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GROUP LIFE INSURANCE PROGRAM 401k Plan overview

Plan NameGROUP LIFE INSURANCE PROGRAM
Plan identification number 502

GROUP LIFE INSURANCE PROGRAM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

BLUE CROSS BLUE SHIELD OF NORTH DAKOTA has sponsored the creation of one or more 401k plans.

Company Name:BLUE CROSS BLUE SHIELD OF NORTH DAKOTA
Employer identification number (EIN):450173185
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP LIFE INSURANCE PROGRAM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-01-01
5022021-01-01CYNTHIA THORMODSON2022-10-11
5022019-01-01DAVE BREUER2020-07-22
5022018-01-01
5022017-01-01
5022016-01-01
5022015-01-01
5022014-01-01
5022013-01-01
5022012-01-01DAVE BREUER
5022011-01-01DAVE BREUER
5022010-01-01DAVE BREUER
5022009-01-01JACQUELINE BEADLE
5022009-01-01KRISTEN KUTZER

Plan Statistics for GROUP LIFE INSURANCE PROGRAM

401k plan membership statisitcs for GROUP LIFE INSURANCE PROGRAM

Measure Date Value
2022: GROUP LIFE INSURANCE PROGRAM 2022 401k membership
Total participants, beginning-of-year2022-01-012,608
Total number of active participants reported on line 7a of the Form 55002022-01-01806
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01806
2021: GROUP LIFE INSURANCE PROGRAM 2021 401k membership
Total participants, beginning-of-year2021-01-012,489
Total number of active participants reported on line 7a of the Form 55002021-01-012,608
Total of all active and inactive participants2021-01-012,608
Total participants2021-01-012,608
2019: GROUP LIFE INSURANCE PROGRAM 2019 401k membership
Total participants, beginning-of-year2019-01-012,518
Total number of active participants reported on line 7a of the Form 55002019-01-012,572
Total of all active and inactive participants2019-01-012,572
Total participants2019-01-012,572
2018: GROUP LIFE INSURANCE PROGRAM 2018 401k membership
Total participants, beginning-of-year2018-01-012,455
Total number of active participants reported on line 7a of the Form 55002018-01-012,518
Total of all active and inactive participants2018-01-012,518
Total participants2018-01-012,518
2017: GROUP LIFE INSURANCE PROGRAM 2017 401k membership
Total participants, beginning-of-year2017-01-012,587
Total number of active participants reported on line 7a of the Form 55002017-01-012,455
Total of all active and inactive participants2017-01-012,455
Total participants2017-01-012,455
2016: GROUP LIFE INSURANCE PROGRAM 2016 401k membership
Total participants, beginning-of-year2016-01-012,651
Total number of active participants reported on line 7a of the Form 55002016-01-012,587
Total of all active and inactive participants2016-01-012,587
Total participants2016-01-012,587
2015: GROUP LIFE INSURANCE PROGRAM 2015 401k membership
Total participants, beginning-of-year2015-01-012,721
Total number of active participants reported on line 7a of the Form 55002015-01-012,651
Total of all active and inactive participants2015-01-012,651
Total participants2015-01-012,651
2014: GROUP LIFE INSURANCE PROGRAM 2014 401k membership
Total participants, beginning-of-year2014-01-012,672
Total of all active and inactive participants2014-01-010
Total participants2014-01-010
2013: GROUP LIFE INSURANCE PROGRAM 2013 401k membership
Total participants, beginning-of-year2013-01-011,864
Total of all active and inactive participants2013-01-010
Total participants2013-01-010
2012: GROUP LIFE INSURANCE PROGRAM 2012 401k membership
Total participants, beginning-of-year2012-01-011,634
Total number of active participants reported on line 7a of the Form 55002012-01-011,864
Total of all active and inactive participants2012-01-011,864
Total participants2012-01-011,864
2011: GROUP LIFE INSURANCE PROGRAM 2011 401k membership
Total participants, beginning-of-year2011-01-011,518
Total number of active participants reported on line 7a of the Form 55002011-01-011,634
Total of all active and inactive participants2011-01-011,634
Total participants2011-01-011,634
2010: GROUP LIFE INSURANCE PROGRAM 2010 401k membership
Total participants, beginning-of-year2010-01-012,182
Total number of active participants reported on line 7a of the Form 55002010-01-011,518
Total of all active and inactive participants2010-01-011,518
Total participants2010-01-011,518
2009: GROUP LIFE INSURANCE PROGRAM 2009 401k membership
Total participants, beginning-of-year2009-01-01181
Total number of active participants reported on line 7a of the Form 55002009-01-01166
Total of all active and inactive participants2009-01-01166
Total participants2009-01-01166
Number of retired or separated participants receiving benefits2009-01-01310

Form 5500 Responses for GROUP LIFE INSURANCE PROGRAM

2022: GROUP LIFE INSURANCE PROGRAM 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: GROUP LIFE INSURANCE PROGRAM 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2019: GROUP LIFE INSURANCE PROGRAM 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: GROUP LIFE INSURANCE PROGRAM 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: GROUP LIFE INSURANCE PROGRAM 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: GROUP LIFE INSURANCE PROGRAM 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: GROUP LIFE INSURANCE PROGRAM 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: GROUP LIFE INSURANCE PROGRAM 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: GROUP LIFE INSURANCE PROGRAM 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: GROUP LIFE INSURANCE PROGRAM 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: GROUP LIFE INSURANCE PROGRAM 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: GROUP LIFE INSURANCE PROGRAM 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: GROUP LIFE INSURANCE PROGRAM 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098192
Policy instance 2
Insurance contract or identification number098192
Number of Individuals Covered1076
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $97,027
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $557,279
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees97027
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098199
Policy instance 1
Insurance contract or identification number098199
Number of Individuals Covered5087
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $192,214
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $1,304,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees192214
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number000000098192
Policy instance 3
Insurance contract or identification number000000098192
Number of Individuals Covered984
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $102,138
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $537,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees102138
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
STARMOUNT LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68985 )
Policy contract number632748
Policy instance 2
Insurance contract or identification number632748
Number of Individuals Covered285
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $42,941
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $357,839
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees42941
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number000000098199
Policy instance 1
Insurance contract or identification number000000098199
Number of Individuals Covered4821
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $192,588
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,319,518
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees192588
Additional information about fees paid to insurance brokerADDITIONAL COMPENSATION
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098192
Policy instance 1
Insurance contract or identification number098192
Number of Individuals Covered949
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $84,799
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $432,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees84799
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0008824287
Policy instance 2
Insurance contract or identification number0008824287
Number of Individuals Covered584
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19,449
Total amount of fees paid to insurance companyUSD $605
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $172,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,323
Amount paid for insurance broker fees605
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098199
Policy instance 3
Insurance contract or identification number098199
Number of Individuals Covered4872
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $197,863
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,248,646
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees197863
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0287474
Policy instance 4
Insurance contract or identification numberR0287474
Number of Individuals Covered926
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $54,563
Total amount of fees paid to insurance companyUSD $1,922
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $332,354
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,119
Amount paid for insurance broker fees1922
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098199
Policy instance 2
Insurance contract or identification number098199
Number of Individuals Covered2360
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $169,852
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $820,511
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees169852
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098192
Policy instance 1
Insurance contract or identification number098192
Number of Individuals Covered2248
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $81,189
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $662,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees81189
Additional information about fees paid to insurance brokerOTHER ADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098199
Policy instance 2
Insurance contract or identification number098199
Number of Individuals Covered1641
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of fees paid to insurance companyUSD $180,821
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,239,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees180821
Additional information about fees paid to insurance brokerOTHER ADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameNORIDIAN INSURANCE SERVICES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098192
Policy instance 1
Insurance contract or identification number098192
Number of Individuals Covered256
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of fees paid to insurance companyUSD $59,131
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $311,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees59131
Additional information about fees paid to insurance brokerOTHER ADDITIONAL COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameNORIDIAN INSURANCE SERVICES, INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098199
Policy instance 2
Insurance contract or identification number098199
Number of Individuals Covered3097
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $169,615
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $903,608
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $169,615
Insurance broker organization code?3
Insurance broker nameNORIDIAN INSURANCE SERVICES, INC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098192
Policy instance 1
Insurance contract or identification number098192
Number of Individuals Covered504
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $56,897
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $278,695
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,897
Insurance broker organization code?3
Insurance broker nameNORIDIAN INSURANCE SERVICES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098199
Policy instance 2
Insurance contract or identification number098199
Number of Individuals Covered3310
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $136,373
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $779,767
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $136,373
Insurance broker organization code?3
Insurance broker nameNORIDIAN INSURANCE SERVICES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098192
Policy instance 1
Insurance contract or identification number098192
Number of Individuals Covered494
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $48,880
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $278,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,880
Insurance broker organization code?3
Insurance broker nameNORIDIAN INSURANCE SERVICES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098192
Policy instance 1
Insurance contract or identification number098192
Number of Individuals Covered491
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $47,451
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $233,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,451
Insurance broker organization code?3
Insurance broker nameNORIDIAN INSURANCE SERVICES, INC.
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098199
Policy instance 2
Insurance contract or identification number098199
Number of Individuals Covered2672
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $107,231
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $528,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $107,231
Insurance broker organization code?3
Insurance broker nameNORIDIAN INSURANCE SERVICES, INC
LINCOLN MUTUAL LIFE & CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65641 )
Policy contract number8184200
Policy instance 2
Insurance contract or identification number8184200
Number of Individuals Covered1757
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $591,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098199
Policy instance 3
Insurance contract or identification number098199
Number of Individuals Covered2097
Insurance policy start date2012-06-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $60,283
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $296,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,283
Insurance broker nameNORIDIAN INSURANCE SERVICES
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number098192
Policy instance 1
Insurance contract or identification number098192
Number of Individuals Covered711
Insurance policy start date2012-06-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $20,960
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $108,391
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,960
Insurance broker nameNORIDIAN INSURANCE SERVICES, INC
LINCOLN MUTUAL LIFE & CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65641 )
Policy contract number2214700
Policy instance 1
Insurance contract or identification number2214700
Number of Individuals Covered1517
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $26,545
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $227,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN MUTUAL LIFE & CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65641 )
Policy contract number8184200
Policy instance 2
Insurance contract or identification number8184200
Number of Individuals Covered761
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $318,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LINCOLN MUTUAL LIFE & CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65641 )
Policy contract number2214700
Policy instance 1
Insurance contract or identification number2214700
Number of Individuals Covered735
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $23,988
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $229,853
LINCOLN MUTUAL LIFE & CASUALTY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65641 )
Policy contract number8184200
Policy instance 2
Insurance contract or identification number8184200
Number of Individuals Covered1518
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Welfare Benefit Premiums Paid to CarrierUSD $554,518

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