UNITE HERE LOCAL 5 has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023: UNITE HERE LOCAL 5 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-06-01 | 10,152 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-06-01 | 9,742 |
| Number of retired or separated participants receiving benefits | 2023-06-01 | 1,053 |
| Total of all active and inactive participants | 2023-06-01 | 10,795 |
| 2022: UNITE HERE LOCAL 5 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 9,787 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 8,964 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 1,188 |
| Total of all active and inactive participants | 2022-06-01 | 10,152 |
| 2021: UNITE HERE LOCAL 5 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 9,385 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 8,497 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 1,290 |
| Total of all active and inactive participants | 2021-06-01 | 9,787 |
| 2020: UNITE HERE LOCAL 5 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 12,871 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 7,971 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 1,414 |
| Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 0 |
| Total of all active and inactive participants | 2020-06-01 | 9,385 |
| 2019: UNITE HERE LOCAL 5 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 12,776 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 11,344 |
| Number of retired or separated participants receiving benefits | 2019-06-01 | 1,527 |
| Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 0 |
| Total of all active and inactive participants | 2019-06-01 | 12,871 |
| 2018: UNITE HERE LOCAL 5 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 12,607 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 11,258 |
| Number of retired or separated participants receiving benefits | 2018-06-01 | 1,518 |
| Total of all active and inactive participants | 2018-06-01 | 12,776 |
| 2017: UNITE HERE LOCAL 5 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 12,330 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 11,103 |
| Number of retired or separated participants receiving benefits | 2017-06-01 | 1,504 |
| Total of all active and inactive participants | 2017-06-01 | 12,607 |
| 2016: UNITE HERE LOCAL 5 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 12,358 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 10,879 |
| Number of retired or separated participants receiving benefits | 2016-06-01 | 1,451 |
| Total of all active and inactive participants | 2016-06-01 | 12,330 |
| 2015: UNITE HERE LOCAL 5 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 12,234 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 10,922 |
| Number of retired or separated participants receiving benefits | 2015-06-01 | 1,436 |
| Total of all active and inactive participants | 2015-06-01 | 12,358 |
| 2014: UNITE HERE LOCAL 5 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 12,087 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 10,815 |
| Number of retired or separated participants receiving benefits | 2014-06-01 | 1,419 |
| Total of all active and inactive participants | 2014-06-01 | 12,234 |
| 2013: UNITE HERE LOCAL 5 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 11,705 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 10,701 |
| Number of retired or separated participants receiving benefits | 2013-06-01 | 1,386 |
| Total of all active and inactive participants | 2013-06-01 | 12,087 |
| 2012: UNITE HERE LOCAL 5 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 10,851 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 10,371 |
| Number of retired or separated participants receiving benefits | 2012-06-01 | 1,334 |
| Total of all active and inactive participants | 2012-06-01 | 11,705 |
| 2011: UNITE HERE LOCAL 5 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 10,640 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 9,555 |
| Number of retired or separated participants receiving benefits | 2011-06-01 | 1,296 |
| Total of all active and inactive participants | 2011-06-01 | 10,851 |
| 2010: UNITE HERE LOCAL 5 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 10,931 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 9,387 |
| Number of retired or separated participants receiving benefits | 2010-06-01 | 1,253 |
| Total of all active and inactive participants | 2010-06-01 | 10,640 |
| 2009: UNITE HERE LOCAL 5 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 11,031 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 9,750 |
| Number of retired or separated participants receiving benefits | 2009-06-01 | 1,181 |
| Total of all active and inactive participants | 2009-06-01 | 10,931 |
| 2008: UNITE HERE LOCAL 5 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-06-01 | 11,631 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-06-01 | 11,031 |
| Number of retired or separated participants receiving benefits | 2008-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2008-06-01 | 0 |
| Total of all active and inactive participants | 2008-06-01 | 11,031 |
| 2007: UNITE HERE LOCAL 5 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-06-01 | 12,130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-06-01 | 11,631 |
| Number of retired or separated participants receiving benefits | 2007-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2007-06-01 | 0 |
| Total of all active and inactive participants | 2007-06-01 | 11,631 |
| 2006: UNITE HERE LOCAL 5 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-06-01 | 12,755 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-06-01 | 12,130 |
| Number of retired or separated participants receiving benefits | 2006-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2006-06-01 | 0 |
| Total of all active and inactive participants | 2006-06-01 | 12,130 |
| 2005: UNITE HERE LOCAL 5 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-06-01 | 10,887 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-06-01 | 12,755 |
| Number of retired or separated participants receiving benefits | 2005-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2005-06-01 | 0 |
| Total of all active and inactive participants | 2005-06-01 | 12,755 |
| 2004: UNITE HERE LOCAL 5 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-06-01 | 12,563 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-06-01 | 10,887 |
| Number of retired or separated participants receiving benefits | 2004-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2004-06-01 | 0 |
| Total of all active and inactive participants | 2004-06-01 | 10,887 |
| 2003: UNITE HERE LOCAL 5 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-06-01 | 12,003 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-06-01 | 12,563 |
| Number of retired or separated participants receiving benefits | 2003-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2003-06-01 | 0 |
| Total of all active and inactive participants | 2003-06-01 | 12,563 |
| 2002: UNITE HERE LOCAL 5 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-06-01 | 12,500 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-06-01 | 12,003 |
| Total of all active and inactive participants | 2002-06-01 | 12,003 |
| 2001: UNITE HERE LOCAL 5 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-06-01 | 12,574 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-06-01 | 12,500 |
| Total of all active and inactive participants | 2001-06-01 | 12,500 |
| 2000: UNITE HERE LOCAL 5 2000 401k membership |
|---|
| Total participants, beginning-of-year | 2000-06-01 | 12,500 |
| Total number of active participants reported on line 7a of the Form 5500 | 2000-06-01 | 12,574 |
| Total of all active and inactive participants | 2000-06-01 | 12,574 |
| 1999: UNITE HERE LOCAL 5 1999 401k membership |
|---|
| Total participants, beginning-of-year | 1999-06-01 | 12,574 |
| Total number of active participants reported on line 7a of the Form 5500 | 1999-06-01 | 12,574 |
| Number of retired or separated participants receiving benefits | 1999-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1999-06-01 | 0 |
| Total of all active and inactive participants | 1999-06-01 | 12,574 |
| 1998: UNITE HERE LOCAL 5 1998 401k membership |
|---|
| Total participants, beginning-of-year | 1998-06-01 | 8,585 |
| Total number of active participants reported on line 7a of the Form 5500 | 1998-06-01 | 8,585 |
| Number of retired or separated participants receiving benefits | 1998-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 1998-06-01 | 0 |
| Total of all active and inactive participants | 1998-06-01 | 8,585 |
| 2023: UNITE HERE LOCAL 5 2023 form 5500 responses |
|---|
| 2023-06-01 | Type of plan entity | Single employer plan |
| 2023-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022: UNITE HERE LOCAL 5 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: UNITE HERE LOCAL 5 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: UNITE HERE LOCAL 5 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: UNITE HERE LOCAL 5 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: UNITE HERE LOCAL 5 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: UNITE HERE LOCAL 5 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: UNITE HERE LOCAL 5 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: UNITE HERE LOCAL 5 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: UNITE HERE LOCAL 5 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: UNITE HERE LOCAL 5 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: UNITE HERE LOCAL 5 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Submission has been amended | Yes |
| 2012-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: UNITE HERE LOCAL 5 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: UNITE HERE LOCAL 5 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: UNITE HERE LOCAL 5 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Submission has been amended | Yes |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: UNITE HERE LOCAL 5 2008 form 5500 responses |
|---|
| 2008-06-01 | Type of plan entity | Single employer plan |
| 2008-06-01 | This submission is the final filing | No |
| 2008-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2008-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: UNITE HERE LOCAL 5 2007 form 5500 responses |
|---|
| 2007-06-01 | Type of plan entity | Single employer plan |
| 2007-06-01 | This submission is the final filing | No |
| 2007-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2007-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: UNITE HERE LOCAL 5 2006 form 5500 responses |
|---|
| 2006-06-01 | Type of plan entity | Single employer plan |
| 2006-06-01 | This submission is the final filing | No |
| 2006-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2006-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2005: UNITE HERE LOCAL 5 2005 form 5500 responses |
|---|
| 2005-06-01 | Type of plan entity | Single employer plan |
| 2005-06-01 | This submission is the final filing | No |
| 2005-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2005-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2004: UNITE HERE LOCAL 5 2004 form 5500 responses |
|---|
| 2004-06-01 | Type of plan entity | Single employer plan |
| 2004-06-01 | This submission is the final filing | No |
| 2004-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2004-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2003: UNITE HERE LOCAL 5 2003 form 5500 responses |
|---|
| 2003-06-01 | Type of plan entity | Single employer plan |
| 2003-06-01 | This submission is the final filing | No |
| 2003-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2003-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2002: UNITE HERE LOCAL 5 2002 form 5500 responses |
|---|
| 2002-06-01 | Type of plan entity | Single employer plan |
| 2002-06-01 | This submission is the final filing | No |
| 2002-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2002-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2001: UNITE HERE LOCAL 5 2001 form 5500 responses |
|---|
| 2001-06-01 | Type of plan entity | Single employer plan |
| 2001-06-01 | This submission is the final filing | No |
| 2001-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2001-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2000: UNITE HERE LOCAL 5 2000 form 5500 responses |
|---|
| 2000-06-01 | Type of plan entity | Single employer plan |
| 2000-06-01 | This submission is the final filing | No |
| 2000-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2000-06-01 | Plan benefit arrangement – Insurance | Yes |
| 1999: UNITE HERE LOCAL 5 1999 form 5500 responses |
|---|
| 1999-06-01 | Type of plan entity | Single employer plan |
| 1999-06-01 | This submission is the final filing | No |
| 1999-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1999-06-01 | Plan benefit arrangement – Insurance | Yes |
| 1998: UNITE HERE LOCAL 5 1998 form 5500 responses |
|---|
| 1998-06-01 | Type of plan entity | Single employer plan |
| 1998-06-01 | This submission is the final filing | No |
| 1998-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 1998-06-01 | Plan benefit arrangement – Insurance | Yes |
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 10795 | | Insurance policy start date | 2023-06-01 | | Insurance policy end date | 2024-05-31 | | Total amount of commissions paid to insurance broker | USD $4,684 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 10152 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $4,342 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,342 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 9787 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $4,771 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,771 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 9385 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $4,557 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,279 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 12871 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $5,751 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,751 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 12776 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $5,682 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,682 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 12607 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $5,639 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,639 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS INC |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 12358 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $5,505 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,505 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS INC |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 12283 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $5,469 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,469 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS INC |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 12087 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $5,309 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,309 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS INC |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 11705 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $5,160 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,153 | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PLAN SOLUTIONS INC |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 10851 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $4,849 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PACIFIC GUARDIAN LIFE INSURANCE COMPANY, LTD. (National Association of Insurance Commissioners NAIC id number: 64343 ) |
| Policy contract number | 20507 |
| Policy instance | 1 |
| Insurance contract or identification number | 20507 | | Number of Individuals Covered | 10640 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $4,830 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Were dividends or retroactive rate refunds paid as a credit? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
