BARTOW FORD CO. has sponsored the creation of one or more 401k plans.
Additional information about BARTOW FORD CO.
Measure | Date | Value |
---|
2022: THE COMPANY CAFETERIA PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-01-01 | 214 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 314 |
Total of all active and inactive participants | 2022-01-01 | 314 |
2021: THE COMPANY CAFETERIA PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-01-01 | 215 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 214 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Total of all active and inactive participants | 2021-01-01 | 215 |
2020: THE COMPANY CAFETERIA PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-01-01 | 276 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 212 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Total of all active and inactive participants | 2020-01-01 | 215 |
2019: THE COMPANY CAFETERIA PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-01-01 | 212 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 274 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 276 |
2018: THE COMPANY CAFETERIA PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-01-01 | 284 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 212 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 14 |
Total of all active and inactive participants | 2018-01-01 | 226 |
2017: THE COMPANY CAFETERIA PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-01-01 | 200 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 284 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 286 |
2016: THE COMPANY CAFETERIA PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-01-01 | 196 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 200 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 207 |
2015: THE COMPANY CAFETERIA PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 196 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 198 |
2014: THE COMPANY CAFETERIA PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 175 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 207 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 208 |
2013: THE COMPANY CAFETERIA PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 192 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 175 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 176 |
2012: THE COMPANY CAFETERIA PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 162 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 192 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 192 |
2011: THE COMPANY CAFETERIA PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 141 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 159 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 162 |
2009: THE COMPANY CAFETERIA PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 152 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 152 |
PROVIDENCE INSURANCE COMPANY II (National Association of Insurance Commissioners NAIC id number: 5241 ) |
Policy contract number | |
Policy instance | 4 |
Number of Individuals Covered | 138 | Insurance policy start date | 2021-12-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $16,710 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,710 | Insurance broker organization code? | 3 |
|
UNITED CONCORDIA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85766 ) |
Policy contract number | A22572-0000 |
Policy instance | 3 |
Insurance contract or identification number | A22572-0000 | Number of Individuals Covered | 267 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2022-04-30 | Total amount of commissions paid to insurance broker | USD $1,173 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $782 | Insurance broker organization code? | 3 |
|
HUMANA MEDICAL PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95270 ) |
Policy contract number | 401209 |
Policy instance | 2 |
Insurance contract or identification number | 401209 | Number of Individuals Covered | 156 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $55,264 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $51,768 | Insurance broker organization code? | 3 |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1151704 |
Policy instance | 1 |
Insurance contract or identification number | 1151704 | Number of Individuals Covered | 314 | Insurance policy start date | 2021-12-01 | Insurance policy end date | 2022-11-30 | Total amount of commissions paid to insurance broker | USD $15,896 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,791 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLLV0B3V9 |
Policy instance | 1 |
Insurance contract or identification number | GLLV0B3V9 | Number of Individuals Covered | 134 | Insurance policy start date | 2020-12-01 | Insurance policy end date | 2021-12-01 | Total amount of commissions paid to insurance broker | USD $2,470 | Total amount of fees paid to insurance company | USD $750 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,466 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,470 | Amount paid for insurance broker fees | 750 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GUC0B3V9 |
Policy instance | 2 |
Insurance contract or identification number | GUC0B3V9 | Number of Individuals Covered | 151 | Insurance policy start date | 2020-12-01 | Insurance policy end date | 2021-12-01 | Total amount of commissions paid to insurance broker | USD $3,863 | Total amount of fees paid to insurance company | USD $2,053 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $38,630 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,863 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 2053 | Additional information about fees paid to insurance broker | OTHER COMPENSATION |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GUDB0B3V9 |
Policy instance | 3 |
Insurance contract or identification number | GUDB0B3V9 | Number of Individuals Covered | 156 | Insurance policy start date | 2020-12-01 | Insurance policy end date | 2021-12-01 | Total amount of commissions paid to insurance broker | USD $2,183 | Total amount of fees paid to insurance company | USD $1,771 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $72,755 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,183 | Amount paid for insurance broker fees | 1771 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GUPR0B3V9 |
Policy instance | 4 |
Insurance contract or identification number | GUPR0B3V9 | Number of Individuals Covered | 51 | Insurance policy start date | 2020-12-01 | Insurance policy end date | 2021-12-01 | Total amount of commissions paid to insurance broker | USD $4,244 | Total amount of fees paid to insurance company | USD $1,018 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,221 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,244 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1018 | Additional information about fees paid to insurance broker | OTHER COMPENSATION |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0143216 |
Policy instance | 5 |
Insurance contract or identification number | 0143216 | Number of Individuals Covered | 236 | Insurance policy start date | 2020-12-01 | Insurance policy end date | 2021-11-30 | Total amount of commissions paid to insurance broker | USD $50,855 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,228,588 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $50,855 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GVTL0B3V9 |
Policy instance | 6 |
Insurance contract or identification number | GVTL0B3V9 | Number of Individuals Covered | 168 | Insurance policy start date | 2020-12-01 | Insurance policy end date | 2021-12-01 | Total amount of commissions paid to insurance broker | USD $5,815 | Total amount of fees paid to insurance company | USD $1,369 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $29,076 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,815 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1369 | Additional information about fees paid to insurance broker | OTHER COMPENSATION |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GLLV0B3V9 |
Policy instance | 1 |
Insurance contract or identification number | GLLV0B3V9 | Number of Individuals Covered | 133 | Insurance policy start date | 2019-12-01 | Insurance policy end date | 2020-12-01 | Total amount of commissions paid to insurance broker | USD $2,403 | Total amount of fees paid to insurance company | USD $48 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $16,022 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,403 | Amount paid for insurance broker fees | 48 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GUC0B3V9 |
Policy instance | 2 |
Insurance contract or identification number | GUC0B3V9 | Number of Individuals Covered | 180 | Insurance policy start date | 2019-12-01 | Insurance policy end date | 2020-12-01 | Total amount of commissions paid to insurance broker | USD $4,361 | Total amount of fees paid to insurance company | USD $2,801 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $43,607 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,361 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1601 | Additional information about fees paid to insurance broker | OTHER COMPENSATION |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GUDB0B3V9 |
Policy instance | 3 |
Insurance contract or identification number | GUDB0B3V9 | Number of Individuals Covered | 163 | Insurance policy start date | 2019-12-01 | Insurance policy end date | 2020-12-01 | Total amount of commissions paid to insurance broker | USD $2,261 | Total amount of fees paid to insurance company | USD $112 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,352 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,261 | Amount paid for insurance broker fees | 112 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GUPR0B3V9 |
Policy instance | 4 |
Insurance contract or identification number | GUPR0B3V9 | Number of Individuals Covered | 50 | Insurance policy start date | 2019-12-01 | Insurance policy end date | 2020-12-01 | Total amount of commissions paid to insurance broker | USD $4,339 | Total amount of fees paid to insurance company | USD $2,156 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,693 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,339 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1200 | Additional information about fees paid to insurance broker | ADMINISTRATION |
|
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0143216 |
Policy instance | 5 |
Insurance contract or identification number | 0143216 | Number of Individuals Covered | 245 | Insurance policy start date | 2019-12-01 | Insurance policy end date | 2020-11-30 | Total amount of commissions paid to insurance broker | USD $8,050 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,073,236 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,050 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | GVTL0B3V9 |
Policy instance | 6 |
Insurance contract or identification number | GVTL0B3V9 | Number of Individuals Covered | 172 | Insurance policy start date | 2019-12-01 | Insurance policy end date | 2020-12-01 | Total amount of commissions paid to insurance broker | USD $5,849 | Total amount of fees paid to insurance company | USD $2,435 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D VOLUNTARY | Welfare Benefit Premiums Paid to Carrier | USD $29,243 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,849 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1235 | Additional information about fees paid to insurance broker | OTHER COMPENSATION |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B3V9 |
Policy instance | 3 |
Insurance contract or identification number | G000B3V9 | Number of Individuals Covered | 54 | Insurance policy start date | 2018-12-01 | Insurance policy end date | 2019-12-01 | Total amount of commissions paid to insurance broker | USD $4,381 | Total amount of fees paid to insurance company | USD $2,300 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,909 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,629 | Amount paid for insurance broker fees | 1100 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B3V9 |
Policy instance | 4 |
Insurance contract or identification number | G000B3V9 | Number of Individuals Covered | 171 | Insurance policy start date | 2018-12-01 | Insurance policy end date | 2019-12-01 | Total amount of commissions paid to insurance broker | USD $5,675 | Total amount of fees paid to insurance company | USD $2,884 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $28,372 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,723 | Amount paid for insurance broker fees | 1684 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 909529 |
Policy instance | 5 |
Insurance contract or identification number | 909529 | Number of Individuals Covered | 225 | Insurance policy start date | 2018-12-01 | Insurance policy end date | 2019-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $45,643 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,089,690 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 41927 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B3V9 |
Policy instance | 2 |
Insurance contract or identification number | G000B3V9 | Number of Individuals Covered | 179 | Insurance policy start date | 2018-12-01 | Insurance policy end date | 2019-12-01 | Total amount of commissions paid to insurance broker | USD $3,621 | Total amount of fees paid to insurance company | USD $3,140 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $36,206 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,043 | Amount paid for insurance broker fees | 1940 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00481352 |
Policy instance | 1 |
Insurance contract or identification number | 00481352 | Number of Individuals Covered | 160 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-11-30 | Total amount of commissions paid to insurance broker | USD $4,936 | Total amount of fees paid to insurance company | USD $5,523 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $94,516 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,293 | Amount paid for insurance broker fees | 5523 | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00481352 |
Policy instance | 1 |
Insurance contract or identification number | 00481352 | Number of Individuals Covered | 164 | Insurance policy start date | 2017-12-01 | Insurance policy end date | 2018-11-30 | Total amount of commissions paid to insurance broker | USD $6,836 | Total amount of fees paid to insurance company | USD $6,623 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $105,708 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,836 | Amount paid for insurance broker fees | 6623 | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B3V9 |
Policy instance | 2 |
Insurance contract or identification number | G000B3V9 | Number of Individuals Covered | 167 | Insurance policy start date | 2017-12-01 | Insurance policy end date | 2018-12-01 | Total amount of commissions paid to insurance broker | USD $5,625 | Total amount of fees paid to insurance company | USD $1,288 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $28,125 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,625 | Amount paid for insurance broker fees | 1313 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B3V9 |
Policy instance | 4 |
Insurance contract or identification number | G000B3V9 | Number of Individuals Covered | 172 | Insurance policy start date | 2017-12-01 | Insurance policy end date | 2018-12-01 | Total amount of commissions paid to insurance broker | USD $3,256 | Total amount of fees paid to insurance company | USD $1,415 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $32,561 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,256 | Amount paid for insurance broker fees | 1444 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 909529 |
Policy instance | 5 |
Insurance contract or identification number | 909529 | Number of Individuals Covered | 230 | Insurance policy start date | 2017-12-01 | Insurance policy end date | 2018-11-30 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $46,430 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,114,144 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 46430 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B3V9 |
Policy instance | 3 |
Insurance contract or identification number | G000B3V9 | Number of Individuals Covered | 54 | Insurance policy start date | 2017-12-01 | Insurance policy end date | 2018-12-01 | Total amount of commissions paid to insurance broker | USD $3,632 | Total amount of fees paid to insurance company | USD $1,295 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $18,162 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,632 | Amount paid for insurance broker fees | 1323 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B3V9 |
Policy instance | 5 |
Insurance contract or identification number | G000B3V9 | Number of Individuals Covered | 164 | Insurance policy start date | 2016-12-01 | Insurance policy end date | 2017-12-01 | Total amount of commissions paid to insurance broker | USD $5,873 | Total amount of fees paid to insurance company | USD $113 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $29,368 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,857 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 113 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker name | ALLTRUST INSURANCE |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B3V9 |
Policy instance | 4 |
Insurance contract or identification number | G000B3V9 | Number of Individuals Covered | 163 | Insurance policy start date | 2016-12-01 | Insurance policy end date | 2017-12-01 | Total amount of commissions paid to insurance broker | USD $3,231 | Total amount of fees paid to insurance company | USD $131 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $32,304 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,654 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 131 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker name | ALLTRUST INSURANCE |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 909529 |
Policy instance | 3 |
Insurance contract or identification number | 909529 | Number of Individuals Covered | 259 | Insurance policy start date | 2016-12-01 | Insurance policy end date | 2017-11-30 | Total amount of fees paid to insurance company | USD $55,067 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $948,907 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 55067 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 | Insurance broker name | ACRISURE, LLC |
|
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
Policy contract number | G000B3V9 |
Policy instance | 2 |
Insurance contract or identification number | G000B3V9 | Number of Individuals Covered | 82 | Insurance policy start date | 2016-12-01 | Insurance policy end date | 2017-12-01 | Total amount of commissions paid to insurance broker | USD $6,127 | Total amount of fees paid to insurance company | USD $125 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $30,634 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,020 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 125 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker name | ALLTRUST INSURANCE |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00481352 |
Policy instance | 1 |
Insurance contract or identification number | 00481352 | Number of Individuals Covered | 157 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $7,187 | Total amount of fees paid to insurance company | USD $6,468 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $112,444 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,187 | Amount paid for insurance broker fees | 6468 | Insurance broker organization code? | 3 | Insurance broker name | ACRISURE LLC |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00481352 |
Policy instance | 1 |
Insurance contract or identification number | 00481352 | Number of Individuals Covered | 154 | Insurance policy start date | 2014-12-01 | Insurance policy end date | 2015-11-30 | Total amount of commissions paid to insurance broker | USD $4,477 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $93,483 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,477 | Insurance broker organization code? | 3 | Insurance broker name | ACRISURE LLC |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05995613 |
Policy instance | 2 |
Insurance contract or identification number | TM05995613 | Number of Individuals Covered | 483 | Insurance policy start date | 2014-12-01 | Insurance policy end date | 2015-11-30 | Total amount of commissions paid to insurance broker | USD $7,085 | Total amount of fees paid to insurance company | USD $509 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (ADD) | Welfare Benefit Premiums Paid to Carrier | USD $68,282 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,085 | Amount paid for insurance broker fees | 509 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | BRAYBOY & ASSOC. DBA ALLTRUST |
|
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
Policy contract number | 33513 |
Policy instance | 3 |
Insurance contract or identification number | 33513 | Number of Individuals Covered | 160 | Insurance policy start date | 2014-12-01 | Insurance policy end date | 2015-11-30 | Total amount of commissions paid to insurance broker | USD $43,524 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $43,524 | Insurance broker organization code? | 3 | Insurance broker name | BRAYBOY & ASSOCIATES/DBA ALLTRUST |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00481352 |
Policy instance | 1 |
Insurance contract or identification number | 00481352 | Number of Individuals Covered | 147 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $4,319 | Total amount of fees paid to insurance company | USD $5,114 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $86,504 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,319 | Amount paid for insurance broker fees | 5114 | Additional information about fees paid to insurance broker | ADMINISTRATION | Insurance broker organization code? | 3 | Insurance broker name | BRAYBOY & ASSOC. DBA ALLTRUST |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05995613 |
Policy instance | 2 |
Insurance contract or identification number | TM05995613 | Number of Individuals Covered | 485 | Insurance policy start date | 2013-12-01 | Insurance policy end date | 2014-11-30 | Total amount of commissions paid to insurance broker | USD $6,854 | Total amount of fees paid to insurance company | USD $1,173 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (ADD) | Welfare Benefit Premiums Paid to Carrier | USD $65,796 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,854 | Amount paid for insurance broker fees | 1173 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | BRAYBOY & ASSOC. DBA ALLTRUST |
|
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
Policy contract number | 33513 |
Policy instance | 3 |
Insurance contract or identification number | 33513 | Number of Individuals Covered | 136 | Insurance policy start date | 2013-12-01 | Insurance policy end date | 2014-11-30 | Total amount of commissions paid to insurance broker | USD $37,063 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,063 | Insurance broker organization code? | 3 | Insurance broker name | BRAYBOY & ASSOCIATES/DBA ALLTRUST |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 10165760 |
Policy instance | 2 |
Insurance contract or identification number | 10165760 | Number of Individuals Covered | 161 | Insurance policy start date | 2012-12-01 | Insurance policy end date | 2013-11-30 | Total amount of commissions paid to insurance broker | USD $5,281 | Total amount of fees paid to insurance company | USD $1,285 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $35,205 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,281 | Amount paid for insurance broker fees | 1285 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | ALLTRUST INSURANCE |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00481352 |
Policy instance | 1 |
Insurance contract or identification number | 00481352 | Number of Individuals Covered | 146 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $4,128 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $79,343 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,128 | Insurance broker organization code? | 3 | Insurance broker name | BRAYBOY & ASSOC. DBA ALLTRUST |
|
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
Policy contract number | 33513 |
Policy instance | 4 |
Insurance contract or identification number | 33513 | Number of Individuals Covered | 125 | Insurance policy start date | 2012-12-01 | Insurance policy end date | 2013-11-30 | Total amount of commissions paid to insurance broker | USD $31,880 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,880 | Insurance broker organization code? | 3 | Insurance broker name | BRAYBOY & ASSOCIATES/DBA ALLTRUST |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05995613 |
Policy instance | 3 |
Insurance contract or identification number | TM05995613 | Number of Individuals Covered | 438 | Insurance policy start date | 2012-12-01 | Insurance policy end date | 2013-11-30 | Total amount of commissions paid to insurance broker | USD $3,839 | Total amount of fees paid to insurance company | USD $1,233 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (ADD) | Welfare Benefit Premiums Paid to Carrier | USD $27,858 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,839 | Amount paid for insurance broker fees | 1233 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATIONS | Insurance broker organization code? | 3 | Insurance broker name | BRAYBOY & ASSOC. DBA ALLTRUST |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 464781 |
Policy instance | 1 |
Insurance contract or identification number | 464781 | Number of Individuals Covered | 344 | Insurance policy start date | 2011-12-01 | Insurance policy end date | 2012-11-30 | Total amount of commissions paid to insurance broker | USD $30,640 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $598,696 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,970 | Insurance broker organization code? | 3 | Insurance broker name | JOE TOMECKO INSURANCE INC |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 303053 |
Policy instance | 2 |
Insurance contract or identification number | 303053 | Number of Individuals Covered | 170 | Insurance policy start date | 2011-12-01 | Insurance policy end date | 2012-11-30 | Total amount of commissions paid to insurance broker | USD $7,248 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $62,241 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,251 | Insurance broker organization code? | 3 | Insurance broker name | BRAYBOY & ASSOC DBA ALLTRUST INS |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 464781 |
Policy instance | 1 |
Insurance contract or identification number | 464781 | Number of Individuals Covered | 114 | Insurance policy start date | 2010-12-01 | Insurance policy end date | 2011-11-30 | Total amount of commissions paid to insurance broker | USD $31,790 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $635,792 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05721427 |
Policy instance | 2 |
Insurance contract or identification number | TM05721427 | Insurance policy start date | 2010-12-01 | Insurance policy end date | 2011-11-30 | Total amount of commissions paid to insurance broker | USD $99 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $-23 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00462029 |
Policy instance | 3 |
Insurance contract or identification number | 00462029 | Number of Individuals Covered | 165 | Insurance policy start date | 2010-12-01 | Insurance policy end date | 2011-11-30 | Total amount of commissions paid to insurance broker | USD $9,865 | Total amount of fees paid to insurance company | USD $355 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $140,329 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 464781 |
Policy instance | 1 |
Insurance contract or identification number | 464781 | Number of Individuals Covered | 197 | Insurance policy start date | 2009-12-01 | Insurance policy end date | 2010-11-30 | Total amount of commissions paid to insurance broker | USD $32,180 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $641,417 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,180 | Insurance broker organization code? | 3 | Insurance broker name | JOE TOMECKO INSURANCE INC |
|
COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 ) |
Policy contract number | 550129 |
Policy instance | 3 |
Insurance contract or identification number | 550129 | Number of Individuals Covered | 84 | Insurance policy start date | 2009-12-01 | Insurance policy end date | 2010-11-30 | Total amount of commissions paid to insurance broker | USD $1,161 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,677 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,161 | Insurance broker organization code? | 3 | Insurance broker name | JOE TOMECKO INSURANCE INC |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05721427 |
Policy instance | 2 |
Insurance contract or identification number | TM05721427 | Number of Individuals Covered | 379 | Insurance policy start date | 2009-12-01 | Insurance policy end date | 2010-11-30 | Total amount of commissions paid to insurance broker | USD $3,638 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $64,248 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,638 | Insurance broker organization code? | 3 | Insurance broker name | JOE TOMECKO INSURANCE INC |
|
KANAWHA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65110 ) |
Policy contract number | K100554 |
Policy instance | 4 |
Insurance contract or identification number | K100554 | Number of Individuals Covered | 175 | Insurance policy start date | 2009-12-01 | Insurance policy end date | 2010-11-30 | Total amount of commissions paid to insurance broker | USD $5,056 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $60,509 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,056 | Insurance broker organization code? | 3 | Insurance broker name | JOE TOMECKO INSURANCE INC |
|