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SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 401k Plan overview

Plan NameSOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN
Plan identification number 503

SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Other welfare benefit cover
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

THE SOUTHWESTERN CHILD DEVELOPMENT COMMISSION, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE SOUTHWESTERN CHILD DEVELOPMENT COMMISSION, INC.
Employer identification number (EIN):237181553
NAIC Classification:624410
NAIC Description:Child Day Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032022-08-01JUANITA GREGG2024-03-13
5032019-08-01
5032018-08-01
5032017-08-01JUANITA GREGG
5032016-08-01PAULA ROBINSON
5032015-08-01LORI M JONES
5032014-08-01LORI M JONES
5032013-08-01LORI M JONES
5032012-08-01ELIZABETH A HARTRICK
5032011-08-01ELIZABETH A. HARTRICK
5032010-08-01ELIZABETH A. HARTRICK
5032009-08-01SHARON LAUFFER

Plan Statistics for SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN

401k plan membership statisitcs for SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN

Measure Date Value
2022: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-01121
Total number of active participants reported on line 7a of the Form 55002022-08-01158
Number of retired or separated participants receiving benefits2022-08-010
Number of other retired or separated participants entitled to future benefits2022-08-010
Total of all active and inactive participants2022-08-01158
2019: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-08-01161
Total number of active participants reported on line 7a of the Form 55002019-08-0199
Number of retired or separated participants receiving benefits2019-08-010
Number of other retired or separated participants entitled to future benefits2019-08-010
Total of all active and inactive participants2019-08-0199
2018: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-01142
Total number of active participants reported on line 7a of the Form 55002018-08-01161
Number of retired or separated participants receiving benefits2018-08-010
Number of other retired or separated participants entitled to future benefits2018-08-010
Total of all active and inactive participants2018-08-01161
2017: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-01144
Total number of active participants reported on line 7a of the Form 55002017-08-01142
Number of retired or separated participants receiving benefits2017-08-010
Number of other retired or separated participants entitled to future benefits2017-08-010
Total of all active and inactive participants2017-08-01142
2016: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-01142
Total number of active participants reported on line 7a of the Form 55002016-08-01144
Number of retired or separated participants receiving benefits2016-08-010
Number of other retired or separated participants entitled to future benefits2016-08-010
Total of all active and inactive participants2016-08-01144
2015: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-01129
Total number of active participants reported on line 7a of the Form 55002015-08-01142
Number of retired or separated participants receiving benefits2015-08-010
Number of other retired or separated participants entitled to future benefits2015-08-010
Total of all active and inactive participants2015-08-01142
2014: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01137
Total number of active participants reported on line 7a of the Form 55002014-08-01129
Number of retired or separated participants receiving benefits2014-08-010
Number of other retired or separated participants entitled to future benefits2014-08-010
Total of all active and inactive participants2014-08-01129
2013: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-01146
Total number of active participants reported on line 7a of the Form 55002013-08-01137
Number of retired or separated participants receiving benefits2013-08-010
Number of other retired or separated participants entitled to future benefits2013-08-010
Total of all active and inactive participants2013-08-01137
2012: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-01149
Total number of active participants reported on line 7a of the Form 55002012-08-01146
Number of retired or separated participants receiving benefits2012-08-010
Number of other retired or separated participants entitled to future benefits2012-08-010
Total of all active and inactive participants2012-08-01146
2011: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-01151
Total number of active participants reported on line 7a of the Form 55002011-08-01149
Total of all active and inactive participants2011-08-01149
Total participants2011-08-01149
2010: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-01124
Total number of active participants reported on line 7a of the Form 55002010-08-01151
Total of all active and inactive participants2010-08-01151
Total participants2010-08-01151
2009: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-01131
Total number of active participants reported on line 7a of the Form 55002009-08-01124
Total of all active and inactive participants2009-08-01124

Form 5500 Responses for SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN

2022: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01First time form 5500 has been submittedYes
2022-08-01Submission has been amendedNo
2022-08-01This submission is the final filingNo
2022-08-01This return/report is a short plan year return/report (less than 12 months)No
2022-08-01Plan is a collectively bargained planNo
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – InsuranceYes
2019: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2019 form 5500 responses
2019-08-01Type of plan entitySingle employer plan
2019-08-01Plan funding arrangement – InsuranceYes
2019-08-01Plan funding arrangement – General assets of the sponsorYes
2019-08-01Plan benefit arrangement – InsuranceYes
2019-08-01Plan benefit arrangement – General assets of the sponsorYes
2018: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan funding arrangement – General assets of the sponsorYes
2018-08-01Plan benefit arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – General assets of the sponsorYes
2017: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan funding arrangement – General assets of the sponsorYes
2017-08-01Plan benefit arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – General assets of the sponsorYes
2016: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan funding arrangement – General assets of the sponsorYes
2016-08-01Plan benefit arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – General assets of the sponsorYes
2015: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan funding arrangement – General assets of the sponsorYes
2015-08-01Plan benefit arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – General assets of the sponsorYes
2014: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan funding arrangement – General assets of the sponsorYes
2014-08-01Plan benefit arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – General assets of the sponsorYes
2013: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan funding arrangement – General assets of the sponsorYes
2013-08-01Plan benefit arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – General assets of the sponsorYes
2012: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan funding arrangement – General assets of the sponsorYes
2012-08-01Plan benefit arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – General assets of the sponsorYes
2011: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Submission has been amendedYes
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan funding arrangement – General assets of the sponsorYes
2011-08-01Plan benefit arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – General assets of the sponsorYes
2010: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Submission has been amendedYes
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan funding arrangement – General assets of the sponsorYes
2010-08-01Plan benefit arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – General assets of the sponsorYes
2009: SOUTHWESTERN CHILD DEVELOPMENT COMMISSION INC HEALTH BENEFIT PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Plan funding arrangement – General assets of the sponsorYes
2009-08-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1114515
Policy instance 3
Insurance contract or identification number1114515
Number of Individuals Covered224
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $14,180
Total amount of fees paid to insurance companyUSD $2,306
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $91,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,375
Amount paid for insurance broker fees2306
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
COMMUNITY EYE CARE (National Association of Insurance Commissioners NAIC id number: 52429 )
Policy contract numberTPO25012
Policy instance 2
Insurance contract or identification numberTPO25012
Number of Individuals Covered99
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $102
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $102
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number141629759001
Policy instance 1
Insurance contract or identification number141629759001
Number of Individuals Covered115
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $325,298
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number072342
Policy instance 1
Insurance contract or identification number072342
Number of Individuals Covered99
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $16,296
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,296
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1114514
Policy instance 2
Insurance contract or identification number1114514
Number of Individuals Covered96
Insurance policy start date2019-08-01
Insurance policy end date2020-07-31
Total amount of commissions paid to insurance brokerUSD $12,377
Total amount of fees paid to insurance companyUSD $4,455
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,967
Amount paid for insurance broker fees4063
Insurance broker organization code?3
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50001127
Policy instance 2
Insurance contract or identification number50001127
Number of Individuals Covered139
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $692
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $4,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $461
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00496848
Policy instance 3
Insurance contract or identification number00496848
Number of Individuals Covered103
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $5,740
Dental Insurance Welfare BenefitYes
Other welfare benefits providedOPTIONAL AD&D / OPTIONAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $84,907
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,683
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number072342
Policy instance 1
Insurance contract or identification number072342
Number of Individuals Covered161
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $18,419
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,419
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00496848
Policy instance 3
Insurance contract or identification number00496848
Number of Individuals Covered97
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,739
Dental Insurance Welfare BenefitYes
Other welfare benefits providedOPTIONAL AD&D / OPTIONAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $85,577
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number072342
Policy instance 1
Insurance contract or identification number072342
Number of Individuals Covered142
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $17,974
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50001127
Policy instance 2
Insurance contract or identification number50001127
Number of Individuals Covered136
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $584
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,891
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00496848
Policy instance 3
Insurance contract or identification number00496848
Number of Individuals Covered78
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,304
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,494
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23
Insurance broker organization code?3
Insurance broker nameSTANBERRY INSURANCE AGENCY INC
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number072342
Policy instance 1
Insurance contract or identification number072342
Number of Individuals Covered142
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $15,091
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,091
Insurance broker organization code?3
Insurance broker nameDAWN HARTIS
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50001127
Policy instance 2
Insurance contract or identification number50001127
Number of Individuals Covered135
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $673
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $331
Insurance broker nameSTANBERRY INSURANCE AGENCY INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00496848
Policy instance 3
Insurance contract or identification number00496848
Number of Individuals Covered77
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,156
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,760
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,051
Insurance broker organization code?3
Insurance broker nameCONSOLIDATED PLANNING HOLDINGS
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50001127
Policy instance 2
Insurance contract or identification number50001127
Number of Individuals Covered129
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $716
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $373
Insurance broker nameMOSAIC GROUP
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number072342
Policy instance 1
Insurance contract or identification number072342
Number of Individuals Covered123
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $16,972
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,972
Insurance broker organization code?3
Insurance broker nameDAWN HARTIS
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50001127
Policy instance 2
Insurance contract or identification number50001127
Number of Individuals Covered137
Insurance policy start date2013-08-01
Insurance policy end date2014-07-01
Total amount of commissions paid to insurance brokerUSD $703
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $3,507
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $356
Insurance broker nameMOSAIC GROUP
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract numberT100729002
Policy instance 3
Insurance contract or identification numberT100729002
Number of Individuals Covered92
Insurance policy start date2013-08-01
Insurance policy end date2013-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameDAWN S HARTIS
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number072342
Policy instance 1
Insurance contract or identification number072342
Number of Individuals Covered121
Insurance policy start date2013-08-01
Insurance policy end date2014-07-31
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameDAWN HARTIS
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number072342
Policy instance 1
Insurance contract or identification number072342
Number of Individuals Covered121
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $20,204
Were dividends or retroactive rate refunds paid as a credit?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,204
Insurance broker nameDAWN HARTIS
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract numberT100729002
Policy instance 3
Insurance contract or identification numberT100729002
Number of Individuals Covered101
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $5,200
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,200
Insurance broker nameDAWN S HARTIS
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50001127
Policy instance 2
Insurance contract or identification number50001127
Number of Individuals Covered146
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $584
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $357
Insurance broker nameMOSAIC GROUP
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract numberT100729002
Policy instance 3
Insurance contract or identification numberT100729002
Number of Individuals Covered96
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $5,505
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,049
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50001127
Policy instance 2
Insurance contract or identification number50001127
Number of Individuals Covered149
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $687
Life Insurance Welfare BenefitYes
Other welfare benefits providedOTHER SPECIFY
Welfare Benefit Premiums Paid to CarrierUSD $3,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number072342
Policy instance 1
Insurance contract or identification number072342
Number of Individuals Covered121
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $20,134
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50001127
Policy instance 2
Insurance contract or identification number50001127
Number of Individuals Covered151
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $3,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract number072342
Policy instance 1
Insurance contract or identification number072342
Number of Individuals Covered119
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $19,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF NORTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 54631 )
Policy contract numberT100729002
Policy instance 3
Insurance contract or identification numberT100729002
Number of Individuals Covered91
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $5,283
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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