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GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 401k Plan overview

Plan NameGROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S.
Plan identification number 501

GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. Benefits

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

401k Sponsoring company profile

CLARK NUBER, P.S. has sponsored the creation of one or more 401k plans.

Company Name:CLARK NUBER, P.S.
Employer identification number (EIN):911194016
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about CLARK NUBER, P.S.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1982-12-28
Company Identification Number: 600475693
Legal Registered Office Address: 10900 NE 4TH ST STE 1400

BELLEVUE
United States of America (USA)
980045843

More information about CLARK NUBER, P.S.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-12-01THOMAS J. SULEWSKI2023-06-30
5012021-12-01THOMAS J. SULEWSKI2023-06-30
5012020-12-01ROB WHEELER2022-06-21
5012019-12-01ROBERT WHEELER2021-09-08
5012018-12-01ROBERT A. WHEELER2020-09-03
5012017-12-01ROBERT A. WHEELER2019-08-13
5012016-12-01
5012015-12-01ROBERT A WHEELER
5012014-12-01ROBERT A WHEELER
5012013-12-01ROBERT A WHEELER
5012012-12-01DAVID KATRI
5012011-12-01DAVE KATRI
5012010-12-01DAVE KATRI
5012009-12-01 DAVID E KATRI2011-05-16
5012009-12-01DAVE KATRI
5012009-12-01 DAVID KATRI2011-05-16
5012008-12-01

Plan Statistics for GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S.

401k plan membership statisitcs for GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S.

Measure Date Value
2022: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2022 401k membership
Total participants, beginning-of-year2022-12-01261
Total number of active participants reported on line 7a of the Form 55002022-12-01268
Number of retired or separated participants receiving benefits2022-12-012
Number of other retired or separated participants entitled to future benefits2022-12-010
Total of all active and inactive participants2022-12-01270
Number of employers contributing to the scheme2022-12-010
2021: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2021 401k membership
Total participants, beginning-of-year2021-12-01226
Total number of active participants reported on line 7a of the Form 55002021-12-01260
Number of retired or separated participants receiving benefits2021-12-011
Number of other retired or separated participants entitled to future benefits2021-12-010
Total of all active and inactive participants2021-12-01261
Number of employers contributing to the scheme2021-12-010
2020: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2020 401k membership
Total participants, beginning-of-year2020-12-01226
Total number of active participants reported on line 7a of the Form 55002020-12-01225
Number of retired or separated participants receiving benefits2020-12-011
Number of other retired or separated participants entitled to future benefits2020-12-010
Total of all active and inactive participants2020-12-01226
Number of employers contributing to the scheme2020-12-010
2019: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2019 401k membership
Total participants, beginning-of-year2019-12-01205
Total number of active participants reported on line 7a of the Form 55002019-12-01226
Number of retired or separated participants receiving benefits2019-12-012
Number of other retired or separated participants entitled to future benefits2019-12-010
Total of all active and inactive participants2019-12-01228
Number of employers contributing to the scheme2019-12-010
2018: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2018 401k membership
Total participants, beginning-of-year2018-12-01192
Total number of active participants reported on line 7a of the Form 55002018-12-01205
Number of retired or separated participants receiving benefits2018-12-010
Number of other retired or separated participants entitled to future benefits2018-12-010
Total of all active and inactive participants2018-12-01205
Number of employers contributing to the scheme2018-12-010
2017: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2017 401k membership
Total participants, beginning-of-year2017-12-01199
Total number of active participants reported on line 7a of the Form 55002017-12-01192
Number of retired or separated participants receiving benefits2017-12-010
Number of other retired or separated participants entitled to future benefits2017-12-010
Total of all active and inactive participants2017-12-01192
Number of employers contributing to the scheme2017-12-010
2016: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2016 401k membership
Total participants, beginning-of-year2016-12-01185
Total number of active participants reported on line 7a of the Form 55002016-12-01199
Number of retired or separated participants receiving benefits2016-12-010
Number of other retired or separated participants entitled to future benefits2016-12-010
Total of all active and inactive participants2016-12-01199
2015: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2015 401k membership
Total participants, beginning-of-year2015-12-01183
Total number of active participants reported on line 7a of the Form 55002015-12-01185
Number of retired or separated participants receiving benefits2015-12-010
Number of other retired or separated participants entitled to future benefits2015-12-010
Total of all active and inactive participants2015-12-01185
2014: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2014 401k membership
Total participants, beginning-of-year2014-12-01180
Total number of active participants reported on line 7a of the Form 55002014-12-01183
Number of retired or separated participants receiving benefits2014-12-010
Number of other retired or separated participants entitled to future benefits2014-12-010
Total of all active and inactive participants2014-12-01183
2013: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2013 401k membership
Total participants, beginning-of-year2013-12-01173
Total number of active participants reported on line 7a of the Form 55002013-12-01180
Number of retired or separated participants receiving benefits2013-12-010
Number of other retired or separated participants entitled to future benefits2013-12-010
Total of all active and inactive participants2013-12-01180
2012: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2012 401k membership
Total participants, beginning-of-year2012-12-01157
Total number of active participants reported on line 7a of the Form 55002012-12-01173
Number of retired or separated participants receiving benefits2012-12-010
Number of other retired or separated participants entitled to future benefits2012-12-010
Total of all active and inactive participants2012-12-01173
2011: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2011 401k membership
Total participants, beginning-of-year2011-12-01151
Total number of active participants reported on line 7a of the Form 55002011-12-01157
Number of retired or separated participants receiving benefits2011-12-010
Number of other retired or separated participants entitled to future benefits2011-12-010
Total of all active and inactive participants2011-12-01157
2010: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2010 401k membership
Total participants, beginning-of-year2010-12-01153
Total number of active participants reported on line 7a of the Form 55002010-12-01151
Number of retired or separated participants receiving benefits2010-12-010
Number of other retired or separated participants entitled to future benefits2010-12-010
Total of all active and inactive participants2010-12-01151
2009: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2009 401k membership
Total participants, beginning-of-year2009-12-01156
Total number of active participants reported on line 7a of the Form 55002009-12-01153
Number of retired or separated participants receiving benefits2009-12-010
Number of other retired or separated participants entitled to future benefits2009-12-010
Total of all active and inactive participants2009-12-01153

Form 5500 Responses for GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S.

2022: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2022 form 5500 responses
2022-12-01Type of plan entitySingle employer plan
2022-12-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-12-01Plan funding arrangement – InsuranceYes
2022-12-01Plan funding arrangement – General assets of the sponsorYes
2022-12-01Plan benefit arrangement – InsuranceYes
2022-12-01Plan benefit arrangement – General assets of the sponsorYes
2021: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Plan funding arrangement – InsuranceYes
2021-12-01Plan funding arrangement – General assets of the sponsorYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement – General assets of the sponsorYes
2020: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Plan funding arrangement – InsuranceYes
2020-12-01Plan funding arrangement – General assets of the sponsorYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement – General assets of the sponsorYes
2019: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Plan funding arrangement – InsuranceYes
2019-12-01Plan funding arrangement – General assets of the sponsorYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement – General assets of the sponsorYes
2018: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Plan funding arrangement – InsuranceYes
2018-12-01Plan funding arrangement – General assets of the sponsorYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement – General assets of the sponsorYes
2017: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Plan funding arrangement – InsuranceYes
2017-12-01Plan funding arrangement – General assets of the sponsorYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement – General assets of the sponsorYes
2016: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Plan funding arrangement – InsuranceYes
2016-12-01Plan funding arrangement – General assets of the sponsorYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement – General assets of the sponsorYes
2015: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Submission has been amendedNo
2015-12-01This submission is the final filingNo
2015-12-01This return/report is a short plan year return/report (less than 12 months)No
2015-12-01Plan is a collectively bargained planNo
2015-12-01Plan funding arrangement – InsuranceYes
2015-12-01Plan funding arrangement – General assets of the sponsorYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement – General assets of the sponsorYes
2014: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Submission has been amendedNo
2014-12-01This submission is the final filingNo
2014-12-01This return/report is a short plan year return/report (less than 12 months)No
2014-12-01Plan is a collectively bargained planNo
2014-12-01Plan funding arrangement – InsuranceYes
2014-12-01Plan funding arrangement – General assets of the sponsorYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement – General assets of the sponsorYes
2013: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2013 form 5500 responses
2013-12-01Type of plan entitySingle employer plan
2013-12-01Submission has been amendedNo
2013-12-01This submission is the final filingNo
2013-12-01This return/report is a short plan year return/report (less than 12 months)No
2013-12-01Plan is a collectively bargained planNo
2013-12-01Plan funding arrangement – InsuranceYes
2013-12-01Plan funding arrangement – General assets of the sponsorYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement – General assets of the sponsorYes
2012: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2012 form 5500 responses
2012-12-01Type of plan entitySingle employer plan
2012-12-01Submission has been amendedNo
2012-12-01This submission is the final filingNo
2012-12-01This return/report is a short plan year return/report (less than 12 months)No
2012-12-01Plan is a collectively bargained planNo
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – General assets of the sponsorYes
2012-12-01Plan benefit arrangement – InsuranceYes
2012-12-01Plan benefit arrangement – General assets of the sponsorYes
2011: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Submission has been amendedNo
2011-12-01This submission is the final filingNo
2011-12-01This return/report is a short plan year return/report (less than 12 months)No
2011-12-01Plan is a collectively bargained planNo
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – General assets of the sponsorYes
2011-12-01Plan benefit arrangement – InsuranceYes
2011-12-01Plan benefit arrangement – General assets of the sponsorYes
2010: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2010 form 5500 responses
2010-12-01Type of plan entitySingle employer plan
2010-12-01Submission has been amendedNo
2010-12-01This submission is the final filingNo
2010-12-01This return/report is a short plan year return/report (less than 12 months)No
2010-12-01Plan is a collectively bargained planNo
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – General assets of the sponsorYes
2010-12-01Plan benefit arrangement – InsuranceYes
2010-12-01Plan benefit arrangement – General assets of the sponsorYes
2009: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2009 form 5500 responses
2009-12-01Type of plan entitySingle employer plan
2009-12-01Submission has been amendedNo
2009-12-01This submission is the final filingNo
2009-12-01This return/report is a short plan year return/report (less than 12 months)No
2009-12-01Plan is a collectively bargained planNo
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – General assets of the sponsorYes
2009-12-01Plan benefit arrangement – InsuranceYes
2009-12-01Plan benefit arrangement – General assets of the sponsorYes
2008: GROUP HEALTH & WELFARE PLAN FOR EMPLOYEES OF CLARK NUBER P.S. 2008 form 5500 responses
2008-12-01Type of plan entitySingle employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044311
Policy instance 1
Insurance contract or identification number30044311
Number of Individuals Covered247
Insurance policy start date2022-12-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $318
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,312
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $318
Amount paid for insurance broker fees0
Insurance broker organization code?3
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number941
Policy instance 2
Insurance contract or identification number941
Number of Individuals Covered398
Insurance policy start date2022-12-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,672
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $1,672
Amount paid for insurance broker fees0
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017889-00
Policy instance 3
Insurance contract or identification number01-017889-00
Number of Individuals Covered268
Insurance policy start date2022-12-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017889-00
Policy instance 3
Insurance contract or identification number01-017889-00
Number of Individuals Covered260
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $16,726
Total amount of fees paid to insurance companyUSD $3,442
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $92,366
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $12,120
Amount paid for insurance broker fees3442
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044311
Policy instance 1
Insurance contract or identification number30044311
Number of Individuals Covered235
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $1,545
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,545
Amount paid for insurance broker fees0
Insurance broker organization code?3
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number941
Policy instance 2
Insurance contract or identification number941
Number of Individuals Covered391
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $17,862
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,862
Amount paid for insurance broker fees0
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017889-00
Policy instance 3
Insurance contract or identification number01-017889-00
Number of Individuals Covered230
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $17,300
Total amount of fees paid to insurance companyUSD $3,829
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $128,512
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,300
Amount paid for insurance broker fees3829
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number941
Policy instance 2
Insurance contract or identification number941
Number of Individuals Covered332
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $15,524
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $15,524
Amount paid for insurance broker fees0
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044311
Policy instance 1
Insurance contract or identification number30044311
Number of Individuals Covered221
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $1,505
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,505
Amount paid for insurance broker fees0
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017889-00
Policy instance 3
Insurance contract or identification number01-017889-00
Number of Individuals Covered226
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $20,661
Total amount of fees paid to insurance companyUSD $5,941
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $127,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number941
Policy instance 2
Insurance contract or identification number941
Number of Individuals Covered317
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $15,705
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044311
Policy instance 1
Insurance contract or identification number30044311
Number of Individuals Covered211
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $1,461
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number4007244
Policy instance 1
Insurance contract or identification number4007244
Number of Individuals Covered295
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $74,731
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,318,134
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,731
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00
Policy instance 2
Insurance contract or identification number00
Number of Individuals Covered185
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $4,396
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044311
Policy instance 3
Insurance contract or identification number30044311
Number of Individuals Covered194
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $1,343
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,343
Amount paid for insurance broker fees0
Insurance broker organization code?3
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number941
Policy instance 4
Insurance contract or identification number941
Number of Individuals Covered290
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $12,265
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,265
Amount paid for insurance broker fees0
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number101788900
Policy instance 5
Insurance contract or identification number101788900
Number of Individuals Covered205
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $21,559
Total amount of fees paid to insurance companyUSD $2,745
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $147,621
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,183
Amount paid for insurance broker fees1647
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10096589
Policy instance 5
Insurance contract or identification number10096589
Number of Individuals Covered192
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $23,654
Total amount of fees paid to insurance companyUSD $2,656
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $147,853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 53031 )
Policy contract number30044311
Policy instance 3
Insurance contract or identification number30044311
Number of Individuals Covered191
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $1,437
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF WASHINGTON (National Association of Insurance Commissioners NAIC id number: 47341 )
Policy contract number941
Policy instance 4
Insurance contract or identification number941
Number of Individuals Covered288
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $12,647
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
APS HEALTHCARE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number00
Policy instance 2
Insurance contract or identification number00
Number of Individuals Covered185
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $4,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 )
Policy contract number4007244
Policy instance 1
Insurance contract or identification number4007244
Number of Individuals Covered112
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $75,225
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,287,974
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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