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WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 401k Plan overview

Plan NameWASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN
Plan identification number 501

WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

WASSERSTROM HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name:WASSERSTROM HOLDINGS, INC.
Employer identification number (EIN):314335700
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Additional information about WASSERSTROM HOLDINGS, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1932-01-05
Company Identification Number: 149335
Legal Registered Office Address: 2 MIRANOVA PLACE
SUITE 700
COLUMBUS
United States of America (USA)
43215

More information about WASSERSTROM HOLDINGS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01SHELLY MYERS2022-12-02 SHELLY MYERS2022-12-02
5012020-07-01SHELLY MYERS2021-10-12 SHELLY MYERS2021-10-12
5012019-07-01SHELLY MYERS2021-04-18 SHELLY MYERS2021-04-18
5012018-07-01SHELLY MYERS2020-04-13 SHELLY MYERS2020-04-13
5012017-07-01SHELLY MYERS2019-04-10 SHELLY MYERS2019-04-10
5012016-07-01
5012016-07-01SHELLY MYERS2017-03-06
5012016-07-01SHELLY MYERS2017-03-06
5012015-07-01
5012015-07-01
5012014-07-01
5012012-07-01
5012011-07-01
5012010-07-01
5012009-07-01
5012008-07-01

Plan Statistics for WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN

401k plan membership statisitcs for WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN

Measure Date Value
2021: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-010
Total of all active and inactive participants2021-07-010
2020: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-010
Total of all active and inactive participants2020-07-010
Total participants2020-07-010
2019: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-010
Total of all active and inactive participants2019-07-010
Total participants2019-07-010
2018: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-010
Total of all active and inactive participants2018-07-010
Total participants2018-07-010
2017: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-010
Total of all active and inactive participants2017-07-010
Total participants2017-07-010
2016: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-010
Total of all active and inactive participants2016-07-010
Total participants2016-07-010
2015: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-011,060
Total of all active and inactive participants2015-07-010
Total participants2015-07-010
2014: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-011,060
Total number of active participants reported on line 7a of the Form 55002014-07-011,222
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-011,222
Total participants2014-07-011,222
2012: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,285
Total number of active participants reported on line 7a of the Form 55002012-07-011,295
Number of retired or separated participants receiving benefits2012-07-011
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-011,296
Total participants2012-07-011,296
2011: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,251
Total number of active participants reported on line 7a of the Form 55002011-07-011,285
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-011,285
Total participants2011-07-011,285
2010: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,221
Total number of active participants reported on line 7a of the Form 55002010-07-011,251
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-011,251
Total participants2010-07-011,251
2009: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,381
Total number of active participants reported on line 7a of the Form 55002009-07-011,221
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-011,221
Total participants2009-07-011,221
2008: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2008 401k membership
Total participants, beginning-of-year2008-07-011,458
Total number of active participants reported on line 7a of the Form 55002008-07-011,381
Number of retired or separated participants receiving benefits2008-07-010
Number of other retired or separated participants entitled to future benefits2008-07-010
Total of all active and inactive participants2008-07-011,381
Total participants2008-07-011,381

Form 5500 Responses for WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN

2021: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2010: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – General assets of the sponsorYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes
2008: WASSERSTROM HOLDINGS HEALTH AND WELFARE PLAN 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – General assets of the sponsorYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0885528-SL
Policy instance 4
Insurance contract or identification number0885528-SL
Number of Individuals Covered654
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $119,722
Commission paid to Insurance BrokerUSD $119,722
Insurance broker organization code?3
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 2
Insurance contract or identification number9533
Number of Individuals Covered1170
Total amount of commissions paid to insurance brokerUSD $24,786
Dental Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $24,786
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402988G
Policy instance 1
Insurance contract or identification number402988G
Number of Individuals Covered1055
Total amount of commissions paid to insurance brokerUSD $53,851
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD -BAS AND ADD SUPP
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,851
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0885528-SL
Policy instance 4
Insurance contract or identification number0885528-SL
Number of Individuals Covered649
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $113,764
Welfare Benefit Premiums Paid to CarrierUSD $894,876
Commission paid to Insurance BrokerUSD $113,764
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402988G, 298452
Policy instance 2
Insurance contract or identification number402988G, 298452
Number of Individuals Covered1002
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $52,175
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS AND ADD SUPP
Commission paid to Insurance BrokerUSD $20,340
Insurance broker organization code?3
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 1
Insurance contract or identification number9533
Number of Individuals Covered1222
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,896
Dental Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $15,896
Insurance broker organization code?3
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 1
Insurance contract or identification number9533
Number of Individuals Covered1222
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $15,896
Dental Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $15,896
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402988G, 298452
Policy instance 2
Insurance contract or identification number402988G, 298452
Number of Individuals Covered873
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $66,104
Total amount of fees paid to insurance companyUSD $4,662
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS AND ADD SUPP
Commission paid to Insurance BrokerUSD $66,104
Amount paid for insurance broker fees4662
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0885528-SL
Policy instance 4
Insurance contract or identification number0885528-SL
Number of Individuals Covered657
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $140,911
Welfare Benefit Premiums Paid to CarrierUSD $1,101,169
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $140,911
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402988G
Policy instance 2
Insurance contract or identification number402988G
Number of Individuals Covered1296
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $37,285
Total amount of fees paid to insurance companyUSD $3,467
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD - BAS AND ADD SUPP
Commission paid to Insurance BrokerUSD $37,285
Amount paid for insurance broker fees3467
Additional information about fees paid to insurance brokerBONUS PAID
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 1
Insurance contract or identification number9533
Number of Individuals Covered1501
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,417
Total amount of fees paid to insurance companyUSD $385
Dental Insurance Welfare BenefitYes
Commission paid to Insurance BrokerUSD $12,417
Amount paid for insurance broker fees385
Additional information about fees paid to insurance brokerNEW BUSINESS BONUS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0257790
Policy instance 1
Insurance contract or identification numberR0257790
Number of Individuals Covered356
Insurance policy start date2018-01-01
Insurance policy end date2019-01-01
Total amount of fees paid to insurance companyUSD $6,501
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 2
Insurance contract or identification number9533
Number of Individuals Covered1408
Insurance policy start date2017-11-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $13,450
Dental Insurance Welfare BenefitYes
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number885528-SL12
Policy instance 3
Insurance contract or identification number885528-SL12
Number of Individuals Covered1307
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number402998G
Policy instance 5
Insurance contract or identification number402998G
Number of Individuals Covered1307
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $53,684
Total amount of fees paid to insurance companyUSD $56,782
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD-BAS AND ADD SUPP
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number122541
Policy instance 1
Insurance contract or identification number122541
Number of Individuals Covered1417
Insurance policy start date2015-10-01
Insurance policy end date2016-06-01
Total amount of commissions paid to insurance brokerUSD $3,587
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $84,985
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractNON PARTICIPATING CONTRACTS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number578677
Policy instance 2
Insurance contract or identification number578677
Number of Individuals Covered538
Insurance policy start date2016-01-01
Insurance policy end date2016-06-01
Total amount of fees paid to insurance companyUSD $1,680
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Long Term Disability Insurance Welfare BenefitYes
Other information about contractNON PARTICIPATING CONTRACTS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148173
Policy instance 3
Insurance contract or identification number148173
Number of Individuals Covered686
Insurance policy start date2016-01-01
Insurance policy end date2016-06-01
Total amount of fees paid to insurance companyUSD $9,655
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Life Insurance Welfare BenefitYes
Other information about contractNON PARTICIPATING CONTRACTS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0257790
Policy instance 4
Insurance contract or identification numberR0257790
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148797
Policy instance 5
Insurance contract or identification number148797
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 6
Insurance contract or identification number9533
Number of Individuals Covered1322
Insurance policy start date2015-11-01
Insurance policy end date2016-10-31
Total amount of fees paid to insurance companyUSD $12,108
Dental Insurance Welfare BenefitYes
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number885528-SL12
Policy instance 7
Insurance contract or identification number885528-SL12
Number of Individuals Covered811
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of fees paid to insurance companyUSD $46,010
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number122541
Policy instance 1
Insurance contract or identification number122541
Number of Individuals Covered1164
Insurance policy start date2014-10-01
Insurance policy end date2015-10-01
Total amount of commissions paid to insurance brokerUSD $3,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,765
Additional information about fees paid to insurance brokerSALES AND ADDITIONAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY IN
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148173
Policy instance 3
Insurance contract or identification number148173
Number of Individuals Covered310
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $16,816
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,816
Insurance broker organization code?3
Insurance broker nameNEACE LUKINS EMPLOYEE BENEFITS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0257790
Policy instance 4
Insurance contract or identification numberR0257790
Number of Individuals Covered431
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $74,589
Total amount of fees paid to insurance companyUSD $2,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,857
Amount paid for insurance broker fees2896
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148797
Policy instance 5
Insurance contract or identification number148797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 6
Insurance contract or identification number9533
Number of Individuals Covered1222
Insurance policy start date2014-11-01
Insurance policy end date2015-10-31
Total amount of commissions paid to insurance brokerUSD $13,511
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,511
Insurance broker organization code?3
Insurance broker nameNEACE LUKINS INSURANCE AGENCY
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number885528-SL12
Policy instance 7
Insurance contract or identification number885528-SL12
Number of Individuals Covered748
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $84,754
Total amount of fees paid to insurance companyUSD $6,625
Commission paid to Insurance BrokerUSD $84,754
Amount paid for insurance broker fees6625
Additional information about fees paid to insurance broker2013/2014 MM P3 BONUS
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number578677
Policy instance 2
Insurance contract or identification number578677
Number of Individuals Covered524
Insurance policy start date2015-01-01
Insurance policy end date2016-01-01
Total amount of commissions paid to insurance brokerUSD $5,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,645
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOCIATES
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number885528-SL12
Policy instance 7
Insurance contract or identification number885528-SL12
Number of Individuals Covered641
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $71,225
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,225
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameASSURED NL INSURANCE AGENCY
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148797
Policy instance 5
Insurance contract or identification number148797
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number122541
Policy instance 1
Insurance contract or identification number122541
Number of Individuals Covered1001
Insurance policy start date2012-10-01
Insurance policy end date2013-10-01
Total amount of commissions paid to insurance brokerUSD $3,733
Total amount of fees paid to insurance companyUSD $1,211
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $3,733
Amount paid for insurance broker fees1211
Insurance broker nameNEACE & ASSOC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number578677
Policy instance 2
Insurance contract or identification number578677
Number of Individuals Covered616
Insurance policy start date2012-01-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $5,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,305
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148173
Policy instance 3
Insurance contract or identification number148173
Number of Individuals Covered351
Insurance policy start date2012-01-01
Insurance policy end date2013-01-01
Total amount of commissions paid to insurance brokerUSD $15,501
Total amount of fees paid to insurance companyUSD $1,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,501
Amount paid for insurance broker fees1138
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameNEACE LUKENS EB
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0257790
Policy instance 4
Insurance contract or identification numberR0257790
Number of Individuals Covered95
Insurance policy start date2012-05-01
Insurance policy end date2013-05-01
Total amount of commissions paid to insurance brokerUSD $2,887
Total amount of fees paid to insurance companyUSD $40
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,308
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOCIATE
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 6
Insurance contract or identification number9533
Number of Individuals Covered1295
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $11,126
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,126
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOCIATE
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148173
Policy instance 3
Insurance contract or identification number148173
Number of Individuals Covered351
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Total amount of commissions paid to insurance brokerUSD $15,121
Total amount of fees paid to insurance companyUSD $1,138
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,121
Amount paid for insurance broker fees1138
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE LUKENS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number122541
Policy instance 1
Insurance contract or identification number122541
Number of Individuals Covered1070
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Total amount of commissions paid to insurance brokerUSD $3,548
Total amount of fees paid to insurance companyUSD $622
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,548
Amount paid for insurance broker fees622
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number578677
Policy instance 2
Insurance contract or identification number578677
Number of Individuals Covered638
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Total amount of commissions paid to insurance brokerUSD $5,237
Total amount of fees paid to insurance companyUSD $1,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,237
Amount paid for insurance broker fees1154
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0257790
Policy instance 4
Insurance contract or identification numberR0257790
Number of Individuals Covered116
Insurance policy start date2011-05-01
Insurance policy end date2012-05-01
Total amount of commissions paid to insurance brokerUSD $4,527
Total amount of fees paid to insurance companyUSD $199
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,620
Amount paid for insurance broker fees133
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOCIATES INS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148797
Policy instance 5
Insurance contract or identification number148797
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 6
Insurance contract or identification number9533
Number of Individuals Covered1285
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,422
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,422
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOCIATES
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number885528-SL11
Policy instance 7
Insurance contract or identification number885528-SL11
Number of Individuals Covered679
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $68,761
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,761
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE LUKENS EMPLOYEE BENEFITS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract numberR0257790
Policy instance 4
Insurance contract or identification numberR0257790
Number of Individuals Covered125
Insurance policy start date2010-05-01
Insurance policy end date2011-05-01
Total amount of commissions paid to insurance brokerUSD $22,023
Total amount of fees paid to insurance companyUSD $1,966
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,618
Amount paid for insurance broker fees1510
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOCIATES
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number122541
Policy instance 1
Insurance contract or identification number122541
Number of Individuals Covered1069
Insurance policy start date2010-10-01
Insurance policy end date2011-10-01
Total amount of commissions paid to insurance brokerUSD $3,628
Total amount of fees paid to insurance companyUSD $847
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $3,628
Amount paid for insurance broker fees847
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker nameNEACE & ASSOC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number578677
Policy instance 2
Insurance contract or identification number578677
Number of Individuals Covered646
Insurance policy start date2010-01-01
Insurance policy end date2011-01-01
Total amount of commissions paid to insurance brokerUSD $5,290
Total amount of fees paid to insurance companyUSD $1,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,290
Amount paid for insurance broker fees1612
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148173
Policy instance 3
Insurance contract or identification number148173
Number of Individuals Covered344
Insurance policy start date2010-01-01
Insurance policy end date2011-01-01
Total amount of commissions paid to insurance brokerUSD $12,712
Total amount of fees paid to insurance companyUSD $2,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,712
Amount paid for insurance broker fees2052
Additional information about fees paid to insurance brokerCOMMISSIONS AND FEES
Insurance broker organization code?3
Insurance broker nameNEACE LUKENS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number148797
Policy instance 5
Insurance contract or identification number148797
Number of Individuals Covered1
Insurance policy start date2010-06-01
Insurance policy end date2011-01-01
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 6
Insurance contract or identification number9533
Number of Individuals Covered1251
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $12,164
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,164
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number885528-SL
Policy instance 7
Insurance contract or identification number885528-SL
Number of Individuals Covered701
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $63,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,269
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE LUKENS
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number885528
Policy instance 4
Insurance contract or identification number885528
Number of Individuals Covered665
Insurance policy start date2009-07-01
Insurance policy end date2010-06-30
Total amount of commissions paid to insurance brokerUSD $61,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,073
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE LUKENS EMPLOYEE BENEFITS
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number122541
Policy instance 1
Insurance contract or identification number122541
Number of Individuals Covered595
Insurance policy start date2009-01-01
Insurance policy end date2010-01-01
Total amount of commissions paid to insurance brokerUSD $4,666
Total amount of fees paid to insurance companyUSD $833
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractLTD
Commission paid to Insurance BrokerUSD $4,666
Amount paid for insurance broker fees833
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOC INS AGCY OF OHIO
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number578677
Policy instance 2
Insurance contract or identification number578677
Number of Individuals Covered1027
Insurance policy start date2009-10-01
Insurance policy end date2010-10-01
Total amount of commissions paid to insurance brokerUSD $3,607
Total amount of fees paid to insurance companyUSD $821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,607
Amount paid for insurance broker fees821
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOCIATES
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 3
Insurance contract or identification number9533
Number of Individuals Covered1221
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $10,113
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,113
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOCIATES
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number885528
Policy instance 4
Insurance contract or identification number885528
Number of Individuals Covered657
Insurance policy start date2008-07-01
Insurance policy end date2009-06-30
Total amount of commissions paid to insurance brokerUSD $118,788
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $64,091
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOC INS
DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 )
Policy contract number9533
Policy instance 3
Insurance contract or identification number9533
Number of Individuals Covered1381
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $12,237
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,237
Additional information about fees paid to insurance brokerSALES COMMISSIONS
Insurance broker organization code?3
Insurance broker nameNEACE & ASSOC
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number578677
Policy instance 2
Insurance contract or identification number578677
Number of Individuals Covered721
Insurance policy start date2008-01-01
Insurance policy end date2009-01-01
Total amount of commissions paid to insurance brokerUSD $5,389
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,389
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?0
Insurance broker nameACTUARIAL AGENCY
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number122541
Policy instance 1
Insurance contract or identification number122541
Number of Individuals Covered988
Insurance policy start date2008-10-01
Insurance policy end date2009-10-01
Total amount of commissions paid to insurance brokerUSD $3,579
Total amount of fees paid to insurance companyUSD $265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,301
Additional information about fees paid to insurance brokerSERVICES
Insurance broker organization code?0
Amount paid for insurance broker fees265
Insurance broker nameNEACE & ASSOC

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