THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN
401k plan membership statisitcs for THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN
Measure | Date | Value |
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2022: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 269 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 260 |
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 | 260 |
Number of employers contributing to the scheme | 2022-01-01 | 0 |
2021: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 279 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 269 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 269 |
Number of employers contributing to the scheme | 2021-01-01 | 0 |
2020: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 285 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 279 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 279 |
Number of employers contributing to the scheme | 2020-01-01 | 0 |
2019: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 285 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
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 | 285 |
Number of employers contributing to the scheme | 2019-01-01 | 0 |
2018: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 339 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 329 |
Total of all active and inactive participants | 2018-01-01 | 329 |
2017: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 329 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 339 |
Total of all active and inactive participants | 2017-01-01 | 339 |
Total participants | 2017-01-01 | 339 |
2016: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 336 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 329 |
Total of all active and inactive participants | 2016-01-01 | 329 |
Total participants | 2016-01-01 | 329 |
2015: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 340 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 336 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 336 |
Total participants | 2015-01-01 | 336 |
2014: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 327 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 340 |
Total of all active and inactive participants | 2014-01-01 | 340 |
Total participants | 2014-01-01 | 340 |
2013: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 326 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 327 |
Total of all active and inactive participants | 2013-01-01 | 327 |
Total participants | 2013-01-01 | 327 |
2012: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 308 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 326 |
Total of all active and inactive participants | 2012-01-01 | 326 |
Total participants | 2012-01-01 | 326 |
2011: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 308 |
Total of all active and inactive participants | 2011-01-01 | 308 |
Total participants | 2011-01-01 | 308 |
2010: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 302 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 302 |
Total of all active and inactive participants | 2010-01-01 | 302 |
Total participants | 2010-01-01 | 302 |
2009: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 591 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 591 |
Total of all active and inactive participants | 2009-01-01 | 591 |
Total participants | 2009-01-01 | 591 |
2008: THE CENTER FOR FAMILY SUPPORT, NEW JERSEY, INC. HEALTH PLAN 2008 401k membership |
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Total participants, beginning-of-year | 2008-01-01 | 297 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 297 |
Total of all active and inactive participants | 2008-01-01 | 297 |
Total participants | 2008-01-01 | 297 |
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 570052 |
Policy instance | 2 |
Insurance contract or identification number | 570052 | Number of Individuals Covered | 260 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-10-31 | Total amount of commissions paid to insurance broker | USD $1,046 | Total amount of fees paid to insurance company | USD $87 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $6,971 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $1,046 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
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EMPIRE HEALTHCHOICE ASSURANCE, INC. (National Association of Insurance Commissioners NAIC id number: 55093 ) |
Policy contract number | 300580 |
Policy instance | 1 |
Insurance contract or identification number | 300580 | Number of Individuals Covered | 366 | Insurance policy start date | 2021-02-01 | Insurance policy end date | 2022-01-31 | Total amount of commissions paid to insurance broker | USD $192,948 | Total amount of fees paid to insurance company | USD $20,646 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,602,896 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $192,948 | Amount paid for insurance broker fees | 20646 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 530685 |
Policy instance | 3 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 50 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-10-31 | Total amount of commissions paid to insurance broker | USD $4,372 | Total amount of fees paid to insurance company | USD $429 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT,LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $41,546 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $4,372 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 625432 |
Policy instance | 1 |
Insurance contract or identification number | 625432 | Number of Individuals Covered | 269 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-01-31 | Total amount of commissions paid to insurance broker | USD $13,549 | Total amount of fees paid to insurance company | USD $1,253 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $137,332 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,549 | Amount paid for insurance broker fees | 1253 | Additional information about fees paid to insurance broker | GENERAL AGENT PAYMENTS | Insurance broker organization code? | 3 |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 530685 |
Policy instance | 4 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 210 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,481 | Total amount of fees paid to insurance company | USD $123 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $88,426 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,481 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 530685 |
Policy instance | 3 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 88 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,146 | Total amount of fees paid to insurance company | USD $276 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT,LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $32,673 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,146 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 625432 |
Policy instance | 2 |
Insurance contract or identification number | 625432 | Number of Individuals Covered | 314 | Insurance policy start date | 2020-02-01 | Insurance policy end date | 2021-01-31 | Total amount of commissions paid to insurance broker | USD $1,108 | Total amount of fees paid to insurance company | USD $175,955 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,562,189 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,108 | Amount paid for insurance broker fees | 175955 | Additional information about fees paid to insurance broker | BENEFIT ADVISOR FEE, INCENTIVE COMPENSATION | Insurance broker organization code? | 3 |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 625432 |
Policy instance | 2 |
Insurance contract or identification number | 625432 | Number of Individuals Covered | 325 | Insurance policy start date | 2019-02-01 | Insurance policy end date | 2020-01-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $140,195 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,944,036 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 140195 | Additional information about fees paid to insurance broker | BENEFIT ADVISOR FEES | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 484808 |
Policy instance | 3 |
Insurance contract or identification number | 484808 | Number of Individuals Covered | 279 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-01-31 | Total amount of commissions paid to insurance broker | USD $1,351 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Welfare Benefit Premiums Paid to Carrier | USD $13,503 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,350 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 530685 |
Policy instance | 4 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 90 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $4,499 | Total amount of fees paid to insurance company | USD $233 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT,LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $30,236 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,499 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 570052 |
Policy instance | 1 |
Insurance contract or identification number | 570052 | Number of Individuals Covered | 17 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,153 | Total amount of fees paid to insurance company | USD $96 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $7,683 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,153 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 8504W |
Policy instance | 1 |
Insurance contract or identification number | 8504W | Number of Individuals Covered | 111 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $2,184 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $79,953 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,184 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 530685 |
Policy instance | 2 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 300 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $10,418 | Total amount of fees paid to insurance company | USD $1,223 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT,LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $82,609 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,418 | Amount paid for insurance broker fees | 1223 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 484808 |
Policy instance | 3 |
Insurance contract or identification number | 484808 | Number of Individuals Covered | 285 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $20,012 | Total amount of fees paid to insurance company | USD $9,841 | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Welfare Benefit Premiums Paid to Carrier | USD $199,962 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,996 | Amount paid for insurance broker fees | 9841 | Additional information about fees paid to insurance broker | FEES | Insurance broker organization code? | 3 |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0865855 |
Policy instance | 7 |
Insurance contract or identification number | 0865855 | Number of Individuals Covered | 12 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-31 | Total amount of commissions paid to insurance broker | USD $7,823 | Total amount of fees paid to insurance company | USD $2,608 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $263,280 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,823 | Amount paid for insurance broker fees | 2608 | Insurance broker organization code? | 3 |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 8504W |
Policy instance | 6 |
Insurance contract or identification number | 8504W | Number of Individuals Covered | 118 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-31 | Total amount of commissions paid to insurance broker | USD $10,177 | Welfare Benefit Premiums Paid to Carrier | USD $291,372 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,177 | Insurance broker organization code? | 3 |
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HORIZON HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 55069 ) |
Policy contract number | 8504W |
Policy instance | 5 |
Insurance contract or identification number | 8504W | Number of Individuals Covered | 118 | Insurance policy start date | 2017-02-01 | Insurance policy end date | 2018-01-31 | Total amount of commissions paid to insurance broker | USD $22,404 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $640,962 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,404 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00539686 |
Policy instance | 4 |
Insurance contract or identification number | 00539686 | Number of Individuals Covered | 82 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $788 | Total amount of fees paid to insurance company | USD $298 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,878 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $788 | Amount paid for insurance broker fees | 270 | Insurance broker organization code? | 3 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 299814 |
Policy instance | 3 |
Insurance contract or identification number | 299814 | Number of Individuals Covered | 63 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2019-01-01 | Total amount of commissions paid to insurance broker | USD $2,634 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,307 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,634 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 484808 |
Policy instance | 2 |
Insurance contract or identification number | 484808 | Number of Individuals Covered | 329 | Insurance policy start date | 2018-02-01 | Insurance policy end date | 2019-01-31 | Total amount of commissions paid to insurance broker | USD $20,459 | Total amount of fees paid to insurance company | USD $9,916 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $204,591 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,459 | Amount paid for insurance broker fees | 9916 | Insurance broker organization code? | 3 |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 530685 |
Policy instance | 1 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 224 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2019-01-01 | Total amount of commissions paid to insurance broker | USD $7,830 | Total amount of fees paid to insurance company | USD $1,228 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $64,213 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,830 | Amount paid for insurance broker fees | 1228 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00539686 |
Policy instance | 5 |
Insurance contract or identification number | 00539686 | Number of Individuals Covered | 70 | Insurance policy start date | 2017-06-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $415 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,864 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $386 | Insurance broker name | FERRARA FINANCIAL GROUP, LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 299814 |
Policy instance | 4 |
Insurance contract or identification number | 299814 | Number of Individuals Covered | 79 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2018-01-01 | Total amount of commissions paid to insurance broker | USD $5,662 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $29,174 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,662 | Insurance broker name | PREFERRED BENEFITS GROUP |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 484808 |
Policy instance | 3 |
Insurance contract or identification number | 484808 | Number of Individuals Covered | 339 | Insurance policy start date | 2016-02-01 | Insurance policy end date | 2017-01-31 | Total amount of commissions paid to insurance broker | USD $21,229 | Total amount of fees paid to insurance company | USD $9,300 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $212,288 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,229 | Amount paid for insurance broker fees | 9300 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP |
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AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 ) |
Policy contract number | 0865851HNO |
Policy instance | 2 |
Insurance contract or identification number | 0865851HNO | Number of Individuals Covered | 171 | Insurance policy start date | 2016-02-01 | Insurance policy end date | 2017-01-31 | Total amount of commissions paid to insurance broker | USD $44,299 | Total amount of fees paid to insurance company | USD $8,860 | Welfare Benefit Premiums Paid to Carrier | USD $898,198 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $44,299 | Amount paid for insurance broker fees | 8860 | Additional information about fees paid to insurance broker | PM KP BONUS | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP, INC. |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 530685 |
Policy instance | 1 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 228 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2018-01-01 | Total amount of commissions paid to insurance broker | USD $8,074 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $78,437 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,074 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP INC |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 530685 |
Policy instance | 1 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 336 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $6,869 | Total amount of fees paid to insurance company | USD $718 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $57,500 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,869 | Amount paid for insurance broker fees | 718 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP INC |
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AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 ) |
Policy contract number | 0865851HNO |
Policy instance | 2 |
Insurance contract or identification number | 0865851HNO | Number of Individuals Covered | 187 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2015-01-31 | Total amount of commissions paid to insurance broker | USD $42,358 | Total amount of fees paid to insurance company | USD $12,197 | Welfare Benefit Premiums Paid to Carrier | USD $908,304 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $42,358 | Amount paid for insurance broker fees | 12197 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP, INC. |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 484808 |
Policy instance | 3 |
Insurance contract or identification number | 484808 | Number of Individuals Covered | 164 | Insurance policy start date | 2014-02-01 | Insurance policy end date | 2015-01-31 | Total amount of commissions paid to insurance broker | USD $20,286 | Total amount of fees paid to insurance company | USD $9,036 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $101,433 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,286 | Amount paid for insurance broker fees | 9036 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 299814 |
Policy instance | 4 |
Insurance contract or identification number | 299814 | Long Term Disability Insurance Welfare Benefit | Yes | Insurance broker name | PREFERRED BENEFITS GROUP |
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AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 ) |
Policy contract number | US068551 |
Policy instance | 2 |
Insurance contract or identification number | US068551 | Number of Individuals Covered | 284 | Insurance policy start date | 2013-02-01 | Insurance policy end date | 2014-01-31 | Total amount of commissions paid to insurance broker | USD $46,457 | Total amount of fees paid to insurance company | USD $9,236 | Welfare Benefit Premiums Paid to Carrier | USD $943,032 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $46,457 | Amount paid for insurance broker fees | 9236 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP, INC. |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 299814 |
Policy instance | 4 |
Insurance contract or identification number | 299814 | Number of Individuals Covered | 21 | Total amount of commissions paid to insurance broker | USD $841 | Total amount of fees paid to insurance company | USD $53 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,205 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $841 | Amount paid for insurance broker fees | 53 | Insurance broker name | PREFERRED BENEFITS GROUP |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 484808 |
Policy instance | 3 |
Insurance contract or identification number | 484808 | Number of Individuals Covered | 170 | Total amount of commissions paid to insurance broker | USD $10,508 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $105,080 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,508 | Insurance broker name | PREFERRED BENEFITS GROUP |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 530685 |
Policy instance | 1 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 323 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2015-01-01 | Total amount of commissions paid to insurance broker | USD $5,714 | Total amount of fees paid to insurance company | USD $643 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $51,464 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,714 | Amount paid for insurance broker fees | 643 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP INC |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 530685 |
Policy instance | 1 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 327 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2013-01-01 | Total amount of commissions paid to insurance broker | USD $5,108 | Total amount of fees paid to insurance company | USD $563 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $45,057 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,108 | Amount paid for insurance broker fees | 563 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP INC |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05982218 |
Policy instance | 2 |
Insurance contract or identification number | TM05982218 | Number of Individuals Covered | 351 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | Total amount of commissions paid to insurance broker | USD $11,375 | Total amount of fees paid to insurance company | USD $276 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $105,475 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,449 | Amount paid for insurance broker fees | 276 | Insurance broker organization code? | 3 | Insurance broker name | NFP INS SERVICES INC |
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AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 ) |
Policy contract number | US068551 |
Policy instance | 3 |
Insurance contract or identification number | US068551 | Number of Individuals Covered | 266 | Insurance policy start date | 2012-02-01 | Insurance policy end date | 2013-01-31 | Total amount of commissions paid to insurance broker | USD $44,748 | Total amount of fees paid to insurance company | USD $8,950 | Welfare Benefit Premiums Paid to Carrier | USD $897,826 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $44,748 | Amount paid for insurance broker fees | 8950 | Additional information about fees paid to insurance broker | PM KP BONUS | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP, INC. |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05982218 |
Policy instance | 2 |
Insurance contract or identification number | TM05982218 | Number of Individuals Covered | 326 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2012-01-31 | Total amount of commissions paid to insurance broker | USD $9,163 | Total amount of fees paid to insurance company | USD $5 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $93,157 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,537 | Amount paid for insurance broker fees | 5 | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | NFP INS SERVICES INC |
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AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 ) |
Policy contract number | US068551 |
Policy instance | 3 |
Insurance contract or identification number | US068551 | Number of Individuals Covered | 259 | Total amount of commissions paid to insurance broker | USD $46,652 | Total amount of fees paid to insurance company | USD $8,443 | Welfare Benefit Premiums Paid to Carrier | USD $860,285 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $46,652 | Amount paid for insurance broker fees | 8443 | Additional information about fees paid to insurance broker | PM KP BONUS | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP, INC. |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 530685 |
Policy instance | 1 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 326 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2012-02-01 | Total amount of commissions paid to insurance broker | USD $5,046 | Total amount of fees paid to insurance company | USD $549 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $43,958 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,046 | Amount paid for insurance broker fees | 549 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP INC |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM057240970001 |
Policy instance | 2 |
Insurance contract or identification number | TM057240970001 | Insurance policy start date | 2010-02-01 | Insurance policy end date | 2011-01-31 | Total amount of commissions paid to insurance broker | USD $1,847 | Total amount of fees paid to insurance company | USD $14 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $841 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 530685 |
Policy instance | 1 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 308 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2011-01-01 | Total amount of commissions paid to insurance broker | USD $4,932 | Total amount of fees paid to insurance company | USD $527 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $42,178 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM057240970001 |
Policy instance | 3 |
Insurance contract or identification number | TM057240970001 | Number of Individuals Covered | 253 | Insurance policy start date | 2009-02-01 | Insurance policy end date | 2010-01-31 | Total amount of commissions paid to insurance broker | USD $6,134 | Total amount of fees paid to insurance company | USD $1,221 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $62,180 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,134 | Amount paid for insurance broker fees | 1221 | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP INC |
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AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95287 ) |
Policy contract number | US068551 |
Policy instance | 2 |
Insurance contract or identification number | US068551 | Number of Individuals Covered | 251 | Insurance policy start date | 2009-02-01 | Insurance policy end date | 2010-01-31 | Total amount of commissions paid to insurance broker | USD $31,986 | Total amount of fees paid to insurance company | USD $6,528 | Welfare Benefit Premiums Paid to Carrier | USD $667,679 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,986 | Amount paid for insurance broker fees | 6528 | Additional information about fees paid to insurance broker | PM KP BONUS | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP, INC. |
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FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 ) |
Policy contract number | 530685 |
Policy instance | 1 |
Insurance contract or identification number | 530685 | Number of Individuals Covered | 302 | Insurance policy start date | 2009-01-01 | Insurance policy end date | 2010-01-01 | Total amount of commissions paid to insurance broker | USD $4,930 | Total amount of fees paid to insurance company | USD $526 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ADD | Welfare Benefit Premiums Paid to Carrier | USD $42,040 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,930 | Amount paid for insurance broker fees | 526 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | PREFERRED BENEFITS GROUP INC |
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