PRESBYTERIAN DAY SCHOOL has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN
| Measure | Date | Value |
|---|
| 2020: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-02-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-02-01 | 106 |
| Number of retired or separated participants receiving benefits | 2020-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-02-01 | 0 |
| Total of all active and inactive participants | 2020-02-01 | 106 |
| 2019: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-02-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-02-01 | 120 |
| Number of retired or separated participants receiving benefits | 2019-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-02-01 | 0 |
| Total of all active and inactive participants | 2019-02-01 | 120 |
| 2018: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-02-01 | 131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-02-01 | 120 |
| Number of retired or separated participants receiving benefits | 2018-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-02-01 | 0 |
| Total of all active and inactive participants | 2018-02-01 | 120 |
| 2017: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-02-01 | 131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-02-01 | 120 |
| Number of retired or separated participants receiving benefits | 2017-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-02-01 | 0 |
| Total of all active and inactive participants | 2017-02-01 | 120 |
| 2016: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-02-01 | 131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-02-01 | 120 |
| Number of retired or separated participants receiving benefits | 2016-02-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-02-01 | 0 |
| Total of all active and inactive participants | 2016-02-01 | 120 |
| 2015: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-02-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-02-01 | 131 |
| Total of all active and inactive participants | 2015-02-01 | 131 |
| 2014: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-02-01 | 132 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-02-01 | 125 |
| Total of all active and inactive participants | 2014-02-01 | 125 |
| 2013: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-02-01 | 129 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-02-01 | 132 |
| Total of all active and inactive participants | 2013-02-01 | 132 |
| 2012: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-02-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-02-01 | 129 |
| Total of all active and inactive participants | 2012-02-01 | 129 |
| 2011: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-02-01 | 117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-02-01 | 127 |
| Total of all active and inactive participants | 2011-02-01 | 127 |
| 2020: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2020 form 5500 responses |
|---|
| 2020-02-01 | Type of plan entity | Single employer plan |
| 2020-02-01 | Submission has been amended | No |
| 2020-02-01 | This submission is the final filing | No |
| 2020-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-02-01 | Plan is a collectively bargained plan | No |
| 2020-02-01 | Plan funding arrangement – Insurance | Yes |
| 2020-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Single employer plan |
| 2019-02-01 | Submission has been amended | No |
| 2019-02-01 | This submission is the final filing | No |
| 2019-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-02-01 | Plan is a collectively bargained plan | No |
| 2019-02-01 | Plan funding arrangement – Insurance | Yes |
| 2019-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Submission has been amended | No |
| 2018-02-01 | This submission is the final filing | No |
| 2018-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-02-01 | Plan is a collectively bargained plan | No |
| 2018-02-01 | Plan funding arrangement – Insurance | Yes |
| 2018-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | Submission has been amended | No |
| 2017-02-01 | This submission is the final filing | No |
| 2017-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-02-01 | Plan is a collectively bargained plan | No |
| 2017-02-01 | Plan funding arrangement – Insurance | Yes |
| 2017-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | Submission has been amended | No |
| 2016-02-01 | This submission is the final filing | No |
| 2016-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-02-01 | Plan is a collectively bargained plan | No |
| 2016-02-01 | Plan funding arrangement – Insurance | Yes |
| 2016-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Submission has been amended | No |
| 2015-02-01 | This submission is the final filing | No |
| 2015-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-02-01 | Plan is a collectively bargained plan | No |
| 2015-02-01 | Plan funding arrangement – Insurance | Yes |
| 2015-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Submission has been amended | No |
| 2014-02-01 | This submission is the final filing | No |
| 2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-02-01 | Plan is a collectively bargained plan | No |
| 2014-02-01 | Plan funding arrangement – Insurance | Yes |
| 2014-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Submission has been amended | No |
| 2013-02-01 | This submission is the final filing | No |
| 2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-02-01 | Plan is a collectively bargained plan | No |
| 2013-02-01 | Plan funding arrangement – Insurance | Yes |
| 2013-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Submission has been amended | No |
| 2012-02-01 | This submission is the final filing | No |
| 2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-02-01 | Plan is a collectively bargained plan | No |
| 2012-02-01 | Plan funding arrangement – Insurance | Yes |
| 2012-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PRESBYTERIAN DAY SCHOOL LIFE INSURANCE PLAN 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | First time form 5500 has been submitted | Yes |
| 2011-02-01 | Submission has been amended | No |
| 2011-02-01 | This submission is the final filing | No |
| 2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-02-01 | Plan is a collectively bargained plan | No |
| 2011-02-01 | Plan funding arrangement – Insurance | Yes |
| 2011-02-01 | Plan benefit arrangement – Insurance | Yes |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 0008716553 |
| Policy instance | 3 |
| Insurance contract or identification number | 0008716553 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $46 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | CRITILLNES | | Welfare Benefit Premiums Paid to Carrier | USD $1,143 | | Commission paid to Insurance Broker | USD $46 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 1 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 413601 |
| Policy instance | 2 |
| Insurance contract or identification number | 413601 | | Number of Individuals Covered | 106 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $3,520 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD& D | | Welfare Benefit Premiums Paid to Carrier | USD $24,229 | | Commission paid to Insurance Broker | USD $1,676 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 413600 |
| Policy instance | 1 |
| Insurance contract or identification number | 413600 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $975 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,604 | | Commission paid to Insurance Broker | USD $464 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | SGD606528 |
| Policy instance | 1 |
| Insurance contract or identification number | SGD606528 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $1,262 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SMALL GROUP DISABILITY | | Welfare Benefit Premiums Paid to Carrier | USD $9,808 | | Commission paid to Insurance Broker | USD $526 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | SGM606328 |
| Policy instance | 2 |
| Insurance contract or identification number | SGM606328 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2019-02-01 | | Insurance policy end date | 2020-01-31 | | Total amount of commissions paid to insurance broker | USD $424 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SMALL GROUP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $3,288 | | Commission paid to Insurance Broker | USD $177 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0254854 |
| Policy instance | 3 |
| Insurance contract or identification number | R0254854 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $745 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,827 | | Commission paid to Insurance Broker | USD $745 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0254854 |
| Policy instance | 1 |
| Insurance contract or identification number | R0254854 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $745 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,827 | | Commission paid to Insurance Broker | USD $745 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | SGD606528 |
| Policy instance | 2 |
| Insurance contract or identification number | SGD606528 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $1,262 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SMALL GROUP DISABILITY | | Welfare Benefit Premiums Paid to Carrier | USD $9,808 | | Commission paid to Insurance Broker | USD $526 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | SGM606328 |
| Policy instance | 3 |
| Insurance contract or identification number | SGM606328 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2018-02-01 | | Insurance policy end date | 2019-01-31 | | Total amount of commissions paid to insurance broker | USD $424 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SMALL GROUP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $3,288 | | Commission paid to Insurance Broker | USD $177 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0254854 |
| Policy instance | 3 |
| Insurance contract or identification number | R0254854 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $745 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,827 | | Commission paid to Insurance Broker | USD $745 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | FREDERICK SCHAEFFER, JR |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | SGM606328 |
| Policy instance | 2 |
| Insurance contract or identification number | SGM606328 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $424 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SMALL GROUP LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $3,288 | | Commission paid to Insurance Broker | USD $177 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | FREDERICK C. SCHAEFFER, JR. |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | SGD606528 |
| Policy instance | 1 |
| Insurance contract or identification number | SGD606528 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2017-02-01 | | Insurance policy end date | 2018-01-31 | | Total amount of commissions paid to insurance broker | USD $1,262 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SMALL GROUP DISABILITY | | Welfare Benefit Premiums Paid to Carrier | USD $9,808 | | Commission paid to Insurance Broker | USD $526 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | FREDERICK C. SCHAEFFER, JR. |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | SGM606328 |
| Policy instance | 2 |
| Insurance contract or identification number | SGM606328 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $645 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,265 | | Commission paid to Insurance Broker | USD $251 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | FREDERICK SCHAEFFER, JR. |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | SDG606528 |
| Policy instance | 1 |
| Insurance contract or identification number | SDG606528 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2015-02-01 | | Insurance policy end date | 2016-01-31 | | Total amount of commissions paid to insurance broker | USD $1,925 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,742 | | Commission paid to Insurance Broker | USD $762 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | FREDERICK SCHAEFFER JR. |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009540 |
| Policy instance | 1 |
| Insurance contract or identification number | 009540 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $2,626 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,752 | | Commission paid to Insurance Broker | USD $1,313 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | STRATEGIC FINANCIAL PARTNERS |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009540 |
| Policy instance | 2 |
| Insurance contract or identification number | 009540 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2014-02-01 | | Insurance policy end date | 2015-01-31 | | Total amount of commissions paid to insurance broker | USD $682 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,914 | | Commission paid to Insurance Broker | USD $341 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | STRATEGIC FINANCIAL PARTNERS |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009540 |
| Policy instance | 2 |
| Insurance contract or identification number | 009540 | | Number of Individuals Covered | 132 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $2,602 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $18,546 | | Commission paid to Insurance Broker | USD $1,301 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | STRATEGIC FINANCIAL PARTNERS |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009540 |
| Policy instance | 1 |
| Insurance contract or identification number | 009540 | | Number of Individuals Covered | 132 | | Insurance policy start date | 2013-02-01 | | Insurance policy end date | 2014-01-31 | | Total amount of commissions paid to insurance broker | USD $692 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,026 | | Commission paid to Insurance Broker | USD $346 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | STRATEGIC FINANCIAL PARTNERS |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009540 |
| Policy instance | 2 |
| Insurance contract or identification number | 009540 | | Number of Individuals Covered | 129 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $2,228 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,817 | | Commission paid to Insurance Broker | USD $1,072 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | NFP INSURANCE SERVICES, INC. |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009540 |
| Policy instance | 1 |
| Insurance contract or identification number | 009540 | | Number of Individuals Covered | 129 | | Insurance policy start date | 2012-02-01 | | Insurance policy end date | 2013-01-31 | | Total amount of commissions paid to insurance broker | USD $716 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,919 | | Commission paid to Insurance Broker | USD $341 | | Additional information about fees paid to insurance broker | BROKERAGE | | Insurance broker organization code? | 3 | | Insurance broker name | NFP INSURANCE SERVICES, INC. |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009540 |
| Policy instance | 1 |
| Insurance contract or identification number | 009540 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2012-01-31 | | Total amount of commissions paid to insurance broker | USD $676 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,835 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009540 |
| Policy instance | 2 |
| Insurance contract or identification number | 009540 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2011-02-01 | | Insurance policy end date | 2012-01-31 | | Total amount of commissions paid to insurance broker | USD $2,069 | | Welfare Benefit Premiums Paid to Carrier | USD $13,790 |
|
