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SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 401k Plan overview

Plan NameSPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST
Plan identification number 501

SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 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

SPINE INSTITUTE OF LOUISIANA, LLC has sponsored the creation of one or more 401k plans.

Company Name:SPINE INSTITUTE OF LOUISIANA, LLC
Employer identification number (EIN):320353742
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01PIERCE NUNLEY
5012016-01-01PIERCE NUNLEY
5012015-01-01PIERCE NUNLEY
5012014-01-01PIERCE NUNLEY
5012013-01-01PIERCE NUNLEY
5012012-01-01PIERCE NUNLEY

Plan Statistics for SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

401k plan membership statisitcs for SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

Measure Date Value
2022: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0137
Total number of active participants reported on line 7a of the Form 55002022-01-0155
Total of all active and inactive participants2022-01-0155
2021: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0134
Total number of active participants reported on line 7a of the Form 55002021-01-0137
Total of all active and inactive participants2021-01-0137
2020: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0134
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Total of all active and inactive participants2020-01-0134
2019: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0136
Total number of active participants reported on line 7a of the Form 55002019-01-0134
Total of all active and inactive participants2019-01-0134
2018: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0138
Total number of active participants reported on line 7a of the Form 55002018-01-0136
Total of all active and inactive participants2018-01-0136
2017: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0120
Total number of active participants reported on line 7a of the Form 55002017-01-0138
Total of all active and inactive participants2017-01-0138
2016: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0139
Total number of active participants reported on line 7a of the Form 55002016-01-0120
Total of all active and inactive participants2016-01-0120
2015: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0134
Total number of active participants reported on line 7a of the Form 55002015-01-0139
Total of all active and inactive participants2015-01-0139
2014: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-0134
Total number of active participants reported on line 7a of the Form 55002014-01-0134
Total of all active and inactive participants2014-01-0134
2013: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-0130
Total number of active participants reported on line 7a of the Form 55002013-01-0130
Total of all active and inactive participants2013-01-0130
2012: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-0127
Total number of active participants reported on line 7a of the Form 55002012-01-0130
Total of all active and inactive participants2012-01-0130

Financial Data on SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

Measure Date Value
2022 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$828,853
Expenses. Total of all expenses incurred2022-12-31$832,848
Benefits paid (including direct rollovers)2022-12-31$828,185
Total plan assets at end of year2022-12-31$9,559
Total plan assets at beginning of year2022-12-31$13,554
Expenses. Other expenses not covered elsewhere2022-12-31$4,663
Net income (gross income less expenses)2022-12-31$-3,995
Net plan assets at end of year (total assets less liabilities)2022-12-31$9,559
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$13,554
Total contributions received or receivable from employer(s)2022-12-31$828,853
2021 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$689,953
Expenses. Total of all expenses incurred2021-12-31$685,383
Benefits paid (including direct rollovers)2021-12-31$681,146
Total plan assets at end of year2021-12-31$13,554
Total plan assets at beginning of year2021-12-31$8,984
Expenses. Other expenses not covered elsewhere2021-12-31$4,237
Net income (gross income less expenses)2021-12-31$4,570
Net plan assets at end of year (total assets less liabilities)2021-12-31$13,554
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$8,984
Total contributions received or receivable from employer(s)2021-12-31$689,953
2020 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$550,573
Expenses. Total of all expenses incurred2020-12-31$551,290
Benefits paid (including direct rollovers)2020-12-31$548,903
Total plan assets at end of year2020-12-31$8,984
Total plan assets at beginning of year2020-12-31$9,701
Expenses. Other expenses not covered elsewhere2020-12-31$2,387
Net income (gross income less expenses)2020-12-31$-717
Net plan assets at end of year (total assets less liabilities)2020-12-31$8,984
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,701
Total contributions received or receivable from employer(s)2020-12-31$550,573
2019 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$512,188
Expenses. Total of all expenses incurred2019-12-31$508,405
Benefits paid (including direct rollovers)2019-12-31$503,070
Total plan assets at end of year2019-12-31$9,701
Total plan assets at beginning of year2019-12-31$5,918
Expenses. Other expenses not covered elsewhere2019-12-31$5,335
Net income (gross income less expenses)2019-12-31$3,783
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,701
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$5,918
Total contributions received or receivable from employer(s)2019-12-31$512,188
2018 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$446,925
Expenses. Total of all expenses incurred2018-12-31$448,172
Benefits paid (including direct rollovers)2018-12-31$443,329
Total plan assets at end of year2018-12-31$5,918
Total plan assets at beginning of year2018-12-31$7,165
Expenses. Other expenses not covered elsewhere2018-12-31$4,843
Net income (gross income less expenses)2018-12-31$-1,247
Net plan assets at end of year (total assets less liabilities)2018-12-31$5,918
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$7,165
Total contributions received or receivable from employer(s)2018-12-31$446,925
2017 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$508,293
Expenses. Total of all expenses incurred2017-12-31$507,258
Benefits paid (including direct rollovers)2017-12-31$498,121
Total plan assets at end of year2017-12-31$7,165
Total plan assets at beginning of year2017-12-31$6,130
Expenses. Other expenses not covered elsewhere2017-12-31$9,137
Net income (gross income less expenses)2017-12-31$1,035
Net plan assets at end of year (total assets less liabilities)2017-12-31$7,165
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$6,130
Total contributions received or receivable from employer(s)2017-12-31$508,293
2016 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$446,422
Expenses. Total of all expenses incurred2016-12-31$446,616
Benefits paid (including direct rollovers)2016-12-31$440,712
Total plan assets at end of year2016-12-31$6,130
Total plan assets at beginning of year2016-12-31$6,324
Expenses. Other expenses not covered elsewhere2016-12-31$5,904
Net income (gross income less expenses)2016-12-31$-194
Net plan assets at end of year (total assets less liabilities)2016-12-31$6,130
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$6,324
Total contributions received or receivable from employer(s)2016-12-31$446,422
2015 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$408,449
Expenses. Total of all expenses incurred2015-12-31$432,365
Benefits paid (including direct rollovers)2015-12-31$426,419
Total plan assets at end of year2015-12-31$6,324
Total plan assets at beginning of year2015-12-31$30,240
Expenses. Other expenses not covered elsewhere2015-12-31$5,946
Net income (gross income less expenses)2015-12-31$-23,916
Net plan assets at end of year (total assets less liabilities)2015-12-31$6,324
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$30,240
Total contributions received or receivable from employer(s)2015-12-31$408,449
2014 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$444,206
Expenses. Total of all expenses incurred2014-12-31$437,630
Benefits paid (including direct rollovers)2014-12-31$413,905
Total plan assets at end of year2014-12-31$30,240
Total plan assets at beginning of year2014-12-31$23,664
Expenses. Other expenses not covered elsewhere2014-12-31$23,725
Net income (gross income less expenses)2014-12-31$6,576
Net plan assets at end of year (total assets less liabilities)2014-12-31$30,240
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$23,664
Total contributions received or receivable from employer(s)2014-12-31$444,206
2013 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2013 401k financial data
Total income from all sources2013-12-31$448,027
Expenses. Total of all expenses incurred2013-12-31$441,782
Benefits paid (including direct rollovers)2013-12-31$420,900
Total plan assets at end of year2013-12-31$23,664
Total plan assets at beginning of year2013-12-31$17,419
Expenses. Other expenses not covered elsewhere2013-12-31$20,882
Net income (gross income less expenses)2013-12-31$6,245
Net plan assets at end of year (total assets less liabilities)2013-12-31$23,664
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$17,419
Total contributions received or receivable from employer(s)2013-12-31$448,027
2012 : SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$425,304
Expenses. Total of all expenses incurred2012-12-31$407,885
Benefits paid (including direct rollovers)2012-12-31$387,634
Total plan assets at end of year2012-12-31$17,419
Total plan assets at beginning of year2012-12-31$0
Expenses. Other expenses not covered elsewhere2012-12-31$20,251
Net income (gross income less expenses)2012-12-31$17,419
Net plan assets at end of year (total assets less liabilities)2012-12-31$17,419
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$0
Total contributions received or receivable from employer(s)2012-12-31$425,304

Form 5500 Responses for SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST

2022: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SPINE INSTITUTE OF LOUISIANA, LLC SECONDARY EMPLOYEE BENEFIT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered55
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,174
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $35,868
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,174
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered55
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $17,414
Total amount of fees paid to insurance companyUSD $2,451
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $790,778
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,414
Amount paid for insurance broker fees2451
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,609
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $40,971
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,609
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $14,652
Total amount of fees paid to insurance companyUSD $2,311
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $638,941
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,652
Amount paid for insurance broker fees2311
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered34
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,241
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $36,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,241
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered34
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,306
Total amount of fees paid to insurance companyUSD $2,387
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $511,215
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,306
Amount paid for insurance broker fees2387
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered34
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $13,283
Total amount of fees paid to insurance companyUSD $2,424
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $459,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,283
Amount paid for insurance broker fees2424
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered34
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,816
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $39,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,816
Insurance broker organization code?5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered36
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $5,629
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $26,576
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,629
Insurance broker organization code?5
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered36
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,179
Total amount of fees paid to insurance companyUSD $2,174
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $415,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,179
Amount paid for insurance broker fees2174
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedINDIVIDUAL POLICIES
Welfare Benefit Premiums Paid to CarrierUSD $317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $5,323
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $25,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,323
Insurance broker organization code?5
Insurance broker nameIMA, INC.
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,242
Total amount of fees paid to insurance companyUSD $4,387
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $465,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,242
Amount paid for insurance broker fees4387
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
Insurance broker nameIMA, INC.
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedINDIVIDUAL POLICIES
Welfare Benefit Premiums Paid to CarrierUSD $318
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,911
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $24,556
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,911
Insurance broker organization code?5
Insurance broker nameIMA, INC.
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered39
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,959
Total amount of fees paid to insurance companyUSD $4,145
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $383,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,959
Amount paid for insurance broker fees4145
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN
Insurance broker organization code?5
Insurance broker nameIMA, INC.
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberNOT AVAILABLE
Policy instance 4
Insurance contract or identification numberNOT AVAILABLE
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Other welfare benefits providedINDIVIDUAL POLICIES
Welfare Benefit Premiums Paid to CarrierUSD $405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered34
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $59
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
Other welfare benefits providedINDIVIDUAL POLICIES
Welfare Benefit Premiums Paid to CarrierUSD $1,028
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59
Insurance broker organization code?5
Insurance broker nameIMA, INC.
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered34
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,136
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $25,678
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,136
Insurance broker organization code?5
Insurance broker nameIMA, INC.
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered34
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,319
Total amount of fees paid to insurance companyUSD $21,414
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $355,435
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,319
Amount paid for insurance broker fees21414
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN
Insurance broker organization code?5
Insurance broker nameIMA, INC.
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,808
Total amount of fees paid to insurance companyUSD $18,563
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $347,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,808
Amount paid for insurance broker fees18563
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
Insurance broker nameIMA, INC.
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,489
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $22,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,489
Insurance broker organization code?5
Insurance broker nameIMA, INC.
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $140
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
Other welfare benefits providedSUPPLEMENTAL LIFE, INDIVIDUAL POLIC
Welfare Benefit Premiums Paid to CarrierUSD $1,434
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $140
Insurance broker organization code?5
Insurance broker nameIMA, INC.
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberNOT AVAILABLE
Policy instance 4
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered30
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Other welfare benefits providedINDIVIDUAL POLICES
Welfare Benefit Premiums Paid to CarrierUSD $612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberNOT AVAILABLE
Policy instance 4
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
Other welfare benefits providedINDIVIDUAL POLICES
Welfare Benefit Premiums Paid to CarrierUSD $612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $176
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
Other welfare benefits providedSUPPLEMENTAL LIFE, INDIVIDUAL POLIC
Welfare Benefit Premiums Paid to CarrierUSD $1,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $176
Insurance broker organization code?5
Insurance broker nameIMA, INC.
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,808
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
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedSUPPLEMENTAL LIFE
Welfare Benefit Premiums Paid to CarrierUSD $22,061
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,808
Insurance broker organization code?5
Insurance broker nameIMA, INC.
BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered30
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,861
Total amount of fees paid to insurance companyUSD $17,810
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $334,251
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,861
Amount paid for insurance broker fees17810
Additional information about fees paid to insurance brokerTHIRD PARTY ADMIN FEES
Insurance broker organization code?5
Insurance broker nameIMA, INC.

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