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J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 401k Plan overview

Plan NameJ & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN
Plan identification number 503

J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 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
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

J&J INDUSTRIES, INC. J&J FLOORING GROUP has sponsored the creation of one or more 401k plans.

Company Name:J&J INDUSTRIES, INC. J&J FLOORING GROUP
Employer identification number (EIN):580677191
NAIC Classification:314000
NAIC Description: Textile Product Mills

Form 5500 Filing Information

Submission information for form 5500 for 401k plan J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032016-01-01RICHARD A. STINSON RICHARD A. STINSON2017-02-22
5032015-01-01RICHARD A. STINSON RICHARD A. STINSON2016-07-21
5032014-07-01RICHARD A. STINSON RICHARD A. STINSON2015-07-21
5032013-07-01RICHARD A. STINSON
5032012-07-01RICHARD A. STINSON
5032011-07-01RICHARD A. STINSON
5032010-07-01RICHARD A. STINSON
5032009-07-01RICHARD A. STINSON
5032009-07-01 RICHARD A. STINSON2011-01-24
5032008-07-01 RICHARD A. STINSON2011-01-24
5032007-07-01 RICHARD A. STINSON2011-01-24
5032006-07-01 RICHARD A. STINSON2011-01-24
5032005-07-01 RICHARD A. STINSON2011-01-24
5032004-07-01 RICHARD A. STINSON2011-01-24
5032003-07-01 RICHARD A. STINSON2011-01-24
5032002-07-01 RICHARD A. STINSON2011-01-24
5032002-01-01 RICHARD A. STINSON2011-01-24

Plan Statistics for J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN

401k plan membership statisitcs for J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN

Measure Date Value
2016: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01699
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
2015: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01736
Total number of active participants reported on line 7a of the Form 55002015-01-01687
Number of retired or separated participants receiving benefits2015-01-0112
Total of all active and inactive participants2015-01-01699
2014: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01759
Total number of active participants reported on line 7a of the Form 55002014-07-01725
Number of retired or separated participants receiving benefits2014-07-0111
Total of all active and inactive participants2014-07-01736
2013: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01727
Total number of active participants reported on line 7a of the Form 55002013-07-01759
Total of all active and inactive participants2013-07-01759
2012: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01757
Total number of active participants reported on line 7a of the Form 55002012-07-01724
Number of retired or separated participants receiving benefits2012-07-013
Total of all active and inactive participants2012-07-01727
Total participants2012-07-01727
2011: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01661
Total number of active participants reported on line 7a of the Form 55002011-07-01750
Number of retired or separated participants receiving benefits2011-07-017
Total of all active and inactive participants2011-07-01757
Total participants2011-07-01757
2010: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01652
Total number of active participants reported on line 7a of the Form 55002010-07-01649
Number of retired or separated participants receiving benefits2010-07-0112
Total of all active and inactive participants2010-07-01661
Total participants2010-07-01661
2009: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01658
Total number of active participants reported on line 7a of the Form 55002009-07-01635
Number of retired or separated participants receiving benefits2009-07-0117
Total of all active and inactive participants2009-07-01652
Total participants2009-07-01652
2008: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-01770
Total number of active participants reported on line 7a of the Form 55002008-07-01618
Number of retired or separated participants receiving benefits2008-07-0140
Total of all active and inactive participants2008-07-01658
Total participants2008-07-01658
2007: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year2007-07-01816
Total number of active participants reported on line 7a of the Form 55002007-07-01750
Number of retired or separated participants receiving benefits2007-07-0120
Total of all active and inactive participants2007-07-01770
Total participants2007-07-01770
2006: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2006 401k membership
Total participants, beginning-of-year2006-07-01792
Total number of active participants reported on line 7a of the Form 55002006-07-01800
Number of retired or separated participants receiving benefits2006-07-0116
Total of all active and inactive participants2006-07-01816
Total participants2006-07-01816
2005: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2005 401k membership
Total participants, beginning-of-year2005-07-01706
Total number of active participants reported on line 7a of the Form 55002005-07-01784
Number of retired or separated participants receiving benefits2005-07-018
Total of all active and inactive participants2005-07-01792
Total participants2005-07-01792
2004: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2004 401k membership
Total participants, beginning-of-year2004-07-01700
Total number of active participants reported on line 7a of the Form 55002004-07-01688
Number of retired or separated participants receiving benefits2004-07-0118
Total of all active and inactive participants2004-07-01706
Total participants2004-07-01706
2003: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2003 401k membership
Total participants, beginning-of-year2003-07-01752
Total number of active participants reported on line 7a of the Form 55002003-07-01690
Number of retired or separated participants receiving benefits2003-07-0110
Total of all active and inactive participants2003-07-01700
Total participants2003-07-01700
2002: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2002 401k membership
Total participants, beginning-of-year2002-07-01769
Total number of active participants reported on line 7a of the Form 55002002-07-01741
Number of retired or separated participants receiving benefits2002-07-0111
Total of all active and inactive participants2002-07-01752
Total participants2002-07-01752
Total participants, beginning-of-year2002-01-01787
Total number of active participants reported on line 7a of the Form 55002002-01-01760
Number of retired or separated participants receiving benefits2002-01-019
Total of all active and inactive participants2002-01-01769
Total participants2002-01-01769

Form 5500 Responses for J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN

2016: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2010: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01First time form 5500 has been submittedYes
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – General assets of the sponsorYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes
2008: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Submission has been amendedNo
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – General assets of the sponsorYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – General assets of the sponsorYes
2007: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2007 form 5500 responses
2007-07-01Type of plan entitySingle employer plan
2007-07-01Submission has been amendedNo
2007-07-01This submission is the final filingNo
2007-07-01This return/report is a short plan year return/report (less than 12 months)No
2007-07-01Plan is a collectively bargained planNo
2007-07-01Plan funding arrangement – InsuranceYes
2007-07-01Plan funding arrangement – General assets of the sponsorYes
2007-07-01Plan benefit arrangement – InsuranceYes
2007-07-01Plan benefit arrangement – General assets of the sponsorYes
2006: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2006 form 5500 responses
2006-07-01Type of plan entitySingle employer plan
2006-07-01Submission has been amendedNo
2006-07-01This submission is the final filingNo
2006-07-01This return/report is a short plan year return/report (less than 12 months)No
2006-07-01Plan is a collectively bargained planNo
2006-07-01Plan funding arrangement – InsuranceYes
2006-07-01Plan funding arrangement – General assets of the sponsorYes
2006-07-01Plan benefit arrangement – InsuranceYes
2006-07-01Plan benefit arrangement – General assets of the sponsorYes
2005: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2005 form 5500 responses
2005-07-01Type of plan entitySingle employer plan
2005-07-01Submission has been amendedNo
2005-07-01This submission is the final filingNo
2005-07-01This return/report is a short plan year return/report (less than 12 months)No
2005-07-01Plan is a collectively bargained planNo
2005-07-01Plan funding arrangement – InsuranceYes
2005-07-01Plan funding arrangement – General assets of the sponsorYes
2005-07-01Plan benefit arrangement – InsuranceYes
2005-07-01Plan benefit arrangement – General assets of the sponsorYes
2004: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2004 form 5500 responses
2004-07-01Type of plan entitySingle employer plan
2004-07-01Submission has been amendedNo
2004-07-01This submission is the final filingNo
2004-07-01This return/report is a short plan year return/report (less than 12 months)No
2004-07-01Plan is a collectively bargained planNo
2004-07-01Plan funding arrangement – InsuranceYes
2004-07-01Plan funding arrangement – General assets of the sponsorYes
2004-07-01Plan benefit arrangement – InsuranceYes
2004-07-01Plan benefit arrangement – General assets of the sponsorYes
2003: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2003 form 5500 responses
2003-07-01Type of plan entitySingle employer plan
2003-07-01Submission has been amendedNo
2003-07-01This submission is the final filingNo
2003-07-01This return/report is a short plan year return/report (less than 12 months)No
2003-07-01Plan is a collectively bargained planNo
2003-07-01Plan funding arrangement – InsuranceYes
2003-07-01Plan funding arrangement – General assets of the sponsorYes
2003-07-01Plan benefit arrangement – InsuranceYes
2003-07-01Plan benefit arrangement – General assets of the sponsorYes
2002: J & J INDUSTRIES, INC EMPLOYEE GROUP BENEFIT PLAN 2002 form 5500 responses
2002-07-01Type of plan entitySingle employer plan
2002-07-01Submission has been amendedNo
2002-07-01This submission is the final filingNo
2002-07-01This return/report is a short plan year return/report (less than 12 months)No
2002-07-01Plan is a collectively bargained planNo
2002-07-01Plan funding arrangement – InsuranceYes
2002-07-01Plan funding arrangement – General assets of the sponsorYes
2002-07-01Plan benefit arrangement – InsuranceYes
2002-07-01Plan benefit arrangement – General assets of the sponsorYes
2002-01-01Type of plan entitySingle employer plan
2002-01-01Submission has been amendedNo
2002-01-01This submission is the final filingNo
2002-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2002-01-01Plan is a collectively bargained planNo
2002-01-01Plan funding arrangement – InsuranceYes
2002-01-01Plan funding arrangement – General assets of the sponsorYes
2002-01-01Plan benefit arrangement – InsuranceYes
2002-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4351953
Policy instance 1
Insurance contract or identification numberE4351953
Number of Individuals Covered58
Insurance policy start date2016-01-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $5,263
Total amount of fees paid to insurance companyUSD $1,771
Other welfare benefits providedCRITICAL ILLNESS AND ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $22,296
Commission paid to Insurance BrokerUSD $2
Insurance broker organization code?3
Amount paid for insurance broker fees278
Additional information about fees paid to insurance brokerBONUS
Insurance broker nameANNALIESE CLARK
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4353587
Policy instance 2
Insurance contract or identification numberE4353587
Number of Individuals Covered237
Insurance policy start date2016-01-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $31,114
Total amount of fees paid to insurance companyUSD $11,939
Other welfare benefits providedACCIDENT AND CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $95,745
Commission paid to Insurance BrokerUSD $52
Amount paid for insurance broker fees34
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameNORMAC SOLUTIONS INC.
THE PAUL REVERE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67598 )
Policy contract numberE4351953
Policy instance 4
Insurance contract or identification numberE4351953
Number of Individuals Covered58
Insurance policy start date2016-01-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $53
Total amount of fees paid to insurance companyUSD $8
Other welfare benefits providedACCIDENT AND CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $228
Commission paid to Insurance BrokerUSD $8
Amount paid for insurance broker fees4
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameJENNIFER ROSE SMITH
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3331709
Policy instance 5
Insurance contract or identification number3331709
Number of Individuals Covered0
Insurance policy start date2016-01-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $19
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $351
Commission paid to Insurance BrokerUSD $19
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0283786
Policy instance 6
Insurance contract or identification number0283786
Number of Individuals Covered716
Insurance policy start date2016-01-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $18,604
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $248,778
Commission paid to Insurance BrokerUSD $18,604
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4353587
Policy instance 1
Insurance contract or identification numberE4353587
Number of Individuals Covered304
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $65,892
Total amount of fees paid to insurance companyUSD $30,766
Other welfare benefits providedACCIDENT AND CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $108,185
Commission paid to Insurance BrokerUSD $1
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameNORMAC SOLUTIONS INC.
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3331709
Policy instance 2
Insurance contract or identification number3331709
Number of Individuals Covered1293
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,286
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $305,713
Commission paid to Insurance BrokerUSD $15,286
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960889
Policy instance 4
Insurance contract or identification numberVDT960889
Number of Individuals Covered292
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,494
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,295
Commission paid to Insurance BrokerUSD $3,494
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960890
Policy instance 5
Insurance contract or identification numberVDT960890
Number of Individuals Covered342
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,073
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $67,154
Commission paid to Insurance BrokerUSD $10,073
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4351953
Policy instance 6
Insurance contract or identification numberE4351953
Number of Individuals Covered67
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,969
Total amount of fees paid to insurance companyUSD $7,504
Other welfare benefits providedCRITICAL ILLNESS AND ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $27,794
Commission paid to Insurance BrokerUSD $26
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameANNALIESE CLARK
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965680
Policy instance 7
Insurance contract or identification numberOK965680
Number of Individuals Covered687
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,220
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $8,133
Commission paid to Insurance BrokerUSD $1,220
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX964062
Policy instance 8
Insurance contract or identification numberFLX964062
Number of Individuals Covered687
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $39,652
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE
Welfare Benefit Premiums Paid to CarrierUSD $265,128
Commission paid to Insurance BrokerUSD $39,652
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberYS380
Policy instance 7
Insurance contract or identification numberYS380
Number of Individuals Covered168
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,676
Total amount of fees paid to insurance companyUSD $937
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $107,917
Commission paid to Insurance BrokerUSD $6,635
Amount paid for insurance broker fees293
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameRICHARD HEYDEL
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960890
Policy instance 6
Insurance contract or identification numberVDT960890
Number of Individuals Covered364
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,910
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,733
Commission paid to Insurance BrokerUSD $4,910
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965680
Policy instance 5
Insurance contract or identification numberOK965680
Number of Individuals Covered736
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $589
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,926
Commission paid to Insurance BrokerUSD $589
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960889
Policy instance 4
Insurance contract or identification numberVDT960889
Number of Individuals Covered321
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,871
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,875
Commission paid to Insurance BrokerUSD $1,871
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX964062
Policy instance 3
Insurance contract or identification numberFLX964062
Number of Individuals Covered478
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $20,548
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE
Welfare Benefit Premiums Paid to CarrierUSD $136,988
Commission paid to Insurance BrokerUSD $20,548
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3331709
Policy instance 1
Insurance contract or identification number3331709
Number of Individuals Covered1275
Insurance policy start date2014-07-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,405
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $148,047
Commission paid to Insurance BrokerUSD $7,405
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960889
Policy instance 6
Insurance contract or identification numberVDT960889
Number of Individuals Covered325
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $3,265
Total amount of fees paid to insurance companyUSD $728
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,764
Commission paid to Insurance BrokerUSD $3,265
Amount paid for insurance broker fees728
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK965680
Policy instance 5
Insurance contract or identification numberOK965680
Number of Individuals Covered739
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $1,063
Total amount of fees paid to insurance companyUSD $124
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,086
Commission paid to Insurance BrokerUSD $1,063
Amount paid for insurance broker fees124
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX964062
Policy instance 3
Insurance contract or identification numberFLX964062
Number of Individuals Covered739
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $35,940
Total amount of fees paid to insurance companyUSD $7,226
Life Insurance Welfare BenefitYes
Other welfare benefits providedVOLUNTARY LIFE
Welfare Benefit Premiums Paid to CarrierUSD $240,541
Commission paid to Insurance BrokerUSD $35,940
Amount paid for insurance broker fees7226
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960890
Policy instance 1
Insurance contract or identification numberVDT960890
Number of Individuals Covered369
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $9,117
Total amount of fees paid to insurance companyUSD $1,160
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,781
Commission paid to Insurance BrokerUSD $9,117
Amount paid for insurance broker fees1160
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3331709
Policy instance 2
Insurance contract or identification number3331709
Number of Individuals Covered1240
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $16,443
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $328,849
Commission paid to Insurance BrokerUSD $16,443
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN BENEFIT CORP OF GA
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960890
Policy instance 2
Insurance contract or identification numberVDT960890
Number of Individuals Covered374
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $12,511
Are there contracts with allocated funds for individual policies?No
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 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 $83,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,565
Insurance broker organization code?7
Insurance broker nameJ SMITH LANIER & CO
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX964062
Policy instance 1
Insurance contract or identification numberFLX964062
Number of Individuals Covered724
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $44,560
Are there contracts with allocated funds for individual policies?No
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
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 $268,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,618
Insurance broker organization code?7
Insurance broker nameJ SMITH LANIER & CO
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960889
Policy instance 3
Insurance contract or identification numberVDT960889
Number of Individuals Covered315
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $4,442
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
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 $29,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,029
Insurance broker organization code?7
Insurance broker nameJ SMITH LANIER & CO
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965680
Policy instance 4
Insurance contract or identification numberOK 965680
Number of Individuals Covered724
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,249
Are there contracts with allocated funds for individual policies?No
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 BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH
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 $8,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $854
Insurance broker organization code?7
Insurance broker nameJ SMITH LANIER & CO
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965680
Policy instance 4
Insurance contract or identification numberOK 965680
Number of Individuals Covered750
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,071
Total amount of fees paid to insurance companyUSD $321
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,137
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960890
Policy instance 3
Insurance contract or identification numberVDT960890
Number of Individuals Covered377
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $10,404
Total amount of fees paid to insurance companyUSD $3,307
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,363
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960889
Policy instance 2
Insurance contract or identification numberVDT960889
Number of Individuals Covered338
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $3,788
Total amount of fees paid to insurance companyUSD $1,140
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $25,253
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3331709
Policy instance 1
Insurance contract or identification number3331709
Number of Individuals Covered1229
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $14,971
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $299,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX964062
Policy instance 5
Insurance contract or identification numberFLX964062
Number of Individuals Covered750
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $33,738
Total amount of fees paid to insurance companyUSD $10,099
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $225,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00079T6
Policy instance 4
Insurance contract or identification numberG00079T6
Number of Individuals Covered237
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $3,855
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00079T6
Policy instance 3
Insurance contract or identification numberG00079T6
Number of Individuals Covered769
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $8,732
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00076T6
Policy instance 2
Insurance contract or identification numberG00076T6
Number of Individuals Covered450
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $37,702
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $155,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number401140 0010 SSL
Policy instance 1
Insurance contract or identification number401140 0010 SSL
Number of Individuals Covered677
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $10,025
Welfare Benefit Premiums Paid to CarrierUSD $200,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG00079T6
Policy instance 5
Insurance contract or identification numberG00079T6
Number of Individuals Covered146
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $11,317
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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