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PRODUCERS' HEALTH BENEFITS PLAN 401k Plan overview

Plan NamePRODUCERS' HEALTH BENEFITS PLAN
Plan identification number 501

PRODUCERS' HEALTH BENEFITS PLAN Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE PRODUCERS HEALTH BENEFITS PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF THE PRODUCERS HEALTH BENEFITS PLAN
Employer identification number (EIN):316654730
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRODUCERS' HEALTH BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01SALLY ANTONACCHIO2023-10-15
5012021-01-01CARL STURGES2022-10-17
5012021-01-01SALLY ANTONACCHIO2023-06-30
5012020-01-01SALLY ANTONACCHIO2021-10-31
5012020-01-01SALLY ANTONACCHIO2021-12-23
5012019-01-01SALLY ANTONACCHIO2020-10-13
5012018-01-01SALLY ANTONACCHIO2019-10-15
5012018-01-01SALLY ANTONACCHIO2020-06-17
5012017-01-01
5012017-01-01SALLY ANTONACCHIO2020-06-17
5012016-01-01
5012015-01-01
5012014-01-01SALLY ANTONACCHIO
5012013-01-01SALLY ANTONACCHIO
5012012-01-01SALLY ANTONACCHIO
5012011-01-01SALLY ANTONACCHIO SALLY ANTONACCHIO2013-10-12
5012009-01-01SALLY ANTONACCHIO

Plan Statistics for PRODUCERS' HEALTH BENEFITS PLAN

401k plan membership statisitcs for PRODUCERS' HEALTH BENEFITS PLAN

Measure Date Value
2022: PRODUCERS' HEALTH BENEFITS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,705
Total number of active participants reported on line 7a of the Form 55002022-01-013,304
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-013,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Number of employers contributing to the scheme2022-01-01299
2021: PRODUCERS' HEALTH BENEFITS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,546
Total number of active participants reported on line 7a of the Form 55002021-01-012,705
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,705
2020: PRODUCERS' HEALTH BENEFITS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,565
Total number of active participants reported on line 7a of the Form 55002020-01-012,546
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-012,546
2019: PRODUCERS' HEALTH BENEFITS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,769
Total number of active participants reported on line 7a of the Form 55002019-01-012,668
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-012,668
2018: PRODUCERS' HEALTH BENEFITS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,707
Total number of active participants reported on line 7a of the Form 55002018-01-012,580
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,580
2017: PRODUCERS' HEALTH BENEFITS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,625
Total number of active participants reported on line 7a of the Form 55002017-01-012,727
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,727
2016: PRODUCERS' HEALTH BENEFITS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,685
Total number of active participants reported on line 7a of the Form 55002016-01-012,625
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-012,625
2015: PRODUCERS' HEALTH BENEFITS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,543
Total number of active participants reported on line 7a of the Form 55002015-01-012,685
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,685
2014: PRODUCERS' HEALTH BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,152
Total number of active participants reported on line 7a of the Form 55002014-01-012,543
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,543
2013: PRODUCERS' HEALTH BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,382
Total number of active participants reported on line 7a of the Form 55002013-01-012,152
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,152
2012: PRODUCERS' HEALTH BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,219
Total number of active participants reported on line 7a of the Form 55002012-01-011,382
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,382
2011: PRODUCERS' HEALTH BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,117
Total number of active participants reported on line 7a of the Form 55002011-01-011,219
Total of all active and inactive participants2011-01-011,219
2009: PRODUCERS' HEALTH BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01868
Total number of active participants reported on line 7a of the Form 55002009-01-011,033
Total of all active and inactive participants2009-01-011,033

Financial Data on PRODUCERS' HEALTH BENEFITS PLAN

Measure Date Value
2022 : PRODUCERS' HEALTH BENEFITS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,475,243
Total unrealized appreciation/depreciation of assets2022-12-31$-2,475,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,030,634
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$820,656
Total income from all sources (including contributions)2022-12-31$31,265,042
Total loss/gain on sale of assets2022-12-31$45,276
Total of all expenses incurred2022-12-31$37,876,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$34,779,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$35,535,772
Value of total assets at end of year2022-12-31$27,824,935
Value of total assets at beginning of year2022-12-31$31,226,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,097,388
Total interest from all sources2022-12-31$226,141
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$355,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$266,682
Administrative expenses professional fees incurred2022-12-31$640,551
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$933,261
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$62,126
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$597,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$8,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$8,721
Other income not declared elsewhere2022-12-31$9,253
Administrative expenses (other) incurred2022-12-31$1,648,101
Liabilities. Value of operating payables at end of year2022-12-31$4,021,913
Liabilities. Value of operating payables at beginning of year2022-12-31$811,935
Total non interest bearing cash at end of year2022-12-31$2,988,435
Total non interest bearing cash at beginning of year2022-12-31$965,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,611,837
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,794,301
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$30,406,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$1,295,264
Investment advisory and management fees2022-12-31$125,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,892,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,602,227
Income. Interest from US Government securities2022-12-31$76,536
Income. Interest from corporate debt instruments2022-12-31$148,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$667,867
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$643,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$643,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$820
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$34,779,491
Asset value of US Government securities at end of year2022-12-31$2,898,521
Asset value of US Government securities at beginning of year2022-12-31$3,477,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,431,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$34,602,511
Employer contributions (assets) at end of year2022-12-31$1,600,258
Employer contributions (assets) at beginning of year2022-12-31$1,560,924
Income. Dividends from common stock2022-12-31$88,769
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$3,203,959
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$4,209,324
Contract administrator fees2022-12-31$683,706
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$5,135,296
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$6,087,503
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$81,140
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$81,926
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,919,007
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,873,731
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH&BROWN
Accountancy firm EIN2022-12-31222027092
2021 : PRODUCERS' HEALTH BENEFITS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$818,421
Total unrealized appreciation/depreciation of assets2021-12-31$818,421
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$326,449
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$286,480
Total income from all sources (including contributions)2021-12-31$36,320,625
Total loss/gain on sale of assets2021-12-31$16,408
Total of all expenses incurred2021-12-31$31,059,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$29,132,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$34,599,725
Value of total assets at end of year2021-12-31$31,239,638
Value of total assets at beginning of year2021-12-31$25,938,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,927,331
Total interest from all sources2021-12-31$234,575
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$262,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$262,152
Administrative expenses professional fees incurred2021-12-31$684,201
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$300,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,585,771
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$610,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$194,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$8,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$152
Other income not declared elsewhere2021-12-31$67,500
Administrative expenses (other) incurred2021-12-31$699,204
Liabilities. Value of operating payables at end of year2021-12-31$317,728
Liabilities. Value of operating payables at beginning of year2021-12-31$286,328
Total non interest bearing cash at end of year2021-12-31$965,878
Total non interest bearing cash at beginning of year2021-12-31$660,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,261,283
Value of net assets at end of year (total assets less liabilities)2021-12-31$30,913,189
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,651,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$115,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,602,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$11,134,317
Interest earned on other investments2021-12-31$4,812
Income. Interest from US Government securities2021-12-31$79,746
Income. Interest from corporate debt instruments2021-12-31$147,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$643,320
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$535,749
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$535,749
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$2,980
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$29,132,011
Asset value of US Government securities at end of year2021-12-31$3,477,786
Asset value of US Government securities at beginning of year2021-12-31$3,317,323
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$321,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$32,013,954
Employer contributions (assets) at end of year2021-12-31$1,560,924
Employer contributions (assets) at beginning of year2021-12-31$916,523
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$6,087,503
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$4,001,491
Contract administrator fees2021-12-31$428,185
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$4,209,324
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$5,127,873
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$81,926
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$49,998
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,349,991
Aggregate carrying amount (costs) on sale of assets2021-12-31$4,333,583
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BDO USA, LLP
Accountancy firm EIN2021-12-31135381590
2020 : PRODUCERS' HEALTH BENEFITS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$312,673
Total unrealized appreciation/depreciation of assets2020-12-31$312,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$286,480
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,442,474
Total income from all sources (including contributions)2020-12-31$27,021,921
Total loss/gain on sale of assets2020-12-31$1,639,527
Total of all expenses incurred2020-12-31$27,300,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$25,506,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,763,762
Value of total assets at end of year2020-12-31$25,938,386
Value of total assets at beginning of year2020-12-31$28,373,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,794,559
Total interest from all sources2020-12-31$264,061
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$187,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$187,245
Administrative expenses professional fees incurred2020-12-31$734,463
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$300,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,409,198
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$194,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$208,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$152
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$41,215
Administrative expenses (other) incurred2020-12-31$634,670
Liabilities. Value of operating payables at end of year2020-12-31$286,328
Liabilities. Value of operating payables at beginning of year2020-12-31$2,401,259
Total non interest bearing cash at end of year2020-12-31$660,183
Total non interest bearing cash at beginning of year2020-12-31$2,562,019
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-279,036
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,651,906
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,930,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$101,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$11,134,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,270,876
Interest earned on other investments2020-12-31$24,195
Income. Interest from US Government securities2020-12-31$115,963
Income. Interest from corporate debt instruments2020-12-31$118,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$535,749
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$480,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$480,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,519
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$25,506,398
Asset value of US Government securities at end of year2020-12-31$3,317,323
Asset value of US Government securities at beginning of year2020-12-31$3,714,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$854,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$22,354,564
Employer contributions (assets) at end of year2020-12-31$916,523
Employer contributions (assets) at beginning of year2020-12-31$809,834
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$4,001,491
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$4,358,203
Contract administrator fees2020-12-31$324,339
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$5,127,873
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,923,279
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$49,998
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$45,076
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$18,322,815
Aggregate carrying amount (costs) on sale of assets2020-12-31$16,683,288
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : PRODUCERS' HEALTH BENEFITS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$235,604
Total unrealized appreciation/depreciation of assets2019-12-31$235,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,442,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,501,704
Total income from all sources (including contributions)2019-12-31$30,589,478
Total loss/gain on sale of assets2019-12-31$898,531
Total of all expenses incurred2019-12-31$26,951,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$25,040,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,134,453
Value of total assets at end of year2019-12-31$28,373,416
Value of total assets at beginning of year2019-12-31$24,795,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,910,947
Total interest from all sources2019-12-31$264,002
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$332,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$332,301
Administrative expenses professional fees incurred2019-12-31$697,315
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,520,639
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$208,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$157,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$41,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$31,204
Administrative expenses (other) incurred2019-12-31$807,730
Liabilities. Value of operating payables at end of year2019-12-31$2,401,259
Liabilities. Value of operating payables at beginning of year2019-12-31$2,470,500
Total non interest bearing cash at end of year2019-12-31$2,562,019
Total non interest bearing cash at beginning of year2019-12-31$2,178,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,637,599
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,930,942
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$22,293,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$96,157
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,270,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,683,141
Interest earned on other investments2019-12-31$33,869
Income. Interest from US Government securities2019-12-31$100,705
Income. Interest from corporate debt instruments2019-12-31$121,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$480,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$47,691
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$47,691
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,226
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$25,040,932
Asset value of US Government securities at end of year2019-12-31$3,714,688
Asset value of US Government securities at beginning of year2019-12-31$4,347,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,724,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,613,814
Employer contributions (assets) at end of year2019-12-31$809,834
Employer contributions (assets) at beginning of year2019-12-31$1,026,878
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$4,358,203
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$3,311,957
Contract administrator fees2019-12-31$309,745
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,923,279
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$45,076
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$42,000
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$22,439,893
Aggregate carrying amount (costs) on sale of assets2019-12-31$21,541,362
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : PRODUCERS' HEALTH BENEFITS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-95,312
Total unrealized appreciation/depreciation of assets2018-12-31$-95,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,501,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,345,027
Total income from all sources (including contributions)2018-12-31$24,220,219
Total loss/gain on sale of assets2018-12-31$2,209,083
Total of all expenses incurred2018-12-31$27,352,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$25,591,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,954,611
Value of total assets at end of year2018-12-31$24,795,046
Value of total assets at beginning of year2018-12-31$27,770,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,761,099
Total interest from all sources2018-12-31$282,078
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$327,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$327,496
Administrative expenses professional fees incurred2018-12-31$683,558
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,230,548
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$157,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$109,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$31,204
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$21,408
Administrative expenses (other) incurred2018-12-31$700,677
Liabilities. Value of operating payables at end of year2018-12-31$2,470,500
Liabilities. Value of operating payables at beginning of year2018-12-31$2,323,619
Total non interest bearing cash at end of year2018-12-31$2,178,554
Total non interest bearing cash at beginning of year2018-12-31$2,215,911
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,131,999
Value of net assets at end of year (total assets less liabilities)2018-12-31$22,293,342
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$25,425,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$97,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,683,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,007,130
Interest earned on other investments2018-12-31$35,008
Income. Interest from US Government securities2018-12-31$104,427
Income. Interest from corporate debt instruments2018-12-31$139,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$47,691
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$172,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$172,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$2,799
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$25,591,119
Asset value of US Government securities at end of year2018-12-31$4,347,070
Asset value of US Government securities at beginning of year2018-12-31$4,464,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,457,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$22,724,063
Employer contributions (assets) at end of year2018-12-31$1,026,878
Employer contributions (assets) at beginning of year2018-12-31$666,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$25,591,119
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$3,311,957
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$3,100,163
Contract administrator fees2018-12-31$279,124
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$42,000
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$34,774
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$22,959,720
Aggregate carrying amount (costs) on sale of assets2018-12-31$20,750,637
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : PRODUCERS' HEALTH BENEFITS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-18,030
Total unrealized appreciation/depreciation of assets2017-12-31$-18,030
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,345,027
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$388,489
Total income from all sources (including contributions)2017-12-31$25,314,235
Total loss/gain on sale of assets2017-12-31$1,244,950
Total of all expenses incurred2017-12-31$27,539,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$26,004,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$22,614,524
Value of total assets at end of year2017-12-31$27,770,368
Value of total assets at beginning of year2017-12-31$28,038,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,535,146
Total interest from all sources2017-12-31$208,683
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$278,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$278,233
Administrative expenses professional fees incurred2017-12-31$653,903
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,811,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$109,740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$87,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$21,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$73,180
Other income not declared elsewhere2017-12-31$295
Administrative expenses (other) incurred2017-12-31$536,901
Liabilities. Value of operating payables at end of year2017-12-31$2,323,619
Liabilities. Value of operating payables at beginning of year2017-12-31$315,309
Total non interest bearing cash at end of year2017-12-31$2,215,911
Total non interest bearing cash at beginning of year2017-12-31$1,600,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-2,225,147
Value of net assets at end of year (total assets less liabilities)2017-12-31$25,425,341
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,650,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$85,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,007,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,919,321
Interest earned on other investments2017-12-31$2,831
Income. Interest from US Government securities2017-12-31$183,628
Income. Interest from corporate debt instruments2017-12-31$20,692
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$172,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$681,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$681,728
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,532
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$26,004,236
Asset value of US Government securities at end of year2017-12-31$4,464,148
Asset value of US Government securities at beginning of year2017-12-31$5,875,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$985,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$20,803,484
Employer contributions (assets) at end of year2017-12-31$666,280
Employer contributions (assets) at beginning of year2017-12-31$827,768
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$3,100,163
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$258,594
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$34,774
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$45,332
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$30,895,590
Aggregate carrying amount (costs) on sale of assets2017-12-31$29,650,640
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BDO USA, LLP
Accountancy firm EIN2017-12-31135381590
2016 : PRODUCERS' HEALTH BENEFITS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$11,508
Total unrealized appreciation/depreciation of assets2016-12-31$11,508
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$388,489
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$219,083
Total income from all sources (including contributions)2016-12-31$21,179,864
Total loss/gain on sale of assets2016-12-31$-114,700
Total of all expenses incurred2016-12-31$20,728,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,147,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,202,550
Value of total assets at end of year2016-12-31$28,038,977
Value of total assets at beginning of year2016-12-31$27,418,352
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,581,141
Total interest from all sources2016-12-31$201,654
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$278,924
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$278,924
Administrative expenses professional fees incurred2016-12-31$606,441
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,604,635
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$87,991
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$25,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$73,180
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,801
Other income not declared elsewhere2016-12-31$103
Administrative expenses (other) incurred2016-12-31$653,483
Liabilities. Value of operating payables at end of year2016-12-31$315,309
Liabilities. Value of operating payables at beginning of year2016-12-31$211,282
Total non interest bearing cash at end of year2016-12-31$1,600,870
Total non interest bearing cash at beginning of year2016-12-31$1,189,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$451,219
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,650,488
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,199,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$71,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,919,321
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$18,040,573
Income. Interest from US Government securities2016-12-31$198,713
Income. Interest from corporate debt instruments2016-12-31$2,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$681,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,630,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,630,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$180
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$19,147,504
Asset value of US Government securities at end of year2016-12-31$5,875,967
Asset value of US Government securities at beginning of year2016-12-31$5,813,144
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$599,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$18,597,915
Employer contributions (assets) at end of year2016-12-31$827,768
Employer contributions (assets) at beginning of year2016-12-31$661,702
Contract administrator fees2016-12-31$249,688
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$45,332
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$58,136
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$4,956,299
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,070,999
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BDO USA, LLP
Accountancy firm EIN2016-12-31135381590
2015 : PRODUCERS' HEALTH BENEFITS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-79,915
Total unrealized appreciation/depreciation of assets2015-12-31$-79,915
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$219,083
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,648,858
Total income from all sources (including contributions)2015-12-31$19,610,777
Total loss/gain on sale of assets2015-12-31$-112,323
Total of all expenses incurred2015-12-31$19,226,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,561,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,328,971
Value of total assets at end of year2015-12-31$27,418,352
Value of total assets at beginning of year2015-12-31$28,464,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,665,316
Total interest from all sources2015-12-31$215,054
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$278,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$278,036
Administrative expenses professional fees incurred2015-12-31$998,459
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,848,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$25,521
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$191,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$726,846
Other income not declared elsewhere2015-12-31$120,000
Administrative expenses (other) incurred2015-12-31$357,189
Liabilities. Value of operating payables at end of year2015-12-31$211,282
Liabilities. Value of operating payables at beginning of year2015-12-31$922,012
Total non interest bearing cash at end of year2015-12-31$1,189,049
Total non interest bearing cash at beginning of year2015-12-31$2,355,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$384,046
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,199,269
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,815,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$65,668
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$18,040,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,551,583
Income. Interest from US Government securities2015-12-31$212,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,630,227
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,029,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,029,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,212
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$17,561,415
Asset value of US Government securities at end of year2015-12-31$5,813,144
Asset value of US Government securities at beginning of year2015-12-31$5,451,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-139,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$17,480,939
Employer contributions (assets) at end of year2015-12-31$661,702
Employer contributions (assets) at beginning of year2015-12-31$838,532
Contract administrator fees2015-12-31$244,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$58,136
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$45,785
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$6,263,548
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,375,871
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BDO USA, LLP
Accountancy firm EIN2015-12-31135381590
2014 : PRODUCERS' HEALTH BENEFITS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,539
Total unrealized appreciation/depreciation of assets2014-12-31$5,539
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,648,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,545,380
Total income from all sources (including contributions)2014-12-31$17,331,209
Total loss/gain on sale of assets2014-12-31$-110,841
Total of all expenses incurred2014-12-31$15,154,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,818,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,608,320
Value of total assets at end of year2014-12-31$28,464,081
Value of total assets at beginning of year2014-12-31$26,184,242
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,336,065
Total interest from all sources2014-12-31$245,255
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$218,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$218,360
Administrative expenses professional fees incurred2014-12-31$699,210
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,470,663
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$191,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$23,054
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$726,846
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$711,580
Administrative expenses (other) incurred2014-12-31$286,153
Liabilities. Value of operating payables at end of year2014-12-31$922,012
Liabilities. Value of operating payables at beginning of year2014-12-31$833,800
Total non interest bearing cash at end of year2014-12-31$2,355,382
Total non interest bearing cash at beginning of year2014-12-31$2,720,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,176,361
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,815,223
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$24,638,862
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$60,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,551,583
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,838,648
Income. Interest from US Government securities2014-12-31$242,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,029,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,892,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,892,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,568
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$13,818,783
Asset value of US Government securities at end of year2014-12-31$5,451,862
Asset value of US Government securities at beginning of year2014-12-31$6,645,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$364,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$15,137,657
Employer contributions (assets) at end of year2014-12-31$838,532
Employer contributions (assets) at beginning of year2014-12-31$1,040,451
Contract administrator fees2014-12-31$290,001
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$45,785
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$23,675
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$14,186,595
Aggregate carrying amount (costs) on sale of assets2014-12-31$14,297,436
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : PRODUCERS' HEALTH BENEFITS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-6,083
Total unrealized appreciation/depreciation of assets2013-12-31$-6,083
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,545,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,000,030
Total income from all sources (including contributions)2013-12-31$15,679,239
Total loss/gain on sale of assets2013-12-31$-162,895
Total of all expenses incurred2013-12-31$10,450,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,049,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$14,171,138
Value of total assets at end of year2013-12-31$26,184,242
Value of total assets at beginning of year2013-12-31$20,410,272
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,401,446
Total interest from all sources2013-12-31$245,806
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$188,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$188,581
Administrative expenses professional fees incurred2013-12-31$783,870
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,099,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$23,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$18,876
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$711,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$373,110
Other income not declared elsewhere2013-12-31$62
Administrative expenses (other) incurred2013-12-31$303,515
Liabilities. Value of operating payables at end of year2013-12-31$833,800
Liabilities. Value of operating payables at beginning of year2013-12-31$626,920
Total non interest bearing cash at end of year2013-12-31$2,720,769
Total non interest bearing cash at beginning of year2013-12-31$2,649,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,228,620
Value of net assets at end of year (total assets less liabilities)2013-12-31$24,638,862
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,410,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$57,514
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,838,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,257,437
Income. Interest from US Government securities2013-12-31$243,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,892,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,841,847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,841,847
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,353
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$9,049,173
Asset value of US Government securities at end of year2013-12-31$6,645,149
Asset value of US Government securities at beginning of year2013-12-31$4,999,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,242,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$13,071,887
Employer contributions (assets) at end of year2013-12-31$1,040,451
Employer contributions (assets) at beginning of year2013-12-31$624,618
Contract administrator fees2013-12-31$256,547
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$23,675
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$18,347
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,635,722
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,798,617
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : PRODUCERS' HEALTH BENEFITS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-6,350
Total unrealized appreciation/depreciation of assets2012-12-31$-6,350
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,000,030
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$917,748
Total income from all sources (including contributions)2012-12-31$10,401,163
Total loss/gain on sale of assets2012-12-31$-95,040
Total of all expenses incurred2012-12-31$5,939,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,823,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$9,618,656
Value of total assets at end of year2012-12-31$20,410,272
Value of total assets at beginning of year2012-12-31$15,866,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,116,139
Total interest from all sources2012-12-31$165,158
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$150,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$150,155
Administrative expenses professional fees incurred2012-12-31$558,077
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$300,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$690,953
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$18,876
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$373,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$308,274
Other income not declared elsewhere2012-12-31$13,238
Administrative expenses (other) incurred2012-12-31$323,632
Liabilities. Value of operating payables at end of year2012-12-31$626,920
Liabilities. Value of operating payables at beginning of year2012-12-31$609,474
Total non interest bearing cash at end of year2012-12-31$2,649,917
Total non interest bearing cash at beginning of year2012-12-31$3,190,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,461,182
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,410,242
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,949,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$49,075
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,257,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,951,937
Income. Interest from US Government securities2012-12-31$164,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,841,847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,181,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,181,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$186
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$4,823,842
Asset value of US Government securities at end of year2012-12-31$4,999,230
Asset value of US Government securities at beginning of year2012-12-31$2,706,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$555,346
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$8,927,703
Employer contributions (assets) at end of year2012-12-31$624,618
Employer contributions (assets) at beginning of year2012-12-31$810,182
Contract administrator fees2012-12-31$185,355
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$18,347
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$16,317
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,947,609
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,042,649
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : PRODUCERS' HEALTH BENEFITS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,511
Total unrealized appreciation/depreciation of assets2011-12-31$-3,511
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$917,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$762,839
Total income from all sources (including contributions)2011-12-31$8,722,959
Total loss/gain on sale of assets2011-12-31$-26,752
Total of all expenses incurred2011-12-31$4,977,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,236,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,820,207
Value of total assets at end of year2011-12-31$15,866,808
Value of total assets at beginning of year2011-12-31$11,966,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$740,452
Total interest from all sources2011-12-31$61,208
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$74,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$74,208
Administrative expenses professional fees incurred2011-12-31$260,353
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$471,430
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$308,274
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$234,789
Other income not declared elsewhere2011-12-31$20,870
Administrative expenses (other) incurred2011-12-31$280,062
Liabilities. Value of operating payables at end of year2011-12-31$609,474
Liabilities. Value of operating payables at beginning of year2011-12-31$528,050
Total non interest bearing cash at end of year2011-12-31$3,190,488
Total non interest bearing cash at beginning of year2011-12-31$2,554,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,745,764
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,949,060
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,203,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$37,722
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,951,937
Income. Interest from US Government securities2011-12-31$61,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,181,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$8,756,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$8,756,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$115
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$4,236,743
Asset value of US Government securities at end of year2011-12-31$2,706,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-223,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,348,777
Employer contributions (assets) at end of year2011-12-31$810,182
Employer contributions (assets) at beginning of year2011-12-31$639,861
Contract administrator fees2011-12-31$162,315
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$16,317
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$14,975
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,281,229
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,307,981
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : PRODUCERS' HEALTH BENEFITS PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$762,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$512,593
Total income from all sources (including contributions)2010-12-31$7,879,508
Total of all expenses incurred2010-12-31$4,462,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,731,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,818,285
Value of total assets at end of year2010-12-31$11,966,135
Value of total assets at beginning of year2010-12-31$8,298,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$730,768
Total interest from all sources2010-12-31$21,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$243,480
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$290,293
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$14,975
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$21,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$234,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$159,018
Other income not declared elsewhere2010-12-31$39,670
Administrative expenses (other) incurred2010-12-31$343,288
Liabilities. Value of operating payables at end of year2010-12-31$528,050
Liabilities. Value of operating payables at beginning of year2010-12-31$353,575
Total non interest bearing cash at end of year2010-12-31$2,554,347
Total non interest bearing cash at beginning of year2010-12-31$1,731,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,417,124
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,203,296
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,786,172
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned on other investments2010-12-31$1,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$8,756,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,089,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,089,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19,620
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,731,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,527,992
Employer contributions (assets) at end of year2010-12-31$639,861
Employer contributions (assets) at beginning of year2010-12-31$456,050
Contract administrator fees2010-12-31$144,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SALIBELLO & BRODER LLP
Accountancy firm EIN2010-12-31133051814

Form 5500 Responses for PRODUCERS' HEALTH BENEFITS PLAN

2022: PRODUCERS' HEALTH BENEFITS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRODUCERS' HEALTH BENEFITS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRODUCERS' HEALTH BENEFITS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRODUCERS' HEALTH BENEFITS PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRODUCERS' HEALTH BENEFITS PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRODUCERS' HEALTH BENEFITS PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRODUCERS' HEALTH BENEFITS PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRODUCERS' HEALTH BENEFITS PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRODUCERS' HEALTH BENEFITS PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRODUCERS' HEALTH BENEFITS PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRODUCERS' HEALTH BENEFITS PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRODUCERS' HEALTH BENEFITS PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PRODUCERS' HEALTH BENEFITS PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224063
Policy instance 4
Insurance contract or identification number0224063
Number of Individuals Covered335
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $21,539
Total amount of fees paid to insurance companyUSD $2,685
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $81,566
Commission paid to Insurance BrokerUSD $16,154
Amount paid for insurance broker fees2226
Additional information about fees paid to insurance brokerPRODUCER SERVICE FEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224061
Policy instance 3
Insurance contract or identification number0224061
Number of Individuals Covered327
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,817
Total amount of fees paid to insurance companyUSD $2,278
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $73,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,612
Amount paid for insurance broker fees1802
Additional information about fees paid to insurance brokerPRODUCER SERVICE FEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224062
Policy instance 2
Insurance contract or identification number0224062
Number of Individuals Covered536
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,111
Total amount of fees paid to insurance companyUSD $2,313
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $70,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,083
Amount paid for insurance broker fees1900
Additional information about fees paid to insurance brokerPRODUCER SERVICE FEES
Insurance broker organization code?3
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277596
Policy instance 1
Insurance contract or identification number277596
Number of Individuals Covered2906
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $51,049
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $30,918,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees51049
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0165402
Policy instance 5
Insurance contract or identification number0165402
Number of Individuals Covered2179
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,755
Total amount of fees paid to insurance companyUSD $22,701
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $749,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,755
Amount paid for insurance broker fees89
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277596
Policy instance 1
Insurance contract or identification number277596
Number of Individuals Covered2920
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $38,052
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $28,544,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees38052
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number277596
Policy instance 2
Insurance contract or identification number277596
Number of Individuals Covered3895
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,681,364
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 number0165402
Policy instance 3
Insurance contract or identification number0165402
Number of Individuals Covered3987
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,171
Total amount of fees paid to insurance companyUSD $25,179
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $975,221
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees24811
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224061
Policy instance 4
Insurance contract or identification number0224061
Number of Individuals Covered285
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $26,935
Total amount of fees paid to insurance companyUSD $2,027
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCRITICAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $60,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,201
Amount paid for insurance broker fees1800
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224062
Policy instance 5
Insurance contract or identification number0224062
Number of Individuals Covered473
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $22,768
Total amount of fees paid to insurance companyUSD $1,761
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $58,155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,076
Amount paid for insurance broker fees1559
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224063
Policy instance 6
Insurance contract or identification number0224063
Number of Individuals Covered312
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $22,641
Total amount of fees paid to insurance companyUSD $1,752
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedHOSPITAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $63,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,980
Amount paid for insurance broker fees1552
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277596
Policy instance 1
Insurance contract or identification number277596
Number of Individuals Covered2885
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,263
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $23,404,883
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,263
Insurance broker organization code?3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number277596
Policy instance 2
Insurance contract or identification number277596
Number of Individuals Covered3760
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,240,476
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 number0165402
Policy instance 3
Insurance contract or identification number0165402
Number of Individuals Covered3701
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,675
Total amount of fees paid to insurance companyUSD $9,582
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $639,609
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9327
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,675
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224061
Policy instance 4
Insurance contract or identification number0224061
Number of Individuals Covered243
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $31,505
Total amount of fees paid to insurance companyUSD $1,540
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedCRITICAL ILLNESS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,387
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,629
Amount paid for insurance broker fees1357
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224062
Policy instance 5
Insurance contract or identification number0224062
Number of Individuals Covered422
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $34,676
Total amount of fees paid to insurance companyUSD $1,577
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $59,873
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,938
Amount paid for insurance broker fees1320
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0224063
Policy instance 6
Insurance contract or identification number0224063
Number of Individuals Covered246
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $36,101
Total amount of fees paid to insurance companyUSD $1,639
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedHOSPITAL
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $62,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,951
Amount paid for insurance broker fees1375
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277596
Policy instance 1
Insurance contract or identification number277596
Number of Individuals Covered2972
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $41,169
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $23,402,367
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,169
Insurance broker organization code?3
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number9358031
Policy instance 2
Insurance contract or identification number9358031
Number of Individuals Covered2580
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,449,175
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30038982
Policy instance 3
Insurance contract or identification number30038982
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number0165402
Policy instance 4
Insurance contract or identification number0165402
Number of Individuals Covered3825
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,570
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $498,170
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,570
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0165402
Policy instance 4
Insurance contract or identification number0165402
Number of Individuals Covered2488
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $25,970
Total amount of fees paid to insurance companyUSD $29
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $428,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,970
Amount paid for insurance broker fees29
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30038982
Policy instance 3
Insurance contract or identification number30038982
Number of Individuals Covered2520
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $220,675
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract numberACA9358031
Policy instance 2
Insurance contract or identification numberACA9358031
Number of Individuals Covered2585
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $74,104
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,619,444
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,104
Insurance broker organization code?3
BLUE CROSS OF CALIFORNIA (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number277596
Policy instance 1
Insurance contract or identification number277596
Number of Individuals Covered3730
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $209,778
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $23,379,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $248,892
Amount paid for insurance broker fees25079
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0165402
Policy instance 4
Insurance contract or identification number0165402
Number of Individuals Covered2488
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $34,914
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $487,219
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,914
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION INC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30038982
Policy instance 3
Insurance contract or identification number30038982
Number of Individuals Covered2512
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,655
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $213,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,655
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION, INC.
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number935803
Policy instance 2
Insurance contract or identification number935803
Number of Individuals Covered2573
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $79,397
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,587,942
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,397
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION INC
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number277596
Policy instance 1
Insurance contract or identification number277596
Number of Individuals Covered4011
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $199,726
Total amount of fees paid to insurance companyUSD $33,605
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $21,825,240
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $199,726
Amount paid for insurance broker fees33605
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION INC.
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number277596
Policy instance 1
Insurance contract or identification number277596
Number of Individuals Covered3615
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $15,899,017
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number935803
Policy instance 2
Insurance contract or identification number935803
Number of Individuals Covered2542
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $72,503
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,450,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,503
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION INC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30038982
Policy instance 3
Insurance contract or identification number30038982
Number of Individuals Covered2495
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,178
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,178
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION, INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number30038982
Policy instance 3
Insurance contract or identification number30038982
Number of Individuals Covered2148
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
Total amount of commissions paid to insurance brokerUSD $7,160
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,160
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION, INC.
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number277596
Policy instance 1
Insurance contract or identification number277596
Number of Individuals Covered3354
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,714
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $12,407,216
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,714
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION - 578
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number935803
Policy instance 2
Insurance contract or identification number935803
Number of Individuals Covered2409
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $62,447
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,248,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,447
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION INC
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number935803
Policy instance 3
Insurance contract or identification number935803
Number of Individuals Covered2012
Insurance policy start date2013-03-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $48,295
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $965,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,295
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION INC
ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62825 )
Policy contract number277596
Policy instance 2
Insurance contract or identification number277596
Number of Individuals Covered5112
Insurance policy start date2013-03-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $123,744
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,972,888
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $123,744
Insurance broker organization code?3
Insurance broker nameTHE MILES ORGANIZATION - 578
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713836
Policy instance 1
Insurance contract or identification number713836
Number of Individuals Covered1656
Insurance policy start date2013-01-01
Insurance policy end date2013-02-28
Total amount of commissions paid to insurance brokerUSD $19,553
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,785,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,727
Amount paid for insurance broker fees0
Additional information about fees paid to insurance broker0
Insurance broker organization code?3
Insurance broker name
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713836
Policy instance 1
Insurance contract or identification number713836
Number of Individuals Covered1604
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $96,469
Total amount of fees paid to insurance companyUSD $24,513
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,823,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $96,469
Amount paid for insurance broker fees24513
Additional information about fees paid to insurance brokerBONUS COMPENSATION
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713836
Policy instance 1
Insurance contract or identification number713836
Number of Individuals Covered1173
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $116,038
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,236,744
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number713836
Policy instance 1
Insurance contract or identification number713836
Number of Individuals Covered1173
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $74,454
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,731,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,454
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC

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