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MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 401k Plan overview

Plan NameMCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D
Plan identification number 503

MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

MCCARTNEY CONSTRUCTION CO, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCCARTNEY CONSTRUCTION CO, INC.
Employer identification number (EIN):630374825
NAIC Classification:324120

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032017-05-01CHARLES D. LOCKHART
5032016-05-01J. T. MCCARTNEY
5032015-05-01J. T. MCCARTNEY
5032014-05-01J. T. MCCARTNEY
5032013-05-01J. T. MCCARTNEY
5032012-05-01J. T. MCCARTNEY
5032011-05-01J. T. MCCARTNEY
5032010-05-01J. T. MCCARTNEY
5032009-05-01J. T. MCCARTNEY
5032008-05-01J. T. MCCARTNEY
5032007-05-01J. T. MCCARTNEY

Plan Statistics for MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D

401k plan membership statisitcs for MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D

Measure Date Value
2017: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2017 401k membership
Total participants, beginning-of-year2017-05-01136
Total number of active participants reported on line 7a of the Form 55002017-05-010
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-010
2016: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2016 401k membership
Total participants, beginning-of-year2016-05-01152
Total number of active participants reported on line 7a of the Form 55002016-05-01136
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-01136
2015: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2015 401k membership
Total participants, beginning-of-year2015-05-01165
Total number of active participants reported on line 7a of the Form 55002015-05-01152
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-01152
2014: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2014 401k membership
Total participants, beginning-of-year2014-05-01144
Total number of active participants reported on line 7a of the Form 55002014-05-01162
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-01162
2013: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2013 401k membership
Total participants, beginning-of-year2013-05-01102
Total number of active participants reported on line 7a of the Form 55002013-05-01113
Number of retired or separated participants receiving benefits2013-05-010
Number of other retired or separated participants entitled to future benefits2013-05-010
Total of all active and inactive participants2013-05-01113
2012: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2012 401k membership
Total participants, beginning-of-year2012-05-01122
Total number of active participants reported on line 7a of the Form 55002012-05-01104
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-01104
2011: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2011 401k membership
Total participants, beginning-of-year2011-05-01133
Total number of active participants reported on line 7a of the Form 55002011-05-01123
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-01123
2010: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2010 401k membership
Total participants, beginning-of-year2010-05-01109
Total number of active participants reported on line 7a of the Form 55002010-05-01136
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-010
Total of all active and inactive participants2010-05-01136
2009: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2009 401k membership
Total participants, beginning-of-year2009-05-01128
Total number of active participants reported on line 7a of the Form 55002009-05-01107
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-01107
2008: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2008 401k membership
Total participants, beginning-of-year2008-05-01123
Total number of active participants reported on line 7a of the Form 55002008-05-01129
Number of retired or separated participants receiving benefits2008-05-010
Number of other retired or separated participants entitled to future benefits2008-05-010
Total of all active and inactive participants2008-05-01129
2007: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2007 401k membership
Total participants, beginning-of-year2007-05-01134
Total number of active participants reported on line 7a of the Form 55002007-05-01123
Number of retired or separated participants receiving benefits2007-05-010
Number of other retired or separated participants entitled to future benefits2007-05-010
Total of all active and inactive participants2007-05-01123

Form 5500 Responses for MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D

2017: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingYes
2017-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – InsuranceYes
2015: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – InsuranceYes
2014: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2009 form 5500 responses
2009-05-01Type of plan entitySingle employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes
2008: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2008 form 5500 responses
2008-05-01Type of plan entitySingle employer plan
2008-05-01Submission has been amendedNo
2008-05-01This submission is the final filingNo
2008-05-01This return/report is a short plan year return/report (less than 12 months)No
2008-05-01Plan is a collectively bargained planNo
2008-05-01Plan funding arrangement – InsuranceYes
2008-05-01Plan benefit arrangement – InsuranceYes
2007: MCCARTNEY CONSTRUCTION CO, INC. H&W- LIFE & AD&D 2007 form 5500 responses
2007-05-01Type of plan entitySingle employer plan
2007-05-01First time form 5500 has been submittedYes
2007-05-01Submission has been amendedNo
2007-05-01This submission is the final filingNo
2007-05-01This return/report is a short plan year return/report (less than 12 months)No
2007-05-01Plan is a collectively bargained planNo
2007-05-01Plan funding arrangement – InsuranceYes
2007-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010216686
Policy instance 1
Insurance contract or identification number000010216686
Number of Individuals Covered142
Insurance policy start date2017-05-01
Insurance policy end date2018-03-09
Total amount of commissions paid to insurance brokerUSD $799
Total amount of fees paid to insurance companyUSD $185
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $799
Amount paid for insurance broker fees185
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameALLIANCE INSURANCE GROUP LLC
HARLEYSVILLE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 23582 )
Policy contract numberG-4913
Policy instance 1
Insurance contract or identification numberG-4913
Number of Individuals Covered113
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $532
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $532
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker-
Insurance broker organization code?3
Insurance broker nameALLIANCE INSURANCE GROUP LLC
HARLEYSVILLE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 23582 )
Policy contract numberG-4913
Policy instance 1
Insurance contract or identification numberG-4913
Number of Individuals Covered104
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $539
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,394
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $539
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker-
Insurance broker organization code?3
Insurance broker nameALLIANCE INSURANCE GROUP LLC
HARLEYSVILLE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 23582 )
Policy contract numberG-4913
Policy instance 1
Insurance contract or identification numberG-4913
Number of Individuals Covered123
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $572
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $572
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker-
Insurance broker organization code?3
Insurance broker nameALLIANCE INSURANCE GROUP LLC
HARLEYSVILLE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 23582 )
Policy contract numberG-4913
Policy instance 1
Insurance contract or identification numberG-4913
Number of Individuals Covered136
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $521
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $521
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker-
Insurance broker organization code?3
Insurance broker nameALLIANCE INSURANCE GROUP LLC
HARLEYSVILLE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 23582 )
Policy contract numberG-4913
Policy instance 1
Insurance contract or identification numberG-4913
Number of Individuals Covered107
Insurance policy start date2009-05-01
Insurance policy end date2010-04-30
Total amount of commissions paid to insurance brokerUSD $659
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $659
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker-
Insurance broker organization code?3
Insurance broker nameALLIANCE INSURANCE GROUP LLC
HARLEYSVILLE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 23582 )
Policy contract numberG-4913
Policy instance 1
Insurance contract or identification numberG-4913
Number of Individuals Covered129
Insurance policy start date2008-05-01
Insurance policy end date2009-04-30
Total amount of commissions paid to insurance brokerUSD $524
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,255
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $524
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker-
Insurance broker organization code?3
Insurance broker nameALLIANCE INSURANCE GROUP LLC
HARLEYSVILLE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 23582 )
Policy contract numberG-4913
Policy instance 1
Insurance contract or identification numberG-4913
Number of Individuals Covered123
Insurance policy start date2007-05-01
Insurance policy end date2008-04-30
Total amount of commissions paid to insurance brokerUSD $726
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,499
Commission paid to Insurance BrokerUSD $726
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker-
Insurance broker organization code?3
Insurance broker nameALLIANCE INSURANCE GROUP LLC

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