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SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 401k Plan overview

Plan NameSUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST
Plan identification number 501

SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • 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

SUPERCON INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:SUPERCON INCORPORATED
Employer identification number (EIN):042484684
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-10-01MICHAEL REILLY2023-02-09 MICHAEL REILLY2023-02-09
5012020-10-01TERENCE WONG2022-02-11 TERENCE WONG2022-02-11
5012019-10-01TERENCE WONG2021-02-12 TERENCE WONG2021-02-12
5012018-10-01TERENCE WONG2020-04-04 TERENCE WONG2020-04-04
5012017-10-01TERENCE WONG2019-04-22
5012016-10-01
5012015-10-01
5012014-10-01
5012013-10-01
5012012-10-01TERENCE WONG
5012011-10-01TERENCE WONG
5012010-10-01TERENCE WONG
5012009-10-01TERENCE WONG

Plan Statistics for SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST

401k plan membership statisitcs for SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST

Measure Date Value
2021: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2021 401k membership
Total participants, beginning-of-year2021-10-0140
Total number of active participants reported on line 7a of the Form 55002021-10-0139
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-0139
2020: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2020 401k membership
Total participants, beginning-of-year2020-10-0140
Total number of active participants reported on line 7a of the Form 55002020-10-0140
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-0140
2019: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2019 401k membership
Total participants, beginning-of-year2019-10-0141
Total number of active participants reported on line 7a of the Form 55002019-10-0140
Number of retired or separated participants receiving benefits2019-10-011
Number of other retired or separated participants entitled to future benefits2019-10-011
Total of all active and inactive participants2019-10-0142
2018: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2018 401k membership
Total participants, beginning-of-year2018-10-0141
Total number of active participants reported on line 7a of the Form 55002018-10-0141
Number of retired or separated participants receiving benefits2018-10-011
Number of other retired or separated participants entitled to future benefits2018-10-011
Total of all active and inactive participants2018-10-0143
2017: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2017 401k membership
Total participants, beginning-of-year2017-10-0140
Total number of active participants reported on line 7a of the Form 55002017-10-0141
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-0141
2016: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2016 401k membership
Total participants, beginning-of-year2016-10-0139
Total number of active participants reported on line 7a of the Form 55002016-10-0140
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-0140
2015: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2015 401k membership
Total participants, beginning-of-year2015-10-0139
Total number of active participants reported on line 7a of the Form 55002015-10-0139
Number of retired or separated participants receiving benefits2015-10-012
Number of other retired or separated participants entitled to future benefits2015-10-012
Total of all active and inactive participants2015-10-0143
2014: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2014 401k membership
Total participants, beginning-of-year2014-10-0139
Total number of active participants reported on line 7a of the Form 55002014-10-0139
Number of retired or separated participants receiving benefits2014-10-012
Number of other retired or separated participants entitled to future benefits2014-10-012
Total of all active and inactive participants2014-10-0143
2013: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2013 401k membership
Total participants, beginning-of-year2013-10-0142
Total number of active participants reported on line 7a of the Form 55002013-10-0139
Number of retired or separated participants receiving benefits2013-10-012
Number of other retired or separated participants entitled to future benefits2013-10-011
Total of all active and inactive participants2013-10-0142
2012: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year2012-10-0145
Total number of active participants reported on line 7a of the Form 55002012-10-0142
Number of retired or separated participants receiving benefits2012-10-012
Number of other retired or separated participants entitled to future benefits2012-10-012
Total of all active and inactive participants2012-10-0146
2011: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year2011-10-0138
Total number of active participants reported on line 7a of the Form 55002011-10-0145
Total of all active and inactive participants2011-10-0145
2010: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2010 401k membership
Total participants, beginning-of-year2010-10-0139
Total number of active participants reported on line 7a of the Form 55002010-10-0138
Total of all active and inactive participants2010-10-0138
2009: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year2009-10-0139
Total number of active participants reported on line 7a of the Form 55002009-10-0139
Total of all active and inactive participants2009-10-0139

Financial Data on SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST

Measure Date Value
2022 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2022 401k financial data
Total plan liabilities at end of year2022-09-30$175,147
Total income from all sources2022-09-30$1,350,180
Expenses. Total of all expenses incurred2022-09-30$1,324,381
Benefits paid (including direct rollovers)2022-09-30$1,323,806
Total plan assets at end of year2022-09-30$1,099,583
Total plan assets at beginning of year2022-09-30$898,637
Total contributions received or receivable from participants2022-09-30$106,590
Expenses. Other expenses not covered elsewhere2022-09-30$125
Net income (gross income less expenses)2022-09-30$25,799
Net plan assets at end of year (total assets less liabilities)2022-09-30$924,436
Net plan assets at beginning of year (total assets less liabilities)2022-09-30$898,637
Total contributions received or receivable from employer(s)2022-09-30$1,243,590
Expenses. Administrative service providers (salaries,fees and commissions)2022-09-30$450
2021 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2021 401k financial data
Total income from all sources2021-09-30$595,141
Expenses. Total of all expenses incurred2021-09-30$1,006,907
Benefits paid (including direct rollovers)2021-09-30$1,006,332
Total plan assets at end of year2021-09-30$898,637
Total plan assets at beginning of year2021-09-30$1,310,403
Total contributions received or receivable from participants2021-09-30$108,271
Expenses. Other expenses not covered elsewhere2021-09-30$125
Net income (gross income less expenses)2021-09-30$-411,766
Net plan assets at end of year (total assets less liabilities)2021-09-30$898,637
Net plan assets at beginning of year (total assets less liabilities)2021-09-30$1,310,403
Total contributions received or receivable from employer(s)2021-09-30$486,870
Expenses. Administrative service providers (salaries,fees and commissions)2021-09-30$450
2020 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2020 401k financial data
Total income from all sources2020-09-30$1,897,207
Expenses. Total of all expenses incurred2020-09-30$1,417,927
Benefits paid (including direct rollovers)2020-09-30$1,417,802
Total plan assets at end of year2020-09-30$1,310,403
Total plan assets at beginning of year2020-09-30$831,123
Total contributions received or receivable from participants2020-09-30$107,400
Expenses. Other expenses not covered elsewhere2020-09-30$125
Other income received2020-09-30$4,018
Net income (gross income less expenses)2020-09-30$479,280
Net plan assets at end of year (total assets less liabilities)2020-09-30$1,310,403
Net plan assets at beginning of year (total assets less liabilities)2020-09-30$831,123
Total contributions received or receivable from employer(s)2020-09-30$1,785,789
2019 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2019 401k financial data
Total income from all sources2019-09-30$915,354
Expenses. Total of all expenses incurred2019-09-30$928,341
Benefits paid (including direct rollovers)2019-09-30$928,135
Total plan assets at end of year2019-09-30$831,123
Total plan assets at beginning of year2019-09-30$844,110
Total contributions received or receivable from participants2019-09-30$97,093
Expenses. Other expenses not covered elsewhere2019-09-30$206
Other income received2019-09-30$7,246
Net income (gross income less expenses)2019-09-30$-12,987
Net plan assets at end of year (total assets less liabilities)2019-09-30$831,123
Net plan assets at beginning of year (total assets less liabilities)2019-09-30$844,110
Total contributions received or receivable from employer(s)2019-09-30$811,015
2017 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2017 401k financial data
Total income from all sources2017-09-30$917,570
Expenses. Total of all expenses incurred2017-09-30$931,077
Benefits paid (including direct rollovers)2017-09-30$931,007
Total plan assets at end of year2017-09-30$811,562
Total plan assets at beginning of year2017-09-30$825,069
Total contributions received or receivable from participants2017-09-30$119,514
Net income (gross income less expenses)2017-09-30$-13,507
Net plan assets at end of year (total assets less liabilities)2017-09-30$811,562
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$825,069
Total contributions received or receivable from employer(s)2017-09-30$798,056
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$70
2016 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2016 401k financial data
Total income from all sources2016-09-30$947,518
Expenses. Total of all expenses incurred2016-09-30$921,900
Benefits paid (including direct rollovers)2016-09-30$921,715
Total plan assets at end of year2016-09-30$825,069
Total plan assets at beginning of year2016-09-30$799,451
Total contributions received or receivable from participants2016-09-30$96,646
Other income received2016-09-30$1,551
Net income (gross income less expenses)2016-09-30$25,618
Net plan assets at end of year (total assets less liabilities)2016-09-30$825,069
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$799,451
Total contributions received or receivable from employer(s)2016-09-30$849,321
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$185
2015 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2015 401k financial data
Total income from all sources2015-09-30$935,098
Expenses. Total of all expenses incurred2015-09-30$884,202
Benefits paid (including direct rollovers)2015-09-30$883,963
Total plan assets at end of year2015-09-30$799,451
Total plan assets at beginning of year2015-09-30$748,555
Total contributions received or receivable from participants2015-09-30$84,523
Other income received2015-09-30$1,524
Net income (gross income less expenses)2015-09-30$50,896
Net plan assets at end of year (total assets less liabilities)2015-09-30$799,451
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$748,555
Total contributions received or receivable from employer(s)2015-09-30$849,051
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$239
2014 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2014 401k financial data
Total income from all sources2014-09-30$836,838
Expenses. Total of all expenses incurred2014-09-30$808,799
Benefits paid (including direct rollovers)2014-09-30$808,580
Total plan assets at end of year2014-09-30$748,555
Total plan assets at beginning of year2014-09-30$720,516
Total contributions received or receivable from participants2014-09-30$60,041
Other income received2014-09-30$1,661
Net income (gross income less expenses)2014-09-30$28,039
Net plan assets at end of year (total assets less liabilities)2014-09-30$748,555
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$720,516
Total contributions received or receivable from employer(s)2014-09-30$775,136
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$219
2013 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2013 401k financial data
Total income from all sources2013-09-30$733,996
Expenses. Total of all expenses incurred2013-09-30$790,810
Benefits paid (including direct rollovers)2013-09-30$790,623
Total plan assets at end of year2013-09-30$720,516
Total plan assets at beginning of year2013-09-30$777,330
Total contributions received or receivable from participants2013-09-30$70,177
Other income received2013-09-30$2,109
Net income (gross income less expenses)2013-09-30$-56,814
Net plan assets at end of year (total assets less liabilities)2013-09-30$720,516
Net plan assets at beginning of year (total assets less liabilities)2013-09-30$777,330
Total contributions received or receivable from employer(s)2013-09-30$661,710
Expenses. Administrative service providers (salaries,fees and commissions)2013-09-30$187
2012 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2012 401k financial data
Total income from all sources2012-09-30$880,019
Expenses. Total of all expenses incurred2012-09-30$844,370
Benefits paid (including direct rollovers)2012-09-30$844,180
Total plan assets at end of year2012-09-30$777,330
Total plan assets at beginning of year2012-09-30$741,681
Total contributions received or receivable from participants2012-09-30$66,916
Other income received2012-09-30$2,173
Net income (gross income less expenses)2012-09-30$35,649
Net plan assets at end of year (total assets less liabilities)2012-09-30$777,330
Net plan assets at beginning of year (total assets less liabilities)2012-09-30$741,681
Total contributions received or receivable from employer(s)2012-09-30$810,930
Expenses. Administrative service providers (salaries,fees and commissions)2012-09-30$190
2011 : SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2011 401k financial data
Total income from all sources2011-09-30$881,594
Expenses. Total of all expenses incurred2011-09-30$799,213
Benefits paid (including direct rollovers)2011-09-30$799,029
Total plan assets at end of year2011-09-30$741,681
Total plan assets at beginning of year2011-09-30$659,300
Total contributions received or receivable from participants2011-09-30$57,334
Other income received2011-09-30$1,888
Net income (gross income less expenses)2011-09-30$82,381
Net plan assets at end of year (total assets less liabilities)2011-09-30$741,681
Net plan assets at beginning of year (total assets less liabilities)2011-09-30$659,300
Total contributions received or receivable from employer(s)2011-09-30$822,372
Expenses. Administrative service providers (salaries,fees and commissions)2011-09-30$184

Form 5500 Responses for SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST

2021: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement - TrustYes
2011: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement - TrustYes
2010: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – TrustYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement - TrustYes
2009: SUPERCON, INC. VOLUNTARY EMPLOYEE BENEFIT TRUST 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01This submission is the final filingNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered68
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,733
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,733
TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC. (National Association of Insurance Commissioners NAIC id number: 95688 )
Policy contract number11328000
Policy instance 7
Insurance contract or identification number11328000
Number of Individuals Covered79
Insurance policy start date2022-01-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $7,685
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $443,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,685
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUPM0569F
Policy instance 6
Insurance contract or identification numberGUPM0569F
Number of Individuals Covered42
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $2,393
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,926
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,393
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered77
Insurance policy start date2021-10-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,960
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,488
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,960
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0569F
Policy instance 4
Insurance contract or identification numberGUG0569F
Number of Individuals Covered39
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $286
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $286
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-0569F
Policy instance 3
Insurance contract or identification numberGLTD-0569F
Number of Individuals Covered39
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,445
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,451
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,445
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0569F
Policy instance 2
Insurance contract or identification numberGLUG0569F
Number of Individuals Covered39
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,236
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,362
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,236
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-0569F
Policy instance 3
Insurance contract or identification numberGLTD-0569F
Number of Individuals Covered38
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $1,411
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,411
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0569F
Policy instance 4
Insurance contract or identification numberGUG0569F
Number of Individuals Covered38
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $457
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $457
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0569F
Policy instance 2
Insurance contract or identification numberGLUG0569F
Number of Individuals Covered38
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $1,184
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,836
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,184
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered78
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $7,660
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $435,770
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,660
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUPM0569F
Policy instance 6
Insurance contract or identification numberGUPM0569F
Number of Individuals Covered40
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $1,254
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,254
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered70
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $1,742
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,742
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-0569F
Policy instance 3
Insurance contract or identification numberGLTD-0569F
Number of Individuals Covered39
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $1,599
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,599
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered78
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $8,040
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $424,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,040
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0569F
Policy instance 4
Insurance contract or identification numberGUG0569F
Number of Individuals Covered39
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $1,061
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,061
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0569F
Policy instance 2
Insurance contract or identification numberGLUG0569F
Number of Individuals Covered39
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $1,245
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,455
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,245
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered72
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $1,586
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,586
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0569F
Policy instance 4
Insurance contract or identification numberGUG0569F
Number of Individuals Covered39
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $930
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $930
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered82
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $7,500
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $382,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,500
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-0569F
Policy instance 3
Insurance contract or identification numberGLTD-0569F
Number of Individuals Covered39
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $1,416
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,416
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered71
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $1,624
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,624
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0569F
Policy instance 2
Insurance contract or identification numberGLUG0569F
Number of Individuals Covered39
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $1,176
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,759
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,176
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0569F
Policy instance 4
Insurance contract or identification numberGUG0569F
Number of Individuals Covered38
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $873
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,731
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered82
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $7,220
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $369,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-0569F
Policy instance 3
Insurance contract or identification numberGLTD-0569F
Number of Individuals Covered39
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $1,328
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,283
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0569F
Policy instance 2
Insurance contract or identification numberGLUG0569F
Number of Individuals Covered39
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $1,120
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered72
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $1,635
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FALLON HEALTH AND LIFE INSURANCE COMPANY - FHLAC (National Association of Insurance Commissioners NAIC id number: 66828 )
Policy contract numberC002241638C01
Policy instance 6
Insurance contract or identification numberC002241638C01
Number of Individuals Covered5
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $351
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,505
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $351
Insurance broker nameHARBOR INSURANCE GROUP LLC
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered80
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $10,368
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $373,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,368
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0569F
Policy instance 4
Insurance contract or identification numberGUG0569F
Number of Individuals Covered41
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $1,046
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,463
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,046
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-0569F
Policy instance 3
Insurance contract or identification numberGLTD-0569F
Number of Individuals Covered43
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $1,693
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,693
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0569F
Policy instance 2
Insurance contract or identification numberGLUG0569F
Number of Individuals Covered43
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $1,350
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $13,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,350
Insurance broker nameHARBOR INSURANCE GROUP LLC
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered75
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $2,113
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,113
Insurance broker nameHARBOR INSURANCE GROUP LLC
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered31
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $1,973
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,973
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0569F
Policy instance 2
Insurance contract or identification numberGLUG0569F
Number of Individuals Covered41
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $1,275
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,275
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-0569F
Policy instance 3
Insurance contract or identification numberGLTD-0569F
Number of Individuals Covered41
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $1,663
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,631
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,663
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG0569F
Policy instance 4
Insurance contract or identification numberGUG0569F
Number of Individuals Covered39
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $1,061
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,061
Insurance broker nameHARBOR INSURANCE GROUP LLC
FALLON HEALTH AND LIFE INSURANCE COMPANY - FHLAC (National Association of Insurance Commissioners NAIC id number: 66828 )
Policy contract numberC002241638C01
Policy instance 6
Insurance contract or identification numberC002241638C01
Number of Individuals Covered5
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $327
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $327
Insurance broker nameHARBOR INSURANCE GROUP LLC
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered77
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $9,564
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $395,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,564
Insurance broker nameHARBOR INSURANCE GROUP LLC
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered30
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $1,979
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,979
Insurance broker nameHARBOR INSURANCE GROUP LLC
FALLON HEALTH AND LIFE INSURANCE COMPANY - FHLAC (National Association of Insurance Commissioners NAIC id number: 66828 )
Policy contract numberC002241638C01
Policy instance 6
Insurance contract or identification numberC002241638C01
Number of Individuals Covered5
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $672
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,439
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $672
Insurance broker nameHARBOR INSURANCE GROUP LLC
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered72
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $9,436
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $243,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,436
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-569F
Policy instance 3
Insurance contract or identification numberGLTD-569F
Number of Individuals Covered40
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $1,306
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,059
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,306
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG-569F
Policy instance 2
Insurance contract or identification numberGLUG-569F
Number of Individuals Covered40
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $1,242
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,242
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG-569F
Policy instance 4
Insurance contract or identification numberGUG-569F
Number of Individuals Covered39
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $966
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,659
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $966
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG-569F
Policy instance 2
Insurance contract or identification numberGLUG-569F
Number of Individuals Covered43
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $1,326
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $13,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,326
Insurance broker nameHARBOR INSURANCE GROUP LLC
FALLON HEALTH AND LIFE INSURANCE COMPANY - FHLAC (National Association of Insurance Commissioners NAIC id number: 66828 )
Policy contract numberC002241638C01
Policy instance 6
Insurance contract or identification numberC002241638C01
Number of Individuals Covered6
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $1,008
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,180
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,008
Insurance broker nameHARBOR INSURANCE GROUP LLC
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered76
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $10,080
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $294,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,080
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG-569F
Policy instance 4
Insurance contract or identification numberGUG-569F
Number of Individuals Covered42
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $981
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $981
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-569F
Policy instance 3
Insurance contract or identification numberGLTD-569F
Number of Individuals Covered43
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $1,247
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,247
Insurance broker nameHARBOR INSURANCE GROUP LLC
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered32
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $2,024
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,024
Insurance broker nameHARBOR INSURANCE GROUP LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-569F
Policy instance 3
Insurance contract or identification numberGLTD-569F
Number of Individuals Covered42
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,139
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00470565
Policy instance 7
Insurance contract or identification number00470565
Number of Individuals Covered32
Insurance policy start date2011-10-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $2,281
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG-569F
Policy instance 2
Insurance contract or identification numberGLUG-569F
Number of Individuals Covered42
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,230
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $12,301
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FALLON HEALTH AND LIFE INSURANCE COMPANY - FHLAC (National Association of Insurance Commissioners NAIC id number: 66828 )
Policy contract numberC002241638C01
Policy instance 6
Insurance contract or identification numberC002241638C01
Number of Individuals Covered7
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $1,008
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered76
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $9,520
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $255,931
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG-569F
Policy instance 4
Insurance contract or identification numberGUG-569F
Number of Individuals Covered42
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $939
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8061307
Policy instance 1
Insurance contract or identification number8061307
Number of Individuals Covered32
Insurance policy start date2012-09-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $297
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG-569F
Policy instance 2
Insurance contract or identification numberGLUG-569F
Number of Individuals Covered36
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $1,145
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $11,451
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLTD-569F
Policy instance 3
Insurance contract or identification numberGLTD-569F
Number of Individuals Covered36
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $1,037
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,374
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00470565
Policy instance 7
Insurance contract or identification number00470565
Number of Individuals Covered29
Insurance policy start date2011-09-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FALLON HEALTH AND LIFE INSURANCE COMPANY - FHLAC (National Association of Insurance Commissioners NAIC id number: 66828 )
Policy contract numberC002241638C01
Policy instance 6
Insurance contract or identification numberC002241638C01
Number of Individuals Covered7
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $756
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,410
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FALLON COMMUNITY HEALTH PLAN -MEDICARE (National Association of Insurance Commissioners NAIC id number: 95541 )
Policy contract numberC002241638C01
Policy instance 5
Insurance contract or identification numberC002241638C01
Number of Individuals Covered68
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $8,708
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $235,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGUG-569F
Policy instance 4
Insurance contract or identification numberGUG-569F
Number of Individuals Covered36
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $868
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. (National Association of Insurance Commissioners NAIC id number: 53228 )
Policy contract number8010993
Policy instance 1
Insurance contract or identification number8010993
Number of Individuals Covered27
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $1,816
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $29,668
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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