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UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameUNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST
Plan identification number 501

UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Scholarship (funded)

401k Sponsoring company profile

UNITED AGRIBUSINESS LEAGUE has sponsored the creation of one or more 401k plans.

Company Name:UNITED AGRIBUSINESS LEAGUE
Employer identification number (EIN):953514902
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about UNITED AGRIBUSINESS LEAGUE

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0984846

More information about UNITED AGRIBUSINESS LEAGUE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01CLARE MARIE EINSMANN
5012017-01-01CLARE MARIE EINSMANN
5012016-01-01CLARE MARIE EINSMANN
5012016-01-01
5012015-01-01CLARE MARIE EINSMANN
5012014-01-01CLARE MARIE EINSMANN
5012013-01-01CLARE MARIE EINSMANN
5012012-01-01CLARE MARIE EINSMANN
5012011-01-01CLARE MARIE EINSMANN
5012010-01-01CLARE MARIE EINSMANN
5012009-01-01CLARE MARIE EINSMANN

Plan Statistics for UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

401k plan membership statisitcs for UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Measure Date Value
2022: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0122,781
Total number of active participants reported on line 7a of the Form 55002022-01-0122,168
Number of retired or separated participants receiving benefits2022-01-01148
Total of all active and inactive participants2022-01-0122,316
Total participants2022-01-0122,316
Number of employers contributing to the scheme2022-01-010
2021: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0124,904
Total number of active participants reported on line 7a of the Form 55002021-01-0122,598
Number of retired or separated participants receiving benefits2021-01-01183
Total of all active and inactive participants2021-01-0122,781
Total participants2021-01-0122,781
Number of employers contributing to the scheme2021-01-010
2020: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0125,417
Total number of active participants reported on line 7a of the Form 55002020-01-0124,687
Number of retired or separated participants receiving benefits2020-01-01217
Total of all active and inactive participants2020-01-0124,904
Total participants2020-01-0124,904
Number of employers contributing to the scheme2020-01-010
2019: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0124,237
Total number of active participants reported on line 7a of the Form 55002019-01-0124,314
Number of retired or separated participants receiving benefits2019-01-01213
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0124,527
Total participants2019-01-0124,527
Number of employers contributing to the scheme2019-01-010
2018: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0123,956
Total number of active participants reported on line 7a of the Form 55002018-01-0123,962
Number of retired or separated participants receiving benefits2018-01-01145
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0124,107
2017: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0117,169
Total number of active participants reported on line 7a of the Form 55002017-01-0123,742
Number of retired or separated participants receiving benefits2017-01-01214
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0123,956
2016: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0117,368
Total number of active participants reported on line 7a of the Form 55002016-01-0116,968
Number of retired or separated participants receiving benefits2016-01-01201
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0117,169
2015: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0114,259
Total number of active participants reported on line 7a of the Form 55002015-01-0117,231
Number of retired or separated participants receiving benefits2015-01-01137
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0117,368
2014: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0113,975
Total number of active participants reported on line 7a of the Form 55002014-01-0114,087
Number of retired or separated participants receiving benefits2014-01-01172
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0114,259
2013: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0114,592
Total number of active participants reported on line 7a of the Form 55002013-01-0113,860
Number of retired or separated participants receiving benefits2013-01-01115
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0113,975
2012: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0113,320
Total number of active participants reported on line 7a of the Form 55002012-01-0114,470
Number of retired or separated participants receiving benefits2012-01-01122
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0114,592
2011: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-0112,789
Total number of active participants reported on line 7a of the Form 55002011-01-0113,191
Number of retired or separated participants receiving benefits2011-01-01129
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-0113,320
2010: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-0112,274
Total number of active participants reported on line 7a of the Form 55002010-01-0112,630
Number of retired or separated participants receiving benefits2010-01-01159
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-0112,789
2009: UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0112,374
Total number of active participants reported on line 7a of the Form 55002009-01-0112,001
Number of retired or separated participants receiving benefits2009-01-01273
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0112,274

Financial Data on UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

Measure Date Value
2022 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-7,581,385
Total unrealized appreciation/depreciation of assets2022-12-31$-7,581,385
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$55,462,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$51,620,959
Total income from all sources (including contributions)2022-12-31$223,676,836
Total loss/gain on sale of assets2022-12-31$840,407
Total of all expenses incurred2022-12-31$226,412,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$197,921,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$228,232,188
Value of total assets at end of year2022-12-31$61,703,411
Value of total assets at beginning of year2022-12-31$60,597,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,491,035
Total income from rents2022-12-31$481,767
Total interest from all sources2022-12-31$1,124,458
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$579,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$316,504
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,803,256
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$3,283,379
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,765,908
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,384,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,986,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$10,564,267
Other income not declared elsewhere2022-12-31$195
Administrative expenses (other) incurred2022-12-31$15,329,808
Liabilities. Value of operating payables at end of year2022-12-31$7,097,492
Liabilities. Value of operating payables at beginning of year2022-12-31$2,037,983
Total non interest bearing cash at end of year2022-12-31$-3,374,311
Total non interest bearing cash at beginning of year2022-12-31$-6,037,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,735,851
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,240,918
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,976,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$122,223
Income. Interest from US Government securities2022-12-31$332,089
Income. Interest from corporate debt instruments2022-12-31$661,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$11,198,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,945,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,945,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$130,926
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$6,273,680
Asset value of US Government securities at end of year2022-12-31$15,450,585
Asset value of US Government securities at beginning of year2022-12-31$17,912,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$226,428,932
Employer contributions (assets) at end of year2022-12-31$247,335
Employer contributions (assets) at beginning of year2022-12-31$172,081
Income. Dividends from common stock2022-12-31$579,206
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$188,364,593
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$24,067,341
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$26,359,863
Contract administrator fees2022-12-31$12,722,500
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$5,292,055
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$10,756,703
Liabilities. Value of benefit claims payable at end of year2022-12-31$39,378,270
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$39,018,709
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$1,056,232
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,104,457
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$187,853,061
Aggregate carrying amount (costs) on sale of assets2022-12-31$187,012,654
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-1,441,784
Total unrealized appreciation/depreciation of assets2021-12-31$-1,441,784
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$51,620,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$50,012,473
Total income from all sources (including contributions)2021-12-31$225,636,676
Total loss/gain on sale of assets2021-12-31$1,114,553
Total of all expenses incurred2021-12-31$236,527,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$208,909,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$222,973,843
Value of total assets at end of year2021-12-31$60,597,728
Value of total assets at beginning of year2021-12-31$69,880,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,617,820
Total income from rents2021-12-31$558,672
Total interest from all sources2021-12-31$1,080,863
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,350,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$234,817
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,312,010
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$1,100,507
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,384,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,093,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$10,564,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$10,420,979
Other income not declared elsewhere2021-12-31$75
Administrative expenses (other) incurred2021-12-31$12,521,858
Liabilities. Value of operating payables at end of year2021-12-31$2,037,983
Liabilities. Value of operating payables at beginning of year2021-12-31$2,248,064
Total non interest bearing cash at end of year2021-12-31$-6,037,415
Total non interest bearing cash at beginning of year2021-12-31$1,461,317
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-10,890,784
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,976,769
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,867,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$141,145
Income. Interest from US Government securities2021-12-31$424,471
Income. Interest from corporate debt instruments2021-12-31$654,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,945,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$6,319,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$6,319,729
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1,484
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$8,100,834
Asset value of US Government securities at end of year2021-12-31$17,912,090
Asset value of US Government securities at beginning of year2021-12-31$23,090,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$220,661,833
Employer contributions (assets) at end of year2021-12-31$172,081
Employer contributions (assets) at beginning of year2021-12-31$498,906
Income. Dividends from common stock2021-12-31$1,350,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$199,708,299
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$26,359,863
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$23,257,632
Contract administrator fees2021-12-31$14,720,000
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$10,756,703
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$12,060,700
Liabilities. Value of benefit claims payable at end of year2021-12-31$39,018,709
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$37,343,430
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,104,457
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,097,782
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$245,392,006
Aggregate carrying amount (costs) on sale of assets2021-12-31$244,277,453
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS
Accountancy firm EIN2021-12-31910189318
2020 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,614,982
Total unrealized appreciation/depreciation of assets2020-12-31$2,614,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$50,012,473
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$54,157,541
Total income from all sources (including contributions)2020-12-31$217,603,535
Total loss/gain on sale of assets2020-12-31$396,613
Total of all expenses incurred2020-12-31$209,707,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$183,584,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$212,206,181
Value of total assets at end of year2020-12-31$69,880,026
Value of total assets at beginning of year2020-12-31$66,128,858
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,123,096
Total income from rents2020-12-31$558,672
Total interest from all sources2020-12-31$1,051,709
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$775,055
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$293,385
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,925,385
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$6,320,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,093,793
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$9,797,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$10,420,979
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$9,573,593
Other income not declared elsewhere2020-12-31$323
Administrative expenses (other) incurred2020-12-31$11,976,737
Liabilities. Value of operating payables at end of year2020-12-31$2,248,064
Liabilities. Value of operating payables at beginning of year2020-12-31$1,683,546
Total non interest bearing cash at end of year2020-12-31$1,461,317
Total non interest bearing cash at beginning of year2020-12-31$-6,002,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$7,896,236
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,867,553
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,971,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$132,978
Income. Interest from US Government securities2020-12-31$470,058
Income. Interest from corporate debt instruments2020-12-31$552,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$6,319,729
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$8,531,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$8,531,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$29,617
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$8,359,539
Asset value of US Government securities at end of year2020-12-31$23,090,167
Asset value of US Government securities at beginning of year2020-12-31$22,686,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$210,280,796
Employer contributions (assets) at end of year2020-12-31$498,906
Employer contributions (assets) at beginning of year2020-12-31$107,411
Income. Dividends from common stock2020-12-31$775,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$168,904,422
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$23,257,632
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$18,761,757
Contract administrator fees2020-12-31$13,719,996
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$12,060,700
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$11,106,987
Liabilities. Value of benefit claims payable at end of year2020-12-31$37,343,430
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$42,900,402
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,097,782
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$1,138,771
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$186,466,316
Aggregate carrying amount (costs) on sale of assets2020-12-31$186,069,703
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2020-12-31330155525
2019 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$3,572,930
Total unrealized appreciation/depreciation of assets2019-12-31$3,572,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$54,157,541
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$43,220,912
Total income from all sources (including contributions)2019-12-31$200,097,201
Total loss/gain on sale of assets2019-12-31$94,984
Total of all expenses incurred2019-12-31$203,831,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$179,677,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$193,612,992
Value of total assets at end of year2019-12-31$66,128,858
Value of total assets at beginning of year2019-12-31$58,926,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,154,123
Total income from rents2019-12-31$558,672
Total interest from all sources2019-12-31$1,398,765
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$725,533
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$148,891
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,593,877
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$-1,618,535
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$9,797,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,986,359
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$9,573,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,849,540
Other income not declared elsewhere2019-12-31$133,325
Administrative expenses (other) incurred2019-12-31$11,163,157
Liabilities. Value of operating payables at end of year2019-12-31$1,683,546
Liabilities. Value of operating payables at beginning of year2019-12-31$2,461,926
Total non interest bearing cash at end of year2019-12-31$-6,002,691
Total non interest bearing cash at beginning of year2019-12-31$-453,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-3,734,372
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,971,317
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,705,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$122,075
Income. Interest from US Government securities2019-12-31$436,595
Income. Interest from corporate debt instruments2019-12-31$489,798
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$8,531,930
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$5,556,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$5,556,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$472,372
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$6,857,963
Asset value of US Government securities at end of year2019-12-31$22,686,959
Asset value of US Government securities at beginning of year2019-12-31$19,138,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$192,019,115
Employer contributions (assets) at end of year2019-12-31$107,411
Employer contributions (assets) at beginning of year2019-12-31$44,736
Income. Dividends from common stock2019-12-31$725,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$174,438,022
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$18,761,757
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$18,693,450
Contract administrator fees2019-12-31$12,720,000
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$11,106,987
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$10,819,543
Liabilities. Value of benefit claims payable at end of year2019-12-31$42,900,402
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$34,909,446
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,138,771
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$1,140,810
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$268,945,788
Aggregate carrying amount (costs) on sale of assets2019-12-31$268,850,804
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2019-12-31330155525
2018 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,896,721
Total unrealized appreciation/depreciation of assets2018-12-31$-3,896,721
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$43,220,912
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$45,755,455
Total income from all sources (including contributions)2018-12-31$176,812,402
Total loss/gain on sale of assets2018-12-31$1,586,495
Total of all expenses incurred2018-12-31$190,181,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$168,229,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$176,646,407
Value of total assets at end of year2018-12-31$58,926,601
Value of total assets at beginning of year2018-12-31$74,830,301
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$21,951,937
Total income from rents2018-12-31$537,180
Total interest from all sources2018-12-31$1,084,028
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$847,408
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$81,215
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,469,461
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$3,582,505
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,986,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,226,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,849,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$8,293,160
Other income not declared elsewhere2018-12-31$7,605
Administrative expenses (other) incurred2018-12-31$9,735,712
Liabilities. Value of operating payables at end of year2018-12-31$2,461,926
Liabilities. Value of operating payables at beginning of year2018-12-31$1,921,011
Total non interest bearing cash at end of year2018-12-31$-453,147
Total non interest bearing cash at beginning of year2018-12-31$768,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-13,369,157
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,705,689
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$29,074,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$135,010
Income. Interest from US Government securities2018-12-31$406,463
Income. Interest from corporate debt instruments2018-12-31$535,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$5,556,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,830,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,830,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$142,420
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$6,712,583
Asset value of US Government securities at end of year2018-12-31$19,138,714
Asset value of US Government securities at beginning of year2018-12-31$30,015,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$175,176,946
Employer contributions (assets) at end of year2018-12-31$44,736
Employer contributions (assets) at beginning of year2018-12-31$31,207
Income. Dividends from common stock2018-12-31$847,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$157,934,534
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$18,693,450
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$19,726,369
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$12,000,000
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$10,819,543
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$19,318,490
Liabilities. Value of benefit claims payable at end of year2018-12-31$34,909,446
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$35,541,284
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$1,140,810
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$913,084
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$211,404,099
Aggregate carrying amount (costs) on sale of assets2018-12-31$209,817,604
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS,
Accountancy firm EIN2018-12-31330155525
2017 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,758,314
Total unrealized appreciation/depreciation of assets2017-12-31$1,758,314
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$45,755,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,291,921
Total income from all sources (including contributions)2017-12-31$155,827,773
Total loss/gain on sale of assets2017-12-31$143,378
Total of all expenses incurred2017-12-31$166,015,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$144,935,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$151,691,214
Value of total assets at end of year2017-12-31$74,830,301
Value of total assets at beginning of year2017-12-31$65,554,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,079,597
Total income from rents2017-12-31$350,040
Total interest from all sources2017-12-31$898,877
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$783,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$56,810
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,252,661
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$2,657,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,226,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,779,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$8,293,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,711,147
Other income not declared elsewhere2017-12-31$202,554
Administrative expenses (other) incurred2017-12-31$13,777,726
Liabilities. Value of operating payables at end of year2017-12-31$1,921,011
Liabilities. Value of operating payables at beginning of year2017-12-31$1,583,036
Total non interest bearing cash at end of year2017-12-31$768,681
Total non interest bearing cash at beginning of year2017-12-31$3,719,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-10,187,503
Value of net assets at end of year (total assets less liabilities)2017-12-31$29,074,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$39,262,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$158,516
Income. Interest from US Government securities2017-12-31$389,703
Income. Interest from corporate debt instruments2017-12-31$393,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,830,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,088,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,088,303
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$115,623
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$5,601,543
Asset value of US Government securities at end of year2017-12-31$30,015,588
Asset value of US Government securities at beginning of year2017-12-31$26,143,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$150,438,553
Employer contributions (assets) at end of year2017-12-31$31,207
Employer contributions (assets) at beginning of year2017-12-31$43,298
Income. Dividends from common stock2017-12-31$783,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$136,676,365
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$19,726,369
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$8,789,761
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$7,086,545
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$19,318,490
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$21,071,500
Liabilities. Value of benefit claims payable at end of year2017-12-31$35,541,284
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$19,997,738
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$913,084
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$918,704
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$190,447,290
Aggregate carrying amount (costs) on sale of assets2017-12-31$190,303,912
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS,
Accountancy firm EIN2017-12-31330155525
2016 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$484,508
Total unrealized appreciation/depreciation of assets2016-12-31$484,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,291,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,470,599
Total income from all sources (including contributions)2016-12-31$128,965,692
Total loss/gain on sale of assets2016-12-31$-314,578
Total of all expenses incurred2016-12-31$121,258,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$102,895,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$127,571,331
Value of total assets at end of year2016-12-31$65,554,270
Value of total assets at beginning of year2016-12-31$56,025,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,362,687
Total income from rents2016-12-31$94,147
Total interest from all sources2016-12-31$647,552
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$212,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$89,418
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$849,553
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$3,427,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,779,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$408,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,711,147
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$3,668,500
Other income not declared elsewhere2016-12-31$269,869
Administrative expenses (other) incurred2016-12-31$16,526,481
Liabilities. Value of operating payables at end of year2016-12-31$1,583,036
Liabilities. Value of operating payables at beginning of year2016-12-31$1,494,633
Total non interest bearing cash at end of year2016-12-31$3,719,110
Total non interest bearing cash at beginning of year2016-12-31$1,850,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,707,144
Value of net assets at end of year (total assets less liabilities)2016-12-31$39,262,349
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,555,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$166,788
Income. Interest from US Government securities2016-12-31$343,290
Income. Interest from corporate debt instruments2016-12-31$219,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,088,303
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$11,473,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$11,473,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$84,787
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,304,123
Asset value of US Government securities at end of year2016-12-31$26,143,619
Asset value of US Government securities at beginning of year2016-12-31$21,356,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$126,721,778
Employer contributions (assets) at end of year2016-12-31$43,298
Employer contributions (assets) at beginning of year2016-12-31$100,608
Income. Dividends from common stock2016-12-31$212,863
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$95,164,248
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$8,789,761
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$7,168,763
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$1,580,000
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$21,071,500
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$12,759,683
Liabilities. Value of benefit claims payable at end of year2016-12-31$19,997,738
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$19,307,466
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$918,704
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$908,271
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$203,079,803
Aggregate carrying amount (costs) on sale of assets2016-12-31$203,394,381
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31HBLA CERTIFIED PUBLIC ACCOUNTANTS,
Accountancy firm EIN2016-12-31330155525
2015 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,053,374
Total unrealized appreciation/depreciation of assets2015-12-31$-1,053,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,470,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,273,904
Total income from all sources (including contributions)2015-12-31$106,577,951
Total loss/gain on sale of assets2015-12-31$180,801
Total of all expenses incurred2015-12-31$102,180,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$87,010,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$105,871,007
Value of total assets at end of year2015-12-31$56,025,804
Value of total assets at beginning of year2015-12-31$48,431,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,170,295
Total income from rents2015-12-31$94,322
Total interest from all sources2015-12-31$504,934
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$911,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$80,917
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$675,088
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$5,063,675
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$408,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,584,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$3,668,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,008,435
Other income not declared elsewhere2015-12-31$68,740
Administrative expenses (other) incurred2015-12-31$13,598,084
Liabilities. Value of operating payables at end of year2015-12-31$1,494,633
Liabilities. Value of operating payables at beginning of year2015-12-31$1,454,530
Total non interest bearing cash at end of year2015-12-31$1,850,537
Total non interest bearing cash at beginning of year2015-12-31$1,448,791
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,397,469
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,555,205
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,157,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$141,294
Income. Interest from US Government securities2015-12-31$278,547
Income. Interest from corporate debt instruments2015-12-31$202,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$11,473,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,632,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,632,631
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$24,211
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,992,151
Asset value of US Government securities at end of year2015-12-31$21,356,011
Asset value of US Government securities at beginning of year2015-12-31$18,299,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$105,195,919
Employer contributions (assets) at end of year2015-12-31$100,608
Employer contributions (assets) at beginning of year2015-12-31$104,595
Income. Dividends from common stock2015-12-31$911,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$77,954,361
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$7,168,763
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$5,776,930
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$1,350,000
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$12,759,683
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$17,715,627
Liabilities. Value of benefit claims payable at end of year2015-12-31$19,307,466
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$16,810,939
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$908,271
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$868,642
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$103,987,544
Aggregate carrying amount (costs) on sale of assets2015-12-31$103,806,743
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-508,647
Total unrealized appreciation/depreciation of assets2014-12-31$-508,647
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,273,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,564,065
Total income from all sources (including contributions)2014-12-31$89,682,712
Total loss/gain on sale of assets2014-12-31$562,656
Total of all expenses incurred2014-12-31$95,550,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$80,999,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$88,231,078
Value of total assets at end of year2014-12-31$48,431,640
Value of total assets at beginning of year2014-12-31$45,589,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,550,936
Total income from rents2014-12-31$100,819
Total interest from all sources2014-12-31$411,609
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$823,499
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$88,081
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$581,547
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$1,325,043
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,584,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$565,014
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,008,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,491,707
Other income not declared elsewhere2014-12-31$61,698
Administrative expenses (other) incurred2014-12-31$12,403,914
Liabilities. Value of operating payables at end of year2014-12-31$1,454,530
Liabilities. Value of operating payables at beginning of year2014-12-31$915,358
Total non interest bearing cash at end of year2014-12-31$1,448,791
Total non interest bearing cash at beginning of year2014-12-31$8,832,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-5,868,163
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,157,736
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,025,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$108,866
Income. Interest from US Government securities2014-12-31$233,096
Income. Interest from corporate debt instruments2014-12-31$153,544
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,632,631
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,337,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,337,556
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$24,969
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$3,588,477
Asset value of US Government securities at end of year2014-12-31$18,299,957
Asset value of US Government securities at beginning of year2014-12-31$11,268,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$87,649,531
Employer contributions (assets) at end of year2014-12-31$104,595
Employer contributions (assets) at beginning of year2014-12-31$328,312
Income. Dividends from common stock2014-12-31$823,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$76,086,419
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$5,776,930
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$3,958,701
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$1,950,075
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$17,715,627
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$6,384,198
Liabilities. Value of benefit claims payable at end of year2014-12-31$16,810,939
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$9,157,000
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$868,642
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$915,084
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$126,299,161
Aggregate carrying amount (costs) on sale of assets2014-12-31$125,736,505
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MOSS ADAMS, LLP
Accountancy firm EIN2014-12-31910189318
2013 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$300,898
Total unrealized appreciation/depreciation of assets2013-12-31$300,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,564,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,632,348
Total income from all sources (including contributions)2013-12-31$69,373,234
Total loss/gain on sale of assets2013-12-31$260,347
Total of all expenses incurred2013-12-31$60,155,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$47,045,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$68,116,638
Value of total assets at end of year2013-12-31$45,589,964
Value of total assets at beginning of year2013-12-31$35,440,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,110,180
Total income from rents2013-12-31$144,012
Total interest from all sources2013-12-31$406,056
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$143,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$103,762
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$648,478
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$1,679,545
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$565,014
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$201,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,491,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,113,042
Other income not declared elsewhere2013-12-31$1,510
Administrative expenses (other) incurred2013-12-31$11,048,605
Liabilities. Value of operating payables at end of year2013-12-31$915,358
Liabilities. Value of operating payables at beginning of year2013-12-31$822,306
Total non interest bearing cash at end of year2013-12-31$8,832,863
Total non interest bearing cash at beginning of year2013-12-31$11,315,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,217,273
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,025,899
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,808,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$70,403
Income. Interest from US Government securities2013-12-31$251,976
Income. Interest from corporate debt instruments2013-12-31$143,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,337,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,262,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,262,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10,279
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,995,270
Asset value of US Government securities at end of year2013-12-31$11,268,236
Asset value of US Government securities at beginning of year2013-12-31$12,577,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$67,468,160
Employer contributions (assets) at end of year2013-12-31$328,312
Employer contributions (assets) at beginning of year2013-12-31$350,066
Income. Dividends from common stock2013-12-31$143,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$42,370,966
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$3,958,701
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$4,037,074
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$258,096
Contract administrator fees2013-12-31$1,887,410
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$6,384,198
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$3,499,116
Liabilities. Value of benefit claims payable at end of year2013-12-31$9,157,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$8,697,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$915,084
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$939,297
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$49,330,535
Aggregate carrying amount (costs) on sale of assets2013-12-31$49,070,188
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-5,864
Total unrealized appreciation/depreciation of assets2012-12-31$-5,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,632,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,231,117
Total income from all sources (including contributions)2012-12-31$59,701,062
Total loss/gain on sale of assets2012-12-31$376,457
Total of all expenses incurred2012-12-31$49,220,009
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$37,833,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$58,542,281
Value of total assets at end of year2012-12-31$35,440,974
Value of total assets at beginning of year2012-12-31$24,558,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,386,199
Total income from rents2012-12-31$149,937
Total interest from all sources2012-12-31$511,042
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$113,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$135,150
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$653,691
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$1,106,621
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$201,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$210,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,113,042
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,732,037
Other income not declared elsewhere2012-12-31$14,027
Administrative expenses (other) incurred2012-12-31$9,541,005
Liabilities. Value of operating payables at end of year2012-12-31$822,306
Liabilities. Value of operating payables at beginning of year2012-12-31$640,080
Total non interest bearing cash at end of year2012-12-31$11,315,370
Total non interest bearing cash at beginning of year2012-12-31$2,011,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,481,053
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,808,626
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,327,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$70,860
Income. Interest from US Government securities2012-12-31$342,093
Income. Interest from corporate debt instruments2012-12-31$161,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,262,784
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,395,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,395,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$7,660
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,529,904
Asset value of US Government securities at end of year2012-12-31$12,577,664
Asset value of US Government securities at beginning of year2012-12-31$12,699,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$57,888,590
Employer contributions (assets) at end of year2012-12-31$350,066
Employer contributions (assets) at beginning of year2012-12-31$311,100
Income. Dividends from common stock2012-12-31$113,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$34,197,285
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$4,037,074
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$3,714,238
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$258,096
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$102,543
Contract administrator fees2012-12-31$1,639,184
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$3,499,116
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,163,528
Liabilities. Value of benefit claims payable at end of year2012-12-31$8,697,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$8,859,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$939,297
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$950,815
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$33,016,064
Aggregate carrying amount (costs) on sale of assets2012-12-31$32,639,607
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MAYER HOFFMAN MCCANN
Accountancy firm EIN2012-12-31431947695
2011 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$313,797
Total unrealized appreciation/depreciation of assets2011-12-31$313,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,231,117
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,649,583
Total income from all sources (including contributions)2011-12-31$55,332,387
Total loss/gain on sale of assets2011-12-31$100,664
Total of all expenses incurred2011-12-31$53,180,207
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$41,988,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$54,155,099
Value of total assets at end of year2011-12-31$24,558,690
Value of total assets at beginning of year2011-12-31$21,824,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,191,753
Total income from rents2011-12-31$153,067
Total interest from all sources2011-12-31$561,544
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$41,600
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$669,256
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$760,265
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$210,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$228,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,732,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,412,159
Other income not declared elsewhere2011-12-31$14,993
Administrative expenses (other) incurred2011-12-31$9,759,815
Liabilities. Value of operating payables at end of year2011-12-31$640,080
Liabilities. Value of operating payables at beginning of year2011-12-31$737,424
Total non interest bearing cash at end of year2011-12-31$2,011,298
Total non interest bearing cash at beginning of year2011-12-31$575,644
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,152,180
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,327,573
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,175,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$70,338
Income. Interest from US Government securities2011-12-31$402,478
Income. Interest from corporate debt instruments2011-12-31$155,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,395,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,171,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,171,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,726
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,074,906
Asset value of US Government securities at end of year2011-12-31$12,699,275
Asset value of US Government securities at beginning of year2011-12-31$11,632,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$53,485,843
Employer contributions (assets) at end of year2011-12-31$311,100
Employer contributions (assets) at beginning of year2011-12-31$251,536
Income. Dividends from common stock2011-12-31$33,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$40,153,283
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$3,714,238
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$3,588,534
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$102,543
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$23,125
Contract administrator fees2011-12-31$1,320,000
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,163,528
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,363,106
Liabilities. Value of benefit claims payable at end of year2011-12-31$8,859,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$8,500,000
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$950,815
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$989,786
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$28,016,112
Aggregate carrying amount (costs) on sale of assets2011-12-31$27,915,448
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MAYER HOFFMAN MCCANN
Accountancy firm EIN2011-12-31431947695
2010 : UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$652,452
Total unrealized appreciation/depreciation of assets2010-12-31$652,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,579,452
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,892,158
Total income from all sources (including contributions)2010-12-31$53,259,657
Total loss/gain on sale of assets2010-12-31$-34,398
Total of all expenses incurred2010-12-31$54,038,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$42,192,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$51,918,341
Value of total assets at end of year2010-12-31$21,754,843
Value of total assets at beginning of year2010-12-31$19,846,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,846,276
Total income from rents2010-12-31$153,557
Total interest from all sources2010-12-31$524,052
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$35,575
Administrative expenses professional fees incurred2010-12-31$43,600
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$768,886
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$158,796
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$177,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,412,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$988,642
Other income not declared elsewhere2010-12-31$10,078
Administrative expenses (other) incurred2010-12-31$10,415,923
Liabilities. Value of operating payables at end of year2010-12-31$667,293
Liabilities. Value of operating payables at beginning of year2010-12-31$420,304
Total non interest bearing cash at end of year2010-12-31$575,644
Total non interest bearing cash at beginning of year2010-12-31$-271,678
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-778,929
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,175,391
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,954,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$66,753
Income. Interest from US Government securities2010-12-31$368,772
Income. Interest from corporate debt instruments2010-12-31$152,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,171,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,096,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,096,291
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,946
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,121,025
Asset value of US Government securities at end of year2010-12-31$11,632,331
Asset value of US Government securities at beginning of year2010-12-31$11,511,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$51,149,455
Employer contributions (assets) at end of year2010-12-31$251,536
Employer contributions (assets) at beginning of year2010-12-31$729,923
Income. Dividends from common stock2010-12-31$35,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$41,071,285
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$3,588,534
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$3,340,526
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$23,125
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$147,209
Contract administrator fees2010-12-31$1,320,000
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,363,106
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$2,061,716
Liabilities. Value of benefit claims payable at end of year2010-12-31$8,500,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$6,483,212
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$989,786
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$1,052,857
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$29,608,616
Aggregate carrying amount (costs) on sale of assets2010-12-31$29,643,014
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MAYER HOFFMAN MCCANN
Accountancy firm EIN2010-12-31431947695

Form 5500 Responses for UNITED AGRICULTURAL EMPLOYEE WELFARE BENEFIT PLAN AND TRUST

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

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number699557
Policy instance 2
Insurance contract or identification number699557
Number of Individuals Covered4796
Insurance policy start date2022-01-01
Insurance policy end date2023-01-01
Total amount of commissions paid to insurance brokerUSD $10,124
Total amount of fees paid to insurance companyUSD $10,124
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $92,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,124
Amount paid for insurance broker fees10124
Insurance broker organization code?3
ELITE UNDERWRITING (National Association of Insurance Commissioners NAIC id number: 18694 )
Policy contract numberGMICMSL 10828
Policy instance 1
Insurance contract or identification numberGMICMSL 10828
Number of Individuals Covered22615
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $97,370
Total amount of fees paid to insurance companyUSD $97,370
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered3276
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ELITE UNDERWRITING (National Association of Insurance Commissioners NAIC id number: 18694 )
Policy contract numberGMICMSL 2021 10
Policy instance 2
Insurance contract or identification numberGMICMSL 2021 10
Number of Individuals Covered24150
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $138,287
Total amount of fees paid to insurance companyUSD $138,287
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number699557
Policy instance 3
Insurance contract or identification number699557
Number of Individuals Covered5967
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $13,009
Total amount of fees paid to insurance companyUSD $13,009
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $118,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,009
Amount paid for insurance broker fees13009
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number699557
Policy instance 2
Insurance contract or identification number699557
Number of Individuals Covered7662
Insurance policy start date2020-01-01
Insurance policy end date2021-01-01
Total amount of commissions paid to insurance brokerUSD $13,134
Total amount of fees paid to insurance companyUSD $13,134
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $109,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,134
Amount paid for insurance broker fees13134
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered3313
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWES0003301
Policy instance 3
Insurance contract or identification numberNWES0003301
Number of Individuals Covered24305
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $237,232
Total amount of fees paid to insurance companyUSD $237,232
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered3587
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number000000699557
Policy instance 3
Insurance contract or identification number000000699557
Number of Individuals Covered7837
Insurance policy start date2019-01-01
Insurance policy end date2020-01-01
Total amount of commissions paid to insurance brokerUSD $13,895
Total amount of fees paid to insurance companyUSD $13,895
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $136,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,895
Amount paid for insurance broker fees13895
Insurance broker organization code?3
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberNWES0003300
Policy instance 2
Insurance contract or identification numberNWES0003300
Number of Individuals Covered24430
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $309,551
Total amount of fees paid to insurance companyUSD $309,551
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number699557
Policy instance 3
Insurance contract or identification number699557
Number of Individuals Covered8185
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $11,741
Total amount of fees paid to insurance companyUSD $11,471
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $104,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,741
Amount paid for insurance broker fees11471
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
AMERICAN ALTERNATIVE INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 19720 )
Policy contract number33A2ES000045801
Policy instance 2
Insurance contract or identification number33A2ES000045801
Number of Individuals Covered10929
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $261,838
Total amount of fees paid to insurance companyUSD $261,838
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,618,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $261,838
Amount paid for insurance broker fees261838
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered3864
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered4157
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberBL00032842
Policy instance 3
Insurance contract or identification numberBL00032842
Number of Individuals Covered7078
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,827
Total amount of fees paid to insurance companyUSD $17,827
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $118,848
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,827
Amount paid for insurance broker fees17827
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameHCP NATIONAL INSURANCE SERVICES
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberPF00333205
Policy instance 2
Insurance contract or identification numberPF00333205
Number of Individuals Covered23956
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $250,184
Total amount of fees paid to insurance companyUSD $250,184
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,501,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $250,184
Amount paid for insurance broker fees250184
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameHCP NATIONAL INSURANCE SERVICES
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberBL00032842
Policy instance 3
Insurance contract or identification numberBL00032842
Number of Individuals Covered7817
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $132,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered3019
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberPF00333203
Policy instance 2
Insurance contract or identification numberPF00333203
Number of Individuals Covered17368
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,010,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered3516
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberPF00333203
Policy instance 2
Insurance contract or identification numberPF00333203
Number of Individuals Covered14259
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,618,336
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberBL00032842
Policy instance 3
Insurance contract or identification numberBL00032842
Number of Individuals Covered7566
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $137,534
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered2795
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberPF00333202
Policy instance 2
Insurance contract or identification numberPF00333202
Number of Individuals Covered12083
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $755,708
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberBL00032842
Policy instance 3
Insurance contract or identification numberBL00032842
Number of Individuals Covered7783
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $139,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered2802
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 numberPF00333201
Policy instance 2
Insurance contract or identification numberPF00333201
Number of Individuals Covered4412
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $610,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number301155
Policy instance 3
Insurance contract or identification number301155
Number of Individuals Covered7320
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $122,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberUHIC-102664
Policy instance 2
Insurance contract or identification numberUHIC-102664
Number of Individuals Covered10637
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $750,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered2636
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number301155
Policy instance 3
Insurance contract or identification number301155
Number of Individuals Covered7062
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $124,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number301155
Policy instance 3
Insurance contract or identification number301155
Number of Individuals Covered7046
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $143,607
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberUHIC-102664
Policy instance 2
Insurance contract or identification numberUHIC-102664
Number of Individuals Covered10282
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP LOSS AGGREGATE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $647,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number12051706
Policy instance 1
Insurance contract or identification number12051706
Number of Individuals Covered2978
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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