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CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 401k Plan overview

Plan NameCAMPBELL'S AUTO EXPRESS CAFETERIA PLAN
Plan identification number 501

CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN Benefits

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

401k Sponsoring company profile

CAMPBELL'S AUTO EXPRESS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAMPBELL'S AUTO EXPRESS, INC.
Employer identification number (EIN):221804247
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01ESTHER M. GALLAGHER2023-10-03 ESTHER M. GALLAGHER2023-10-03
5012021-01-01ESTHER M. GALLAGHER2022-09-20 ESTHER M. GALLAGHER2022-09-20
5012020-01-01ESTHER M. GALLAGHER2021-09-15 ESTHER M. GALLAGHER2021-09-15
5012019-01-01ESTHER M. GALLAGHER2020-04-28 ESTHER M. GALLAGHER2020-04-28
5012018-01-01
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01ESTHER M. GALLAGHER ESTHER M. GALLAGHER2013-02-21
5012011-01-01ESTHER M. GALLAGHER ESTHER M. GALLAGHER2012-05-08
5012009-01-01ESTHER GALLAGHER ESTHER GALLAGHER2010-08-05

Plan Statistics for CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN

401k plan membership statisitcs for CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN

Measure Date Value
2022: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-01109
Total of all active and inactive participants2022-01-01109
2021: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01126
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Total of all active and inactive participants2021-01-01116
2020: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01126
2019: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01138
Total number of active participants reported on line 7a of the Form 55002019-01-01138
Number of retired or separated participants receiving benefits2019-01-010
Total of all active and inactive participants2019-01-01138
2018: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-01140
Total of all active and inactive participants2018-01-01140
2017: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01137
Total number of active participants reported on line 7a of the Form 55002017-01-01134
Total of all active and inactive participants2017-01-01134
2016: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-01137
Total of all active and inactive participants2016-01-01137
2015: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01123
Total number of active participants reported on line 7a of the Form 55002015-01-01131
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01131
2014: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01124
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01123
2013: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01127
Total number of active participants reported on line 7a of the Form 55002013-01-01124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01124
2012: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01132
Total number of active participants reported on line 7a of the Form 55002012-01-01127
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01127
2011: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01133
Total number of active participants reported on line 7a of the Form 55002011-01-01132
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01132
2009: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01135
Total number of active participants reported on line 7a of the Form 55002009-01-01135
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 participants2009-01-01135
Total participants2009-01-010

Form 5500 Responses for CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN

2022: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
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: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
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
2009: CAMPBELL'S AUTO EXPRESS CAFETERIA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
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

UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202019
Policy instance 2
Insurance contract or identification numberUNI-202019
Number of Individuals Covered94
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $74,534
Welfare Benefit Premiums Paid to CarrierUSD $423,658
Amount paid for insurance broker fees34904
Additional information about fees paid to insurance brokerADMIN
Insurance broker organization code?5
PRUCO (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered109
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $3,179
Total amount of fees paid to insurance companyUSD $19
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,374
Commission paid to Insurance BrokerUSD $3,179
Insurance broker organization code?3
Amount paid for insurance broker fees19
Additional information about fees paid to insurance brokerADMIN
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202019
Policy instance 2
Insurance contract or identification numberUNI-202019
Number of Individuals Covered99
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $417,153
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?5
PRUCO (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered116
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $2,578
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,226
Commission paid to Insurance BrokerUSD $231
Insurance broker organization code?3
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202019
Policy instance 2
Insurance contract or identification numberUNI-202019
Number of Individuals Covered127
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $68,518
Welfare Benefit Premiums Paid to CarrierUSD $334,661
Amount paid for insurance broker fees32750
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $0
PRUCO (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered126
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $2,698
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,488
Commission paid to Insurance BrokerUSD $2,698
Insurance broker organization code?3
PRUCO (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number61913
Policy instance 1
Insurance contract or identification number61913
Number of Individuals Covered135
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $2,514
Total amount of fees paid to insurance companyUSD $45
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,279
Commission paid to Insurance BrokerUSD $2,514
Insurance broker organization code?3
Amount paid for insurance broker fees45
Additional information about fees paid to insurance brokerADMINISTRATION
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202019
Policy instance 2
Insurance contract or identification numberUNI-202019
Number of Individuals Covered114
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $74,492
Welfare Benefit Premiums Paid to CarrierUSD $328,546
Amount paid for insurance broker fees35200
Additional information about fees paid to insurance brokerADMIN
Insurance broker organization code?0
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 3
Insurance contract or identification numberN99437
Number of Individuals Covered138
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $1,829
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $26,256
Commission paid to Insurance BrokerUSD $1,102
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 2
Insurance contract or identification numberN99437
Number of Individuals Covered140
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $1,894
Total amount of fees paid to insurance companyUSD $534
Life Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $1,102
Amount paid for insurance broker fees534
Additional information about fees paid to insurance brokerADMIN
Insurance broker organization code?3
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202019
Policy instance 1
Insurance contract or identification numberUNI-202019
Number of Individuals Covered117
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $87,678
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $295,046
Amount paid for insurance broker fees2282
Additional information about fees paid to insurance brokerADMIN
Insurance broker organization code?0
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 2
Insurance contract or identification numberN99437
Number of Individuals Covered134
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $1,686
Total amount of fees paid to insurance companyUSD $924
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,101
Commission paid to Insurance BrokerUSD $1,686
Amount paid for insurance broker fees924
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker namePLAN HANDLERS INC
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $108,864
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Amount paid for insurance broker fees6579
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?0
Insurance broker nameMULTIPLAN INC.
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2015-12-01
Insurance policy end date2016-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $70,455
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $317,087
Amount paid for insurance broker fees6786
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?0
Insurance broker nameHINES AND ASSOCIATES
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 2
Insurance contract or identification numberN99437
Insurance policy start date2015-12-01
Insurance policy end date2016-11-30
Total amount of commissions paid to insurance brokerUSD $1,698
Total amount of fees paid to insurance companyUSD $932
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,293
Commission paid to Insurance BrokerUSD $1,698
Amount paid for insurance broker fees932
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker namePLAN HANDLERS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 2
Insurance contract or identification numberN99437
Number of Individuals Covered131
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $1,612
Total amount of fees paid to insurance companyUSD $874
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,861
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,612
Amount paid for insurance broker fees874
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker namePLAN HANDLERS INC
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered107
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $77,147
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $245,757
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4434
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?0
Insurance broker nameHINES AND ASSOCIATES
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered113
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $27,279
Total amount of fees paid to insurance companyUSD $64,634
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $272,792
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,279
Insurance broker organization code?3
Amount paid for insurance broker fees5052
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameAMERICAN HEALTH
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 2
Insurance contract or identification numberN99437
Number of Individuals Covered123
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $1,562
Total amount of fees paid to insurance companyUSD $841
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,562
Amount paid for insurance broker fees841
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker namePLAN HANDLERS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 2
Insurance contract or identification numberN99437
Number of Individuals Covered124
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $1,591
Total amount of fees paid to insurance companyUSD $861
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,591
Amount paid for insurance broker fees861
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker namePLAN HANDLERS INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number225469
Policy instance 1
Insurance contract or identification number225469
Number of Individuals Covered330
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $34,231
Total amount of fees paid to insurance companyUSD $54,912
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $341,729
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,231
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameHEALTHY DIRECTIONS PHCS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 1
Insurance contract or identification numberN99437
Number of Individuals Covered127
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $1,557
Total amount of fees paid to insurance companyUSD $838
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,957
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,557
Amount paid for insurance broker fees838
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker namePLAN HANDLERS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberPF 002698
Policy instance 2
Insurance contract or identification numberPF 002698
Number of Individuals Covered107
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $33,351
Total amount of fees paid to insurance companyUSD $54,987
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $333,507
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,351
Insurance broker organization code?3
Amount paid for insurance broker fees29337
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameHEALTHY DIRECTIONS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 1
Insurance contract or identification numberN99437
Number of Individuals Covered132
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $1,566
Total amount of fees paid to insurance companyUSD $844
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,107
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberPF 002698
Policy instance 2
Insurance contract or identification numberPF 002698
Number of Individuals Covered114
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $33,756
Total amount of fees paid to insurance companyUSD $53,075
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $337,560
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract numberN99437
Policy instance 1
Insurance contract or identification numberN99437
Number of Individuals Covered133
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $1,697
Total amount of fees paid to insurance companyUSD $931
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,281
Commission paid to Insurance BrokerUSD $1,697
Amount paid for insurance broker fees931
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker namePLAN HANDLERS INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract numberPF 002698
Policy instance 2
Insurance contract or identification numberPF 002698
Number of Individuals Covered124
Insurance policy start date2009-12-01
Insurance policy end date2010-11-30
Total amount of commissions paid to insurance brokerUSD $28,118
Total amount of fees paid to insurance companyUSD $52,978
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $288,176
Commission paid to Insurance BrokerUSD $28,118
Insurance broker organization code?3
Amount paid for insurance broker fees26351
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker nameHEALTHY DIRECTIONS

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