all sources | 2024-03-31 | $266,887 |
| Expenses. Total of all expenses incurred | 2024-03-31 | $266,887 |
| Total contributions received or receivable from participants | 2024-03-31 | $236,023 |
| Expenses. Other expenses not covered elsewhere | 2024-03-31 | $266,887 |
| Net income (gross income less expenses) | 2024-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2024-03-31 | $30,864 |
| 2023 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-03-31 | $304,163 |
| Expenses. Total of all expenses incurred | 2023-03-31 | $304,163 |
| Total contributions received or receivable from participants | 2023-03-31 | $264,820 |
| Expenses. Other expenses not covered elsewhere | 2023-03-31 | $304,163 |
| Net income (gross income less expenses) | 2023-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-03-31 | $39,343 |
| 2022 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-03-31 | $346,306 |
| Expenses. Total of all expenses incurred | 2022-03-31 | $346,306 |
| Total contributions received or receivable from participants | 2022-03-31 | $85,811 |
| Expenses. Other expenses not covered elsewhere | 2022-03-31 | $346,306 |
| Net income (gross income less expenses) | 2022-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-03-31 | $260,495 |
| 2021 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-03-31 | $320,304 |
| Expenses. Total of all expenses incurred | 2021-03-31 | $320,304 |
| Total contributions received or receivable from participants | 2021-03-31 | $53,786 |
| Expenses. Other expenses not covered elsewhere | 2021-03-31 | $320,304 |
| Net income (gross income less expenses) | 2021-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-03-31 | $266,518 |
| 2020 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-03-31 | $0 |
| Total plan liabilities at beginning of year | 2020-03-31 | $0 |
| Total income from all sources | 2020-03-31 | $375,773 |
| Expenses. Total of all expenses incurred | 2020-03-31 | $375,773 |
| Total plan assets at end of year | 2020-03-31 | $0 |
| Total plan assets at beginning of year | 2020-03-31 | $0 |
| Total contributions received or receivable from participants | 2020-03-31 | $111,116 |
| Expenses. Other expenses not covered elsewhere | 2020-03-31 | $375,773 |
| Net income (gross income less expenses) | 2020-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-03-31 | $264,657 |
| 2019 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-03-31 | $0 |
| Total plan liabilities at beginning of year | 2019-03-31 | $0 |
| Total income from all sources | 2019-03-31 | $374,207 |
| Expenses. Total of all expenses incurred | 2019-03-31 | $374,207 |
| Total plan assets at end of year | 2019-03-31 | $0 |
| Total plan assets at beginning of year | 2019-03-31 | $0 |
| Total contributions received or receivable from participants | 2019-03-31 | $83,061 |
| Expenses. Other expenses not covered elsewhere | 2019-03-31 | $374,207 |
| Net income (gross income less expenses) | 2019-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2019-03-31 | $291,146 |
| 2018 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-03-31 | $0 |
| Total plan liabilities at beginning of year | 2018-03-31 | $0 |
| Total income from all sources | 2018-03-31 | $349,400 |
| Expenses. Total of all expenses incurred | 2018-03-31 | $349,400 |
| Total plan assets at end of year | 2018-03-31 | $0 |
| Total plan assets at beginning of year | 2018-03-31 | $0 |
| Total contributions received or receivable from participants | 2018-03-31 | $78,515 |
| Expenses. Other expenses not covered elsewhere | 2018-03-31 | $349,400 |
| Net income (gross income less expenses) | 2018-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2018-03-31 | $270,885 |
| 2017 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-03-31 | $0 |
| Total plan liabilities at beginning of year | 2017-03-31 | $0 |
| Total income from all sources | 2017-03-31 | $427,981 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $427,981 |
| Total plan assets at end of year | 2017-03-31 | $0 |
| Total plan assets at beginning of year | 2017-03-31 | $0 |
| Total contributions received or receivable from participants | 2017-03-31 | $79,888 |
| Expenses. Other expenses not covered elsewhere | 2017-03-31 | $427,981 |
| Net income (gross income less expenses) | 2017-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $348,093 |
| 2016 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-03-31 | $0 |
| Total plan liabilities at beginning of year | 2016-03-31 | $0 |
| Total income from all sources | 2016-03-31 | $333,017 |
| Expenses. Total of all expenses incurred | 2016-03-31 | $333,017 |
| Total plan assets at end of year | 2016-03-31 | $0 |
| Total plan assets at beginning of year | 2016-03-31 | $0 |
| Total contributions received or receivable from participants | 2016-03-31 | $119,638 |
| Expenses. Other expenses not covered elsewhere | 2016-03-31 | $333,017 |
| Net income (gross income less expenses) | 2016-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2016-03-31 | $213,379 |
| 2015 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-03-31 | $0 |
| Total plan liabilities at beginning of year | 2015-03-31 | $0 |
| Total income from all sources | 2015-03-31 | $265,998 |
| Expenses. Total of all expenses incurred | 2015-03-31 | $265,998 |
| Total plan assets at end of year | 2015-03-31 | $0 |
| Total plan assets at beginning of year | 2015-03-31 | $0 |
| Total contributions received or receivable from participants | 2015-03-31 | $106,376 |
| Expenses. Other expenses not covered elsewhere | 2015-03-31 | $265,998 |
| Net income (gross income less expenses) | 2015-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2015-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2015-03-31 | $159,622 |
| 2014 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-03-31 | $0 |
| Total plan liabilities at beginning of year | 2014-03-31 | $0 |
| Total income from all sources | 2014-03-31 | $248,357 |
| Expenses. Total of all expenses incurred | 2014-03-31 | $248,357 |
| Total plan assets at end of year | 2014-03-31 | $0 |
| Total plan assets at beginning of year | 2014-03-31 | $0 |
| Total contributions received or receivable from participants | 2014-03-31 | $115,126 |
| Expenses. Other expenses not covered elsewhere | 2014-03-31 | $248,357 |
| Net income (gross income less expenses) | 2014-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2014-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2014-03-31 | $133,231 |
| 2013 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-03-31 | $0 |
| Total plan liabilities at end of year | 2013-03-31 | $0 |
| Total plan liabilities at beginning of year | 2013-03-31 | $0 |
| Total income from all sources | 2013-03-31 | $245,725 |
| Expenses. Total of all expenses incurred | 2013-03-31 | $245,725 |
| Total plan assets at end of year | 2013-03-31 | $0 |
| Total plan assets at beginning of year | 2013-03-31 | $0 |
| Total contributions received or receivable from participants | 2013-03-31 | $79,089 |
| Expenses. Other expenses not covered elsewhere | 2013-03-31 | $245,725 |
| Net income (gross income less expenses) | 2013-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2013-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2013-03-31 | $166,636 |
| 2012 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-03-31 | $0 |
| Total plan liabilities at end of year | 2012-03-31 | $0 |
| Total plan liabilities at beginning of year | 2012-03-31 | $0 |
| Total income from all sources | 2012-03-31 | $251,277 |
| Expenses. Total of all expenses incurred | 2012-03-31 | $251,277 |
| Benefits paid (including direct rollovers) | 2012-03-31 | $0 |
| Total plan assets at end of year | 2012-03-31 | $0 |
| Total plan assets at beginning of year | 2012-03-31 | $0 |
| Total contributions received or receivable from participants | 2012-03-31 | $87,937 |
| Expenses. Other expenses not covered elsewhere | 2012-03-31 | $251,277 |
| Contributions received from other sources (not participants or employers) | 2012-03-31 | $0 |
| Other income received | 2012-03-31 | $0 |
| Noncash contributions received | 2012-03-31 | $0 |
| Net income (gross income less expenses) | 2012-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2012-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2012-03-31 | $163,340 |
| Value of certain deemed distributions of participant loans | 2012-03-31 | $0 |
| Value of corrective distributions | 2012-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-03-31 | $0 |
| 2011 : LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-03-31 | $0 |
| Total plan liabilities at end of year | 2011-03-31 | $0 |
| Total plan liabilities at beginning of year | 2011-03-31 | $0 |
| Total income from all sources | 2011-03-31 | $211,413 |
| Expenses. Total of all expenses incurred | 2011-03-31 | $211,413 |
| Benefits paid (including direct rollovers) | 2011-03-31 | $0 |
| Total plan assets at end of year | 2011-03-31 | $0 |
| Total plan assets at beginning of year | 2011-03-31 | $0 |
| Total contributions received or receivable from participants | 2011-03-31 | $87,478 |
| Expenses. Other expenses not covered elsewhere | 2011-03-31 | $211,413 |
| Contributions received from other sources (not participants or employers) | 2011-03-31 | $0 |
| Other income received | 2011-03-31 | $0 |
| Noncash contributions received | 2011-03-31 | $0 |
| Net income (gross income less expenses) | 2011-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2011-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-03-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-03-31 | $123,935 |
| Value of certain deemed distributions of participant loans | 2011-03-31 | $0 |
| Value of corrective distributions | 2011-03-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-03-31 | $0 |
| 2023: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2023 form 5500 responses |
|---|
| 2023-04-01 | Type of plan entity | Single employer plan |
| 2023-04-01 | Submission has been amended | No |
| 2023-04-01 | This submission is the final filing | No |
| 2023-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-04-01 | Plan is a collectively bargained plan | No |
| 2023-04-01 | Plan funding arrangement – Insurance | Yes |
| 2023-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | Submission has been amended | No |
| 2022-04-01 | This submission is the final filing | No |
| 2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-04-01 | Plan is a collectively bargained plan | No |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Submission has been amended | No |
| 2021-04-01 | This submission is the final filing | No |
| 2021-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-04-01 | Plan is a collectively bargained plan | No |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Submission has been amended | No |
| 2020-04-01 | This submission is the final filing | No |
| 2020-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-04-01 | Plan is a collectively bargained plan | No |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Submission has been amended | No |
| 2019-04-01 | This submission is the final filing | No |
| 2019-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-04-01 | Plan is a collectively bargained plan | No |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Submission has been amended | No |
| 2018-04-01 | This submission is the final filing | No |
| 2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-04-01 | Plan is a collectively bargained plan | No |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Submission has been amended | No |
| 2017-04-01 | This submission is the final filing | No |
| 2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-04-01 | Plan is a collectively bargained plan | No |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | No |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | No |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Submission has been amended | No |
| 2014-04-01 | This submission is the final filing | No |
| 2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-04-01 | Plan is a collectively bargained plan | No |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Submission has been amended | No |
| 2013-04-01 | This submission is the final filing | No |
| 2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-04-01 | Plan is a collectively bargained plan | No |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Submission has been amended | No |
| 2012-04-01 | This submission is the final filing | No |
| 2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-04-01 | Plan is a collectively bargained plan | No |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Submission has been amended | No |
| 2011-04-01 | This submission is the final filing | No |
| 2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-04-01 | Plan is a collectively bargained plan | No |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2010 form 5500 responses |
|---|
| 2010-04-01 | Type of plan entity | Single employer plan |
| 2010-04-01 | Submission has been amended | No |
| 2010-04-01 | This submission is the final filing | No |
| 2010-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-04-01 | Plan is a collectively bargained plan | No |
| 2010-04-01 | Plan funding arrangement – Insurance | Yes |
| 2010-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: LINDER EQUIPMENT COMPANY IRC SECTION 125 CAFETERIA PLAN 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | Submission has been amended | No |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-04-01 | Plan is a collectively bargained plan | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) |
| Policy contract number | 18517 |
| Policy instance | 2 |
| Insurance contract or identification number | 18517 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | 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 | Yes | | 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 $4,494 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MORGAN WHITE ADMINISTRATORS, INC. (National Association of Insurance Commissioners NAIC id number: 45399 ) |
| Policy contract number | 26594 |
| Policy instance | 6 |
| Insurance contract or identification number | 26594 | | Number of Individuals Covered | 29 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | FIDELITY GAP | | 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 $36,111 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 0432477-0014 |
| Policy instance | 5 |
| Insurance contract or identification number | 0432477-0014 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | 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 | 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 $1,160 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | HD3245 |
| Policy instance | 4 |
| Insurance contract or identification number | HD3245 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | 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 | Yes | | 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 $193,968 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) |
| Policy contract number | 18517 |
| Policy instance | 3 |
| Insurance contract or identification number | 18517 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | 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 | Yes | | 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 $19,439 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GILSBAR LIFE INSURANCE COVERAGE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | G2046 |
| Policy instance | 7 |
| Insurance contract or identification number | G2046 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | 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 | | 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 $1,200 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ASSURITY LIFE INSURANCE COMAPNY (National Association of Insurance Commissioners NAIC id number: 68764 ) |
| Policy contract number | E9876665 |
| Policy instance | 1 |
| Insurance contract or identification number | E9876665 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2023-04-01 | | Insurance policy end date | 2024-03-31 | | 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 | Yes | | 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 $10,515 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) |
| Policy contract number | 18517 |
| Policy instance | 3 |
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) |
| Policy contract number | 18517 |
| Policy instance | 2 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 0432477-0014 |
| Policy instance | 6 |
| EMPLOYEE BENEFIT CONSULTANTS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | HD3245 |
| Policy instance | 4 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 5 |
| MORGAN WHITE ADMINISTRATORS, INC. (National Association of Insurance Commissioners NAIC id number: 45399 ) |
| Policy contract number | 26594 |
| Policy instance | 7 |
| GILSBAR LIFE INSURANCE COVERAGE (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | G2046 |
| Policy instance | 8 |
| ASSURITY LIFE INSURANCE COMAPNY (National Association of Insurance Commissioners NAIC id number: 68764 ) |
| Policy contract number | E9876665 |
| Policy instance | 1 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 0432477-001 4 |
| Policy instance | 1 |
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) |
| Policy contract number | 18517 |
| Policy instance | 2 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 3 |
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) |
| Policy contract number | 18517 |
| Policy instance | 4 |
| ALLIED BENEFIT SYSTEMS (National Association of Insurance Commissioners NAIC id number: 82538 ) |
| Policy contract number | L203678 |
| Policy instance | 5 |
| UNITED GROUP PROGRAMS - GAP FIDELITY PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 11085 |
| Policy instance | 6 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 7 |
| WESTERN GROWERS ASSURANCE TRUST (National Association of Insurance Commissioners NAIC id number: 45399 ) |
| Policy contract number | 76991401/599908 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1075863 |
| Policy instance | 3 |
| ALLIED BENEFIT SYSTEMS (National Association of Insurance Commissioners NAIC id number: 82538 ) |
| Policy contract number | L203678 |
| Policy instance | 2 |
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) |
| Policy contract number | 18517 |
| Policy instance | 4 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 5 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1075863 |
| Policy instance | 6 |
| PREMIER ACCESS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60237 ) |
| Policy contract number | 18517 |
| Policy instance | 7 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 8 |
| UNITED GROUP PROGRAMS - GAP FIDELITY PLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 11085 |
| Policy instance | 9 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 0432477-001 4 |
| Policy instance | 10 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1075863 |
| Policy instance | 2 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 3 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1075863 |
| Policy instance | 4 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 5 |
| WESTERN GROWERS ASSURANCE TRUST (National Association of Insurance Commissioners NAIC id number: 45399 ) |
| Policy contract number | 76991401/599908 |
| Policy instance | 1 |
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 491961 |
| Policy instance | 5 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1075863 |
| Policy instance | 4 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 3 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1075863 |
| Policy instance | 2 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 5 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1075863 |
| Policy instance | 1 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1075863 |
| Policy instance | 2 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 3 |
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 491961 |
| Policy instance | 4 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-38427-00002 |
| Policy instance | 3 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 2 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-38427-00001 |
| Policy instance | 5 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 1 |
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 491961 |
| Policy instance | 4 |
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 491961 |
| Policy instance | 4 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-38427-00001 |
| Policy instance | 3 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-38427-00002 |
| Policy instance | 2 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 1 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 5 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 6 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-38427-00001 |
| Policy instance | 4 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-38427-00002 |
| Policy instance | 3 |
| PHILADELPHIA AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67784 ) |
| Policy contract number | 6085300249 |
| Policy instance | 2 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 1 |
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 491961 |
| Policy instance | 5 |
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 491961 |
| Policy instance | 5 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-38427-00001 |
| Policy instance | 4 |
| PHILADELPHIA AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67784 ) |
| Policy contract number | 6085300249 |
| Policy instance | 2 |
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-38427-00002 |
| Policy instance | 3 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
| Policy contract number | 15342 |
| Policy instance | 6 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 1 |
| BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 491961 |
| Policy instance | 5 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 1 |
| PHILADELPHIA AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67784 ) |
| Policy contract number | 6085300 |
| Policy instance | 2 |
| HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 ) |
| Policy contract number | 652430 |
| Policy instance | 4 |
| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 97125865 |
| Policy instance | 3 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 24017 |
| Policy instance | 6 |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 83803655 |
| Policy instance | 5 |
| HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 ) |
| Policy contract number | 652430 |
| Policy instance | 4 |
| SAFEGUARD HEALTH PLANS, INC. A CALIFORNIA CORPORATION (National Association of Insurance Commissioners NAIC id number: 96030 ) |
| Policy contract number | 97125865 |
| Policy instance | 3 |
| PHILADELPHIA AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67784 ) |
| Policy contract number | 6085300 |
| Policy instance | 2 |
| COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60049 ) |
| Policy contract number | E9876665 |
| Policy instance | 1 |
