MCNEIL & NRM INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MC NEIL AKRON LIFE & HEALTH PLAN
Measure | Date | Value |
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2018: MC NEIL AKRON LIFE & HEALTH PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 13 |
Total of all active and inactive participants | 2018-01-01 | 88 |
2017: MC NEIL AKRON LIFE & HEALTH PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 76 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 89 |
2016: MC NEIL AKRON LIFE & HEALTH PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 77 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 16 |
Total of all active and inactive participants | 2016-01-01 | 93 |
2015: MC NEIL AKRON LIFE & HEALTH PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 80 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 16 |
Total of all active and inactive participants | 2015-01-01 | 96 |
2014: MC NEIL AKRON LIFE & HEALTH PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 105 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 26 |
Total of all active and inactive participants | 2014-01-01 | 98 |
2013: MC NEIL AKRON LIFE & HEALTH PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 103 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 79 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 26 |
Total of all active and inactive participants | 2013-01-01 | 105 |
Total participants | 2013-01-01 | 105 |
2012: MC NEIL AKRON LIFE & HEALTH PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 75 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 28 |
Total of all active and inactive participants | 2012-01-01 | 103 |
Total participants | 2012-01-01 | 103 |
2011: MC NEIL AKRON LIFE & HEALTH PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 67 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 35 |
Total of all active and inactive participants | 2011-01-01 | 102 |
Total participants | 2011-01-01 | 102 |
2009: MC NEIL AKRON LIFE & HEALTH PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 55 |
Total of all active and inactive participants | 2009-01-01 | 125 |
Total participants | 2009-01-01 | 125 |
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 0X7571 |
Policy instance | 6 |
Insurance contract or identification number | 0X7571 | Number of Individuals Covered | 159 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $68,668 | Total amount of fees paid to insurance company | USD $1,080 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,504,241 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $68,668 | Amount paid for insurance broker fees | 1080 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
Policy contract number | 0001379 |
Policy instance | 5 |
Insurance contract or identification number | 0001379 | Number of Individuals Covered | 155 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $3,212 | Total amount of fees paid to insurance company | USD $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 $3,212 | Insurance broker organization code? | 3 |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGM603236 |
Policy instance | 4 |
Insurance contract or identification number | SGM603236 | Number of Individuals Covered | 75 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-05-01 | Total amount of commissions paid to insurance broker | USD $2,308 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $25,820 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,308 | Insurance broker organization code? | 3 |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGD603177 |
Policy instance | 3 |
Insurance contract or identification number | SGD603177 | Number of Individuals Covered | 75 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-05-01 | Total amount of commissions paid to insurance broker | USD $2,622 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $18,718 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,622 | Insurance broker organization code? | 3 |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | AGP-003018 |
Policy instance | 1 |
Insurance contract or identification number | AGP-003018 | Number of Individuals Covered | 12 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $12,356 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | MEDICARE SUPPLEMENT | Welfare Benefit Premiums Paid to Carrier | USD $122,534 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,264 | Insurance broker organization code? | 3 |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SOK602059 |
Policy instance | 2 |
Insurance contract or identification number | SOK602059 | Number of Individuals Covered | 75 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-05-01 | Total amount of commissions paid to insurance broker | USD $443 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $2,951 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $443 | Insurance broker organization code? | 3 |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | AGP-003018 |
Policy instance | 1 |
Insurance contract or identification number | AGP-003018 | Number of Individuals Covered | 12 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $13,548 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $134,336 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,548 | Insurance broker organization code? | 3 | Insurance broker name | DANIEL N. CLODFELTER |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGD603177 |
Policy instance | 3 |
Insurance contract or identification number | SGD603177 | Number of Individuals Covered | 77 | Insurance policy start date | 2016-05-01 | Insurance policy end date | 2017-05-01 | Total amount of commissions paid to insurance broker | USD $2,797 | Total amount of fees paid to insurance company | USD $104 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,686 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,520 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 104 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker name | WILLIS OF OHIO INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGM603236 |
Policy instance | 4 |
Insurance contract or identification number | SGM603236 | Number of Individuals Covered | 77 | Insurance policy start date | 2016-05-01 | Insurance policy end date | 2017-05-01 | Total amount of commissions paid to insurance broker | USD $2,462 | Total amount of fees paid to insurance company | USD $165 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,557 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,330 | Amount paid for insurance broker fees | 165 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker organization code? | 3 | Insurance broker name | DIGITAL INSURANCE LLC |
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DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
Policy contract number | 0001379 |
Policy instance | 5 |
Insurance contract or identification number | 0001379 | Number of Individuals Covered | 149 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $4,161 | Total amount of fees paid to insurance company | USD $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 $4,161 | Insurance broker organization code? | 3 | Insurance broker name | DIGITAL INSURANCE LLC |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 00X7571 |
Policy instance | 6 |
Insurance contract or identification number | 00X7571 | Number of Individuals Covered | 162 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $59,235 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,273,924 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $59,235 | Insurance broker organization code? | 3 | Insurance broker name | DIGITAL INSURANCE LLC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SOK602059 |
Policy instance | 2 |
Insurance contract or identification number | SOK602059 | Number of Individuals Covered | 77 | Insurance policy start date | 2016-05-01 | Insurance policy end date | 2017-05-01 | Total amount of commissions paid to insurance broker | USD $454 | Total amount of fees paid to insurance company | USD $21 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $2,800 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $249 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 21 | Additional information about fees paid to insurance broker | SALES & SERVICE | Insurance broker name | WILLIS OF OHIO INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGM603236 |
Policy instance | 6 |
Insurance contract or identification number | SGM603236 | Number of Individuals Covered | 82 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-05-01 | Total amount of commissions paid to insurance broker | USD $2,002 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $21,456 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,002 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF OHIO INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGD603177 |
Policy instance | 5 |
Insurance contract or identification number | SGD603177 | Number of Individuals Covered | 82 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-05-01 | Total amount of commissions paid to insurance broker | USD $1,950 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,002 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,950 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF OHIO INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SOK602059 |
Policy instance | 4 |
Insurance contract or identification number | SOK602059 | Number of Individuals Covered | 82 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-05-01 | Total amount of commissions paid to insurance broker | USD $400 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $2,665 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $400 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF OHIO INC |
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SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
Policy contract number | G01655 |
Policy instance | 3 |
Insurance contract or identification number | G01655 | Number of Individuals Covered | 172 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $16,375 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,490,351 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,375 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INSURANCE AGENCY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | APG-003018 |
Policy instance | 1 |
Insurance contract or identification number | APG-003018 | Number of Individuals Covered | 20 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $14,836 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $159,101 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,836 | Insurance broker organization code? | 3 | Insurance broker name | DANIEL N. CLODFELTER |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05992241 |
Policy instance | 2 |
Insurance contract or identification number | TM05992241 | Number of Individuals Covered | 72 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $2,449 | Total amount of fees paid to insurance company | USD $878 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $48,951 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,449 | Amount paid for insurance broker fees | 878 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INS AGCY OF OH INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGM603236 |
Policy instance | 6 |
Insurance contract or identification number | SGM603236 | Number of Individuals Covered | 72 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-05-01 | Total amount of commissions paid to insurance broker | USD $1,867 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,353 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,867 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF OHIO INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGD603177 |
Policy instance | 5 |
Insurance contract or identification number | SGD603177 | Number of Individuals Covered | 72 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-05-01 | Total amount of commissions paid to insurance broker | USD $1,794 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $11,912 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,794 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF OHIO INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SOK602059 |
Policy instance | 4 |
Insurance contract or identification number | SOK602059 | Number of Individuals Covered | 72 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-05-01 | Total amount of commissions paid to insurance broker | USD $363 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $2,412 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $363 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF OHIO INC |
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SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
Policy contract number | G01655 |
Policy instance | 3 |
Insurance contract or identification number | G01655 | Number of Individuals Covered | 163 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $18,680 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,209,332 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,680 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INSURANCE AGENCY |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05992241 |
Policy instance | 2 |
Insurance contract or identification number | TM05992241 | Number of Individuals Covered | 152 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $2,298 | Total amount of fees paid to insurance company | USD $795 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $44,591 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,298 | Amount paid for insurance broker fees | 795 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INS AGCY OF OH INC |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | APG-003018 |
Policy instance | 1 |
Insurance contract or identification number | APG-003018 | Number of Individuals Covered | 20 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $18,385 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $197,164 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,385 | Insurance broker organization code? | 3 | Insurance broker name | DANIEL N. CLODFELTER |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05992241 |
Policy instance | 2 |
Insurance contract or identification number | TM05992241 | Number of Individuals Covered | 150 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $2,146 | Total amount of fees paid to insurance company | USD $712 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $41,639 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,146 | Amount paid for insurance broker fees | 712 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INS AGCY OF OH INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGM603236 |
Policy instance | 6 |
Insurance contract or identification number | SGM603236 | Number of Individuals Covered | 79 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-05-01 | Total amount of commissions paid to insurance broker | USD $1,876 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $17,519 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,876 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF OHIO INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SGD603177 |
Policy instance | 5 |
Insurance contract or identification number | SGD603177 | Number of Individuals Covered | 79 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-05-01 | Total amount of commissions paid to insurance broker | USD $1,690 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $10,650 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,690 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF OHIO INC |
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LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | SOK602059 |
Policy instance | 4 |
Insurance contract or identification number | SOK602059 | Number of Individuals Covered | 79 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-05-01 | Total amount of commissions paid to insurance broker | USD $346 | Other welfare benefits provided | MEDICAL INDEMNITY, ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $2,184 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $346 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS OF OHIO INC |
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SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
Policy contract number | G01655 |
Policy instance | 3 |
Insurance contract or identification number | G01655 | Number of Individuals Covered | 192 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $18,300 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,084,590 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,300 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INSURANCE AGENCY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | APG-003018 |
Policy instance | 1 |
Insurance contract or identification number | APG-003018 | Number of Individuals Covered | 28 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $20,328 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $217,848 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,328 | Insurance broker organization code? | 3 | Insurance broker name | DANIEL N. CLODFELTER |
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AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-035162 |
Policy instance | 4 |
Insurance contract or identification number | 010-035162 | Number of Individuals Covered | 127 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $802 | Total amount of fees paid to insurance company | USD $418 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,362 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $802 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 418 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker name | WILLIS INS SVCS OF CALIFORNIA INC |
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SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
Policy contract number | G01655 |
Policy instance | 3 |
Insurance contract or identification number | G01655 | Number of Individuals Covered | 191 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $17,660 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,018,158 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,660 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INSURANCE AGENCY |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | AGP-003018 |
Policy instance | 1 |
Insurance contract or identification number | AGP-003018 | Number of Individuals Covered | 28 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $22,498 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $241,671 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,498 | Insurance broker organization code? | 3 | Insurance broker name | DANIEL N. CLODFELTER |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 75527 |
Policy instance | 2 |
Insurance contract or identification number | 75527 | Number of Individuals Covered | 75 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $3,744 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $32,322 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,744 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INS AGCY OF OH INC |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 75527 |
Policy instance | 2 |
Insurance contract or identification number | 75527 | Number of Individuals Covered | 70 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-04-30 | Total amount of commissions paid to insurance broker | USD $3,566 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $30,783 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-035162 |
Policy instance | 5 |
Insurance contract or identification number | 010-035162 | Number of Individuals Covered | 136 | Insurance policy start date | 2010-05-01 | Insurance policy end date | 2011-04-30 | Total amount of commissions paid to insurance broker | USD $2,392 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,593 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05711571 |
Policy instance | 4 |
Insurance contract or identification number | TM05711571 | Number of Individuals Covered | 134 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $410 | Total amount of fees paid to insurance company | USD $260 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
Policy contract number | G01655 |
Policy instance | 3 |
Insurance contract or identification number | G01655 | Number of Individuals Covered | 163 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $27,632 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $921,055 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | AGP-003018 |
Policy instance | 1 |
Insurance contract or identification number | AGP-003018 | Number of Individuals Covered | 34 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $27,842 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $291,728 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05711571 |
Policy instance | 4 |
Insurance contract or identification number | TM05711571 | Number of Individuals Covered | 134 | Insurance policy start date | 2009-04-01 | Insurance policy end date | 2010-03-31 | Total amount of commissions paid to insurance broker | USD $2,078 | Total amount of fees paid to insurance company | USD $16 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $37,947 | Commission paid to Insurance Broker | USD $2,078 | Amount paid for insurance broker fees | 16 | Additional information about fees paid to insurance broker | NONMONETARY COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | WILLIS CORROON OF OHIO |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05711571 |
Policy instance | 5 |
Insurance contract or identification number | TM05711571 | Number of Individuals Covered | 134 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2010-04-30 | Total amount of commissions paid to insurance broker | USD $216 | Total amount of fees paid to insurance company | USD $165 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,018 | Commission paid to Insurance Broker | USD $216 | Amount paid for insurance broker fees | 165 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | WILLIS CORROON OF OHIO |
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HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 ) |
Policy contract number | AGP-003018 |
Policy instance | 1 |
Insurance contract or identification number | AGP-003018 | Number of Individuals Covered | 45 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $37,416 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $362,760 | Commission paid to Insurance Broker | USD $37,416 | Insurance broker organization code? | 3 | Insurance broker name | DANIEL N. CLODFELTER |
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PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
Policy contract number | 75527 |
Policy instance | 2 |
Insurance contract or identification number | 75527 | Number of Individuals Covered | 70 | Insurance policy start date | 2009-05-01 | Insurance policy end date | 2010-04-30 | Total amount of commissions paid to insurance broker | USD $3,819 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $33,037 | Commission paid to Insurance Broker | USD $3,819 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INS AGCY OF OH INC |
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SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
Policy contract number | G01655 |
Policy instance | 3 |
Insurance contract or identification number | G01655 | Number of Individuals Covered | 173 | Insurance policy start date | 2009-09-01 | Insurance policy end date | 2010-08-31 | Total amount of commissions paid to insurance broker | USD $25,902 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $863,415 | Commission paid to Insurance Broker | USD $25,902 | Insurance broker organization code? | 3 | Insurance broker name | WILLIS LIFE INSURANCE AGENCY |
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