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FAMILY RESOURCES, INC. HEALTH PLANS 401k Plan overview

Plan NameFAMILY RESOURCES, INC. HEALTH PLANS
Plan identification number 501

FAMILY RESOURCES, INC. HEALTH PLANS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

FAMILY RESOURCES, INC. has sponsored the creation of one or more 401k plans.

Company Name:FAMILY RESOURCES, INC.
Employer identification number (EIN):420698225
NAIC Classification:624100
NAIC Description: Individual and Family Services

Additional information about FAMILY RESOURCES, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1941-02-28
Company Identification Number: 057378
Legal Registered Office Address: 2800 EASTERN AVE

DAVENPORT
United States of America (USA)
52803

More information about FAMILY RESOURCES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAMILY RESOURCES, INC. HEALTH PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01
5012015-01-01ERIN VAN HOOK
5012014-01-01KRISTEN RYAN
5012013-01-01ED ODERGARD
5012012-01-01JERI L. VANDERVINNE
5012011-01-01JERI L. VANDERVINNE
5012009-01-01JERI VANDERVINNE

Plan Statistics for FAMILY RESOURCES, INC. HEALTH PLANS

401k plan membership statisitcs for FAMILY RESOURCES, INC. HEALTH PLANS

Measure Date Value
2021: FAMILY RESOURCES, INC. HEALTH PLANS 2021 401k membership
Total participants, beginning-of-year2021-10-01121
Total number of active participants reported on line 7a of the Form 55002021-10-01121
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-01121
2015: FAMILY RESOURCES, INC. HEALTH PLANS 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
2014: FAMILY RESOURCES, INC. HEALTH PLANS 2014 401k membership
Total participants, beginning-of-year2014-01-01136
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01131
2013: FAMILY RESOURCES, INC. HEALTH PLANS 2013 401k membership
Total participants, beginning-of-year2013-01-0137
Total number of active participants reported on line 7a of the Form 55002013-01-01136
Total of all active and inactive participants2013-01-01136
2012: FAMILY RESOURCES, INC. HEALTH PLANS 2012 401k membership
Total participants, beginning-of-year2012-01-01340
Total number of active participants reported on line 7a of the Form 55002012-01-0137
Total of all active and inactive participants2012-01-0137
2011: FAMILY RESOURCES, INC. HEALTH PLANS 2011 401k membership
Total participants, beginning-of-year2011-01-01331
Total number of active participants reported on line 7a of the Form 55002011-01-01340
Total of all active and inactive participants2011-01-01340
2009: FAMILY RESOURCES, INC. HEALTH PLANS 2009 401k membership
Total participants, beginning-of-year2009-01-01372
Total number of active participants reported on line 7a of the Form 55002009-01-01376
Number of retired or separated participants receiving benefits2009-01-012
Total of all active and inactive participants2009-01-01378

Form 5500 Responses for FAMILY RESOURCES, INC. HEALTH PLANS

2021: FAMILY RESOURCES, INC. HEALTH PLANS 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01First time form 5500 has been submittedYes
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – InsuranceYes
2015: FAMILY RESOURCES, INC. HEALTH PLANS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: FAMILY RESOURCES, INC. HEALTH PLANS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: FAMILY RESOURCES, INC. HEALTH PLANS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: FAMILY RESOURCES, INC. HEALTH PLANS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: FAMILY RESOURCES, INC. HEALTH PLANS 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: FAMILY RESOURCES, INC. HEALTH PLANS 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010267299
Policy instance 2
Insurance contract or identification number000010267299
Number of Individuals Covered121
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,590
Total amount of fees paid to insurance companyUSD $0
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
Other welfare benefits providedAD&D
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 $15,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,590
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010267300
Policy instance 1
Insurance contract or identification number000010267300
Number of Individuals Covered121
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,339
Total amount of fees paid to insurance companyUSD $0
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 BenefitYes
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 $13,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,339
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GPV
Policy instance 2
Insurance contract or identification number0GPV
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,866
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GQD
Policy instance 3
Insurance contract or identification number0GQD
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMS
Policy instance 4
Insurance contract or identification number0YMS
Number of Individuals Covered52
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $93,519
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMT
Policy instance 5
Insurance contract or identification number0YMT
Number of Individuals Covered20
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMU
Policy instance 6
Insurance contract or identification number0YMU
Number of Individuals Covered42
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMV
Policy instance 7
Insurance contract or identification number0YMV
Number of Individuals Covered3
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMX
Policy instance 8
Insurance contract or identification number0YMX
Number of Individuals Covered8
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract numberOYMW
Policy instance 9
Insurance contract or identification numberOYMW
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0BZD
Policy instance 1
Insurance contract or identification number0BZD
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $328,126
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GQD
Policy instance 3
Insurance contract or identification number0GQD
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0BZD
Policy instance 1
Insurance contract or identification number0BZD
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $343,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GPV
Policy instance 2
Insurance contract or identification number0GPV
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,725
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMX
Policy instance 8
Insurance contract or identification number0YMX
Number of Individuals Covered6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,824
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMV
Policy instance 7
Insurance contract or identification number0YMV
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMU
Policy instance 6
Insurance contract or identification number0YMU
Number of Individuals Covered27
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMT
Policy instance 5
Insurance contract or identification number0YMT
Number of Individuals Covered13
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMS
Policy instance 4
Insurance contract or identification number0YMS
Number of Individuals Covered69
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $103,495
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GPV
Policy instance 2
Insurance contract or identification number0GPV
Number of Individuals Covered5
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GQD
Policy instance 3
Insurance contract or identification number0GQD
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,958
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMS
Policy instance 4
Insurance contract or identification number0YMS
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $137,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMT
Policy instance 5
Insurance contract or identification number0YMT
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,056
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMV
Policy instance 7
Insurance contract or identification number0YMV
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,896
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMX
Policy instance 9
Insurance contract or identification number0YMX
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0BZD
Policy instance 1
Insurance contract or identification number0BZD
Number of Individuals Covered8
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $733,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMU
Policy instance 6
Insurance contract or identification number0YMU
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,748
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0YMW
Policy instance 8
Insurance contract or identification number0YMW
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0BZE
Policy instance 2
Insurance contract or identification number0BZE
Number of Individuals Covered106
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,239
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,808
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GQD
Policy instance 4
Insurance contract or identification number0GQD
Number of Individuals Covered50
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $850
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0BZD
Policy instance 1
Insurance contract or identification number0BZD
Number of Individuals Covered150
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,989
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,205,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GPV
Policy instance 3
Insurance contract or identification number0GPV
Number of Individuals Covered34
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $935
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract numberOBZE
Policy instance 1
Insurance contract or identification numberOBZE
Number of Individuals Covered135
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,202
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,413
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,202
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GPV
Policy instance 3
Insurance contract or identification number0GPV
Number of Individuals Covered27
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,678
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,678
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract numberOBZD
Policy instance 2
Insurance contract or identification numberOBZD
Number of Individuals Covered113
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,721
Total amount of fees paid to insurance companyUSD $7,467
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,169,543
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,721
Insurance broker organization code?3
Amount paid for insurance broker fees7467
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker nameADVANTAGE ADMINISTRATORS
UNITED HEALTHCARE SERVICES COMPANY (National Association of Insurance Commissioners NAIC id number: 70254 )
Policy contract number0GQD
Policy instance 4
Insurance contract or identification number0GQD
Number of Individuals Covered56
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,963
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,963
Insurance broker organization code?3
Insurance broker nameHOLMES MURPHY & ASSOCIATES

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