NORTHEAST OHIO AUTO DEALERS ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AKRON AUTO DEALERS INSURANCE FUND
| Measure | Date | Value |
|---|
| 2021: AKRON AUTO DEALERS INSURANCE FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3 |
| Total of all active and inactive participants | 2021-01-01 | 3 |
| 2020: AKRON AUTO DEALERS INSURANCE FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 3 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3 |
| Total of all active and inactive participants | 2020-01-01 | 3 |
| 2019: AKRON AUTO DEALERS INSURANCE FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3 |
| Total of all active and inactive participants | 2019-01-01 | 3 |
| 2018: AKRON AUTO DEALERS INSURANCE FUND 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5 |
| Total of all active and inactive participants | 2018-01-01 | 5 |
| 2017: AKRON AUTO DEALERS INSURANCE FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5 |
| Total of all active and inactive participants | 2017-01-01 | 5 |
| 2016: AKRON AUTO DEALERS INSURANCE FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 5 |
| Total of all active and inactive participants | 2016-01-01 | 5 |
| 2015: AKRON AUTO DEALERS INSURANCE FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 5 |
| Total of all active and inactive participants | 2015-01-01 | 5 |
| 2014: AKRON AUTO DEALERS INSURANCE FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 5 |
| Total of all active and inactive participants | 2014-01-01 | 5 |
| 2013: AKRON AUTO DEALERS INSURANCE FUND 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 6 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 6 |
| Total of all active and inactive participants | 2013-01-01 | 6 |
| 2012: AKRON AUTO DEALERS INSURANCE FUND 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 5 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 6 |
| Total of all active and inactive participants | 2012-01-01 | 6 |
| 2011: AKRON AUTO DEALERS INSURANCE FUND 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 5 |
| Total of all active and inactive participants | 2011-01-01 | 5 |
| 2009: AKRON AUTO DEALERS INSURANCE FUND 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10 |
| Total of all active and inactive participants | 2009-01-01 | 10 |
| Measure | Date | Value |
|---|
| 2021 : AKRON AUTO DEALERS INSURANCE FUND 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $30,534 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $30,441 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $30,441 |
| Total plan assets at end of year | 2021-12-31 | $1,610 |
| Total plan assets at beginning of year | 2021-12-31 | $1,517 |
| Total contributions received or receivable from participants | 2021-12-31 | $30,534 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $1,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $1,610 |
| Net income (gross income less expenses) | 2021-12-31 | $93 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,610 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,517 |
| 2020 : AKRON AUTO DEALERS INSURANCE FUND 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $6,544 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $6,077 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $6,077 |
| Total plan assets at end of year | 2020-12-31 | $1,517 |
| Total plan assets at beginning of year | 2020-12-31 | $1,050 |
| Total contributions received or receivable from participants | 2020-12-31 | $6,544 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $1,000 |
| Net income (gross income less expenses) | 2020-12-31 | $467 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,050 |
| 2019 : AKRON AUTO DEALERS INSURANCE FUND 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $34,854 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $34,939 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $34,939 |
| Total plan assets at end of year | 2019-12-31 | $1,050 |
| Total plan assets at beginning of year | 2019-12-31 | $1,135 |
| Total contributions received or receivable from participants | 2019-12-31 | $34,854 |
| Assets. Value of loans (other than to participants) | 2019-12-31 | $1,000 |
| Net income (gross income less expenses) | 2019-12-31 | $-85 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,135 |
| 2018 : AKRON AUTO DEALERS INSURANCE FUND 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $39,029 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $39,019 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $39,019 |
| Total plan assets at end of year | 2018-12-31 | $1,135 |
| Total plan assets at beginning of year | 2018-12-31 | $1,125 |
| Total contributions received or receivable from participants | 2018-12-31 | $39,029 |
| Assets. Value of loans (other than to participants) | 2018-12-31 | $1,000 |
| Net income (gross income less expenses) | 2018-12-31 | $10 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,135 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,125 |
| 2017 : AKRON AUTO DEALERS INSURANCE FUND 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $56,372 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $56,259 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $56,259 |
| Total plan assets at end of year | 2017-12-31 | $1,125 |
| Total plan assets at beginning of year | 2017-12-31 | $1,012 |
| Total contributions received or receivable from participants | 2017-12-31 | $56,372 |
| Net income (gross income less expenses) | 2017-12-31 | $113 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,125 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,012 |
| 2016 : AKRON AUTO DEALERS INSURANCE FUND 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $54,942 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $54,670 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $54,670 |
| Total plan assets at end of year | 2016-12-31 | $1,012 |
| Total plan assets at beginning of year | 2016-12-31 | $740 |
| Total contributions received or receivable from participants | 2016-12-31 | $54,942 |
| Net income (gross income less expenses) | 2016-12-31 | $272 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $740 |
| 2015 : AKRON AUTO DEALERS INSURANCE FUND 2015 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2015-12-31 | $450 |
| Total income from all sources | 2015-12-31 | $55,326 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $54,914 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $54,914 |
| Total plan assets at end of year | 2015-12-31 | $740 |
| Total plan assets at beginning of year | 2015-12-31 | $778 |
| Total contributions received or receivable from participants | 2015-12-31 | $55,326 |
| Net income (gross income less expenses) | 2015-12-31 | $412 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $740 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $328 |
| 2014 : AKRON AUTO DEALERS INSURANCE FUND 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $450 |
| Total plan liabilities at beginning of year | 2014-12-31 | $450 |
| Total income from all sources | 2014-12-31 | $46,925 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $46,341 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $46,193 |
| Total plan assets at end of year | 2014-12-31 | $778 |
| Total plan assets at beginning of year | 2014-12-31 | $194 |
| Total contributions received or receivable from participants | 2014-12-31 | $46,925 |
| Net income (gross income less expenses) | 2014-12-31 | $584 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $328 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-256 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $148 |
| 2013 : AKRON AUTO DEALERS INSURANCE FUND 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $450 |
| Total plan liabilities at beginning of year | 2013-12-31 | $450 |
| Total income from all sources | 2013-12-31 | $45,116 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $45,089 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $45,086 |
| Total plan assets at end of year | 2013-12-31 | $194 |
| Total plan assets at beginning of year | 2013-12-31 | $167 |
| Total contributions received or receivable from participants | 2013-12-31 | $45,116 |
| Net income (gross income less expenses) | 2013-12-31 | $27 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $-256 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-283 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $3 |
| 2012 : AKRON AUTO DEALERS INSURANCE FUND 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $450 |
| Total plan liabilities at beginning of year | 2012-12-31 | $200 |
| Total income from all sources | 2012-12-31 | $38,348 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $38,476 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $38,476 |
| Total plan assets at end of year | 2012-12-31 | $167 |
| Total plan assets at beginning of year | 2012-12-31 | $45 |
| Total contributions received or receivable from participants | 2012-12-31 | $38,348 |
| Net income (gross income less expenses) | 2012-12-31 | $-128 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $-283 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $-155 |
| 2011 : AKRON AUTO DEALERS INSURANCE FUND 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $200 |
| Total plan liabilities at beginning of year | 2011-12-31 | $300 |
| Total income from all sources | 2011-12-31 | $31,138 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $31,170 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $31,170 |
| Total plan assets at end of year | 2011-12-31 | $45 |
| Total plan assets at beginning of year | 2011-12-31 | $177 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $31,138 |
| Net income (gross income less expenses) | 2011-12-31 | $-32 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $-155 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $-123 |
| 2010 : AKRON AUTO DEALERS INSURANCE FUND 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $300 |
| Total plan liabilities at beginning of year | 2010-12-31 | $300 |
| Total income from all sources | 2010-12-31 | $53,033 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $53,497 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $53,497 |
| Total plan assets at end of year | 2010-12-31 | $177 |
| Total plan assets at beginning of year | 2010-12-31 | $641 |
| Total contributions received or receivable from participants | 2010-12-31 | $53,033 |
| Net income (gross income less expenses) | 2010-12-31 | $-464 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $-123 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $341 |
| 2021: AKRON AUTO DEALERS INSURANCE FUND 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | Yes |
| 2021-01-01 | This submission is the final filing | Yes |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: AKRON AUTO DEALERS INSURANCE FUND 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: AKRON AUTO DEALERS INSURANCE FUND 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: AKRON AUTO DEALERS INSURANCE FUND 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: AKRON AUTO DEALERS INSURANCE FUND 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: AKRON AUTO DEALERS INSURANCE FUND 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: AKRON AUTO DEALERS INSURANCE FUND 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: AKRON AUTO DEALERS INSURANCE FUND 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: AKRON AUTO DEALERS INSURANCE FUND 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: AKRON AUTO DEALERS INSURANCE FUND 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Mulitple employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: AKRON AUTO DEALERS INSURANCE FUND 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Mulitple employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: AKRON AUTO DEALERS INSURANCE FUND 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Mulitple employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $243 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,621 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $243 | | Insurance broker organization code? | 3 |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $600 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,821 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $600 | | Insurance broker organization code? | 3 |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $300 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,584 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $300 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $245 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,493 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $245 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2020-01-01 | | Total amount of commissions paid to insurance broker | USD $266 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,919 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $266 | | Insurance broker organization code? | 3 |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $500 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,225 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $500 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2019-01-01 | | Total amount of commissions paid to insurance broker | USD $146 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $970 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $146 | | Insurance broker organization code? | 3 |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $974 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $37,845 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $974 | | Insurance broker organization code? | 3 |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $819 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $53,309 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $819 | | Insurance broker organization code? | 3 | | Insurance broker name | SELECT GROUP BENEFITS LLC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2018-01-01 | | Total amount of commissions paid to insurance broker | USD $523 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,486 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $523 | | Insurance broker organization code? | 3 | | Insurance broker name | LUCY GAMBORG |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2016-01-01 | | Total amount of commissions paid to insurance broker | USD $483 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,218 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $483 | | Insurance broker organization code? | 3 | | Insurance broker name | LUCY GAMBORG |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,487 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,696 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,487 | | Insurance broker organization code? | 3 | | Insurance broker name | SELECT GROUP BENEFITS LLC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2015-01-01 | | Total amount of commissions paid to insurance broker | USD $483 | | 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 $3,218 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $483 | | Insurance broker organization code? | 3 | | Insurance broker name | LUCY GAMBORG |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,548 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $42,975 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,548 | | Insurance broker organization code? | 3 | | Insurance broker name | SELECT GROUP BENEFITS LLC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $523 | | 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 $3,218 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $523 | | Insurance broker organization code? | 3 | | Insurance broker name | LUCY GAMBORG |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,376 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,599 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,376 | | Insurance broker organization code? | 3 | | Insurance broker name | SELECT GROUP BENEFITS LLC |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $1,548 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,991 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,548 | | Insurance broker organization code? | 3 | | Insurance broker name | SELECT GROUP BENEFITS LLC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $333 | | 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 $2,485 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $333 | | Insurance broker organization code? | 3 | | Insurance broker name | LUCY GAMBORG |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | 269471 |
| Policy instance | 3 |
| Insurance contract or identification number | 269471 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2010-02-01 | | Insurance policy end date | 2011-01-31 | | Total amount of commissions paid to insurance broker | USD $4,111 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,028 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | G04756 |
| Policy instance | 1 |
| Insurance contract or identification number | G04756 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,419 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,558 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $264 | | 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 $1,490 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 052734 |
| Policy instance | 2 |
| Insurance contract or identification number | 052734 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $520 | | 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 $3,735 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $520 | | Insurance broker organization code? | 3 | | Insurance broker name | LUCY GAMBORG |
|
| SUMMACARE (National Association of Insurance Commissioners NAIC id number: 95202 ) |
| Policy contract number | 269471 |
| Policy instance | 1 |
| Insurance contract or identification number | 269471 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2009-02-01 | | Insurance policy end date | 2010-01-31 | | Total amount of commissions paid to insurance broker | USD $1,979 | | 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 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,140 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,979 | | Insurance broker organization code? | 3 | | Insurance broker name | JEFF EVANS INSURANCE AGENCY |
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