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KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 401k Plan overview

Plan NameKEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE
Plan identification number 503

KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE Benefits

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

401k Sponsoring company profile

KEYSTONE SERVICE SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:KEYSTONE SERVICE SYSTEMS, INC.
Employer identification number (EIN):231915567
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032021-07-01
5032020-07-01
5032019-07-01
5032019-07-01
5032018-07-01
5032017-07-01CHARLES SWEEDER CHARLES SWEEDER2019-01-18
5032016-07-01CHARLES SWEEDER CHARLES SWEEDER2017-12-15
5032015-07-01CHARLES SWEEDER CHARLES SWEEDER2016-12-15
5032014-07-01CHARLES SWEEDER CHARLES SWEEDER2015-11-11
5032013-07-01CHARLES SWEEDER CHARLES SWEEDER2014-09-23
5032012-07-01CHARLES SWEEDER CHARLES SWEEDER2013-11-22
5032011-07-01CHARLES SWEEDER CHARLES SWEEDER2013-01-02
5032010-07-01CHARLES SWEEDER CHARLES SWEEDER2012-01-13
5032009-07-01CHARLES SWEEDER CHARLES SWEEDER2011-01-03
5032009-07-01 CHARLES SWEEDER2011-01-03

Plan Statistics for KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE

401k plan membership statisitcs for KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE

Measure Date Value
2021: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2021 401k membership
Total participants, beginning-of-year2021-07-011,615
Total number of active participants reported on line 7a of the Form 55002021-07-011,532
Number of retired or separated participants receiving benefits2021-07-014
Total of all active and inactive participants2021-07-011,536
2020: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2020 401k membership
Total participants, beginning-of-year2020-07-011,715
Total number of active participants reported on line 7a of the Form 55002020-07-011,611
Number of retired or separated participants receiving benefits2020-07-014
Total of all active and inactive participants2020-07-011,615
2019: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2019 401k membership
Total participants, beginning-of-year2019-07-011,698
Total number of active participants reported on line 7a of the Form 55002019-07-011,715
Number of retired or separated participants receiving benefits2019-07-010
Total of all active and inactive participants2019-07-011,715
2018: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2018 401k membership
Total participants, beginning-of-year2018-07-011,635
Total number of active participants reported on line 7a of the Form 55002018-07-011,691
Number of retired or separated participants receiving benefits2018-07-017
Total of all active and inactive participants2018-07-011,698
2017: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2017 401k membership
Total participants, beginning-of-year2017-07-011,579
Total number of active participants reported on line 7a of the Form 55002017-07-011,934
Total of all active and inactive participants2017-07-011,934
2016: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2016 401k membership
Total participants, beginning-of-year2016-07-011,587
Total number of active participants reported on line 7a of the Form 55002016-07-011,579
Total of all active and inactive participants2016-07-011,579
2015: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2015 401k membership
Total participants, beginning-of-year2015-07-011,635
Total number of active participants reported on line 7a of the Form 55002015-07-011,587
Total of all active and inactive participants2015-07-011,587
2014: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2014 401k membership
Total participants, beginning-of-year2014-07-011,953
Total number of active participants reported on line 7a of the Form 55002014-07-011,635
Total of all active and inactive participants2014-07-011,635
2013: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2013 401k membership
Total participants, beginning-of-year2013-07-011,096
Total number of active participants reported on line 7a of the Form 55002013-07-011,953
Total of all active and inactive participants2013-07-011,953
Total participants2013-07-011,953
2012: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2012 401k membership
Total participants, beginning-of-year2012-07-011,253
Total number of active participants reported on line 7a of the Form 55002012-07-011,096
Total of all active and inactive participants2012-07-011,096
Total participants2012-07-011,096
2011: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2011 401k membership
Total participants, beginning-of-year2011-07-011,284
Total number of active participants reported on line 7a of the Form 55002011-07-011,253
Total of all active and inactive participants2011-07-011,253
Total participants2011-07-011,253
2010: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2010 401k membership
Total participants, beginning-of-year2010-07-011,178
Total number of active participants reported on line 7a of the Form 55002010-07-011,284
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-011,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-011,284
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2009 401k membership
Total participants, beginning-of-year2009-07-011,094
Total number of active participants reported on line 7a of the Form 55002009-07-011,178
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-011,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-010

Form 5500 Responses for KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE

2021: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedYes
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2010: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: KEYSTONE SERVICE SYSTEMS, INC. EMPLOYEE HOSPITAL MAJOR MEDICAL SURGICAL MEDICAL AND DENTAL INSURANCE 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00531403
Policy instance 2
Insurance contract or identification number00531403
Number of Individuals Covered2049
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $168,240
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,223,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $168,240
Insurance broker organization code?3
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number242651
Policy instance 1
Insurance contract or identification number242651
Number of Individuals Covered2457
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $218,865
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $826,234
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $218,865
Insurance broker organization code?3
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00531403
Policy instance 2
Insurance contract or identification number00531403
Number of Individuals Covered4288
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $164,210
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,094,737
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $164,210
Insurance broker organization code?3
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number242651
Policy instance 1
Insurance contract or identification number242651
Number of Individuals Covered2548
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $217,704
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $855,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $217,704
Insurance broker organization code?3
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number242651
Policy instance 1
Insurance contract or identification number242651
Number of Individuals Covered1714
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $213,379
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $888,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $213,379
Insurance broker organization code?3
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00531403
Policy instance 2
Insurance contract or identification number00531403
Number of Individuals Covered1715
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $774,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number717031
Policy instance 1
Insurance contract or identification number717031
Number of Individuals Covered483
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,145
Total amount of fees paid to insurance companyUSD $263
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,900
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,145
Amount paid for insurance broker fees263
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HIGHMARK BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 54771 )
Policy contract number242651
Policy instance 2
Insurance contract or identification number242651
Number of Individuals Covered1714
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $213,379
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $888,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $213,379
Insurance broker organization code?3
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00531403
Policy instance 3
Insurance contract or identification number00531403
Number of Individuals Covered1715
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $774,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00531403
Policy instance 1
Insurance contract or identification number00531403
Number of Individuals Covered1681
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $79,533
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $530,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,533
Insurance broker organization code?3
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00500069
Policy instance 1
Insurance contract or identification number00500069
Number of Individuals Covered1551
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $27,947
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $186,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,947
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES, INC.
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00500069
Policy instance 2
Insurance contract or identification number00500069
Number of Individuals Covered1934
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $91,577
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91,577
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00500069
Policy instance 2
Insurance contract or identification number00500069
Number of Individuals Covered1587
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $184,201
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $184,201
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00500069
Policy instance 1
Insurance contract or identification number00500069
Number of Individuals Covered1587
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $56,569
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $335,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56,569
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES, INC.
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00500069
Policy instance 2
Insurance contract or identification number00500069
Number of Individuals Covered1635
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $182,562
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $182,562
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00500069
Policy instance 1
Insurance contract or identification number00500069
Number of Individuals Covered1590
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $58,417
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $360,196
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,417
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES, INC.
AVALON INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 12358 )
Policy contract number00500069
Policy instance 1
Insurance contract or identification number00500069
Number of Individuals Covered1546
Insurance policy start date2014-01-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $22,633
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $180,967
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,633
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES, INC.
CAPITAL ADVANTAGE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 14411 )
Policy contract number00500069
Policy instance 2
Insurance contract or identification number00500069
Number of Individuals Covered1953
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $177,716
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $177,716
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
CAPITAL ADVANTAGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 41203 )
Policy contract number00500069
Policy instance 2
Insurance contract or identification number00500069
Number of Individuals Covered2020
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $150,882
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $150,882
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES
CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number50829
Policy instance 1
Insurance contract or identification number50829
Number of Individuals Covered1894
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $2,092
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,851
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,092
Insurance broker organization code?3
Insurance broker nameALLIANT INSURANCE SERVICES, INC.
CHARTIS (National Association of Insurance Commissioners NAIC id number: 66842 )
Policy contract number50829
Policy instance 1
Insurance contract or identification number50829
Number of Individuals Covered1968
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $4,212
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $84,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CAPITAL ADVANTAGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 41203 )
Policy contract number00500069
Policy instance 2
Insurance contract or identification number00500069
Number of Individuals Covered1253
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $130,101
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,023,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CAPITAL ADVANTAGE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 41203 )
Policy contract number00500069
Policy instance 1
Insurance contract or identification number00500069
Number of Individuals Covered1284
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $116,098
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITED CONCORDIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62294 )
Policy contract number259120-000
Policy instance 2
Insurance contract or identification number259120-000
Number of Individuals Covered1284
Insurance policy start date2010-07-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,858
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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