Civic Intelligence
Filing

Harvard Medical and Dental Plan

Harvard Industries Inc. • EIN 21-0715310 • Plan year 1999

Filing Insights

Participants

Down

3,883 → 2,273

-1,610 • -41.46%

Assets

Flat

$0 → $0

$0

Investment Management Fee

$0

Admin expenses $0 • Total expenses $0

Filing Details

Context
Net investment result
$0

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200121,256$37,375,666$2,130,018$1,696iApproximate average salary by contribution assumption: employee only about $42,397 at 4% or $28,265 at 6%; with 50% employer match about $28,265 at 4% or $18,843 at 6%; with 100% employer match about $21,198 at 4% or $14,132 at 6%.
Harvard Capital Accumulation Plan-1,256$37,375,666$2,130,018$1,696iApproximate average salary by contribution assumption: employee only about $42,397 at 4% or $28,265 at 6%; with 50% employer match about $28,265 at 4% or $18,843 at 6%; with 100% employer match about $21,198 at 4% or $14,132 at 6%.
Harvard Retirement Plan for Frozen Pension Benefits-0---
200082,098$117,082,389$529,939$253iApproximate average salary by contribution assumption: employee only about $6,315 at 4% or $4,210 at 6%; with 50% employer match about $4,210 at 4% or $2,807 at 6%; with 100% employer match about $3,157 at 4% or $2,105 at 6%.
Harvard Industries Inc. Retirement Plan Master Trust-0$113,298,008$529,939-
Harvard Retirement Plan for Frozen Pension Benefits-0$3,784,381--
Harvard Capital Accumulation Plan-1,343---
Harvard Retirement Plan-643---
Harvard Industries Inc. Flexible Benefits Cafeteria Plan-98---
Harvard Medical and Dental Plan-1,930---
Harvard Industries Inc. Business Travel Accident Plan-2,098---
Harvard Industries Inc. Long Term Disability for Salaried Employees-292---
199982,483$239,531,129$5,869,647$2,364iApproximate average salary by contribution assumption: employee only about $59,098 at 4% or $39,399 at 6%; with 50% employer match about $39,399 at 4% or $26,266 at 6%; with 100% employer match about $29,549 at 4% or $19,699 at 6%.
Harvard Industries Inc. Retirement Plan Master Trust-0$131,710,302$86,000-
Harvard Retirement Plan-735$55,285,922--
Harvard Capital Accumulation Plan-1,182$48,089,115$5,759,687$4,873iApproximate average salary by contribution assumption: employee only about $121,821 at 4% or $81,214 at 6%; with 50% employer match about $81,214 at 4% or $54,143 at 6%; with 100% employer match about $60,910 at 4% or $40,607 at 6%.
Harvard Retirement Plan for Frozen Pension Benefits-0$4,445,790$23,960-
Harvard Medical and Dental PlanCurrent2,273---
Harvard Industries Inc. Long Term Disability for Salaried Employees-340---
Harvard Industries Inc. Business Travel Accident Plan-2,483---
Harvard Industries Inc. Flexible Benefits Cafeteria Plan-99---
Schedule Details

Schedule A

Row 1
Filing Id
56037145228551
Form Id
5072881
Page Id
1
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371145228050003
Ins Broker Comm Pd 01 Amount
$0
Ins Broker Fees Pd 01 Amount
$0
Row 2
Filing Id
56037145228551
Form Id
5072880
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371145228050002
Ins Broker 01 Name
WILLIAM M. HILL
Ins Broker 01 Street Addr
2040 RAYBROOK S.E., #208
Ins Broker 01 City
GRAND RAPIDS
Ins Broker 01 State
MI
Ins Broker 01 ZIP Code
49546
Ins Broker Comm Pd 01 Amount
$38,897
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
4
Row 3
Filing Id
56037145228551
Form Id
5072882
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371145228050004
Ins Broker 01 Name
KAYE INSURANCE ASSOCIATES, INC.
Ins Broker 01 Street Addr
122 EAST 42ND STREET
Ins Broker 01 City
NEW YORK
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
10168
Ins Broker Comm Pd 01 Amount
$54,023
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 4
Filing Id
56037145228551
Form Id
5072883
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
30371145228050005
Ins Broker 01 Name
KAYE INSURANCE ASSOCIATES, INC.
Ins Broker 01 Street Addr
122 EAST 42ND STREET
Ins Broker 01 City
NEW YORK
Ins Broker 01 State
NY
Ins Broker 01 ZIP Code
10168
Ins Broker Comm Pd 01 Amount
$3,987
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 5
Ins Carrier Name: PARAMOUNT HEALTH CARE
Filing Id
56037145228551
Form Id
5072881
Schedule A EIN
21-0715310
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
PARAMOUNT HEALTH CARE
Ins Carrier EIN
34-1549926
Ins Carrier Naic Code
95189
Ins Contract Num
*SEE BELOW
Ins Prsn Covered End of year Count
384
Ins Policy From Date
1999-04-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$0
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
A
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$836,179
Wlfr Acquis Cost Amount
$0
Row 6
Ins Carrier Name: LINCOLN NATIONAL HEALTH & CASUALTY
Filing Id
56037145228551
Form Id
5072880
Schedule A EIN
21-0715310
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
LINCOLN NATIONAL HEALTH & CASUALTY
Ins Carrier EIN
35-1495207
Ins Carrier Naic Code
38830
Ins Contract Num
21-50693
Ins Prsn Covered End of year Count
3,120
Ins Policy From Date
1998-05-01
Ins Policy To Date
1999-04-30
Ins Broker Comm Total Amount
$38,897
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
AD
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$259,317
Wlfr Acquis Cost Amount
$0
Row 7
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY
Filing Id
56037145228551
Form Id
5072882
Schedule A EIN
21-0715310
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE COMPANY
Ins Carrier EIN
04-1414660
Ins Carrier Naic Code
65099
Ins Contract Num
27786-NP00
Ins Prsn Covered End of year Count
4,333
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$54,023
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
DM
Wlfr Type Bnft Oth Text
AD&D
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$600,253
Wlfr Acquis Cost Amount
$0
Row 8
Ins Carrier Name: JOHN HANCOCK LIFE INSURANCE COMPANY
Filing Id
56037145228551
Form Id
5072883
Schedule A EIN
21-0715310
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
1999-01-01
Schedule A Tax Period
19991231
Ins Carrier Name
JOHN HANCOCK LIFE INSURANCE COMPANY
Ins Carrier EIN
04-1414660
Ins Carrier Naic Code
65099
Ins Contract Num
27786-ABC
Ins Prsn Covered End of year Count
1,753
Ins Policy From Date
1999-01-01
Ins Policy To Date
1999-12-31
Ins Broker Comm Total Amount
$3,987
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
M
Wlfr Type Bnft Oth Text
SURVIVOR INCOME
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$44,299
Wlfr Acquis Cost Amount
$0

Schedule H

Schedule H Financial Statement

Large plan result

Assets, contributions, fees, audit, and compliance fields reported for this large-plan filing.

End-of-year assets$0$0 change

Balance Sheet

Beginning and end of plan year.

Total assets$0$0No change $0
Total liabilities$0$0No change $0
Net assets$0$0No change $0

Contributions

Employer contributions$0
Participant contributions$0
Other contributions$0
Total contributions$0

Income & Investment Result

Total income$0
Interest$0
Dividends$0
Net income$0

Expenses & Fees

Benefits paid$0
Investment management$0
Administrative expenses$0
Total expenses$0

Compliance

Fidelity bondYes
Fidelity bond amount$10,000,000
Participant loans$0
Schedule H source fields
Row 1
Total assets at beginning of year: $0Total assets at end of year: $0Total liabilities at end of year: $0Net income or loss: $0
Filing Id
56037145228551
Schedule H EIN
21-0715310
Schedule H Plan number
501
Schedule H Plan Year Begin Date
1999-01-01
Schedule H Tax Period
19991231
Non Interest Bear Cash Beginning of year Amount
$0
Employer Contribution Beginning of year Amount
$0
Participants Contribution Beginning of year Amount
$0
Other Receivables Beginning of year Amount
$0
Interest Bear Cash Beginning of year Amount
$0
Govt Sec Beginning of year Amount
$0
Corp Debt Preferred Beginning of year Amount
$0
Corp Debt Other Beginning of year Amount
$0
Pref Stock Beginning of year Amount
$0
Common Stock Beginning of year Amount
$0
Joint Venture Beginning of year Amount
$0
Real Estate Beginning of year Amount
$0
Other Loans Beginning of year Amount
$0
Participant loans at beginning of year
$0
Interest Common Tr Beginning of year Amount
$0
Interest Pool Sep Account Beginning of year Amount
$0
Interest Master Tr Beginning of year Amount
$0
Interest 103 12 Investment Beginning of year Amount
$0
Interest in registered investment companies at beginning of year
$0
Ins Co Gen Account Beginning of year Amount
$0
Oth Investment Beginning of year Amount
$0
Employer Sec Beginning of year Amount
$0
Employer Prop Beginning of year Amount
$0
Bldgs Used Beginning of year Amount
$0
Total assets at beginning of year
$0
Bnfts Payable Beginning of year Amount
$0
Oprtng Payable Beginning of year Amount
$0
Acquis Indbt Beginning of year Amount
$0
Other Liability Beginning of year Amount
$0
Total liabilities at beginning of year
$0
Net assets at beginning of year
$0
Non Interest Bear Cash End of year Amount
$0
Employer Contribution End of year Amount
$0
Participants Contribution End of year Amount
$0
Other Receivables End of year Amount
$0
Interest Bear Cash End of year Amount
$0
Govt Sec End of year Amount
$0
Corp Debt Preferred End of year Amount
$0
Corp Debt Other End of year Amount
$0
Pref Stock End of year Amount
$0
Common Stock End of year Amount
$0
Joint Venture End of year Amount
$0
Real Estate End of year Amount
$0
Other Loans End of year Amount
$0
Participant loans at end of year
$0
Interest Common Tr End of year Amount
$0
Interest Pool Sep Account End of year Amount
$0
Interest Master Tr End of year Amount
$0
Interest 103 12 Investment End of year Amount
$0
Interest in registered investment companies at end of year
$0
Ins Co Gen Account End of year Amount
$0
Oth Investment End of year Amount
$0
Employer Sec End of year Amount
$0
Employer Prop End of year Amount
$0
Bldgs Used End of year Amount
$0
Total assets at end of year
$0
Bnfts Payable End of year Amount
$0
Oprtng Payable End of year Amount
$0
Acquis Indbt End of year Amount
$0
Other Liability End of year Amount
$0
Total liabilities at end of year
$0
Net assets at end of year
$0
Employer contributions
$0
Participant contributions
$0
Oth Contribution Rcvd Amount
$0
Non Cash Contribution Bs Amount
$0
Total contributions
$0
Interest Bear Cash Amount
$0
Interest On Govt Sec Amount
$0
Interest On Corp Debt Amount
$0
Interest On Oth Loans Amount
$0
Interest on participant loans
$0
Interest On Oth Investment Amount
$0
Total interest income
$0
Divnd Pref Stock Amount
$0
Divnd Common Stock Amount
$0
Total dividend income
$0
Total Rents Amount
$0
Aggregate Proceeds Amount
$0
Aggregate Costs Amount
$0
Net gain or loss on sale of assets
$0
Unrealized Apprctn Re Amount
$0
Unrealized Apprctn Oth Amount
$0
Net unrealized appreciation or depreciation
$0
Gain Loss Com Trust Amount
$0
Gain Loss Pool Sep Amount
$0
Gain Loss Master Tr Amount
$0
Gain Loss 103 12 Investment Amount
$0
Gain or loss on registered investments
$0
Other Income Amount
$0
Total income
$0
Participant distributions
$0
Ins Carrier Bnfts Amount
$0
Oth Bnft Payment Amount
$0
Total benefit distributions
$0
Total Corrective Distribution Amount
$0
Total Dm Distribution Ptcp Lns A
0
Total Interest Expense Amount
$0
Professional Fees Amount
$0
Contract Admin Fees Amount
$0
Investment management fees
$0
Other Admin Fees Amount
$0
Total administrative expenses
$0
Total expenses
$0
Net income or loss
$0
Total Transfers To Amount
$0
Transfers from other plans
$0
Fail Transmit Contribution Amount
$0
Loans In Default Amount
$0
Leases In Default Amount
$0
Party In Interest Not Reported Amount
$0
Fidelity bond in place
Yes
Fidelity bond amount
$10,000,000
Loss discovered during year
No
Loss Discovered Dur Year Amount
$0
Asset Undeterm Valuation Amount
$0
Non Cash Contribution Amount
$0
Resolution to terminate plan adopted
No
Res Terminate Plan Adpt Amount
$0