THE TRUSTEES OF THE CINCINNATI STAGE EMPLOYEES LOCAL 5 PENSION PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN
401k plan membership statisitcs for IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN
| Measure | Date | Value |
|---|
| 2022: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 35 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 14 |
| Total of all active and inactive participants | 2022-01-01 | 49 |
| Number of employers contributing to the scheme | 2022-01-01 | 14 |
| 2021: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 39 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 15 |
| Total of all active and inactive participants | 2021-01-01 | 54 |
| Number of employers contributing to the scheme | 2021-01-01 | 14 |
| 2020: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 40 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 22 |
| Total of all active and inactive participants | 2020-01-01 | 62 |
| Number of employers contributing to the scheme | 2020-01-01 | 13 |
| 2019: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 73 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 22 |
| Total of all active and inactive participants | 2019-01-01 | 95 |
| Number of employers contributing to the scheme | 2019-01-01 | 11 |
| 2018: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 67 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 20 |
| Total of all active and inactive participants | 2018-01-01 | 87 |
| Number of employers contributing to the scheme | 2018-01-01 | 11 |
| 2017: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 68 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 16 |
| Total of all active and inactive participants | 2017-01-01 | 84 |
| Number of employers contributing to the scheme | 2017-01-01 | 11 |
| 2016: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 75 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 12 |
| Total of all active and inactive participants | 2016-01-01 | 87 |
| Number of employers contributing to the scheme | 2016-01-01 | 11 |
| 2015: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 12 |
| Total of all active and inactive participants | 2015-01-01 | 82 |
| Number of employers contributing to the scheme | 2015-01-01 | 11 |
| 2014: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 17 |
| Total of all active and inactive participants | 2014-01-01 | 82 |
| Number of employers contributing to the scheme | 2014-01-01 | 11 |
| 2013: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 14 |
| Total of all active and inactive participants | 2013-01-01 | 80 |
| Number of employers contributing to the scheme | 2013-01-01 | 8 |
| 2012: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 13 |
| Total of all active and inactive participants | 2012-01-01 | 79 |
| Number of employers contributing to the scheme | 2012-01-01 | 8 |
| 2011: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 14 |
| Total of all active and inactive participants | 2011-01-01 | 74 |
| Number of employers contributing to the scheme | 2011-01-01 | 12 |
| 2009: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 79 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 65 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 80 |
| Number of employers contributing to the scheme | 2009-01-01 | 12 |
| Measure | Date | Value |
|---|
| 2022 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $1,890,678 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $897,277 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $854,433 |
| Total plan assets at end of year | 2022-12-31 | $1,808,568 |
| Total plan assets at beginning of year | 2022-12-31 | $815,167 |
| Total contributions received or receivable from participants | 2022-12-31 | $433,124 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $42,844 |
| Other income received | 2022-12-31 | $1,251 |
| Net income (gross income less expenses) | 2022-12-31 | $993,401 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,808,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $815,167 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $1,456,303 |
| 2021 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $1,040,573 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,033,266 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,008,324 |
| Total plan assets at end of year | 2021-12-31 | $815,167 |
| Total plan assets at beginning of year | 2021-12-31 | $807,860 |
| Total contributions received or receivable from participants | 2021-12-31 | $465,765 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $24,942 |
| Other income received | 2021-12-31 | $4,049 |
| Net income (gross income less expenses) | 2021-12-31 | $7,307 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $815,167 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $807,860 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $570,759 |
| 2020 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $892,378 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,227,307 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,194,350 |
| Total plan assets at end of year | 2020-12-31 | $807,860 |
| Total plan assets at beginning of year | 2020-12-31 | $1,142,789 |
| Total contributions received or receivable from participants | 2020-12-31 | $397,996 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $32,957 |
| Other income received | 2020-12-31 | $10,208 |
| Net income (gross income less expenses) | 2020-12-31 | $-334,929 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $807,860 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,142,789 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $484,174 |
| 2019 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,492,716 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $1,690,034 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,642,554 |
| Total plan assets at end of year | 2019-12-31 | $1,142,789 |
| Total plan assets at beginning of year | 2019-12-31 | $1,340,107 |
| Total contributions received or receivable from participants | 2019-12-31 | $232,152 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $47,480 |
| Other income received | 2019-12-31 | $13,269 |
| Net income (gross income less expenses) | 2019-12-31 | $-197,318 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,142,789 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,340,107 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,247,295 |
| 2018 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $1,382,861 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,580,314 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,541,379 |
| Total plan assets at end of year | 2018-12-31 | $1,340,107 |
| Total plan assets at beginning of year | 2018-12-31 | $1,537,560 |
| Total contributions received or receivable from participants | 2018-12-31 | $234,312 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $38,935 |
| Other income received | 2018-12-31 | $9,741 |
| Net income (gross income less expenses) | 2018-12-31 | $-197,453 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,340,107 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,537,560 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,138,808 |
| 2017 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,325,620 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,084,812 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,048,082 |
| Total plan assets at end of year | 2017-12-31 | $1,537,560 |
| Total plan assets at beginning of year | 2017-12-31 | $1,296,752 |
| Total contributions received or receivable from participants | 2017-12-31 | $224,490 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $36,730 |
| Other income received | 2017-12-31 | $5,701 |
| Net income (gross income less expenses) | 2017-12-31 | $240,808 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,537,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,296,752 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $1,095,429 |
| 2016 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $1,364,303 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $978,462 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $947,362 |
| Total plan assets at end of year | 2016-12-31 | $1,296,752 |
| Total plan assets at beginning of year | 2016-12-31 | $910,911 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $211,820 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $31,100 |
| Other income received | 2016-12-31 | $3,369 |
| Net income (gross income less expenses) | 2016-12-31 | $385,841 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,296,752 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $910,911 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $1,149,114 |
| 2015 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $1,261,420 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,055,844 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,008,306 |
| Total plan assets at end of year | 2015-12-31 | $910,911 |
| Total plan assets at beginning of year | 2015-12-31 | $705,335 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $204,434 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $47,538 |
| Other income received | 2015-12-31 | $3,013 |
| Net income (gross income less expenses) | 2015-12-31 | $205,576 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $910,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $705,335 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $1,053,973 |
| 2014 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,207,724 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,258,361 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $1,227,084 |
| Total plan assets at end of year | 2014-12-31 | $705,335 |
| Total plan assets at beginning of year | 2014-12-31 | $755,972 |
| Total contributions received or receivable from participants | 2014-12-31 | $215,095 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $31,277 |
| Other income received | 2014-12-31 | $3,986 |
| Net income (gross income less expenses) | 2014-12-31 | $-50,637 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $705,335 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $755,972 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $988,643 |
| 2013 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $1,079,796 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,173,354 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $1,142,588 |
| Total plan assets at end of year | 2013-12-31 | $755,972 |
| Total plan assets at beginning of year | 2013-12-31 | $849,530 |
| Total contributions received or receivable from participants | 2013-12-31 | $206,618 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $30,766 |
| Other income received | 2013-12-31 | $4,961 |
| Net income (gross income less expenses) | 2013-12-31 | $-93,558 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $755,972 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $849,530 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $868,217 |
| 2012 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,106,158 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,121,706 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,092,083 |
| Total plan assets at end of year | 2012-12-31 | $849,530 |
| Total plan assets at beginning of year | 2012-12-31 | $865,078 |
| Total contributions received or receivable from participants | 2012-12-31 | $201,391 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $29,623 |
| Other income received | 2012-12-31 | $5,572 |
| Net income (gross income less expenses) | 2012-12-31 | $-15,548 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $849,530 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $865,078 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $899,195 |
| 2011 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $1,089,937 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,055,770 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,024,856 |
| Total plan assets at end of year | 2011-12-31 | $865,078 |
| Total plan assets at beginning of year | 2011-12-31 | $830,911 |
| Total contributions received or receivable from participants | 2011-12-31 | $177,097 |
| Other income received | 2011-12-31 | $6,851 |
| Net income (gross income less expenses) | 2011-12-31 | $34,167 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $865,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $830,911 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $905,989 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $30,914 |
| 2010 : IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,048,589 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $997,687 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $965,688 |
| Total plan assets at end of year | 2010-12-31 | $830,911 |
| Total plan assets at beginning of year | 2010-12-31 | $780,009 |
| Value of fidelity bond covering the plan | 2010-12-31 | $400,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $182,649 |
| Other income received | 2010-12-31 | $11,143 |
| Net income (gross income less expenses) | 2010-12-31 | $50,902 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $830,911 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $780,009 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $854,797 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $31,999 |
| 2022: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Multi-employer plan |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Multi-employer plan |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Multi-employer plan |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Multi-employer plan |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Multi-employer plan |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Multi-employer plan |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Multi-employer plan |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-employer plan |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Multi-employer plan |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Multi-employer plan |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Multi-employer plan |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Multi-employer plan |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: IATSE CINCINNATI STAGE EMPLOYEES LOCAL NO. 5 HEALTH AND WELFARE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Multi-employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 3 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $49,765 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 00034532 |
| Policy instance | 2 |
| Insurance contract or identification number | 00034532 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $3,030 | | Total amount of fees paid to insurance company | USD $1,628 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,932 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,030 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1628 | | Additional information about fees paid to insurance broker | INCENTIVES, COMMUNICATION, EDUCATION AND TRAINING |
|
| CUSTOM DESIGN BENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | STG00 |
| Policy instance | 1 |
| Insurance contract or identification number | STG00 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $28,056 | | Total amount of fees paid to insurance company | USD $27,019 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $771,737 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 27019 | | Additional information about fees paid to insurance broker | CLAIMS PROCESSINGCLAIMS PROCESSING | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $11,033 |
|
| CUSTOM DESIGN BENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | STG00 |
| Policy instance | 1 |
| Insurance contract or identification number | STG00 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $30,002 | | Total amount of fees paid to insurance company | USD $25,839 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $924,386 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 25839 | | Additional information about fees paid to insurance broker | CLAIMS PROCESSING | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $11,410 |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 00034532 |
| Policy instance | 2 |
| Insurance contract or identification number | 00034532 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $3,096 | | Total amount of fees paid to insurance company | USD $1,675 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,831 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,096 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1675 | | Additional information about fees paid to insurance broker | INCENTIVES, COMMUNICATION, EDUCATION AND TRAINING |
|
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 3 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,107 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 00034532 |
| Policy instance | 2 |
| Insurance contract or identification number | 00034532 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $1,991 | | Total amount of fees paid to insurance company | USD $1,288 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,520 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,991 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1288 | | Additional information about fees paid to insurance broker | TRAINING |
|
| CUSTOM DESIGN BENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | STG00 |
| Policy instance | 1 |
| Insurance contract or identification number | STG00 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $33,510 | | Total amount of fees paid to insurance company | USD $36,621 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,095,543 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 36621 | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $17,377 |
|
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 3 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,286 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 000316050000000 |
| Policy instance | 2 |
| Insurance contract or identification number | 000316050000000 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $2,078 | | Total amount of fees paid to insurance company | USD $900 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,129 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,078 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 900 | | Additional information about fees paid to insurance broker | INCENTIVES, EDUCATION, COMMUNICATIONS AND TRAINING |
|
| CUSTOM DESIGN BENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | STG00 |
| Policy instance | 1 |
| Insurance contract or identification number | STG00 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $31,537 | | Total amount of fees paid to insurance company | USD $37,140 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,545,264 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 37140 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $18,360 |
|
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 3 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 95 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $68,161 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 000316050000000 |
| Policy instance | 2 |
| Insurance contract or identification number | 000316050000000 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $3,096 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,610 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,355 | | Insurance broker organization code? | 3 |
|
| CUSTOM DESIGN BENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | STG00 |
| Policy instance | 1 |
| Insurance contract or identification number | STG00 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $30,795 | | Total amount of fees paid to insurance company | USD $43,616 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,442,456 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 43616 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $16,594 |
|
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 3 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $67,559 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 3 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,157 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 000316050000000 |
| Policy instance | 2 |
| Insurance contract or identification number | 000316050000000 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $4,327 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,497 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,294 | | Insurance broker organization code? | 3 | | Insurance broker name | CORNERSTONE BROKER INS SERVICES |
|
| CUSTOM DESIGN BENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | STG00 |
| Policy instance | 1 |
| Insurance contract or identification number | STG00 | | Number of Individuals Covered | 84 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $28,666 | | Total amount of fees paid to insurance company | USD $42,599 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $952,428 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 42599 | | Additional information about fees paid to insurance broker | ADMINISTRATION COSTS | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $15,315 | | Insurance broker name | NATIONAL MEDICAL EXCESS LLC |
|
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 4 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $60,530 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $407,536 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| CUSTOM DESIGN BENEFITS (National Association of Insurance Commissioners NAIC id number: 52429 ) |
| Policy contract number | STG00 |
| Policy instance | 2 |
| Insurance contract or identification number | STG00 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $14,685 | | Total amount of fees paid to insurance company | USD $25,472 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $157,218 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 25472 | | Additional information about fees paid to insurance broker | ADMINISTRATION COSTS | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $14,685 | | Insurance broker name | SHERRILL D MORGAN & ASSOC |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 000316050000000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000316050000000 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $3,073 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,594 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,073 | | Insurance broker name | SHERRILL D MORGAN & ASSOC |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 2 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $275 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,771 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $275 | | Insurance broker organization code? | 3 | | Insurance broker name | SHERRILL D MORGAN & ASSOC |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,133,368 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 000316050000000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000316050000000 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $3,173 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,068 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,173 | | Insurance broker organization code? | 3 | | Insurance broker name | SHERRILL D MORGAN & ASSOC |
|
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 4 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $44,876 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 000316050000000 |
| Policy instance | 5 |
| Insurance contract or identification number | 000316050000000 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $3,034 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,732 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,034 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | SHEFFILL D MORGAN & ASSOC |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,053,102 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INS. CO (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00031605-0000 |
| Policy instance | 2 |
| Insurance contract or identification number | G00031605-0000 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,340 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,173 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM5995151 |
| Policy instance | 4 |
| Insurance contract or identification number | TM5995151 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,241 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $998,783 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $39,787 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM5995151 |
| Policy instance | 4 |
| Insurance contract or identification number | TM5995151 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,146 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INS. CO (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00031605-0000 |
| Policy instance | 2 |
| Insurance contract or identification number | G00031605-0000 | | Number of Individuals Covered | 79 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $42,476 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $932,123 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INS. CO (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00031605-0000 |
| Policy instance | 2 |
| Insurance contract or identification number | G00031605-0000 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,113 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $39,568 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 4 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $12,053 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DENTAL CARE PLUS, INC. (National Association of Insurance Commissioners NAIC id number: 96265 ) |
| Policy contract number | 07010201 |
| Policy instance | 4 |
| Insurance contract or identification number | 07010201 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $35,745 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INS. CO (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | G00031605-0000 |
| Policy instance | 2 |
| Insurance contract or identification number | G00031605-0000 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $42,445 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 1 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $874,800 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 000-34532-0000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000-34532-0000 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,698 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
