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INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 401k Plan overview

Plan NameINVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN
Plan identification number 505

INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Vision
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

INVISION AUTOMOTIVE SYSTEMS, INC. has sponsored the creation of one or more 401k plans.

Company Name:INVISION AUTOMOTIVE SYSTEMS, INC.
Employer identification number (EIN):271709276
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about INVISION AUTOMOTIVE SYSTEMS, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 4776628

More information about INVISION AUTOMOTIVE SYSTEMS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052022-01-01LORIANN SHELTON2023-07-25
5052021-01-01LORIANN SHELTON2022-07-21
5052020-01-01LORIANN SHELTON2021-06-30
5052019-01-01LORIANN SHELTON2020-08-14
5052018-03-01LORIANN SHELTON
5052018-03-01
5052017-03-01
5052016-03-01
5052015-03-01
5052015-03-01
5052014-03-01
5052013-03-01
5052012-03-01CHARLES M. STOEHR

Plan Statistics for INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN

401k plan membership statisitcs for INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN

Measure Date Value
2022: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01166
Total number of active participants reported on line 7a of the Form 55002022-01-01132
Total of all active and inactive participants2022-01-01132
Total participants2022-01-01132
2021: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01126
Total number of active participants reported on line 7a of the Form 55002021-01-01166
Total of all active and inactive participants2021-01-01166
Total participants2021-01-01166
2020: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01104
Total number of active participants reported on line 7a of the Form 55002020-01-01126
Total of all active and inactive participants2020-01-01126
Total participants2020-01-01126
2019: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01115
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01105
Total participants2019-01-01105
2018: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01135
Total number of active participants reported on line 7a of the Form 55002018-03-01114
Number of retired or separated participants receiving benefits2018-03-011
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-01115
Number of participants with account balances2018-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-010
2017: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01283
Total number of active participants reported on line 7a of the Form 55002017-03-01135
Total of all active and inactive participants2017-03-01135
Total participants2017-03-01135
2016: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01325
Total number of active participants reported on line 7a of the Form 55002016-03-01283
Total of all active and inactive participants2016-03-01283
Total participants2016-03-01283
2015: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01258
Total number of active participants reported on line 7a of the Form 55002015-03-01325
Total of all active and inactive participants2015-03-01325
Total participants2015-03-01325
2014: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01250
Total number of active participants reported on line 7a of the Form 55002014-03-01258
Number of retired or separated participants receiving benefits2014-03-014
Total of all active and inactive participants2014-03-01262
Total participants2014-03-01262
2013: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01250
Total number of active participants reported on line 7a of the Form 55002013-03-01250
Total of all active and inactive participants2013-03-01250
Total participants2013-03-01250
2012: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01217
Total number of active participants reported on line 7a of the Form 55002012-03-01250
Total of all active and inactive participants2012-03-01250
Total participants2012-03-01250

Form 5500 Responses for INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN

2022: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS 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: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS 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: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedYes
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: INVISION AUTOMOTIVE SYSTEMS GROUP BENEFITS PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number749380
Policy instance 3
Insurance contract or identification number749380
Number of Individuals Covered96
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $955
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,330
Commission paid to Insurance BrokerUSD $955
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 2
Insurance contract or identification number713331
Number of Individuals Covered192
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $6,414
Total amount of fees paid to insurance companyUSD $34,575
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,079,680
Commission paid to Insurance BrokerUSD $6,414
Amount paid for insurance broker fees34575
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $617
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $7,021
Commission paid to Insurance BrokerUSD $218
Amount paid for insurance broker fees0
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered9
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $665
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $7,560
Commission paid to Insurance BrokerUSD $233
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 2
Insurance contract or identification number713331
Number of Individuals Covered241
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,266
Total amount of fees paid to insurance companyUSD $43,688
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,253,128
Commission paid to Insurance BrokerUSD $7,266
Amount paid for insurance broker fees42651
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number749380
Policy instance 3
Insurance contract or identification number749380
Number of Individuals Covered116
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,519
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,420
Commission paid to Insurance BrokerUSD $1,519
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number749380
Policy instance 3
Insurance contract or identification number749380
Number of Individuals Covered86
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $754
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,693
Commission paid to Insurance BrokerUSD $754
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 2
Insurance contract or identification number713331
Number of Individuals Covered225
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,324
Total amount of fees paid to insurance companyUSD $30,950
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,031,302
Commission paid to Insurance BrokerUSD $1,324
Amount paid for insurance broker fees30950
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered9
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $617
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $7,021
Commission paid to Insurance BrokerUSD $218
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered9
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $689
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $7,840
Commission paid to Insurance BrokerUSD $246
Amount paid for insurance broker fees0
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 2
Insurance contract or identification number713331
Number of Individuals Covered193
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $8,959
Total amount of fees paid to insurance companyUSD $31,963
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $899,804
Commission paid to Insurance BrokerUSD $8,959
Amount paid for insurance broker fees31963
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number749380
Policy instance 3
Insurance contract or identification number749380
Number of Individuals Covered65
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $895
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,796
Commission paid to Insurance BrokerUSD $895
Amount paid for insurance broker fees0
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number749380
Policy instance 3
Insurance contract or identification number749380
Number of Individuals Covered81
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,086
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,244
Commission paid to Insurance BrokerUSD $244
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 2
Insurance contract or identification number713331
Number of Individuals Covered203
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,306
Total amount of fees paid to insurance companyUSD $2,066
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $975,192
Commission paid to Insurance BrokerUSD $4,212
Amount paid for insurance broker fees2066
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered13
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $704
Total amount of fees paid to insurance companyUSD $12
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $7,467
Commission paid to Insurance BrokerUSD $213
Insurance broker organization code?3
Amount paid for insurance broker fees8
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number0004000020000
Policy instance 5
Insurance contract or identification number0004000020000
Number of Individuals Covered48
Insurance policy start date2017-01-01
Insurance policy end date2018-01-01
Total amount of commissions paid to insurance brokerUSD $1,235
Other welfare benefits providedAD&D, LIFE
Welfare Benefit Premiums Paid to CarrierUSD $8,230
Commission paid to Insurance BrokerUSD $1,235
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 4
Insurance contract or identification number713331
Number of Individuals Covered212
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,995
Total amount of fees paid to insurance companyUSD $765
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $872,938
Commission paid to Insurance BrokerUSD $6,995
Insurance broker organization code?3
Amount paid for insurance broker fees765
Additional information about fees paid to insurance brokerBONUS
Insurance broker nameGALLAGHER BENEFIT SEVCS INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010088010
Policy instance 3
Insurance contract or identification number000010088010
Long Term Disability Insurance Welfare BenefitYes
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFITS SERVICES INC
COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 )
Policy contract number749380
Policy instance 2
Insurance contract or identification number749380
Number of Individuals Covered96
Insurance policy start date2001-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $990
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,770
Commission paid to Insurance BrokerUSD $990
Insurance broker organization code?3
Insurance broker nameUSI INSURANCE SERVICES NATIONAL INC
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered22
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,781
Total amount of fees paid to insurance companyUSD $52
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $14,653
Commission paid to Insurance BrokerUSD $359
Amount paid for insurance broker fees19
Insurance broker nameRUBICON REGION LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010088009
Policy instance 5
Insurance contract or identification number000010088009
Number of Individuals Covered181
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,296
Other welfare benefits providedAD&D, LIFE
Welfare Benefit Premiums Paid to CarrierUSD $8,641
Commission paid to Insurance BrokerUSD $1,296
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 4
Insurance contract or identification number713331
Number of Individuals Covered245
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,250
Total amount of fees paid to insurance companyUSD $2,057
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $917,029
Commission paid to Insurance BrokerUSD $7,250
Amount paid for insurance broker fees2057
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SEVCS INC-SYOSSET
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010088010
Policy instance 3
Insurance contract or identification number000010088010
Number of Individuals Covered187
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,511
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,074
Commission paid to Insurance BrokerUSD $1,511
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFITS SERVICES INC
COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 )
Policy contract numberVS5982
Policy instance 2
Insurance contract or identification numberVS5982
Number of Individuals Covered96
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,076
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,792
Commission paid to Insurance BrokerUSD $1,076
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERVICES USA INC
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered26
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,503
Total amount of fees paid to insurance companyUSD $47
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $14,958
Commission paid to Insurance BrokerUSD $502
Amount paid for insurance broker fees4
Insurance broker namePO BOX
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered29
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,232
Total amount of fees paid to insurance companyUSD $82
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $14,798
Commission paid to Insurance BrokerUSD $324
Amount paid for insurance broker fees29
Insurance broker organization code?3
Insurance broker nameDANIEL J LONG
COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 )
Policy contract numberVS5982
Policy instance 2
Insurance contract or identification numberVS5982
Number of Individuals Covered81
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,154
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,680
Commission paid to Insurance BrokerUSD $1,154
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERVICES USA INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010088010
Policy instance 3
Insurance contract or identification number000010088010
Number of Individuals Covered166
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,029
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,858
Commission paid to Insurance BrokerUSD $1,029
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFITS SERVICES INC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 4
Insurance contract or identification number713331
Number of Individuals Covered156
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,942
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $776,318
Commission paid to Insurance BrokerUSD $6,942
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SEVCS INC-SYOSSET
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010088009
Policy instance 5
Insurance contract or identification number000010088009
Number of Individuals Covered157
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $915
Other welfare benefits providedAD&D, LIFE
Welfare Benefit Premiums Paid to CarrierUSD $6,100
Commission paid to Insurance BrokerUSD $915
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC.
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered44
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,269
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $22,127
Commission paid to Insurance BrokerUSD $701
Insurance broker organization code?3
Insurance broker nameTERESA M EGAN
COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 )
Policy contract numberVS5982
Policy instance 2
Insurance contract or identification numberVS5982
Number of Individuals Covered84
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,067
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,819
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $1,067
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERVICES USA INC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010088010
Policy instance 3
Insurance contract or identification number000010088010
Number of Individuals Covered152
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $996
Total amount of fees paid to insurance companyUSD $212
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,640
Commission paid to Insurance BrokerUSD $996
Amount paid for insurance broker fees212
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFITS SERVICES INC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 4
Insurance contract or identification number713331
Number of Individuals Covered250
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,225
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $801,694
Commission paid to Insurance BrokerUSD $7,225
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SEVCS INC-SYOSSET
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010088009
Policy instance 5
Insurance contract or identification number000010088009
Number of Individuals Covered152
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $921
Total amount of fees paid to insurance companyUSD $191
Other welfare benefits providedAD&D, LIFE
Welfare Benefit Premiums Paid to CarrierUSD $6,140
Commission paid to Insurance BrokerUSD $921
Amount paid for insurance broker fees191
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010088009
Policy instance 5
Insurance contract or identification number000010088009
Number of Individuals Covered165
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $881
Total amount of fees paid to insurance companyUSD $191
Other welfare benefits providedAD&D, LIFE
Welfare Benefit Premiums Paid to CarrierUSD $5,875
Commission paid to Insurance BrokerUSD $881
Amount paid for insurance broker fees191
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713331
Policy instance 4
Insurance contract or identification number713331
Number of Individuals Covered250
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,915
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $757,964
Commission paid to Insurance BrokerUSD $11,915
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SEVCS INC-SYOSSET
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010088010
Policy instance 3
Insurance contract or identification number000010088010
Number of Individuals Covered165
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $978
Total amount of fees paid to insurance companyUSD $213
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,521
Commission paid to Insurance BrokerUSD $978
Amount paid for insurance broker fees213
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFITS SERVICES INC
COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 )
Policy contract numberVS5982
Policy instance 2
Insurance contract or identification numberVS5982
Number of Individuals Covered89
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $871
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,504
Commission paid to Insurance BrokerUSD $871
Insurance broker organization code?3
Insurance broker nameWELLS FARGO INS SERVICES USA INC
AMERICAN FAMILY LIFE INSURANCE COMPANY OF COLUMBUS (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract numberAEF12
Policy instance 1
Insurance contract or identification numberAEF12
Number of Individuals Covered55
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $12,348
Total amount of fees paid to insurance companyUSD $22
Other welfare benefits providedCANCER PROTECTION PLAN
Welfare Benefit Premiums Paid to CarrierUSD $31,146
Commission paid to Insurance BrokerUSD $1,007
Amount paid for insurance broker fees3
Insurance broker organization code?3
Insurance broker nameBRIAN ALLEN BASS

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