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THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 401k Plan overview

Plan NameTHE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY
Plan identification number 741

THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY Benefits

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

401k Sponsoring company profile

ARROWOOD INDEMNITY COMPANY has sponsored the creation of one or more 401k plans.

Company Name:ARROWOOD INDEMNITY COMPANY
Employer identification number (EIN):135358230
NAIC Classification:524290

Additional information about ARROWOOD INDEMNITY COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0883139

More information about ARROWOOD INDEMNITY COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
7412022-01-01
7412021-01-01
7412020-01-01
7412019-01-01
7412019-01-01
7412018-01-01
7412017-01-01CATHERINE A. CARLINO CATHERINE A. CARLINO2018-06-20
7412016-01-01CATHERINE A. CARLINO
7412015-01-01CATHERINE A. CARLINO
7412014-01-01CATHERINE A. CARLINO CATHERINE A. CARLINO2015-07-08
7412013-01-01CATHERINE A. CARLINO CATHERINE A. CARLINO2014-07-11
7412012-01-01CATHERINE A. CARLINO CATHERINE A. CARLINO2013-07-31
7412011-01-01CATHERINE A. CARLINO CATHERINE A. CARLINO2012-07-26
7412010-01-01CATHERINE A. CARLINO CATHERINE A. CARLINO2011-07-25

Plan Statistics for THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY

401k plan membership statisitcs for THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY

Measure Date Value
2022: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2022 401k membership
Total participants, beginning-of-year2022-01-01587
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01138
Total of all active and inactive participants2022-01-01138
Total participants2022-01-01138
2021: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2021 401k membership
Total participants, beginning-of-year2021-01-01602
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01587
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01587
Total participants2021-01-01587
2020: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2020 401k membership
Total participants, beginning-of-year2020-01-011,526
Number of retired or separated participants receiving benefits2020-01-01602
Total of all active and inactive participants2020-01-01602
Total participants2020-01-01602
2019: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2019 401k membership
Total participants, beginning-of-year2019-01-011,709
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-011,526
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-011,526
Total participants2019-01-011,526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01102
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2018 401k membership
Total participants, beginning-of-year2018-01-011,807
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-011,661
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0148
Total participants2018-01-011,709
2017: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2017 401k membership
Total participants, beginning-of-year2017-01-011,890
Number of retired or separated participants receiving benefits2017-01-011,757
Total of all active and inactive participants2017-01-011,757
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0150
Total participants2017-01-011,807
2016: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2016 401k membership
Total participants, beginning-of-year2016-01-011,986
Number of retired or separated participants receiving benefits2016-01-011,841
Total of all active and inactive participants2016-01-011,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0149
Total participants2016-01-011,890
2015: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2015 401k membership
Total participants, beginning-of-year2015-01-012,097
Number of retired or separated participants receiving benefits2015-01-011,938
Total of all active and inactive participants2015-01-011,938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0148
Total participants2015-01-011,986
2014: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2014 401k membership
Total participants, beginning-of-year2014-01-012,268
Number of retired or separated participants receiving benefits2014-01-012,055
Total of all active and inactive participants2014-01-012,055
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0142
Total participants2014-01-012,097
2013: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2013 401k membership
Total participants, beginning-of-year2013-01-012,271
Number of retired or separated participants receiving benefits2013-01-012,230
Total of all active and inactive participants2013-01-012,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0138
Total participants2013-01-012,268
2012: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2012 401k membership
Total participants, beginning-of-year2012-01-012,220
Number of retired or separated participants receiving benefits2012-01-012,241
Total of all active and inactive participants2012-01-012,241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0130
Total participants2012-01-012,271
2011: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2011 401k membership
Total participants, beginning-of-year2011-01-011,256
Number of retired or separated participants receiving benefits2011-01-012,181
Total of all active and inactive participants2011-01-012,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0139
Total participants2011-01-012,220
2010: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2010 401k membership
Total participants, beginning-of-year2010-01-01425
Number of retired or separated participants receiving benefits2010-01-011,256
Total of all active and inactive participants2010-01-011,256
Total participants2010-01-011,256

Form 5500 Responses for THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY

2022: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: THE FORMER EMPLOYEE HEALTH & WELFARE BENEFIT PLAN OF ARROWOOD INDEMNITY COMPANY 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01First time form 5500 has been submittedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number4311 4312
Policy instance 3
Insurance contract or identification number4311 4312
Number of Individuals Covered171
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $8,408
Welfare Benefit Premiums Paid to CarrierUSD $208,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,408
Insurance broker organization code?5
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract number12348
Policy instance 2
Insurance contract or identification number12348
Number of Individuals Covered151
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $184,881
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 number00617017
Policy instance 1
Insurance contract or identification number00617017
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,294
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 number00617017
Policy instance 1
Insurance contract or identification number00617017
Number of Individuals Covered5
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3403 & 3404
Policy instance 2
Insurance contract or identification number3403 & 3404
Number of Individuals Covered201
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $67,264
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $435,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,264
Insurance broker organization code?5
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number4311 4312
Policy instance 3
Insurance contract or identification number4311 4312
Number of Individuals Covered194
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $9,926
Welfare Benefit Premiums Paid to CarrierUSD $234,598
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,926
Insurance broker organization code?5
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number4311 4312
Policy instance 3
Insurance contract or identification number4311 4312
Number of Individuals Covered224
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,949
Welfare Benefit Premiums Paid to CarrierUSD $270,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,949
Insurance broker organization code?5
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3403 & 3404
Policy instance 2
Insurance contract or identification number3403 & 3404
Number of Individuals Covered229
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $71,490
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $478,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,490
Insurance broker organization code?5
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00617017
Policy instance 1
Insurance contract or identification number00617017
Number of Individuals Covered18
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,309
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0154858
Policy instance 4
Insurance contract or identification number0154858
Number of Individuals Covered7
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $8,267
Total amount of fees paid to insurance companyUSD $2,976
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,538,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,267
Amount paid for insurance broker fees2976
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION AND NON-MONETARY COMPENSATION
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00617017
Policy instance 1
Insurance contract or identification number00617017
Number of Individuals Covered20
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $124,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number4311 4312
Policy instance 3
Insurance contract or identification number4311 4312
Number of Individuals Covered248
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,371
Welfare Benefit Premiums Paid to CarrierUSD $288,878
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,371
Insurance broker organization code?5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0154858
Policy instance 4
Insurance contract or identification number0154858
Number of Individuals Covered1350
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,274
Total amount of fees paid to insurance companyUSD $17,996
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,382,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,274
Amount paid for insurance broker fees17996
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION AND NON-MONETARY COMPENSATION
Insurance broker organization code?3
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3403 & 3404
Policy instance 2
Insurance contract or identification number3403 & 3404
Number of Individuals Covered256
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $78,942
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $528,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $78,942
Insurance broker organization code?5
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0154858
Policy instance 4
Insurance contract or identification number0154858
Number of Individuals Covered1481
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,543
Total amount of fees paid to insurance companyUSD $28,639
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,219,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,543
Amount paid for insurance broker fees28639
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameTRION GROUP
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract numberD3403 & D3404
Policy instance 3
Insurance contract or identification numberD3403 & D3404
Number of Individuals Covered360
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,587
Welfare Benefit Premiums Paid to CarrierUSD $329,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,587
Insurance broker organization code?5
Insurance broker nameAMWINS
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3403 & 3404
Policy instance 2
Insurance contract or identification number3403 & 3404
Number of Individuals Covered322
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $93,848
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $628,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $93,848
Insurance broker organization code?5
Insurance broker nameAMWINS
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number00617017
Policy instance 1
Insurance contract or identification number00617017
Number of Individuals Covered24
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $158,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number081019
Policy instance 1
Insurance contract or identification number081019
Number of Individuals Covered64
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $157
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $230,664
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees157
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameEDMUND F GARNO III
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract number3403 & 3404
Policy instance 2
Insurance contract or identification number3403 & 3404
Number of Individuals Covered415
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $108,516
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $726,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $107,799
Insurance broker organization code?5
Insurance broker nameWELLS FARGO INSURANCE SERVICES
UNITED AMERICAN INSURANCE (National Association of Insurance Commissioners NAIC id number: 92916 )
Policy contract numberD3403 & D3404
Policy instance 3
Insurance contract or identification numberD3403 & D3404
Number of Individuals Covered413
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,169
Welfare Benefit Premiums Paid to CarrierUSD $364,212
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,839
Insurance broker organization code?5
Insurance broker nameWELLS FARGO INSURANCE SERVICES
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9771825
Policy instance 4
Insurance contract or identification number9771825
Number of Individuals Covered12
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0154858
Policy instance 5
Insurance contract or identification number0154858
Number of Individuals Covered1629
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,596
Total amount of fees paid to insurance companyUSD $17,701
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,391,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,596
Amount paid for insurance broker fees17701
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameTRION GROUP
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0154858
Policy instance 6
Insurance contract or identification number0154858
Number of Individuals Covered1719
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $28,867
Total amount of fees paid to insurance companyUSD $17,487
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,445,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,867
Amount paid for insurance broker fees17487
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameMERCER
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9771825
Policy instance 5
Insurance contract or identification number9771825
Number of Individuals Covered25
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract number4802
Policy instance 4
Insurance contract or identification number4802
Number of Individuals Covered433
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $50,870
Welfare Benefit Premiums Paid to CarrierUSD $465,531
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,843
Insurance broker organization code?5
Insurance broker nameWELLS FARGO NSURANCE SERVICES
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberM2092555H LIST
Policy instance 3
Insurance contract or identification numberM2092555H LIST
Number of Individuals Covered435
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $181,326
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $826,038
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $135,731
Insurance broker organization code?5
Insurance broker nameWEB TPA
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3335194
Policy instance 2
Insurance contract or identification number3335194
Number of Individuals Covered68
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number228543
Policy instance 1
Insurance contract or identification number228543
Number of Individuals Covered90
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $760,171
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX051668
Policy instance 6
Insurance contract or identification numberFLX051668
Number of Individuals Covered1763
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $70,041
Total amount of fees paid to insurance companyUSD $-31,490
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,323,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,041
Amount paid for insurance broker fees-31490
Additional information about fees paid to insurance brokerSUPP COMMISSION & OVERRRIDE
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9771825
Policy instance 5
Insurance contract or identification number9771825
Number of Individuals Covered15
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberS 4802
Policy instance 4
Insurance contract or identification numberS 4802
Number of Individuals Covered489
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $87,529
Welfare Benefit Premiums Paid to CarrierUSD $860,294
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,152
Insurance broker nameWELLS FARGO INSURANCE SERVICES
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number228543
Policy instance 1
Insurance contract or identification number228543
Number of Individuals Covered104
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $918,060
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925555H LIST
Policy instance 3
Insurance contract or identification numberMZ0925555H LIST
Number of Individuals Covered496
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $191,197
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $871,009
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $140,267
Insurance broker nameWEB TPA
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3335194
Policy instance 2
Insurance contract or identification number3335194
Number of Individuals Covered68
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX051668
Policy instance 6
Insurance contract or identification numberFLX051668
Number of Individuals Covered1828
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,684
Total amount of fees paid to insurance companyUSD $31,503
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,369,672
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,684
Amount paid for insurance broker fees31503
Additional information about fees paid to insurance brokerSUPP COMMISSION & OVERRIDE
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9771825
Policy instance 5
Insurance contract or identification number9771825
Number of Individuals Covered29
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberS 4802
Policy instance 4
Insurance contract or identification numberS 4802
Number of Individuals Covered528
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $115,156
Welfare Benefit Premiums Paid to CarrierUSD $985,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $108,027
Insurance broker organization code?5
Insurance broker nameWELLS FARGO INSURANCE SERVICES
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925555H LIST
Policy instance 3
Insurance contract or identification numberMZ0925555H LIST
Number of Individuals Covered540
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $198,345
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $903,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $142,141
Insurance broker organization code?5
Insurance broker nameWEB TPA
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3335194
Policy instance 2
Insurance contract or identification number3335194
Number of Individuals Covered72
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number228543
Policy instance 1
Insurance contract or identification number228543
Number of Individuals Covered116
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,139,131
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberS 4802
Policy instance 3
Insurance contract or identification numberS 4802
Number of Individuals Covered612
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $108,366
Welfare Benefit Premiums Paid to CarrierUSD $1,088,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX051668
Policy instance 5
Insurance contract or identification numberFLX051668
Number of Individuals Covered1886
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $59,661
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,380,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number228543
Policy instance 1
Insurance contract or identification number228543
Number of Individuals Covered150
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,286,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925555H LIST
Policy instance 2
Insurance contract or identification numberMZ0925555H LIST
Number of Individuals Covered625
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $213,996
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $978,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9771825
Policy instance 4
Insurance contract or identification number9771825
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9771825
Policy instance 4
Insurance contract or identification number9771825
Number of Individuals Covered17
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $905
MONUMENTAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMZ0925555H LIST
Policy instance 2
Insurance contract or identification numberMZ0925555H LIST
Number of Individuals Covered742
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $231,100
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,056,348
Commission paid to Insurance BrokerUSD $134,096
Insurance broker organization code?3
Insurance broker nameWEB TPA
STERLING LIFE (National Association of Insurance Commissioners NAIC id number: 77399 )
Policy contract numberS 4802
Policy instance 3
Insurance contract or identification numberS 4802
Number of Individuals Covered678
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $122,246
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,087,501
Commission paid to Insurance BrokerUSD $101,374
Insurance broker organization code?3
Insurance broker nameWACHOVIA INSURANCE SERVICES
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number228543
Policy instance 1
Insurance contract or identification number228543
Number of Individuals Covered91
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,299,781
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberAGP-003718/3719
Policy instance 5
Insurance contract or identification numberAGP-003718/3719
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $-2,183
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-7,606
Commission paid to Insurance BrokerUSD $-268
Insurance broker organization code?3
Insurance broker nameNEBCO

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