JOB OPTIONS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOB OPTIONS, INC.
401k plan membership statisitcs for JOB OPTIONS, INC.
| Measure | Date | Value |
|---|
| 2020: JOB OPTIONS, INC. 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 833 |
| Total of all active and inactive participants | 2020-07-01 | 833 |
| Total participants | 2020-07-01 | 833 |
| Number of participants with account balances | 2020-07-01 | 833 |
| 2019: JOB OPTIONS, INC. 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 120 |
| Total of all active and inactive participants | 2019-07-01 | 120 |
| Total participants | 2019-07-01 | 120 |
| Number of participants with account balances | 2019-07-01 | 0 |
| 2018: JOB OPTIONS, INC. 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-07-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 1,119 |
| Total of all active and inactive participants | 2018-07-01 | 1,119 |
| Total participants | 2018-07-01 | 1,119 |
| 2017: JOB OPTIONS, INC. 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 1,154 |
| Total of all active and inactive participants | 2017-07-01 | 1,154 |
| Total participants | 2017-07-01 | 1,154 |
| 2016: JOB OPTIONS, INC. 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 843 |
| Total of all active and inactive participants | 2016-07-01 | 843 |
| Total participants | 2016-07-01 | 843 |
| 2015: JOB OPTIONS, INC. 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 848 |
| Total of all active and inactive participants | 2015-07-01 | 848 |
| Total participants | 2015-07-01 | 848 |
| 2014: JOB OPTIONS, INC. 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 134 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 141 |
| Total of all active and inactive participants | 2014-07-01 | 141 |
| Total participants | 2014-07-01 | 141 |
| 2013: JOB OPTIONS, INC. 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 134 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 134 |
| Total of all active and inactive participants | 2013-07-01 | 134 |
| Total participants | 2013-07-01 | 134 |
| Measure | Date | Value |
|---|
| 2021 : JOB OPTIONS, INC. 2021 401k financial data |
|---|
| Total income from all sources | 2021-06-30 | $66,141 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $31,141 |
| Total plan assets at end of year | 2021-06-30 | $3,025,297 |
| Total plan assets at beginning of year | 2021-06-30 | $2,990,297 |
| Net income (gross income less expenses) | 2021-06-30 | $35,000 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $3,025,297 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $2,990,297 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $66,141 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $31,141 |
| 2020 : JOB OPTIONS, INC. 2020 401k financial data |
|---|
| Total income from all sources | 2020-06-30 | $322,944 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $29,554 |
| Total plan assets at end of year | 2020-06-30 | $2,990,297 |
| Total plan assets at beginning of year | 2020-06-30 | $2,696,907 |
| Net income (gross income less expenses) | 2020-06-30 | $293,390 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $2,990,297 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $2,696,907 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $322,944 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $29,554 |
| 2018 : JOB OPTIONS, INC. 2018 401k financial data |
|---|
| Total income from all sources | 2018-06-30 | $826,517 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $75,900 |
| Total plan assets at end of year | 2018-06-30 | $1,928,418 |
| Total plan assets at beginning of year | 2018-06-30 | $1,177,801 |
| Net income (gross income less expenses) | 2018-06-30 | $750,617 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $1,928,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $1,177,801 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $826,517 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $75,900 |
| 2017 : JOB OPTIONS, INC. 2017 401k financial data |
|---|
| Total income from all sources | 2017-06-30 | $1,146,008 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $83,455 |
| Total plan assets at end of year | 2017-06-30 | $1,177,801 |
| Total plan assets at beginning of year | 2017-06-30 | $115,248 |
| Net income (gross income less expenses) | 2017-06-30 | $1,062,553 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $1,177,801 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $115,248 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $1,146,008 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $83,455 |
| 2016 : JOB OPTIONS, INC. 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $0 |
| Total plan liabilities at beginning of year | 2016-06-30 | $0 |
| Total income from all sources | 2016-06-30 | $129,859 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $76,222 |
| Total plan assets at end of year | 2016-06-30 | $115,248 |
| Total plan assets at beginning of year | 2016-06-30 | $61,611 |
| Net income (gross income less expenses) | 2016-06-30 | $53,637 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $115,248 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $61,611 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $129,859 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $76,222 |
| 2015 : JOB OPTIONS, INC. 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $-54,059 |
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $-54,059 |
| Total income from all sources (including contributions) | 2015-06-30 | $18,795 |
| Total of all expenses incurred | 2015-06-30 | $11,242 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $11,242 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $72,854 |
| Value of total assets at end of year | 2015-06-30 | $72,854 |
| Value of total assets at beginning of year | 2015-06-30 | $65,301 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Was this plan covered by a fidelity bond | 2015-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $7,553 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $72,854 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $65,301 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest in master investment trust accounts at end of year | 2015-06-30 | $72,854 |
| Value of interest in master investment trust accounts at beginning of year | 2015-06-30 | $65,301 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $11,242 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $72,854 |
| Did the plan have assets held for investment | 2015-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| 2014 : JOB OPTIONS, INC. 2014 401k financial data |
|---|
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | No |
| If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-06-30 | No |
| Did the plan have assets held for investment | 2014-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| 2020: JOB OPTIONS, INC. 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Single employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | No |
| 2020-07-01 | Plan funding arrangement – Insurance | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: JOB OPTIONS, INC. 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Single employer plan |
| 2019-07-01 | Plan funding arrangement – Insurance | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: JOB OPTIONS, INC. 2018 form 5500 responses |
|---|
| 2018-07-01 | Type of plan entity | Single employer plan |
| 2018-07-01 | Plan funding arrangement – Insurance | Yes |
| 2018-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: JOB OPTIONS, INC. 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Single employer plan |
| 2017-07-01 | Plan funding arrangement – Insurance | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: JOB OPTIONS, INC. 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Single employer plan |
| 2016-07-01 | Plan funding arrangement – Insurance | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: JOB OPTIONS, INC. 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: JOB OPTIONS, INC. 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | DFE (Diect Filing Entity) |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: JOB OPTIONS, INC. 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | First time form 5500 has been submitted | Yes |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 65325 |
| Policy instance | 2 |
| Insurance contract or identification number | 65325 | | Number of Individuals Covered | 833 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $909 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $909 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | L00330 |
| Policy instance | 1 |
| Insurance contract or identification number | L00330 | | Number of Individuals Covered | 86 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $28,699 | | Total amount of fees paid to insurance company | USD $1,533 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Broker | USD $28,699 | | Amount paid for insurance broker fees | 1533 | | Insurance broker organization code? | 3 |
|
| HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 65325 |
| Policy instance | 3 |
| Insurance contract or identification number | 65325 | | Number of Individuals Covered | 833 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $915 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $915 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 122403 |
| Policy instance | 2 |
| Insurance contract or identification number | 122403 | | Number of Individuals Covered | 151 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $8,467 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,467 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00426132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00426132 | | Number of Individuals Covered | 145 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $14,593 | | Total amount of fees paid to insurance company | USD $5,579 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,593 | | Amount paid for insurance broker fees | 5579 | | Insurance broker organization code? | 3 |
|
| HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 65325 |
| Policy instance | 3 |
| Insurance contract or identification number | 65325 | | Number of Individuals Covered | 833 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $915 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $915 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 122403 |
| Policy instance | 2 |
| Insurance contract or identification number | 122403 | | Number of Individuals Covered | 150 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $31,167 | | Total amount of fees paid to insurance company | USD $509 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31,167 | | Amount paid for insurance broker fees | 509 | | Insurance broker organization code? | 3 |
|
| GUARDIAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00426132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00426132 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $13,851 | | Total amount of fees paid to insurance company | USD $5,670 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,851 | | Amount paid for insurance broker fees | 5670 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00426132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00426132 | | Number of Individuals Covered | 146 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAH AGENCY LLC |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 122403 |
| Policy instance | 2 |
| Insurance contract or identification number | 122403 | | Number of Individuals Covered | 165 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
|
| HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 65325 |
| Policy instance | 3 |
| Insurance contract or identification number | 65325 | | Number of Individuals Covered | 843 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 1 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | GRACE OTNEY/BARNEY & BARNEY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00426132 |
| Policy instance | 1 |
| Insurance contract or identification number | 00426132 | | Number of Individuals Covered | 119 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $6,511 | | Total amount of fees paid to insurance company | USD $3,939 | | Are there contracts with allocated funds for group deferred annuity? | Yes | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,511 | | Amount paid for insurance broker fees | 3939 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAH AGENCY LLC |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 122403 |
| Policy instance | 2 |
| Insurance contract or identification number | 122403 | | Number of Individuals Covered | 206 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $46,240 | | Total amount of fees paid to insurance company | USD $94 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $46,240 | | Amount paid for insurance broker fees | 94 | | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
|
| HEALTH AND HUMAN RESOURCES CENTER, INC. (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 65325 |
| Policy instance | 3 |
| Insurance contract or identification number | 65325 | | Number of Individuals Covered | 843 | | Insurance policy end date | 2016-06-30 | | Total amount of commissions paid to insurance broker | USD $18,512 | | Total amount of fees paid to insurance company | USD $926 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,512 | | Amount paid for insurance broker fees | 926 | | Insurance broker name | GRACE OTNEY/BARNEY & BARNEY |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 000JA315 |
| Policy instance | 1 |
| Insurance contract or identification number | 000JA315 | | Number of Individuals Covered | 141 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $7,285 | | Total amount of fees paid to insurance company | USD $3,958 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,285 | | Amount paid for insurance broker fees | 3958 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 0100JA315 |
| Policy instance | 1 |
| Insurance contract or identification number | 0100JA315 | | Number of Individuals Covered | 134 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $7,740 | | Total amount of fees paid to insurance company | USD $4,659 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,740 | | Amount paid for insurance broker fees | 4659 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH & MCLENNAH AGENCY LLC |
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