Fidelity bond in place
Not reported
Filing
Walsh University Welfare and Fringe Benefit Plan
Walsh University Inc. • EIN 34-0868798 • Plan year 2001
Filing Insights
Participants
Down186 → 178
-8 • -4.30%
Assets
No comparison- → -
No earlier value available.
Investment Management Fee
-
Admin expenses - • Total expenses -
Filing Details
ContextNo event flags were generated for this filing.
Status Flags
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
Not reported
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
Not reported
Counterparties
Company Timeline
This filing is highlighted inside the broader sponsor history.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 265 | $0 | $0 | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 265 | - | - | - |
| 2023 | 2 | 303 | $56,730,693 | $1,963,720 | $6,481iApproximate average salary by contribution assumption: employee only about $162,023 at 4% or $108,015 at 6%; with 50% employer match about $108,015 at 4% or $72,010 at 6%; with 100% employer match about $81,012 at 4% or $54,008 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 303 | $56,730,693 | $1,963,720 | $6,481iApproximate average salary by contribution assumption: employee only about $162,023 at 4% or $108,015 at 6%; with 50% employer match about $108,015 at 4% or $72,010 at 6%; with 100% employer match about $81,012 at 4% or $54,008 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 267 | - | - | - |
| 2022 | 2 | 434 | $51,967,172 | $1,948,872 | $4,490iApproximate average salary by contribution assumption: employee only about $112,262 at 4% or $74,841 at 6%; with 50% employer match about $74,841 at 4% or $49,894 at 6%; with 100% employer match about $56,131 at 4% or $37,421 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 434 | $51,967,172 | $1,948,872 | $4,490iApproximate average salary by contribution assumption: employee only about $112,262 at 4% or $74,841 at 6%; with 50% employer match about $74,841 at 4% or $49,894 at 6%; with 100% employer match about $56,131 at 4% or $37,421 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 272 | - | - | - |
| 2021 | 2 | 441 | $48,725,636 | $1,952,501 | $4,427iApproximate average salary by contribution assumption: employee only about $110,686 at 4% or $73,791 at 6%; with 50% employer match about $73,791 at 4% or $49,194 at 6%; with 100% employer match about $55,343 at 4% or $36,895 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 441 | $48,725,636 | $1,952,501 | $4,427iApproximate average salary by contribution assumption: employee only about $110,686 at 4% or $73,791 at 6%; with 50% employer match about $73,791 at 4% or $49,194 at 6%; with 100% employer match about $55,343 at 4% or $36,895 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 281 | - | - | - |
| 2020 | 2 | 442 | $55,853,991 | $2,190,270 | $4,955iApproximate average salary by contribution assumption: employee only about $123,884 at 4% or $82,589 at 6%; with 50% employer match about $82,589 at 4% or $55,060 at 6%; with 100% employer match about $61,942 at 4% or $41,295 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 442 | $55,853,991 | $2,190,270 | $4,955iApproximate average salary by contribution assumption: employee only about $123,884 at 4% or $82,589 at 6%; with 50% employer match about $82,589 at 4% or $55,060 at 6%; with 100% employer match about $61,942 at 4% or $41,295 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 307 | - | - | - |
| 2019 | 2 | 449 | $48,168,072 | $2,521,968 | $5,617iApproximate average salary by contribution assumption: employee only about $140,421 at 4% or $93,614 at 6%; with 50% employer match about $93,614 at 4% or $62,410 at 6%; with 100% employer match about $70,211 at 4% or $46,807 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 449 | $48,168,072 | $2,521,968 | $5,617iApproximate average salary by contribution assumption: employee only about $140,421 at 4% or $93,614 at 6%; with 50% employer match about $93,614 at 4% or $62,410 at 6%; with 100% employer match about $70,211 at 4% or $46,807 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 347 | - | - | - |
| 2018 | 2 | 415 | $46,416,539 | $2,428,404 | $5,852iApproximate average salary by contribution assumption: employee only about $146,289 at 4% or $97,526 at 6%; with 50% employer match about $97,526 at 4% or $65,018 at 6%; with 100% employer match about $73,145 at 4% or $48,763 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 415 | $46,416,539 | $2,428,404 | $5,852iApproximate average salary by contribution assumption: employee only about $146,289 at 4% or $97,526 at 6%; with 50% employer match about $97,526 at 4% or $65,018 at 6%; with 100% employer match about $73,145 at 4% or $48,763 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 356 | - | - | - |
| 2017 | 2 | 404 | $45,311,616 | $2,682,701 | $6,640iApproximate average salary by contribution assumption: employee only about $166,009 at 4% or $110,672 at 6%; with 50% employer match about $110,672 at 4% or $73,782 at 6%; with 100% employer match about $83,004 at 4% or $55,336 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 404 | $45,311,616 | $2,682,701 | $6,640iApproximate average salary by contribution assumption: employee only about $166,009 at 4% or $110,672 at 6%; with 50% employer match about $110,672 at 4% or $73,782 at 6%; with 100% employer match about $83,004 at 4% or $55,336 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 362 | - | - | - |
| 2016 | 2 | 417 | $42,946,133 | $2,618,264 | $6,279iApproximate average salary by contribution assumption: employee only about $156,970 at 4% or $104,647 at 6%; with 50% employer match about $104,647 at 4% or $69,765 at 6%; with 100% employer match about $78,485 at 4% or $52,323 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 417 | $42,946,133 | $2,618,264 | $6,279iApproximate average salary by contribution assumption: employee only about $156,970 at 4% or $104,647 at 6%; with 50% employer match about $104,647 at 4% or $69,765 at 6%; with 100% employer match about $78,485 at 4% or $52,323 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 367 | - | - | - |
| 2015 | 2 | 414 | $39,832,266 | $2,412,109 | $5,826iApproximate average salary by contribution assumption: employee only about $145,659 at 4% or $97,106 at 6%; with 50% employer match about $97,106 at 4% or $64,737 at 6%; with 100% employer match about $72,829 at 4% or $48,553 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 414 | $39,832,266 | $2,412,109 | $5,826iApproximate average salary by contribution assumption: employee only about $145,659 at 4% or $97,106 at 6%; with 50% employer match about $97,106 at 4% or $64,737 at 6%; with 100% employer match about $72,829 at 4% or $48,553 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 361 | - | - | - |
| 2014 | 2 | 405 | $38,028,517 | $2,553,043 | $6,304iApproximate average salary by contribution assumption: employee only about $157,595 at 4% or $105,063 at 6%; with 50% employer match about $105,063 at 4% or $70,042 at 6%; with 100% employer match about $78,798 at 4% or $52,532 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 405 | $38,028,517 | $2,553,043 | $6,304iApproximate average salary by contribution assumption: employee only about $157,595 at 4% or $105,063 at 6%; with 50% employer match about $105,063 at 4% or $70,042 at 6%; with 100% employer match about $78,798 at 4% or $52,532 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 353 | - | - | - |
| 2013 | 2 | 372 | $35,260,692 | $1,906,099 | $5,124iApproximate average salary by contribution assumption: employee only about $128,098 at 4% or $85,399 at 6%; with 50% employer match about $85,399 at 4% or $56,932 at 6%; with 100% employer match about $64,049 at 4% or $42,699 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 372 | $35,260,692 | $1,906,099 | $5,124iApproximate average salary by contribution assumption: employee only about $128,098 at 4% or $85,399 at 6%; with 50% employer match about $85,399 at 4% or $56,932 at 6%; with 100% employer match about $64,049 at 4% or $42,699 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 361 | - | - | - |
| 2012 | 2 | 400 | $31,423,999 | $1,826,889 | $4,567iApproximate average salary by contribution assumption: employee only about $114,181 at 4% or $76,120 at 6%; with 50% employer match about $76,120 at 4% or $50,747 at 6%; with 100% employer match about $57,090 at 4% or $38,060 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 400 | $31,423,999 | $1,826,889 | $4,567iApproximate average salary by contribution assumption: employee only about $114,181 at 4% or $76,120 at 6%; with 50% employer match about $76,120 at 4% or $50,747 at 6%; with 100% employer match about $57,090 at 4% or $38,060 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 351 | - | - | - |
| 2011 | 2 | 388 | $28,695,179 | $1,715,229 | $4,421iApproximate average salary by contribution assumption: employee only about $110,517 at 4% or $73,678 at 6%; with 50% employer match about $73,678 at 4% or $49,119 at 6%; with 100% employer match about $55,259 at 4% or $36,839 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 388 | $28,695,179 | $1,715,229 | $4,421iApproximate average salary by contribution assumption: employee only about $110,517 at 4% or $73,678 at 6%; with 50% employer match about $73,678 at 4% or $49,119 at 6%; with 100% employer match about $55,259 at 4% or $36,839 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 325 | - | - | - |
| 2010 | 3 | 375 | $27,144,318 | $1,458,155 | $3,888iApproximate average salary by contribution assumption: employee only about $97,210 at 4% or $64,807 at 6%; with 50% employer match about $64,807 at 4% or $43,205 at 6%; with 100% employer match about $48,605 at 4% or $32,403 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 375 | $27,144,318 | $1,319,760 | $3,519iApproximate average salary by contribution assumption: employee only about $87,984 at 4% or $58,656 at 6%; with 50% employer match about $58,656 at 4% or $39,104 at 6%; with 100% employer match about $43,992 at 4% or $29,328 at 6%. |
| WALSH UNIVERSITY TIAA-CREF TDA PLAN | - | 0 | - | $138,395 | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 297 | - | - | - |
| 2009 | 3 | 367 | $23,706,016 | $1,365,586 | $3,721iApproximate average salary by contribution assumption: employee only about $93,024 at 4% or $62,016 at 6%; with 50% employer match about $62,016 at 4% or $41,344 at 6%; with 100% employer match about $46,512 at 4% or $31,008 at 6%. |
| Walsh University Tiaa-Cref Retirement Plan | - | 367 | $19,971,183 | $1,179,716 | $3,214iApproximate average salary by contribution assumption: employee only about $80,362 at 4% or $53,575 at 6%; with 50% employer match about $53,575 at 4% or $35,717 at 6%; with 100% employer match about $40,181 at 4% or $26,787 at 6%. |
| WALSH UNIVERSITY TIAA-CREF TDA PLAN | - | 104 | $3,734,833 | $185,870 | $1,787iApproximate average salary by contribution assumption: employee only about $44,680 at 4% or $29,787 at 6%; with 50% employer match about $29,787 at 4% or $19,858 at 6%; with 100% employer match about $22,340 at 4% or $14,893 at 6%. |
| Walsh University Welfare and Fringe Benefit Plan | - | 287 | - | - | - |
| 2008 | 2 | 282 | $0 | $0 | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 282 | - | - | - |
| Walsh University Tiaa-Cref Retirement Plan | - | 0 | - | - | - |
| 2007 | 2 | 257 | $0 | $0 | - |
| Walsh University Tiaa-Cref Retirement Plan | - | 0 | - | - | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 257 | - | - | - |
| 2006 | 2 | 238 | $0 | $0 | - |
| Walsh University Tiaa-Cref Retirement Plan | - | 0 | - | - | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 238 | - | - | - |
| 2005 | 2 | 226 | $0 | $0 | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 226 | - | - | - |
| Walsh University Tiaa-Cref Retirement Plan | - | 0 | - | - | - |
| 2004 | 2 | 213 | $0 | $0 | - |
| Walsh University Tiaa-Cref Retirement Plan | - | 0 | - | - | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 213 | - | - | - |
| 2003 | 2 | 201 | $0 | $0 | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 201 | - | - | - |
| Walsh University Tiaa-Cref Retirement Plan | - | 0 | - | - | - |
| 2002 | 2 | 194 | $0 | $0 | - |
| Walsh University Tiaa-Cref Retirement Plan | - | 0 | - | - | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 194 | - | - | - |
| 2001 | 2 | 178 | $0 | $0 | - |
| Walsh University Tiaa-Cref Retirement Plan | - | 0 | - | - | - |
| Walsh University Welfare and Fringe Benefit Plan | Current | 178 | - | - | - |
| 2000 | 2 | 178 | $0 | $0 | - |
| Walsh University Tiaa-Cref Retirement Plan | - | 0 | - | - | - |
| Walsh University Welfare and Fringe Benefit Plan | - | 178 | - | - | - |
Schedule Details
Schedule A
- Row 1
- Filing Id
- 84037157347313
- Form Id
- 33283736
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373157347060007
- Ins Broker 01 Name
- BRS GROUP LTD
- Ins Broker 01 Street Addr
- 4150 BELDEN VILLAGE ST NW SUIT
- Ins Broker 01 City
- CANTON
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 2
- Filing Id
- 84037157347313
- Form Id
- 33283731
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373157347060002
- Ins Broker 01 Name
- MICHAEL K. OBRIEN
- Ins Broker 01 Street Addr
- 3249 WALES AVE NW
- Ins Broker 01 City
- MASSILLON
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 44646
- Ins Broker Comm Pd 01 Amount
- $8,267
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 3
- Filing Id
- 84037157347313
- Form Id
- 33283732
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373157347060003
- Ins Broker 01 Name
- BRS GROUP LTD
- Ins Broker 01 Street Addr
- 3988 MILES AVENUE NW
- Ins Broker 01 City
- CANTON
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 44718
- Ins Broker Comm Pd 01 Amount
- $806
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 4
- Filing Id
- 84037157347313
- Form Id
- 33283733
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373157347060004
- Ins Broker 01 Name
- BRS GROUP LTD
- Ins Broker 01 Street Addr
- 3988 MILES AVENUE NW
- Ins Broker 01 City
- CANTON
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 44718
- Ins Broker Comm Pd 01 Amount
- $716
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 5
- Filing Id
- 84037157347313
- Form Id
- 33283734
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373157347060005
- Ins Broker 01 Name
- BRS GROUP LTD
- Ins Broker 01 Street Addr
- 4150 BELDEN VILLAGE ST NW SUITE 100
- Ins Broker 01 City
- CANTON
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 44718
- Ins Broker Comm Pd 01 Amount
- $1,149
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 6
- Filing Id
- 84037157347313
- Form Id
- 33283735
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 1
- Row Num
- 0
- Image Form Id
- 1020373157347060006
- Ins Broker 01 Name
- GROUP BENEFITS AGENCY INC
- Ins Broker 01 Street Addr
- 1105 SCHROCK ROAD SUITE 236
- Ins Broker 01 City
- COLUMBUS
- Ins Broker 01 State
- OH
- Ins Broker 01 ZIP Code
- 43229
- Ins Broker Comm Pd 01 Amount
- $3,161
- Ins Broker Fees Pd 01 Amount
- $0
- Ins Broker 01 Code
- 3
- Row 7
- Filing Id
- 84037157347313
- Form Id
- 33283736
- Page Id
- 2
- Page Seq
- 0
- Page Row Num
- 2
- Row Num
- 1
- Image Form Id
- 1020373157347060007
- Ins Broker Comm Pd 01 Amount
- $0
- Ins Broker Fees Pd 01 Amount
- $0
- Row 8
- Ins Carrier Name: UNUM LIFE INSURANCE COMPANY OF AMERICA
- Filing Id
- 84037157347313
- Form Id
- 33283732
- Schedule A EIN
- 34-0868798
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2001-07-01
- Schedule A Tax Period
- 20020630
- Ins Carrier Name
- UNUM LIFE INSURANCE COMPANY OF AMERICA
- Ins Carrier EIN
- 01-0278678
- Ins Carrier Naic Code
- 62235
- Ins Contract Num
- 201109
- Ins Prsn Covered End of year Count
- 16
- Ins Policy From Date
- 2001-01-01
- Ins Policy To Date
- 2002-06-30
- Ins Broker Comm Total Amount
- $806
- 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
- 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
- $5,373
- Wlfr Acquis Cost Amount
- $0
- Row 9
- Ins Carrier Name: MCKINLEY LIFE INSURANCE COMPANY-PPO
- Filing Id
- 84037157347313
- Form Id
- 33283731
- Schedule A EIN
- 34-0868798
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2001-07-01
- Schedule A Tax Period
- 20020630
- Ins Carrier Name
- MCKINLEY LIFE INSURANCE COMPANY-PPO
- Ins Carrier EIN
- 34-1624818
- Ins Carrier Naic Code
- 77216
- Ins Contract Num
- 950020
- Ins Prsn Covered End of year Count
- 364
- Ins Policy From Date
- 2001-07-01
- Ins Policy To Date
- 2002-06-30
- Ins Broker Comm Total Amount
- $8,267
- 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
- $312,383
- Wlfr Unpaid Due Amount
- $0
- Wlfr Reserve Amount
- $0
- Wlfr Total Earned Prem Amount
- $312,383
- 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
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 10
- Ins Carrier Name: UNUM LIFE INSURANCE COMPANY OF AMERICA
- Filing Id
- 84037157347313
- Form Id
- 33283734
- Schedule A EIN
- 34-0868798
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2001-07-01
- Schedule A Tax Period
- 20020630
- Ins Carrier Name
- UNUM LIFE INSURANCE COMPANY OF AMERICA
- Ins Carrier EIN
- 01-0278678
- Ins Carrier Naic Code
- 62235
- Ins Contract Num
- 344741
- Ins Prsn Covered End of year Count
- 111
- Ins Policy From Date
- 2000-09-21
- Ins Policy To Date
- 2002-06-30
- Ins Broker Comm Total Amount
- $1,149
- 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
- EM
- Wlfr Type Bnft Oth Text
- ACCIDENTAL DEATH AND DISABILITY
- 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
- $14,043
- Wlfr Acquis Cost Amount
- $0
- Row 11
- Ins Carrier Name: UNUM LIFE INSURANCE COMPANY OF AMERICA
- Filing Id
- 84037157347313
- Form Id
- 33283735
- Schedule A EIN
- 34-0868798
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2001-07-01
- Schedule A Tax Period
- 20020630
- Ins Carrier Name
- UNUM LIFE INSURANCE COMPANY OF AMERICA
- Ins Carrier EIN
- 01-0278678
- Ins Carrier Naic Code
- 62235
- Ins Contract Num
- 517800
- Ins Prsn Covered End of year Count
- 172
- Ins Policy From Date
- 2000-09-21
- Ins Policy To Date
- 2002-06-30
- Ins Broker Comm Total Amount
- $3,161
- 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
- CJKM
- 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 Indicator
- No
- 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
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 12
- Ins Carrier Name: COMMUNITY INSURANCE COMPANY DBA ANTHEM BLUE CROSS AND BLUE SHIELD
- Filing Id
- 84037157347313
- Form Id
- 33283736
- Schedule A EIN
- 34-0868798
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2001-07-01
- Schedule A Tax Period
- 20020630
- Ins Carrier Name
- COMMUNITY INSURANCE COMPANY DBA ANTHEM BLUE CROSS AND BLUE SHIELD
- Ins Carrier EIN
- 31-1440175
- Ins Carrier Naic Code
- 10345
- Ins Contract Num
- S55527
- Ins Prsn Covered End of year Count
- 83
- Ins Policy From Date
- 2001-01-01
- Ins Policy To Date
- 2002-06-30
- Ins Broker Comm Total Amount
- $6,016
- 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
- Pnsn Distribution Bnft Terminate Pln I
- 1
- Pnsn Type Unalloc Cntrct I
- 4
- Pension Oth Unalloc Type Text
- I
- 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
- ABCDGK
- 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 Indicator
- No
- 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
- $0
- Wlfr Acquis Cost Amount
- $0
- Row 13
- Ins Carrier Name: ANTHEM LIFE INSURANCE COMPANY
- Filing Id
- 84037157347313
- Form Id
- 33283733
- Schedule A EIN
- 34-0868798
- Schedule A Plan Num
- 501
- Schedule A Plan Year Begin Date
- 2001-07-01
- Schedule A Tax Period
- 20020630
- Ins Carrier Name
- ANTHEM LIFE INSURANCE COMPANY
- Ins Carrier EIN
- 35-0980405
- Ins Carrier Naic Code
- 61069
- Ins Contract Num
- 31-55527
- Ins Prsn Covered End of year Count
- 179
- Ins Policy From Date
- 2001-01-01
- Ins Policy To Date
- 2002-06-30
- Ins Broker Comm Total Amount
- $716
- 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
- ACCIDENTAL DEATH AND DISABILITY
- 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
- $7,164
- Wlfr Acquis Cost Amount
- $0