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TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 401k Plan overview

Plan NameTURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN
Plan identification number 501

TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

TURTLE & HUGHES, INC. has sponsored the creation of one or more 401k plans.

Company Name:TURTLE & HUGHES, INC.
Employer identification number (EIN):135444820
NAIC Classification:423600

Additional information about TURTLE & HUGHES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1978-03-03
Company Identification Number: 0004234806
Legal Registered Office Address: 100 WALNUT AVE FL 4

CLARK
United States of America (USA)
07066

More information about TURTLE & HUGHES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01CHRIS RAUSCH2023-10-16
5012021-01-01CHRIS RAUSCH2022-10-14 CHRIS RAUSCH2022-10-14
5012020-01-01CHRIS RAUSCH2021-10-14 CHRIS RAUSCH2021-10-14
5012019-01-01CHRIS RAUSCH2020-10-14
5012018-01-01CHRIS RAUSCH2019-10-14
5012017-01-01
5012016-01-01
5012015-01-01
5012015-01-01
5012014-01-01JUDITH THEOBALD
5012013-01-01JUDITH THEOBALD
5012012-01-01RUTH STONE
5012011-01-01TREVOR BARNETT
5012010-01-01TREVOR BARNETT
5012009-01-01TREVOR BARNETT

Plan Statistics for TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN

401k plan membership statisitcs for TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN

Measure Date Value
2022: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01395
Total number of active participants reported on line 7a of the Form 55002022-01-01389
Total of all active and inactive participants2022-01-01389
Total participants2022-01-01389
2021: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01405
Total number of active participants reported on line 7a of the Form 55002021-01-01395
Total of all active and inactive participants2021-01-01395
Total participants2021-01-01395
2020: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01875
Total number of active participants reported on line 7a of the Form 55002020-01-010
Total of all active and inactive participants2020-01-010
Total participants2020-01-010
2019: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01875
Total of all active and inactive participants2019-01-010
Total participants2019-01-010
2018: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01875
Total number of active participants reported on line 7a of the Form 55002018-01-01875
Total of all active and inactive participants2018-01-01875
Total participants2018-01-01875
2017: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01875
Total number of active participants reported on line 7a of the Form 55002017-01-01875
Total of all active and inactive participants2017-01-01875
Total participants2017-01-01875
2016: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01875
Total number of active participants reported on line 7a of the Form 55002016-01-01875
Total of all active and inactive participants2016-01-01875
Total participants2016-01-01875
2015: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01875
Total number of active participants reported on line 7a of the Form 55002015-01-01875
Total of all active and inactive participants2015-01-01875
Total participants2015-01-01875
2014: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01875
Total number of active participants reported on line 7a of the Form 55002014-01-01875
Total of all active and inactive participants2014-01-01875
Total participants2014-01-01875
2013: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01301
Total number of active participants reported on line 7a of the Form 55002013-01-01301
Total of all active and inactive participants2013-01-01301
Total participants2013-01-01301
2012: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01301
Total number of active participants reported on line 7a of the Form 55002012-01-01301
Total of all active and inactive participants2012-01-01301
Total participants2012-01-01301
2011: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01362
Total number of active participants reported on line 7a of the Form 55002011-01-01301
Total of all active and inactive participants2011-01-01301
Total participants2011-01-01301
2010: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01349
Total number of active participants reported on line 7a of the Form 55002010-01-01362
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01362
2009: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01339
Total number of active participants reported on line 7a of the Form 55002009-01-01349
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01349

Form 5500 Responses for TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN

2022: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 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: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
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
2009: TURTLE & HUGHES, INC. GROUP INSURANCE BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

HORIZONS HEALTH CARE SERVICES INC. (National Association of Insurance Commissioners NAIC id number: 55069 )
Policy contract number76328
Policy instance 4
Insurance contract or identification number76328
Number of Individuals Covered387
Insurance policy start date2022-02-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $48,363
Welfare Benefit Premiums Paid to CarrierUSD $685,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $48,363
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number877632G
Policy instance 3
Insurance contract or identification number877632G
Total amount of fees paid to insurance companyUSD $33,403
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $269,215
Amount paid for insurance broker fees33403
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837105
Policy instance 2
Insurance contract or identification number0837105
Total amount of commissions paid to insurance brokerUSD $17,135
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $437,724
Commission paid to Insurance BrokerUSD $17,135
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number
Policy instance 1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number
Policy instance 5
Total amount of commissions paid to insurance brokerUSD $2,749
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,973
Commission paid to Insurance BrokerUSD $2,749
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3332124
Policy instance 4
Insurance contract or identification number3332124
Number of Individuals Covered111
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $126,386
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Welfare Benefit Premiums Paid to CarrierUSD $2,503,108
Additional information about fees paid to insurance brokerBENEFIT ADVISOR PAYMENTS
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees126386
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number
Policy instance 1
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837105
Policy instance 2
Insurance contract or identification number0837105
Number of Individuals Covered946
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $17,678
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $471,975
Commission paid to Insurance BrokerUSD $17,678
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number877632G
Policy instance 3
Insurance contract or identification number877632G
Number of Individuals Covered2034
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $8,689
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $218,915
Commission paid to Insurance BrokerUSD $8,689
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number
Policy instance 5
Number of Individuals Covered674
Insurance policy start date2021-02-01
Insurance policy end date2022-01-31
Total amount of commissions paid to insurance brokerUSD $3,546
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,927
Commission paid to Insurance BrokerUSD $3,546
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Dental Insurance Welfare BenefitYes
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $59,944
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $799,257
Commission paid to Insurance BrokerUSD $59,944
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Long Term Disability Insurance Welfare BenefitYes
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSLM540073
Policy instance 5
Insurance contract or identification numberSLM540073
Health Insurance Welfare BenefitYes
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number
Policy instance 6
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837105
Policy instance 7
Insurance contract or identification number0837105
Number of Individuals Covered1055
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $15,419
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $487,866
Commission paid to Insurance BrokerUSD $15,419
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31730
Policy instance 8
Insurance contract or identification numberHCL31730
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number11/648
Policy instance 1
Insurance contract or identification number11/648
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number
Policy instance 13
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $3,591
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,819
Commission paid to Insurance BrokerUSD $3,591
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3332124
Policy instance 12
Insurance contract or identification number3332124
Number of Individuals Covered134
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $148,425
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Welfare Benefit Premiums Paid to CarrierUSD $2,954,311
Additional information about fees paid to insurance brokerBENEFIT ADVISOR PAYMENTS
Commission paid to Insurance BrokerUSD $148,425
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number15990
Policy instance 11
Insurance contract or identification number15990
Number of Individuals Covered407
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Health Insurance Welfare BenefitYes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30065092
Policy instance 10
Insurance contract or identification number30065092
Vision Insurance Welfare BenefitYes
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number877632G
Policy instance 9
Insurance contract or identification number877632G
Insurance policy start date2020-02-01
Insurance policy end date2021-01-31
Total amount of commissions paid to insurance brokerUSD $8,828
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $275,664
Commission paid to Insurance BrokerUSD $8,828
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number
Policy instance 13
Vision Insurance Welfare BenefitYes
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3332124
Policy instance 12
Insurance contract or identification number3332124
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Additional information about fees paid to insurance brokerBENEFIT ADVISOR PAYMENTS
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number15990
Policy instance 11
Insurance contract or identification number15990
Number of Individuals Covered447
Insurance policy start date2019-02-01
Insurance policy end date2020-01-30
Health Insurance Welfare BenefitYes
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30065092
Policy instance 10
Insurance contract or identification number30065092
Number of Individuals Covered363
Insurance policy start date2019-02-01
Insurance policy end date2020-01-20
Total amount of commissions paid to insurance brokerUSD $3,527
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,534
Commission paid to Insurance BrokerUSD $3,527
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number877632G
Policy instance 9
Insurance contract or identification number877632G
Life Insurance Welfare BenefitYes
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837105
Policy instance 7
Insurance contract or identification number0837105
Dental Insurance Welfare BenefitYes
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number
Policy instance 6
Insurance policy start date2019-02-01
Insurance policy end date2020-01-30
Welfare Benefit Premiums Paid to CarrierUSD $702,263
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number11/648
Policy instance 1
Insurance contract or identification number11/648
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Dental Insurance Welfare BenefitYes
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSLM540073
Policy instance 5
Insurance contract or identification numberSLM540073
Health Insurance Welfare BenefitYes
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Long Term Disability Insurance Welfare BenefitYes
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Life Insurance Welfare BenefitYes
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31730
Policy instance 8
Insurance contract or identification numberHCL31730
Number of Individuals Covered438
Insurance policy start date2019-02-01
Insurance policy end date2020-01-31
Total amount of commissions paid to insurance brokerUSD $70,697
Welfare Benefit Premiums Paid to CarrierUSD $795,454
Commission paid to Insurance BrokerUSD $49,725
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Number of Individuals Covered204
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number15990
Policy instance 11
Insurance contract or identification number15990
Number of Individuals Covered440
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $325,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30065092
Policy instance 10
Insurance contract or identification number30065092
Number of Individuals Covered322
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $3,878
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,552
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,878
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number877632G
Policy instance 9
Insurance contract or identification number877632G
Number of Individuals Covered784
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $8,734
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $256,618
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,734
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31730
Policy instance 8
Insurance contract or identification numberHCL31730
Number of Individuals Covered431
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $95,183
Welfare Benefit Premiums Paid to CarrierUSD $710,414
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $95,183
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3332124
Policy instance 12
Insurance contract or identification number3332124
Number of Individuals Covered167
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $339
Total amount of fees paid to insurance companyUSD $154,474
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Welfare Benefit Premiums Paid to CarrierUSD $3,096,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $339
Amount paid for insurance broker fees154474
Additional information about fees paid to insurance brokerBENEFIT ADVISOR PAYMENTS
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837105
Policy instance 7
Insurance contract or identification number0837105
Number of Individuals Covered1099
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $23,144
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $517,561
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,144
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number
Policy instance 6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Welfare Benefit Premiums Paid to CarrierUSD $523,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSLM540073
Policy instance 5
Insurance contract or identification numberSLM540073
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $62,097
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $413,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,097
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Number of Individuals Covered465
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,352
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,352
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Number of Individuals Covered692
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,455
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,455
NVA VISION (National Association of Insurance Commissioners NAIC id number: 11686 )
Policy contract number
Policy instance 13
Number of Individuals Covered708
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of commissions paid to insurance brokerUSD $3,482
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,635
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,482
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number11/648
Policy instance 1
Insurance contract or identification number11/648
Insurance policy start date2018-02-01
Insurance policy end date2019-01-31
Total amount of fees paid to insurance companyUSD $45,363
Welfare Benefit Premiums Paid to CarrierUSD $302,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45363
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number11/648
Policy instance 1
Insurance contract or identification number11/648
Insurance policy start date2017-02-01
Insurance policy end date2018-01-01
Total amount of fees paid to insurance companyUSD $45,363
Welfare Benefit Premiums Paid to CarrierUSD $302,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45363
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Number of Individuals Covered204
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Number of Individuals Covered692
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,455
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,455
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Number of Individuals Covered465
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,352
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,352
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSLM540073
Policy instance 5
Insurance contract or identification numberSLM540073
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $62,097
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $413,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,097
Insurance broker nameINNOVATIVE RISK SOLUTIONS
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number
Policy instance 6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Welfare Benefit Premiums Paid to CarrierUSD $523,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837105
Policy instance 7
Insurance contract or identification number0837105
Number of Individuals Covered772
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $26,637
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $494,905
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,637
Insurance broker nameINNOVATIVE RISK SOLUTIONS
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31730
Policy instance 8
Insurance contract or identification numberHCL31730
Number of Individuals Covered448
Insurance policy start date2017-02-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $102,936
Welfare Benefit Premiums Paid to CarrierUSD $686,242
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102,936
Insurance broker nameINNOVATIVE RISK SOLUTIONS
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number877632G
Policy instance 9
Insurance contract or identification number877632G
Number of Individuals Covered772
Insurance policy start date2017-02-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,569
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $266,121
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,569
Insurance broker nameINNOVATIVE RISK SOLUTIONS INC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30065092
Policy instance 10
Insurance contract or identification number30065092
Number of Individuals Covered322
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $3,878
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $77,552
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,878
Insurance broker nameINNOVATIVE RISK SOLUTIONS INC
MERITAIN HEALTH (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number15990
Policy instance 11
Insurance contract or identification number15990
Number of Individuals Covered473
Insurance policy start date2017-02-01
Insurance policy end date2018-01-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $376,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837105
Policy instance 7
Insurance contract or identification number0837105
Number of Individuals Covered1050
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $21,450
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $432,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,450
Insurance broker nameINNOVATIVE RISK SOLUTIONS
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Number of Individuals Covered204
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSLM540073
Policy instance 5
Insurance contract or identification numberSLM540073
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $62,097
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $413,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,097
Insurance broker nameINNOVATIVE RISK SOLUTIONS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Number of Individuals Covered465
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,352
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $135,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,352
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL31730
Policy instance 8
Insurance contract or identification numberHCL31730
Number of Individuals Covered460
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of commissions paid to insurance brokerUSD $95,013
Welfare Benefit Premiums Paid to CarrierUSD $633,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $95,013
Insurance broker nameINNOVATIVE RISK SOLUTIONS
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number11/648
Policy instance 1
Insurance contract or identification number11/648
Insurance policy start date2015-02-01
Insurance policy end date2016-01-31
Total amount of fees paid to insurance companyUSD $45,363
Welfare Benefit Premiums Paid to CarrierUSD $302,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45363
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Number of Individuals Covered692
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,455
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,455
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number
Policy instance 6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $523,869
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 number
Policy instance 6
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $523,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0837105
Policy instance 7
Insurance contract or identification number0837105
Number of Individuals Covered875
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $18,054
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $374,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,054
Insurance broker nameINNOVATIVE RISK SOLUTIONS
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSLM540073
Policy instance 5
Insurance contract or identification numberSLM540073
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of commissions paid to insurance brokerUSD $62,097
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $413,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,097
Insurance broker nameINNOVATIVE RISK SOLUTIONS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Number of Individuals Covered626
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,398
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $72,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,398
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Number of Individuals Covered421
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,289
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $128,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,289
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Number of Individuals Covered204
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number11/648
Policy instance 1
Insurance contract or identification number11/648
Insurance policy start date2014-02-01
Insurance policy end date2015-01-31
Total amount of fees paid to insurance companyUSD $45,363
Welfare Benefit Premiums Paid to CarrierUSD $302,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45363
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number11/648
Policy instance 1
Insurance contract or identification number11/648
Insurance policy start date2013-02-01
Insurance policy end date2013-01-31
Total amount of fees paid to insurance companyUSD $45,363
Welfare Benefit Premiums Paid to CarrierUSD $302,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees45363
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Number of Individuals Covered520
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,098
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,130
Commission paid to Insurance BrokerUSD $3,049
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Number of Individuals Covered366
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,049
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $104,510
Commission paid to Insurance BrokerUSD $0
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberSLM540073
Policy instance 5
Insurance contract or identification numberSLM540073
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $62,097
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $413,982
Commission paid to Insurance BrokerUSD $62,097
Insurance broker nameINNOVATIVE RISK SOLUTIONS
EXPRESS SCRIPTS, INC. (National Association of Insurance Commissioners NAIC id number: 60025 )
Policy contract number
Policy instance 6
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Welfare Benefit Premiums Paid to CarrierUSD $507,827
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Number of Individuals Covered204
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,928
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Number of Individuals Covered204
Insurance policy start date2012-01-01
Insurance policy end date2013-01-01
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Number of Individuals Covered520
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,049
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Number of Individuals Covered366
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,049
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $104,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,049
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC.
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number11/648
Policy instance 1
Insurance contract or identification number11/648
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $45,363
Welfare Benefit Premiums Paid to CarrierUSD $302,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,363
Insurance broker nameINNOVATIVE RISK SOLUTIONS, INC
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Number of Individuals Covered204
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,928
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD SECURITY LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 70939 )
Policy contract number11/648
Policy instance 1
Insurance contract or identification number11/648
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $45,363
Welfare Benefit Premiums Paid to CarrierUSD $302,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Number of Individuals Covered344
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,714
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,287
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Number of Individuals Covered485
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,662
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,619
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 3
Insurance contract or identification number200991
Number of Individuals Covered475
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $2,524
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3332124
Policy instance 5
Insurance contract or identification number3332124
Number of Individuals Covered65
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $32,832
Total amount of fees paid to insurance companyUSD $15,039
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedPREPAID DENTAL
Welfare Benefit Premiums Paid to CarrierUSD $717,728
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number200991
Policy instance 4
Insurance contract or identification number200991
Number of Individuals Covered329
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $4,714
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80926 )
Policy contract number057-7264-00
Policy instance 2
Insurance contract or identification number057-7264-00
Number of Individuals Covered244
Insurance policy start date2010-02-01
Insurance policy end date2011-02-01
Total amount of commissions paid to insurance brokerUSD $7,339
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $155,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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