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SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 401k Plan overview

Plan NameSARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN
Plan identification number 502

SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

SARAH BUSH LINCOLN HEALTH CENTER has sponsored the creation of one or more 401k plans.

Company Name:SARAH BUSH LINCOLN HEALTH CENTER
Employer identification number (EIN):237098532
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-01-01DEBBIE SADDORIS2022-10-17
5022020-01-01DEBBIE SADDORIS2021-10-12
5022019-01-01DEBBIE SADDORIS2020-10-14
5022018-01-01DEBBIE SADDORIS2019-10-10
5022017-01-01
5022016-01-01
5022015-01-01
5022014-01-01
5022013-01-01
5022012-01-01ERIC BENSON
5022011-01-01ERIC BENSON
5022010-01-01ERIC BENSON
5022009-01-01ERIC BENSON

Plan Statistics for SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN

401k plan membership statisitcs for SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN

Measure Date Value
2021: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,344
Total number of active participants reported on line 7a of the Form 55002021-01-010
Total of all active and inactive participants2021-01-010
2020: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,829
Total number of active participants reported on line 7a of the Form 55002020-01-013,344
Total of all active and inactive participants2020-01-013,344
2019: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,865
Total number of active participants reported on line 7a of the Form 55002019-01-011,829
Total of all active and inactive participants2019-01-011,829
2018: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,761
Total number of active participants reported on line 7a of the Form 55002018-01-011,865
Total of all active and inactive participants2018-01-011,865
2017: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,979
Total number of active participants reported on line 7a of the Form 55002017-01-011,761
Total of all active and inactive participants2017-01-011,761
2016: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,642
Number of retired or separated participants receiving benefits2016-01-011,979
Total of all active and inactive participants2016-01-011,979
2015: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,510
Number of retired or separated participants receiving benefits2015-01-011,642
Total of all active and inactive participants2015-01-011,642
2014: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,419
Total number of active participants reported on line 7a of the Form 55002014-01-011,510
Total of all active and inactive participants2014-01-011,510
2013: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,432
Total number of active participants reported on line 7a of the Form 55002013-01-011,419
Total of all active and inactive participants2013-01-011,419
2012: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,373
Total number of active participants reported on line 7a of the Form 55002012-01-011,432
Total of all active and inactive participants2012-01-011,432
2011: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,316
Total number of active participants reported on line 7a of the Form 55002011-01-011,373
Total of all active and inactive participants2011-01-011,373
2010: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-011,333
Total number of active participants reported on line 7a of the Form 55002010-01-011,316
Total of all active and inactive participants2010-01-011,316
2009: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,287
Total number of active participants reported on line 7a of the Form 55002009-01-011,333
Total of all active and inactive participants2009-01-011,333

Form 5500 Responses for SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN

2021: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SARAH BUSH HEALTH CENTER WELFARE BENEFIT AND CAFETERIA PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 161316
Policy instance 1
Insurance contract or identification numberGL 161316
Number of Individuals Covered3344
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $84,085
Total amount of fees paid to insurance companyUSD $97,361
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,316,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees97361
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $84,085
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00615284
Policy instance 1
Insurance contract or identification numberG 00615284
Number of Individuals Covered1829
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $35,989
Total amount of fees paid to insurance companyUSD $62,095
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,313,188
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees62095
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $35,989
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00615284
Policy instance 1
Insurance contract or identification numberG 00615284
Number of Individuals Covered1865
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $32,543
Total amount of fees paid to insurance companyUSD $134,116
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,215,774
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees134116
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $32,543
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00615284
Policy instance 1
Insurance contract or identification numberG 00615284
Number of Individuals Covered1761
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $33,495
Total amount of fees paid to insurance companyUSD $38,824
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,188,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees38824
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $33,495
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960789
Policy instance 4
Insurance contract or identification numberVDT960789
Number of Individuals Covered519
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,558
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $219,008
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees3558
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965463
Policy instance 3
Insurance contract or identification numberOK 965463
Number of Individuals Covered1642
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,257
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1257
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962721
Policy instance 2
Insurance contract or identification numberLK 962721
Number of Individuals Covered1642
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,637
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $490,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6637
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963829
Policy instance 1
Insurance contract or identification numberFLX963829
Number of Individuals Covered1525
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $16,000
Total amount of fees paid to insurance companyUSD $7,027
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $453,562
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,000
Amount paid for insurance broker fees7027
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963829
Policy instance 1
Insurance contract or identification numberFLX963829
Number of Individuals Covered1393
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,891
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $398,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,891
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962721
Policy instance 2
Insurance contract or identification numberLK 962721
Number of Individuals Covered1510
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $355,016
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965463
Policy instance 3
Insurance contract or identification numberOK 965463
Number of Individuals Covered1510
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $70,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960789
Policy instance 4
Insurance contract or identification numberVDT960789
Number of Individuals Covered252
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $195,353
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963829
Policy instance 1
Insurance contract or identification numberFLX963829
Number of Individuals Covered1306
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $379,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962721
Policy instance 2
Insurance contract or identification numberLK 962721
Number of Individuals Covered1419
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $282,134
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965463
Policy instance 3
Insurance contract or identification numberOK 965463
Number of Individuals Covered1409
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960789
Policy instance 4
Insurance contract or identification numberVDT960789
Number of Individuals Covered253
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $201,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962721
Policy instance 2
Insurance contract or identification numberLK 962721
Number of Individuals Covered1432
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $256,773
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965463
Policy instance 3
Insurance contract or identification numberOK 965463
Number of Individuals Covered1423
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,271
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960789
Policy instance 4
Insurance contract or identification numberVDT960789
Number of Individuals Covered233
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $181,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963829
Policy instance 1
Insurance contract or identification numberFLX963829
Number of Individuals Covered1338
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $342,395
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF INDIANA INC
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX963829
Policy instance 1
Insurance contract or identification numberFLX963829
Number of Individuals Covered1300
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,095
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $272,091
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberLK 962721
Policy instance 2
Insurance contract or identification numberLK 962721
Number of Individuals Covered1373
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,575
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $207,537
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberOK 965463
Policy instance 3
Insurance contract or identification numberOK 965463
Number of Individuals Covered1372
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $964
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberVDT960789
Policy instance 4
Insurance contract or identification numberVDT960789
Number of Individuals Covered205
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,995
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $147,415
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number146405
Policy instance 4
Insurance contract or identification number146405
Number of Individuals Covered172
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $628
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $83,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number146403
Policy instance 2
Insurance contract or identification number146403
Number of Individuals Covered823
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,513
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $335,019
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number146402
Policy instance 1
Insurance contract or identification number146402
Number of Individuals Covered1316
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,770
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $369,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number146404
Policy instance 3
Insurance contract or identification number146404
Number of Individuals Covered167
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $805
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $107,308
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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