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THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 401k Plan overview

Plan NameTHE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN
Plan identification number 501

THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

THE CONCEPT GROUP NETWORK LLC has sponsored the creation of one or more 401k plans.

Company Name:THE CONCEPT GROUP NETWORK LLC
Employer identification number (EIN):204429706
NAIC Classification:519100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-09-01
5012020-09-01
5012019-09-01
5012018-09-01
5012017-09-01
5012016-09-01
5012015-09-01
5012012-09-01STEPHEN MCCARTY
5012011-09-01STEPHEN MCCARTY

Plan Statistics for THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN

401k plan membership statisitcs for THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN

Measure Date Value
2021: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-011
Total number of active participants reported on line 7a of the Form 55002021-09-010
Number of retired or separated participants receiving benefits2021-09-010
Number of other retired or separated participants entitled to future benefits2021-09-010
Total of all active and inactive participants2021-09-010
2020: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-011
Total number of active participants reported on line 7a of the Form 55002020-09-011
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-011
2019: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-011
Total number of active participants reported on line 7a of the Form 55002019-09-011
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-011
2018: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-011
Total number of active participants reported on line 7a of the Form 55002018-09-011
Number of retired or separated participants receiving benefits2018-09-010
Number of other retired or separated participants entitled to future benefits2018-09-010
Total of all active and inactive participants2018-09-011
2017: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-011
Total number of active participants reported on line 7a of the Form 55002017-09-011
Number of retired or separated participants receiving benefits2017-09-010
Number of other retired or separated participants entitled to future benefits2017-09-010
Total of all active and inactive participants2017-09-011
2016: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-011
Total number of active participants reported on line 7a of the Form 55002016-09-011
Number of retired or separated participants receiving benefits2016-09-010
Number of other retired or separated participants entitled to future benefits2016-09-010
Total of all active and inactive participants2016-09-011
2015: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-011
Total number of active participants reported on line 7a of the Form 55002015-09-011
Number of retired or separated participants receiving benefits2015-09-010
Number of other retired or separated participants entitled to future benefits2015-09-010
Total of all active and inactive participants2015-09-011
2012: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-011
Total number of active participants reported on line 7a of the Form 55002012-09-011
Number of retired or separated participants receiving benefits2012-09-010
Number of other retired or separated participants entitled to future benefits2012-09-010
Total of all active and inactive participants2012-09-011
2011: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-011
Total number of active participants reported on line 7a of the Form 55002011-09-011
Number of retired or separated participants receiving benefits2011-09-010
Number of other retired or separated participants entitled to future benefits2011-09-010
Total of all active and inactive participants2011-09-011

Financial Data on THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN

Measure Date Value
2022 : THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2022 401k financial data
Total plan liabilities at end of year2022-08-31$0
Total plan liabilities at beginning of year2022-08-31$118,882
Total income from all sources2022-08-31$0
Expenses. Total of all expenses incurred2022-08-31$-42,908
Total plan assets at end of year2022-08-31$0
Total plan assets at beginning of year2022-08-31$75,974
Expenses. Other expenses not covered elsewhere2022-08-31$-42,908
Net income (gross income less expenses)2022-08-31$42,908
Net plan assets at end of year (total assets less liabilities)2022-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2022-08-31$-42,908
2021 : THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2021 401k financial data
Total plan liabilities at end of year2021-08-31$118,882
Total plan liabilities at beginning of year2021-08-31$116,965
Total income from all sources2021-08-31$0
Expenses. Total of all expenses incurred2021-08-31$22,775
Total plan assets at end of year2021-08-31$75,974
Total plan assets at beginning of year2021-08-31$96,832
Expenses. Other expenses not covered elsewhere2021-08-31$22,775
Net income (gross income less expenses)2021-08-31$-22,775
Net plan assets at end of year (total assets less liabilities)2021-08-31$-42,908
Net plan assets at beginning of year (total assets less liabilities)2021-08-31$-20,133
2020 : THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2020 401k financial data
Transfers to/from the plan2020-08-31$0
Total plan liabilities at end of year2020-08-31$116,965
Total plan liabilities at beginning of year2020-08-31$115,104
Total income from all sources2020-08-31$0
Expenses. Total of all expenses incurred2020-08-31$20,133
Total plan assets at end of year2020-08-31$96,832
Total plan assets at beginning of year2020-08-31$115,104
Expenses. Other expenses not covered elsewhere2020-08-31$20,133
Net income (gross income less expenses)2020-08-31$-20,133
Net plan assets at end of year (total assets less liabilities)2020-08-31$-20,133
Net plan assets at beginning of year (total assets less liabilities)2020-08-31$0
2019 : THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-08-31$115,104
Total plan liabilities at beginning of year2019-08-31$118,009
Total income from all sources2019-08-31$0
Expenses. Total of all expenses incurred2019-08-31$0
Total plan assets at end of year2019-08-31$115,104
Total plan assets at beginning of year2019-08-31$118,009
Net income (gross income less expenses)2019-08-31$0
Net plan assets at end of year (total assets less liabilities)2019-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-08-31$0
2018 : THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2018 401k financial data
Total plan liabilities at end of year2018-08-31$123,874
Total plan liabilities at beginning of year2018-08-31$67,311
Total income from all sources2018-08-31$54,335
Expenses. Total of all expenses incurred2018-08-31$54,335
Total plan assets at end of year2018-08-31$123,874
Total plan assets at beginning of year2018-08-31$67,311
Total contributions received or receivable from participants2018-08-31$54,335
Expenses. Other expenses not covered elsewhere2018-08-31$53,005
Net income (gross income less expenses)2018-08-31$0
Net plan assets at end of year (total assets less liabilities)2018-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2018-08-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-08-31$1,330
2017 : THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2017 401k financial data
Total plan liabilities at end of year2017-08-31$67,311
Total plan liabilities at beginning of year2017-08-31$64,336
Total income from all sources2017-08-31$4,305
Expenses. Total of all expenses incurred2017-08-31$4,305
Total plan assets at end of year2017-08-31$67,311
Total plan assets at beginning of year2017-08-31$64,336
Expenses. Other expenses not covered elsewhere2017-08-31$2,975
Net income (gross income less expenses)2017-08-31$0
Net plan assets at end of year (total assets less liabilities)2017-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2017-08-31$0
Total contributions received or receivable from employer(s)2017-08-31$4,305
Expenses. Administrative service providers (salaries,fees and commissions)2017-08-31$1,330
2016 : THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-08-31$64,336
Total plan liabilities at beginning of year2016-08-31$60,981
Total income from all sources2016-08-31$6,486
Expenses. Total of all expenses incurred2016-08-31$6,486
Total plan assets at end of year2016-08-31$64,336
Total plan assets at beginning of year2016-08-31$60,981
Expenses. Other expenses not covered elsewhere2016-08-31$5,156
Net income (gross income less expenses)2016-08-31$0
Net plan assets at end of year (total assets less liabilities)2016-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2016-08-31$0
Total contributions received or receivable from employer(s)2016-08-31$6,486
Expenses. Administrative service providers (salaries,fees and commissions)2016-08-31$1,330
2013 : THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-08-31$52,631
Total plan liabilities at beginning of year2013-08-31$53,068
Total income from all sources2013-08-31$11,778
Expenses. Total of all expenses incurred2013-08-31$11,778
Total plan assets at end of year2013-08-31$52,631
Total plan assets at beginning of year2013-08-31$53,068
Expenses. Other expenses not covered elsewhere2013-08-31$9,118
Other income received2013-08-31$1
Net income (gross income less expenses)2013-08-31$0
Net plan assets at end of year (total assets less liabilities)2013-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2013-08-31$0
Total contributions received or receivable from employer(s)2013-08-31$11,777
Expenses. Administrative service providers (salaries,fees and commissions)2013-08-31$2,660
2012 : THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-08-31$53,068
Total plan liabilities at beginning of year2012-08-31$55,790
Total income from all sources2012-08-31$10,999
Expenses. Total of all expenses incurred2012-08-31$10,999
Total plan assets at end of year2012-08-31$53,068
Total plan assets at beginning of year2012-08-31$55,790
Expenses. Other expenses not covered elsewhere2012-08-31$9,639
Other income received2012-08-31$2
Net income (gross income less expenses)2012-08-31$0
Net plan assets at end of year (total assets less liabilities)2012-08-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-08-31$0
Total contributions received or receivable from employer(s)2012-08-31$10,997
Expenses. Administrative service providers (salaries,fees and commissions)2012-08-31$1,360

Form 5500 Responses for THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN

2021: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedNo
2021-09-01This submission is the final filingYes
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – TrustYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement - TrustYes
2020: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – TrustYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement - TrustYes
2019: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – TrustYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement - TrustYes
2018: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Submission has been amendedNo
2018-09-01This submission is the final filingNo
2018-09-01This return/report is a short plan year return/report (less than 12 months)No
2018-09-01Plan is a collectively bargained planNo
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan funding arrangement – TrustYes
2018-09-01Plan benefit arrangement – InsuranceYes
2018-09-01Plan benefit arrangement - TrustYes
2017: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Submission has been amendedNo
2017-09-01This submission is the final filingNo
2017-09-01This return/report is a short plan year return/report (less than 12 months)No
2017-09-01Plan is a collectively bargained planNo
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan funding arrangement – TrustYes
2017-09-01Plan benefit arrangement – InsuranceYes
2017-09-01Plan benefit arrangement - TrustYes
2016: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Submission has been amendedNo
2016-09-01This submission is the final filingNo
2016-09-01This return/report is a short plan year return/report (less than 12 months)No
2016-09-01Plan is a collectively bargained planNo
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan funding arrangement – TrustYes
2016-09-01Plan benefit arrangement – InsuranceYes
2016-09-01Plan benefit arrangement - TrustYes
2015: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Submission has been amendedNo
2015-09-01This submission is the final filingNo
2015-09-01This return/report is a short plan year return/report (less than 12 months)No
2015-09-01Plan is a collectively bargained planNo
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan funding arrangement – TrustYes
2015-09-01Plan benefit arrangement – InsuranceYes
2015-09-01Plan benefit arrangement - TrustYes
2012: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Submission has been amendedNo
2012-09-01This submission is the final filingNo
2012-09-01This return/report is a short plan year return/report (less than 12 months)No
2012-09-01Plan is a collectively bargained planNo
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan funding arrangement – TrustYes
2012-09-01Plan benefit arrangement – InsuranceYes
2012-09-01Plan benefit arrangement - TrustYes
2011: THE CONCEPT GROUP NETWORK LLC WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedNo
2011-09-01This submission is the final filingNo
2011-09-01This return/report is a short plan year return/report (less than 12 months)No
2011-09-01Plan is a collectively bargained planNo
2011-09-01Plan funding arrangement – TrustYes
2011-09-01Plan benefit arrangement – InsuranceYes
2011-09-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number611418
Policy instance 1
Insurance contract or identification number611418
Number of Individuals Covered0
Insurance policy start date2021-09-01
Insurance policy end date2022-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerANNUITY
Insurance broker organization code?0
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number611418
Policy instance 1
Insurance contract or identification number611418
Number of Individuals Covered1
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number611418
Policy instance 1
Insurance contract or identification number611418
Number of Individuals Covered1
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number611418
Policy instance 1
Insurance contract or identification number611418
Number of Individuals Covered1
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number611418
Policy instance 1
Insurance contract or identification number611418
Number of Individuals Covered1
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number611418
Policy instance 1
Insurance contract or identification number611418
Number of Individuals Covered1
Insurance policy start date2015-09-01
Insurance policy end date2016-08-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number611418
Policy instance 1
Insurance contract or identification number611418
Number of Individuals Covered1
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $373
Total amount of fees paid to insurance companyUSD $2,660
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2660
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $142
Insurance broker nameMICHAEL L. MILLMAN
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number611418
Policy instance 1
Insurance contract or identification number611418
Number of Individuals Covered1
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $160
Total amount of fees paid to insurance companyUSD $1,360
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedANNUITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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