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EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 401k Plan overview

Plan NameEAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN
Plan identification number 501

EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover

401k Sponsoring company profile

EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC.
Employer identification number (EIN):042761985
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-09-01DAVID ANNUNZIATA2023-04-10
5012020-09-01DAVID ANNUNZIATA2022-03-29
5012019-09-01DAVID ANNUNZIATA2021-04-05
5012018-09-01ROBERT S. MARTIN2020-02-13
5012017-09-01
5012016-09-01
5012015-09-01
5012014-09-01
5012013-09-01
5012012-09-01EUGENE E LABONTE JR EUGENE E LABONTE JR2016-03-22
5012011-09-01
5012010-09-01

Plan Statistics for EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN

401k plan membership statisitcs for EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN

Measure Date Value
2021: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01125
Total number of active participants reported on line 7a of the Form 55002021-09-01120
Total of all active and inactive participants2021-09-01120
2020: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01125
Total number of active participants reported on line 7a of the Form 55002020-09-01125
Total of all active and inactive participants2020-09-01125
2019: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01121
Total number of active participants reported on line 7a of the Form 55002019-09-01125
Total of all active and inactive participants2019-09-01125
2018: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01128
Total number of active participants reported on line 7a of the Form 55002018-09-01121
Total of all active and inactive participants2018-09-01121
2017: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01127
Total number of active participants reported on line 7a of the Form 55002017-09-01128
Total of all active and inactive participants2017-09-01128
2016: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01127
Total number of active participants reported on line 7a of the Form 55002016-09-01127
Total of all active and inactive participants2016-09-01127
2015: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01124
Total number of active participants reported on line 7a of the Form 55002015-09-01127
Total of all active and inactive participants2015-09-01127
2014: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01125
Total number of active participants reported on line 7a of the Form 55002014-09-01124
Total of all active and inactive participants2014-09-01124
2013: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01126
Total number of active participants reported on line 7a of the Form 55002013-09-01125
Total of all active and inactive participants2013-09-01125
2012: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01117
Total number of active participants reported on line 7a of the Form 55002012-09-01126
Total of all active and inactive participants2012-09-01126
2011: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01105
Total number of active participants reported on line 7a of the Form 55002011-09-01117
Total of all active and inactive participants2011-09-01117
2010: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2010 401k membership
Total participants, beginning-of-year2010-09-0197
Total number of active participants reported on line 7a of the Form 55002010-09-01105
Total of all active and inactive participants2010-09-01105

Form 5500 Responses for EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN

2021: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – General assets of the sponsorYes
2021-09-01Plan benefit arrangement – InsuranceYes
2020: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – General assets of the sponsorYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – General assets of the sponsorYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – General assets of the sponsorYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – General assets of the sponsorYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – General assets of the sponsorYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – General assets of the sponsorYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan funding arrangement – General assets of the sponsorYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan funding arrangement – General assets of the sponsorYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – General assets of the sponsorYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan funding arrangement – General assets of the sponsorYes
2011-09-01Plan benefit arrangement – InsuranceYes
2010: EAGLE HILL FOUNDATION OF MASSACHUSETTS, INC. LIFE AND LTD PLAN 2010 form 5500 responses
2010-09-01Type of plan entitySingle employer plan
2010-09-01Plan funding arrangement – InsuranceYes
2010-09-01Plan funding arrangement – General assets of the sponsorYes
2010-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 168219
Policy instance 3
Insurance contract or identification numberG 168219
Number of Individuals Covered370
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $3,675
Total amount of fees paid to insurance companyUSD $3,304
Other welfare benefits providedWEEKLY INCOME
Welfare Benefit Premiums Paid to CarrierUSD $59,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,675
Amount paid for insurance broker fees2517
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered120
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $2,339
Total amount of fees paid to insurance companyUSD $525
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,339
Amount paid for insurance broker fees334
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered120
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $1,908
Total amount of fees paid to insurance companyUSD $765
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $23,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,908
Amount paid for insurance broker fees486
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered125
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $1,841
Total amount of fees paid to insurance companyUSD $924
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $21,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,841
Amount paid for insurance broker fees671
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered124
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $2,248
Total amount of fees paid to insurance companyUSD $608
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,248
Amount paid for insurance broker fees435
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 168219
Policy instance 3
Insurance contract or identification numberG 168219
Number of Individuals Covered298
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $3,267
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedWEEKLY INCOME
Welfare Benefit Premiums Paid to CarrierUSD $41,342
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,267
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered124
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $2,277
Total amount of fees paid to insurance companyUSD $190
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,277
Insurance broker organization code?3
Amount paid for insurance broker fees190
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered125
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $1,869
Total amount of fees paid to insurance companyUSD $307
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $22,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,869
Insurance broker organization code?3
Amount paid for insurance broker fees307
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered121
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,876
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $22,530
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,876
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered121
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $1,916
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,771
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,916
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered128
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $1,862
Total amount of fees paid to insurance companyUSD $825
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $22,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered128
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $1,810
Total amount of fees paid to insurance companyUSD $467
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered127
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $1,635
Total amount of fees paid to insurance companyUSD $505
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $18,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,635
Amount paid for insurance broker fees505
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered127
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Total amount of commissions paid to insurance brokerUSD $1,839
Total amount of fees paid to insurance companyUSD $339
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,839
Amount paid for insurance broker fees339
Additional information about fees paid to insurance brokerINSURANCE AGENT OR BROKER
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered124
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $1,547
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 providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $16,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,547
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered124
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $1,695
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 $11,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,695
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered125
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $1,509
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 providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $16,299
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,509
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered125
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $1,632
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 $10,877
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,632
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 1
Insurance contract or identification numberLTD 118377
Number of Individuals Covered126
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $1,730
Total amount of fees paid to insurance companyUSD $326
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 $11,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,730
Amount paid for insurance broker fees326
Additional information about fees paid to insurance brokerTOTAL ADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 2
Insurance contract or identification numberGL 144577
Number of Individuals Covered126
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $1,397
Total amount of fees paid to insurance companyUSD $413
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 providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $14,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,397
Amount paid for insurance broker fees413
Additional information about fees paid to insurance brokerTOTAL ADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered117
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $1,311
Total amount of fees paid to insurance companyUSD $380
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $13,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,311
Amount paid for insurance broker fees380
Additional information about fees paid to insurance brokerTOTAL ADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered117
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $1,571
Total amount of fees paid to insurance companyUSD $300
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,571
Amount paid for insurance broker fees300
Additional information about fees paid to insurance brokerTOTAL ADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118377
Policy instance 2
Insurance contract or identification numberLTD 118377
Number of Individuals Covered105
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $1,471
Total amount of fees paid to insurance companyUSD $163
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,806
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,471
Amount paid for insurance broker fees163
Additional information about fees paid to insurance brokerTOTAL ADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 144577
Policy instance 1
Insurance contract or identification numberGL 144577
Number of Individuals Covered105
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $1,263
Total amount of fees paid to insurance companyUSD $342
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $12,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,263
Amount paid for insurance broker fees342
Additional information about fees paid to insurance brokerTOTAL ADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameAISLING PARTNERS INSURANCE BROKERAG

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