INTERNATIONAL DATA GROUP, INC. has sponsored the creation of one or more 401k plans.
Additional information about INTERNATIONAL DATA GROUP, INC.
Submission information for form 5500 for 401k plan INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN
401k plan membership statisitcs for INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 984 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,079 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 1,079 |
| Number of employers contributing to the scheme | 2022-01-01 | 0 |
| 2021: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 806 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 966 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 28 |
| Total of all active and inactive participants | 2021-01-01 | 1,012 |
| Number of employers contributing to the scheme | 2021-01-01 | 0 |
| 2020: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 854 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 806 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 10 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 15 |
| Total of all active and inactive participants | 2020-01-01 | 831 |
| Number of employers contributing to the scheme | 2020-01-01 | 0 |
| 2019: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 871 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 848 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 854 |
| Number of employers contributing to the scheme | 2019-01-01 | 0 |
| 2018: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 871 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 814 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 19 |
| Total of all active and inactive participants | 2018-10-01 | 867 |
| Number of employers contributing to the scheme | 2018-10-01 | 0 |
| 2017: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 984 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 811 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 38 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 22 |
| Total of all active and inactive participants | 2017-10-01 | 871 |
| Number of employers contributing to the scheme | 2017-10-01 | 0 |
| 2016: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 1,091 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 859 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 61 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 64 |
| Total of all active and inactive participants | 2016-10-01 | 984 |
| Total participants | 2016-10-01 | 984 |
| 2015: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 1,117 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 1,005 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 17 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 69 |
| Total of all active and inactive participants | 2015-10-01 | 1,091 |
| Total participants | 2015-10-01 | 1,091 |
| 2014: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 1,261 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 1,040 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 44 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 33 |
| Total of all active and inactive participants | 2014-10-01 | 1,117 |
| Total participants | 2014-10-01 | 1,117 |
| 2013: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 1,228 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 1,129 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 110 |
| Total of all active and inactive participants | 2013-10-01 | 1,261 |
| Total participants | 2013-10-01 | 1,261 |
| 2012: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 1,261 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 1,153 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 37 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 38 |
| Total of all active and inactive participants | 2012-10-01 | 1,228 |
| Total participants | 2012-10-01 | 1,228 |
| 2011: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 1,267 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 1,184 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 34 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 43 |
| Total of all active and inactive participants | 2011-10-01 | 1,261 |
| Total participants | 2011-10-01 | 1,261 |
| 2010: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-10-01 | 1,258 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-10-01 | 1,207 |
| Number of retired or separated participants receiving benefits | 2010-10-01 | 23 |
| Number of other retired or separated participants entitled to future benefits | 2010-10-01 | 37 |
| Total of all active and inactive participants | 2010-10-01 | 1,267 |
| Total participants | 2010-10-01 | 1,267 |
| 2009: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 1,392 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 1,123 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 101 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 34 |
| Total of all active and inactive participants | 2009-10-01 | 1,258 |
| Total participants | 2009-10-01 | 1,258 |
| 2022: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-10-01 | Type of plan entity | Single employer plan |
| 2015-10-01 | Plan funding arrangement – Insurance | Yes |
| 2015-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-10-01 | Type of plan entity | Single employer plan |
| 2014-10-01 | Plan funding arrangement – Insurance | Yes |
| 2014-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-10-01 | Type of plan entity | Single employer plan |
| 2013-10-01 | Plan funding arrangement – Insurance | Yes |
| 2013-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-10-01 | Type of plan entity | Single employer plan |
| 2012-10-01 | Plan funding arrangement – Insurance | Yes |
| 2012-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-10-01 | Type of plan entity | Single employer plan |
| 2011-10-01 | Plan funding arrangement – Insurance | Yes |
| 2011-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-10-01 | Type of plan entity | Single employer plan |
| 2010-10-01 | Plan funding arrangement – Insurance | Yes |
| 2010-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: INTERNATIONAL DATA GROUP HEALTH & WELFARE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-10-01 | Type of plan entity | Single employer plan |
| 2009-10-01 | Plan funding arrangement – Insurance | Yes |
| 2009-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 386701 | | Number of Individuals Covered | 1079 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $104,302 | | Total amount of fees paid to insurance company | USD $44,105 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,454,502 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $104,302 | | Amount paid for insurance broker fees | 44105 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 386701 | | Number of Individuals Covered | 966 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $97,179 | | Total amount of fees paid to insurance company | USD $41,932 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,347,208 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $97,179 | | Amount paid for insurance broker fees | 41932 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 386701 | | Number of Individuals Covered | 806 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $88,178 | | Total amount of fees paid to insurance company | USD $19,507 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,195,336 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $88,178 | | Amount paid for insurance broker fees | 19507 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 386701 | | Number of Individuals Covered | 848 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $92,093 | | Total amount of fees paid to insurance company | USD $22,451 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,231,117 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $92,093 | | Amount paid for insurance broker fees | 22451 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 00386701 | | Number of Individuals Covered | 811 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $15,561 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $181,707 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,561 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 00386701 | | Number of Individuals Covered | 811 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $83,167 | | Total amount of fees paid to insurance company | USD $21,340 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,097,693 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $60,111 | | Amount paid for insurance broker fees | 21340 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker organization code? | 3 | | Insurance broker name | HUB INTERNATIONAL INS. SVCES., INC. |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 00386701 | | Number of Individuals Covered | 1005 | | Insurance policy start date | 2015-10-01 | | Insurance policy end date | 2016-09-30 | | Total amount of commissions paid to insurance broker | USD $94,070 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $892,451 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $94,070 | | Insurance broker organization code? | 3 | | Insurance broker name | SUMMIT FINANCIAL INSURANCE AGENCY |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3207152 |
| Policy instance | 2 |
| Insurance contract or identification number | 3207152 | | Number of Individuals Covered | 2180 | | Insurance policy start date | 2015-10-01 | | Insurance policy end date | 2016-09-30 | | Total amount of commissions paid to insurance broker | USD $119,503 | | Welfare Benefit Premiums Paid to Carrier | USD $926,232 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $119,503 | | Insurance broker organization code? | 3 | | Insurance broker name | SUMMIT FINANCIAL INSURANCE AGENCY |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3207152 |
| Policy instance | 2 |
| Insurance contract or identification number | 3207152 | | Number of Individuals Covered | 2453 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $102,526 | | Welfare Benefit Premiums Paid to Carrier | USD $847,167 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $102,526 | | Insurance broker organization code? | 3 | | Insurance broker name | SUMMIT FINANCIAL INSURANCE AGENCY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 00386701 | | Number of Individuals Covered | 1040 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $88,997 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $849,327 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $66,524 | | Insurance broker organization code? | 3 | | Insurance broker name | ELIOT LAPPEN INS AGCY |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100461400 |
| Policy instance | 3 |
| Insurance contract or identification number | 100461400 | | Number of Individuals Covered | 15 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $778 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,983 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $778 | | Insurance broker organization code? | 3 | | Insurance broker name | SUMMIT FINANCIAL INSURANCE AGENCY |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3207152 |
| Policy instance | 2 |
| Insurance contract or identification number | 3207152 | | Number of Individuals Covered | 2311 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $110,637 | | Welfare Benefit Premiums Paid to Carrier | USD $918,281 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $110,637 | | Insurance broker organization code? | 3 | | Insurance broker name | SUMMIT FINANCIAL INSURANCE AGENCY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 00386701 | | Number of Individuals Covered | 1129 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $88,931 | | Total amount of fees paid to insurance company | USD $13,203 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $843,783 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,149 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 13203 | | Insurance broker name | ELIOT LAPPEN INS AGCY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 00386701 | | Number of Individuals Covered | 1153 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $89,771 | | Total amount of fees paid to insurance company | USD $13,266 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $852,976 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,209 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 13266 | | Insurance broker name | ELIOT LAPPEN INS. AGCY |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100461400 |
| Policy instance | 3 |
| Insurance contract or identification number | 100461400 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,261 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $884 | | Insurance broker organization code? | 3 | | Insurance broker name | SUMMIT FINANCIAL INSURANCE AGENCY |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3207152 |
| Policy instance | 2 |
| Insurance contract or identification number | 3207152 | | Number of Individuals Covered | 2363 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $114,162 | | Welfare Benefit Premiums Paid to Carrier | USD $958,493 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $114,162 | | Insurance broker organization code? | 3 | | Insurance broker name | SUMMIT FINANCIAL INSURANCE AGENCY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 00386701 | | Number of Individuals Covered | 1184 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $89,320 | | Total amount of fees paid to insurance company | USD $12,377 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $849,291 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 3207152 |
| Policy instance | 2 |
| Insurance contract or identification number | 3207152 | | Number of Individuals Covered | 2373 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $102,777 | | Welfare Benefit Premiums Paid to Carrier | USD $856,549 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100461400 |
| Policy instance | 3 |
| Insurance contract or identification number | 100461400 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $884 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,803 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 ) |
| Policy contract number | 100461400 |
| Policy instance | 3 |
| Insurance contract or identification number | 100461400 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $886 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,814 | | 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 number | 00386701 |
| Policy instance | 1 |
| Insurance contract or identification number | 00386701 | | Number of Individuals Covered | 1207 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $82,703 | | Total amount of fees paid to insurance company | USD $16,945 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $730,165 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
| Policy contract number | 3207152 |
| Policy instance | 2 |
| Insurance contract or identification number | 3207152 | | Number of Individuals Covered | 2400 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $101,061 | | Welfare Benefit Premiums Paid to Carrier | USD $852,567 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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