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AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 401k Plan overview

Plan NameAREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY
Plan identification number 502

AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY Benefits

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

401k Sponsoring company profile

AREA AGENCY ON AGING OF SOUTHEAST ARKANSAS, INC. has sponsored the creation of one or more 401k plans.

Company Name:AREA AGENCY ON AGING OF SOUTHEAST ARKANSAS, INC.
Employer identification number (EIN):710521880
NAIC Classification:621610
NAIC Description:Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-05-01KATHY TYNES2023-08-30
5022021-05-01KATHY TYNES2022-09-28 KATHY TYNES2022-09-28
5022020-05-01KATHY TYNES2022-02-09 KATHY TYNES2022-02-09
5022019-05-01KATHY TYNES2020-09-14 KATHY TYNES2020-09-14
5022018-05-01KATHY TYNES2019-12-12 KATHY TYNES2019-12-12
5022017-05-01KATHY TYNES
5022016-05-01KATHY TYNES
5022015-05-01KATHY TYNES
5022014-05-01KATHY TYNES
5022013-05-01BETTY BRADSHAW
5022012-05-01BETTY BRADSHAW
5022011-05-01BETTY BRADSHAW
5022010-05-01BETTY BRADSHAW
5022009-05-01BETTY BRADSHAW

Plan Statistics for AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY

401k plan membership statisitcs for AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY

Measure Date Value
2022: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2022 401k membership
Total participants, beginning-of-year2022-05-0197
Total number of active participants reported on line 7a of the Form 55002022-05-01116
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-01116
2021: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2021 401k membership
Total participants, beginning-of-year2021-05-01233
Total number of active participants reported on line 7a of the Form 55002021-05-01206
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01206
2020: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2020 401k membership
Total participants, beginning-of-year2020-05-01240
Total number of active participants reported on line 7a of the Form 55002020-05-01233
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-01233
2019: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2019 401k membership
Total participants, beginning-of-year2019-05-01254
Total number of active participants reported on line 7a of the Form 55002019-05-01240
Total of all active and inactive participants2019-05-01240
2018: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2018 401k membership
Total participants, beginning-of-year2018-05-01284
Total number of active participants reported on line 7a of the Form 55002018-05-01254
Total of all active and inactive participants2018-05-01254
2017: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2017 401k membership
Total participants, beginning-of-year2017-05-01243
Total number of active participants reported on line 7a of the Form 55002017-05-01284
Total of all active and inactive participants2017-05-01284
Total participants2017-05-01284
2016: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2016 401k membership
Total participants, beginning-of-year2016-05-01242
Total number of active participants reported on line 7a of the Form 55002016-05-01243
Total of all active and inactive participants2016-05-01243
Total participants2016-05-01243
2015: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2015 401k membership
Total participants, beginning-of-year2015-05-01241
Total number of active participants reported on line 7a of the Form 55002015-05-01242
Total of all active and inactive participants2015-05-01242
Total participants2015-05-01242
2014: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2014 401k membership
Total participants, beginning-of-year2014-05-01259
Total number of active participants reported on line 7a of the Form 55002014-05-01241
Total of all active and inactive participants2014-05-01241
Total participants2014-05-01241
2013: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2013 401k membership
Total participants, beginning-of-year2013-05-01286
Total number of active participants reported on line 7a of the Form 55002013-05-01259
Total of all active and inactive participants2013-05-01259
Total participants2013-05-01259
2012: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2012 401k membership
Total participants, beginning-of-year2012-05-01311
Total number of active participants reported on line 7a of the Form 55002012-05-01286
Total of all active and inactive participants2012-05-01286
Total participants2012-05-01286
2011: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2011 401k membership
Total participants, beginning-of-year2011-05-01336
Total number of active participants reported on line 7a of the Form 55002011-05-01311
Total of all active and inactive participants2011-05-01311
Total participants2011-05-01311
2010: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2010 401k membership
Total participants, beginning-of-year2010-05-01353
Total number of active participants reported on line 7a of the Form 55002010-05-01336
Total of all active and inactive participants2010-05-01336
Total participants2010-05-01336
2009: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2009 401k membership
Total participants, beginning-of-year2009-05-01342
Total number of active participants reported on line 7a of the Form 55002009-05-01353
Total of all active and inactive participants2009-05-01353
Total participants2009-05-01353

Form 5500 Responses for AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY

2022: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – General assets of the sponsorYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – General assets of the sponsorYes
2021: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – InsuranceYes
2020: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – InsuranceYes
2019: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – InsuranceYes
2018: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 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 filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 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: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 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: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2013 form 5500 responses
2013-05-01Type of plan entitySingle employer plan
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2012 form 5500 responses
2012-05-01Type of plan entitySingle employer plan
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2011 form 5500 responses
2011-05-01Type of plan entitySingle employer plan
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 2010 form 5500 responses
2010-05-01Type of plan entitySingle employer plan
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: AREA AGENCY ON AGING OF SOUTHEAST AR INC LIFE INS & S/T DISABILITY 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

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183619
Policy instance 3
Insurance contract or identification number0183619
Number of Individuals Covered37
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,207
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,783
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,207
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183620
Policy instance 2
Insurance contract or identification number0183620
Number of Individuals Covered49
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,357
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,956
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,357
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5983107
Policy instance 1
Insurance contract or identification number5983107
Number of Individuals Covered224
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,611
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $69,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,611
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0841111
Policy instance 1
Insurance contract or identification number0841111
Number of Individuals Covered300
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number5983107
Policy instance 2
Insurance contract or identification number5983107
Number of Individuals Covered224
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,907
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $77,371
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,907
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183620
Policy instance 3
Insurance contract or identification number0183620
Number of Individuals Covered63
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,254
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,254
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183619
Policy instance 4
Insurance contract or identification number0183619
Number of Individuals Covered57
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,511
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,862
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,511
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183619
Policy instance 3
Insurance contract or identification number0183619
Number of Individuals Covered75
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,128
Total amount of fees paid to insurance companyUSD $11
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,128
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerNON MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183620
Policy instance 2
Insurance contract or identification number0183620
Number of Individuals Covered89
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,329
Total amount of fees paid to insurance companyUSD $11
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,705
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,329
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerNON MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5983107
Policy instance 1
Insurance contract or identification number5983107
Number of Individuals Covered272
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,858
Total amount of fees paid to insurance companyUSD $11
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $75,806
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,858
Amount paid for insurance broker fees11
Additional information about fees paid to insurance brokerNON MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183619
Policy instance 4
Insurance contract or identification number0183619
Number of Individuals Covered64
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,202
Total amount of fees paid to insurance companyUSD $44
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,133
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,202
Amount paid for insurance broker fees44
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5983107
Policy instance 3
Insurance contract or identification number5983107
Number of Individuals Covered258
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,550
Total amount of fees paid to insurance companyUSD $310
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $76,344
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,550
Amount paid for insurance broker fees310
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183620
Policy instance 2
Insurance contract or identification number0183620
Number of Individuals Covered63
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,672
Total amount of fees paid to insurance companyUSD $36
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,672
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
QCA HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95448 )
Policy contract number53552
Policy instance 1
Insurance contract or identification number53552
Number of Individuals Covered74
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $15,520
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $343,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,520
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183619
Policy instance 3
Insurance contract or identification number0183619
Number of Individuals Covered48
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $2,112
Total amount of fees paid to insurance companyUSD $372
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,112
Amount paid for insurance broker fees372
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5983107
Policy instance 2
Insurance contract or identification number5983107
Number of Individuals Covered254
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $8,466
Total amount of fees paid to insurance companyUSD $2,426
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $71,055
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,466
Amount paid for insurance broker fees2426
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183620
Policy instance 1
Insurance contract or identification number0183620
Number of Individuals Covered58
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,392
Total amount of fees paid to insurance companyUSD $243
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,908
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,392
Amount paid for insurance broker fees243
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183619
Policy instance 3
Insurance contract or identification number0183619
Number of Individuals Covered39
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,433
Total amount of fees paid to insurance companyUSD $303
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,448
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,433
Amount paid for insurance broker fees247
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameFRANK P ORZEL & CO
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0183620
Policy instance 1
Insurance contract or identification number0183620
Number of Individuals Covered53
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $1,543
Total amount of fees paid to insurance companyUSD $214
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,736
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,543
Amount paid for insurance broker fees158
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameFRANK P ORZEL & CO
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5983107
Policy instance 2
Insurance contract or identification number5983107
Number of Individuals Covered284
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,810
Total amount of fees paid to insurance companyUSD $3,084
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $78,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,810
Amount paid for insurance broker fees3084
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSIMMONS FIRST INSURANCE SERVICES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05983107
Policy instance 1
Insurance contract or identification numberKM05983107
Number of Individuals Covered242
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $5,922
Total amount of fees paid to insurance companyUSD $1,975
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $37,143
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,922
Insurance broker organization code?3
Amount paid for insurance broker fees1975
Additional information about fees paid to insurance brokerGROSS DEALER CONCESSION
Insurance broker nameMETLIFE FINANCIAL/METLIFE SECURITIE
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05983107
Policy instance 1
Insurance contract or identification numberKM05983107
Number of Individuals Covered241
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $6,078
Total amount of fees paid to insurance companyUSD $2,027
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $34,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,078
Insurance broker organization code?3
Amount paid for insurance broker fees2027
Additional information about fees paid to insurance brokerGROSS DEALER CONCESSION
Insurance broker nameMETLIFE FINANCIAL/METLIFE SECURITIE
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05983107
Policy instance 1
Insurance contract or identification numberKM05983107
Number of Individuals Covered259
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $5,869
Total amount of fees paid to insurance companyUSD $1,955
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $35,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,146
Insurance broker organization code?3
Amount paid for insurance broker fees1955
Additional information about fees paid to insurance brokerGROSS DEALER CONCESSION
Insurance broker nameMETLIFE FINANCIAL/METLIFE SECURITIE
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE3160959
Policy instance 2
Insurance contract or identification numberE3160959
Number of Individuals Covered4
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $29
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $400
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29
Insurance broker organization code?3
Insurance broker nameJTS FINANCIAL SERVICES LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05983107
Policy instance 2
Insurance contract or identification numberKM05983107
Number of Individuals Covered286
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $6,576
Total amount of fees paid to insurance companyUSD $2,191
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $38,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,806
Insurance broker organization code?3
Amount paid for insurance broker fees2191
Additional information about fees paid to insurance brokerGROSS DEALER CONCESSION
Insurance broker nameMETLIFE FINANCIAL/METLIFE SECURITIE
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE3160959
Policy instance 1
Insurance contract or identification numberE3160959
Number of Individuals Covered4
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $337
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $4,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $337
Insurance broker organization code?3
Insurance broker nameJTS FINANCIAL SERVICES LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05983107
Policy instance 1
Insurance contract or identification numberKM05983107
Number of Individuals Covered311
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $6,558
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $41,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE3160959
Policy instance 2
Insurance contract or identification numberE3160959
Number of Individuals Covered5
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $636
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $9,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE3160959
Policy instance 1
Insurance contract or identification numberE3160959
Number of Individuals Covered8
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,230
Total amount of fees paid to insurance companyUSD $162
Health Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedCANCER INSURANCE
Welfare Benefit Premiums Paid to CarrierUSD $11,847
Commission paid to Insurance BrokerUSD $842
Amount paid for insurance broker fees159
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameKENNETH BRADLEY DANIEL
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number454-4703-00
Policy instance 2
Insurance contract or identification number454-4703-00
Number of Individuals Covered336
Insurance policy start date2010-08-01
Insurance policy end date2011-08-01
Total amount of commissions paid to insurance brokerUSD $2,951
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,430
Commission paid to Insurance BrokerUSD $2,951
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE LL

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