NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST
401k plan membership statisitcs for NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST
| Measure | Date | Value |
|---|
| 2022 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-300,789 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-300,789 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $19,333 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,393 |
| Total income from all sources (including contributions) | 2022-12-31 | $885,919 |
| Total loss/gain on sale of assets | 2022-12-31 | $-27,146 |
| Total of all expenses incurred | 2022-12-31 | $1,256,181 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,149,411 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,149,411 |
| Value of total assets at end of year | 2022-12-31 | $2,913,507 |
| Value of total assets at beginning of year | 2022-12-31 | $3,265,829 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $106,770 |
| Total interest from all sources | 2022-12-31 | $64,443 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $33,940 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $29,316 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $78,445 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $10,089 |
| Administrative expenses (other) incurred | 2022-12-31 | $67,511 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $9,244 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $1,393 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-370,262 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,894,174 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,264,436 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $5,319 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,775,313 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,143,059 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $108,878 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $44,325 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $44,325 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $64,443 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $1,149,411 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $1,149,411 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| 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 | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Aggregate proceeds on sale of assets | 2022-12-31 | $101,000 |
| Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $128,146 |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2022-12-31 | 205520612 |
| 2021 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $98,512 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $98,512 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,393 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,255 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,263,447 |
| Total of all expenses incurred | 2021-12-31 | $1,182,783 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,122,472 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,107,246 |
| Value of total assets at end of year | 2021-12-31 | $3,265,829 |
| Value of total assets at beginning of year | 2021-12-31 | $3,185,027 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $60,311 |
| Total interest from all sources | 2021-12-31 | $57,689 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $23,757 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $78,445 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $91,443 |
| Administrative expenses (other) incurred | 2021-12-31 | $31,335 |
| Liabilities. Value of operating payables at end of year | 2021-12-31 | $1,393 |
| Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $1,255 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $80,664 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,264,436 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,183,772 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $5,219 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,143,059 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,986,917 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $44,325 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $106,667 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $106,667 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $57,689 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $1,122,472 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,107,246 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| 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 | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $2,208 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $2,208 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2021-12-31 | 205520612 |
| 2020 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $199,675 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $199,675 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,255 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,684 |
| Total income from all sources (including contributions) | 2020-12-31 | $1,307,638 |
| Total loss/gain on sale of assets | 2020-12-31 | $-62,827 |
| Total of all expenses incurred | 2020-12-31 | $1,191,102 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,108,765 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,108,765 |
| Value of total assets at end of year | 2020-12-31 | $3,185,027 |
| Value of total assets at beginning of year | 2020-12-31 | $3,068,920 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $82,337 |
| Total interest from all sources | 2020-12-31 | $62,025 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $21,128 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $91,443 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $78,127 |
| Administrative expenses (other) incurred | 2020-12-31 | $56,166 |
| Liabilities. Value of operating payables at end of year | 2020-12-31 | $1,255 |
| Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $1,684 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $116,536 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,183,772 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,067,236 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $5,043 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,986,917 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,888,241 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $106,667 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $102,552 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $102,552 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $62,025 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $1,108,765 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,108,765 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| 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 | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $101,000 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $163,827 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2020-12-31 | 205520612 |
| 2019 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $274,054 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $274,054 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $274,054 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $274,054 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,684 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,684 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,167 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $4,167 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,419,722 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,419,722 |
| Total loss/gain on sale of assets | 2019-12-31 | $-71,007 |
| Total loss/gain on sale of assets | 2019-12-31 | $-71,007 |
| Total of all expenses incurred | 2019-12-31 | $1,211,855 |
| Total of all expenses incurred | 2019-12-31 | $1,211,855 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,145,978 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,145,978 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,145,978 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,145,978 |
| Value of total assets at end of year | 2019-12-31 | $3,068,920 |
| Value of total assets at end of year | 2019-12-31 | $3,068,920 |
| Value of total assets at beginning of year | 2019-12-31 | $2,863,536 |
| Value of total assets at beginning of year | 2019-12-31 | $2,863,536 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $65,877 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $65,877 |
| Total interest from all sources | 2019-12-31 | $70,589 |
| Total interest from all sources | 2019-12-31 | $70,589 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Administrative expenses professional fees incurred | 2019-12-31 | $17,893 |
| Administrative expenses professional fees incurred | 2019-12-31 | $17,893 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $78,127 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $78,127 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $42,174 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $42,174 |
| Other income not declared elsewhere | 2019-12-31 | $108 |
| Other income not declared elsewhere | 2019-12-31 | $108 |
| Administrative expenses (other) incurred | 2019-12-31 | $43,062 |
| Administrative expenses (other) incurred | 2019-12-31 | $43,062 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,684 |
| Liabilities. Value of operating payables at end of year | 2019-12-31 | $1,684 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $4,167 |
| Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $4,167 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | 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 | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $207,867 |
| Value of net income/loss | 2019-12-31 | $207,867 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,067,236 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,067,236 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,859,369 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,859,369 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $4,922 |
| Investment advisory and management fees | 2019-12-31 | $4,922 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,888,241 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,888,241 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,764,188 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,764,188 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $102,552 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $102,552 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $57,174 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $57,174 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $57,174 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $57,174 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $70,589 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $70,589 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,145,978 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $1,145,978 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $1,145,978 |
| Contributions received in cash from employer | 2019-12-31 | $1,145,978 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| 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 | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $150,000 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $150,000 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $221,007 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $221,007 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm name | 2019-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2019-12-31 | 205520612 |
| Accountancy firm EIN | 2019-12-31 | 205520612 |
| 2018 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $91,879 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $91,879 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $4,167 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $6,404 |
| Total income from all sources (including contributions) | 2018-12-31 | $1,508,528 |
| Total loss/gain on sale of assets | 2018-12-31 | $-164,327 |
| Total of all expenses incurred | 2018-12-31 | $1,577,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,259,510 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,511,334 |
| Value of total assets at end of year | 2018-12-31 | $2,863,536 |
| Value of total assets at beginning of year | 2018-12-31 | $2,934,295 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $317,540 |
| Total interest from all sources | 2018-12-31 | $69,642 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Administrative expenses professional fees incurred | 2018-12-31 | $22,663 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $42,174 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $37,712 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $2,300 |
| Administrative expenses (other) incurred | 2018-12-31 | $40,103 |
| Liabilities. Value of operating payables at end of year | 2018-12-31 | $4,167 |
| Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $4,104 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-68,522 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,859,369 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,927,891 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $4,774 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,764,188 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,716,309 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $57,174 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $180,274 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $180,274 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $69,642 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $1,259,510 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,511,334 |
| Contract administrator fees | 2018-12-31 | $250,000 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $44,000 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $208,327 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2018-12-31 | 205520612 |
| 2017 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $25,387 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $25,387 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $6,404 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $4,984 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,854,873 |
| Total loss/gain on sale of assets | 2017-12-31 | $96,994 |
| Total of all expenses incurred | 2017-12-31 | $1,727,847 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,394,593 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,663,956 |
| Value of total assets at end of year | 2017-12-31 | $2,934,295 |
| Value of total assets at beginning of year | 2017-12-31 | $2,805,849 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $333,254 |
| Total interest from all sources | 2017-12-31 | $68,536 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Administrative expenses professional fees incurred | 2017-12-31 | $21,871 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $37,712 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $74,609 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $2,300 |
| Administrative expenses (other) incurred | 2017-12-31 | $50,532 |
| Liabilities. Value of operating payables at end of year | 2017-12-31 | $4,104 |
| Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $4,984 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $127,026 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,927,891 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,800,865 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $10,851 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,716,309 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $69,984 |
| Income. Interest from US Government securities | 2017-12-31 | $22,252 |
| Income. Interest from corporate debt instruments | 2017-12-31 | $46,173 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $180,274 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $218,367 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $218,367 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $111 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $1,394,593 |
| Asset value of US Government securities at beginning of year | 2017-12-31 | $1,016,430 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,663,956 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $992,444 |
| Contract administrator fees | 2017-12-31 | $250,000 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $434,015 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $2,787,916 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $2,690,922 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2017-12-31 | 205520612 |
| 2016 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $-26,541 |
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $-26,541 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $4,984 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $31,156 |
| Total income from all sources (including contributions) | 2016-12-31 | $2,001,870 |
| Total loss/gain on sale of assets | 2016-12-31 | $48,778 |
| Total of all expenses incurred | 2016-12-31 | $2,063,485 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,700,506 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,903,749 |
| Value of total assets at end of year | 2016-12-31 | $2,805,849 |
| Value of total assets at beginning of year | 2016-12-31 | $2,893,636 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $362,979 |
| Total interest from all sources | 2016-12-31 | $75,884 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $21,934 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $74,609 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $38,966 |
| Administrative expenses (other) incurred | 2016-12-31 | $71,348 |
| Liabilities. Value of operating payables at end of year | 2016-12-31 | $4,984 |
| Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $31,156 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-61,615 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,800,865 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,862,480 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $19,697 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $69,984 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $79,307 |
| Income. Interest from US Government securities | 2016-12-31 | $34,618 |
| Income. Interest from corporate debt instruments | 2016-12-31 | $41,158 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $218,367 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $201,356 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $201,356 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $108 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $1,700,506 |
| Asset value of US Government securities at end of year | 2016-12-31 | $1,016,430 |
| Asset value of US Government securities at beginning of year | 2016-12-31 | $889,879 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,903,749 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $992,444 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $1,248,365 |
| Contract administrator fees | 2016-12-31 | $250,000 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $434,015 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $435,763 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $3,145,070 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $3,096,292 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2016-12-31 | 205520612 |
| 2015 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-108,452 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-108,452 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $31,156 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $42,292 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,873,453 |
| Total loss/gain on sale of assets | 2015-12-31 | $-3,949 |
| Total of all expenses incurred | 2015-12-31 | $2,095,781 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,717,780 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,890,191 |
| Value of total assets at end of year | 2015-12-31 | $2,893,636 |
| Value of total assets at beginning of year | 2015-12-31 | $3,127,100 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $378,001 |
| Total interest from all sources | 2015-12-31 | $95,663 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $27,539 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $10,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $38,966 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $46,941 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $30,039 |
| Administrative expenses (other) incurred | 2015-12-31 | $86,355 |
| Liabilities. Value of operating payables at end of year | 2015-12-31 | $31,156 |
| Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $12,253 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-222,328 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,862,480 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,084,808 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $14,107 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $79,307 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $65,566 |
| Income. Interest from US Government securities | 2015-12-31 | $57,102 |
| Income. Interest from corporate debt instruments | 2015-12-31 | $38,477 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $201,356 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $265,259 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $265,259 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $84 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $1,707,780 |
| Asset value of US Government securities at end of year | 2015-12-31 | $889,879 |
| Asset value of US Government securities at beginning of year | 2015-12-31 | $1,336,862 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,890,191 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $1,248,365 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $907,163 |
| Contract administrator fees | 2015-12-31 | $250,000 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $435,763 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $505,309 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $6,001,325 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $6,005,274 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2015-12-31 | 205520612 |
| 2014 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $9,690 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $9,690 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $42,292 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $37,302 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,895,656 |
| Total loss/gain on sale of assets | 2014-12-31 | $-22,416 |
| Total of all expenses incurred | 2014-12-31 | $2,004,441 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,618,475 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,797,642 |
| Value of total assets at end of year | 2014-12-31 | $3,127,100 |
| Value of total assets at beginning of year | 2014-12-31 | $3,230,895 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $385,966 |
| Total interest from all sources | 2014-12-31 | $110,681 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $27,195 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $3,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $46,941 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $44,982 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $30,039 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $32,685 |
| Other income not declared elsewhere | 2014-12-31 | $59 |
| Administrative expenses (other) incurred | 2014-12-31 | $107,653 |
| Liabilities. Value of operating payables at end of year | 2014-12-31 | $12,253 |
| Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $4,617 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-108,785 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,084,808 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,193,593 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $14,868 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $65,566 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $55,949 |
| Income. Interest from US Government securities | 2014-12-31 | $50,393 |
| Income. Interest from corporate debt instruments | 2014-12-31 | $60,161 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $265,259 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $214,689 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $214,689 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $127 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,618,475 |
| Asset value of US Government securities at end of year | 2014-12-31 | $1,336,862 |
| Asset value of US Government securities at beginning of year | 2014-12-31 | $1,259,887 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,797,642 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $907,163 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $1,390,624 |
| Contract administrator fees | 2014-12-31 | $236,250 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $505,309 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $264,764 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $1,264,403 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,286,819 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2014-12-31 | 205520612 |
| 2013 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-32,290 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-32,290 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $37,302 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $70,293 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,847,052 |
| Total loss/gain on sale of assets | 2013-12-31 | $-105 |
| Total of all expenses incurred | 2013-12-31 | $1,926,198 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,560,344 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,757,968 |
| Value of total assets at end of year | 2013-12-31 | $3,230,895 |
| Value of total assets at beginning of year | 2013-12-31 | $3,343,032 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $365,854 |
| Total interest from all sources | 2013-12-31 | $121,479 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $26,167 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $44,982 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $40,055 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $32,685 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $44,335 |
| Administrative expenses (other) incurred | 2013-12-31 | $88,576 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $4,617 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $25,958 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $-79,146 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,193,593 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,272,739 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $14,861 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $55,949 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $50,886 |
| Income. Interest from US Government securities | 2013-12-31 | $43,992 |
| Income. Interest from corporate debt instruments | 2013-12-31 | $77,433 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $214,689 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $187,638 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $187,638 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $54 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $1,560,344 |
| Asset value of US Government securities at end of year | 2013-12-31 | $1,259,887 |
| Asset value of US Government securities at beginning of year | 2013-12-31 | $1,237,684 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,757,968 |
| Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $1,390,624 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $1,582,493 |
| Contract administrator fees | 2013-12-31 | $236,250 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $264,764 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $244,276 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $1,060,201 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,060,306 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2013-12-31 | 205520612 |
| 2012 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $6,427 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $6,427 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $70,293 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $44,236 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,762,270 |
| Total loss/gain on sale of assets | 2012-12-31 | $14,110 |
| Total of all expenses incurred | 2012-12-31 | $1,787,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,427,416 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,615,011 |
| Value of total assets at end of year | 2012-12-31 | $3,343,032 |
| Value of total assets at beginning of year | 2012-12-31 | $3,342,227 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $360,106 |
| Total interest from all sources | 2012-12-31 | $126,722 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $32,751 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $40,055 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $40,478 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $70,293 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $44,236 |
| Administrative expenses (other) incurred | 2012-12-31 | $76,608 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $-25,252 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,272,739 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,297,991 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $14,497 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $50,886 |
| Income. Interest from US Government securities | 2012-12-31 | $52,552 |
| Income. Interest from corporate debt instruments | 2012-12-31 | $74,069 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $187,638 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $122,653 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $122,653 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $101 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $1,427,416 |
| Asset value of US Government securities at end of year | 2012-12-31 | $1,237,684 |
| Asset value of US Government securities at beginning of year | 2012-12-31 | $1,604,146 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,615,011 |
| Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $1,582,493 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $1,574,950 |
| Contract administrator fees | 2012-12-31 | $236,250 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $244,276 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| 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 | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $2,049,738 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,035,628 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2012-12-31 | 205520612 |
| 2011 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $4,071 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $4,071 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $44,236 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $21,192 |
| Total income from all sources (including contributions) | 2011-12-31 | $1,771,454 |
| Total loss/gain on sale of assets | 2011-12-31 | $-7,575 |
| Total of all expenses incurred | 2011-12-31 | $1,842,259 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,492,902 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,652,629 |
| Value of total assets at end of year | 2011-12-31 | $3,342,227 |
| Value of total assets at beginning of year | 2011-12-31 | $3,389,988 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $349,357 |
| Total interest from all sources | 2011-12-31 | $122,325 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $38,540 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $40,478 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $39,000 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $44,236 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $21,192 |
| Other income not declared elsewhere | 2011-12-31 | $4 |
| Administrative expenses (other) incurred | 2011-12-31 | $72,588 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-70,805 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,297,991 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,368,796 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $13,229 |
| Income. Interest from US Government securities | 2011-12-31 | $44,535 |
| Income. Interest from corporate debt instruments | 2011-12-31 | $69,234 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $122,653 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $311,473 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $311,473 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $8,556 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $1,492,902 |
| Asset value of US Government securities at end of year | 2011-12-31 | $1,604,146 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $2,004,712 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,652,629 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $1,574,950 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $1,034,803 |
| Contract administrator fees | 2011-12-31 | $225,000 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| 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 | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $1,343,288 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $1,350,863 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2011-12-31 | 205520612 |
| 2010 : NATIONAL ASSOCIATION OF MUTUAL INSURANCE COMPANIES GROUP INSURANCE TRUST 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-11,422 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-11,422 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $21,192 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $250,996 |
| Total income from all sources (including contributions) | 2010-12-31 | $1,524,781 |
| Total loss/gain on sale of assets | 2010-12-31 | $-9,672 |
| Total of all expenses incurred | 2010-12-31 | $1,722,790 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,318,297 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,468,627 |
| Value of total assets at end of year | 2010-12-31 | $3,389,988 |
| Value of total assets at beginning of year | 2010-12-31 | $3,817,801 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $404,493 |
| Total interest from all sources | 2010-12-31 | $76,956 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $122,510 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $39,000 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $96,283 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $21,192 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $250,996 |
| Other income not declared elsewhere | 2010-12-31 | $292 |
| Administrative expenses (other) incurred | 2010-12-31 | $46,590 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-198,009 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,368,796 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,566,805 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $10,393 |
| Income. Interest from US Government securities | 2010-12-31 | $39,948 |
| Income. Interest from corporate debt instruments | 2010-12-31 | $24,070 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $311,473 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,343,547 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,343,547 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $12,938 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,318,297 |
| Asset value of US Government securities at end of year | 2010-12-31 | $2,004,712 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $1,887,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,468,627 |
| Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $1,034,803 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $490,281 |
| Contract administrator fees | 2010-12-31 | $225,000 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| 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 | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $1,542,000 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,551,672 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | L.M. HENDERSON & COMPANY, LLP |
| Accountancy firm EIN | 2010-12-31 | 205520612 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000404002291 |
| Policy instance | 1 |
| Insurance contract or identification number | 000404002291 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,885 | | Total amount of fees paid to insurance company | USD $323 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $12,566 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,885 | | Amount paid for insurance broker fees | 234 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | 00248425 |
| Policy instance | 5 |
| Insurance contract or identification number | 00248425 | | Number of Individuals Covered | 506 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $6,724 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $66,857 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,724 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 0000891 |
| Policy instance | 4 |
| Insurance contract or identification number | 0000891 | | Number of Individuals Covered | 818 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $28,175 | | 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 $28,175 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017091-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017091-00 | | Number of Individuals Covered | 1327 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $72,262 | | Total amount of fees paid to insurance company | USD $28,575 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $722,623 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $72,262 | | Amount paid for insurance broker fees | 28575 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000405003179 |
| Policy instance | 2 |
| Insurance contract or identification number | 000405003179 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $2,391 | | Total amount of fees paid to insurance company | USD $428 | | Other welfare benefits provided | CRITICAL CARE ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $15,939 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,391 | | Amount paid for insurance broker fees | 307 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000405003179 |
| Policy instance | 2 |
| Insurance contract or identification number | 000405003179 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $2,557 | | Total amount of fees paid to insurance company | USD $63 | | Other welfare benefits provided | CRITICAL CARE ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $17,049 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,557 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 63 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017091-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017091-00 | | Number of Individuals Covered | 1327 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $69,532 | | Total amount of fees paid to insurance company | USD $12,304 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $695,320 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69,532 | | Amount paid for insurance broker fees | 12304 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 0000891 |
| Policy instance | 4 |
| Insurance contract or identification number | 0000891 | | Number of Individuals Covered | 803 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $27,896 | | 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 $27,896 | | Additional information about fees paid to insurance broker | NEW BUSINESS BONUS | | Insurance broker organization code? | 3 |
|
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | 00248425 |
| Policy instance | 5 |
| Insurance contract or identification number | 00248425 | | Number of Individuals Covered | 519 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $7,023 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $70,283 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,023 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000404002291 |
| Policy instance | 1 |
| Insurance contract or identification number | 000404002291 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,818 | | Total amount of fees paid to insurance company | USD $49 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $12,118 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,818 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 49 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000405003179 |
| Policy instance | 2 |
| Insurance contract or identification number | 000405003179 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,674 | | Total amount of fees paid to insurance company | USD $168 | | Other welfare benefits provided | CRITICAL CARE ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $17,826 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,674 | | Amount paid for insurance broker fees | 168 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000404002291 |
| Policy instance | 1 |
| Insurance contract or identification number | 000404002291 | | Number of Individuals Covered | 55 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,060 | | Total amount of fees paid to insurance company | USD $152 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $13,728 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,060 | | Amount paid for insurance broker fees | 152 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 0000891 |
| Policy instance | 4 |
| Insurance contract or identification number | 0000891 | | Number of Individuals Covered | 811 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $27,863 | | Total amount of fees paid to insurance company | USD $1,219 | | 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 $27,863 | | Amount paid for insurance broker fees | 1219 | | Additional information about fees paid to insurance broker | NEW BUSINESS BONUS | | Insurance broker organization code? | 3 |
|
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | 00248425 |
| Policy instance | 5 |
| Insurance contract or identification number | 00248425 | | Number of Individuals Covered | 529 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $6,806 | | Total amount of fees paid to insurance company | USD $119 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $68,556 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,806 | | Amount paid for insurance broker fees | 119 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017091-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017091-00 | | Number of Individuals Covered | 1592 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $78,424 | | Total amount of fees paid to insurance company | USD $23,427 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $723,940 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $78,424 | | Amount paid for insurance broker fees | 23427 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000404002291 |
| Policy instance | 1 |
| Insurance contract or identification number | 000404002291 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,278 | | Total amount of fees paid to insurance company | USD $309 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $15,187 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,278 | | Amount paid for insurance broker fees | 309 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | 00248425 |
| Policy instance | 5 |
| Insurance contract or identification number | 00248425 | | Number of Individuals Covered | 481 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $3,181 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $65,997 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,181 | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017091-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017091-00 | | Number of Individuals Covered | 1662 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $64,470 | | Total amount of fees paid to insurance company | USD $21,951 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $705,003 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $64,470 | | Amount paid for insurance broker fees | 21951 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 0000891 |
| Policy instance | 4 |
| Insurance contract or identification number | 0000891 | | Number of Individuals Covered | 768 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $30,959 | | Total amount of fees paid to insurance company | USD $466 | | 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 $30,959 | | Amount paid for insurance broker fees | 466 | | Additional information about fees paid to insurance broker | NEW BUSINESS BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000405003179 |
| Policy instance | 2 |
| Insurance contract or identification number | 000405003179 | | Number of Individuals Covered | 67 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $2,685 | | Total amount of fees paid to insurance company | USD $311 | | Other welfare benefits provided | CRITICAL CARE ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $17,898 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,685 | | Amount paid for insurance broker fees | 311 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000405003179 |
| Policy instance | 2 |
| Insurance contract or identification number | 000405003179 | | Number of Individuals Covered | 68 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $2,251 | | Total amount of fees paid to insurance company | USD $796 | | Other welfare benefits provided | CRITICAL CARE ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $18,039 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,251 | | Amount paid for insurance broker fees | 796 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000404002291 |
| Policy instance | 1 |
| Insurance contract or identification number | 000404002291 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $1,846 | | Total amount of fees paid to insurance company | USD $582 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $14,618 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,846 | | Amount paid for insurance broker fees | 582 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017091-00 |
| Policy instance | 4 |
| Insurance contract or identification number | 01-017091-00 | | Number of Individuals Covered | 1664 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $77,514 | | Total amount of fees paid to insurance company | USD $21,231 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $775,139 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $77,514 | | Amount paid for insurance broker fees | 21231 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 0000891 |
| Policy instance | 5 |
| Insurance contract or identification number | 0000891 | | Number of Individuals Covered | 837 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $33,496 | | 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 $33,496 | | Insurance broker organization code? | 3 |
|
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | 00248425 |
| Policy instance | 6 |
| Insurance contract or identification number | 00248425 | | Number of Individuals Covered | 509 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $77,489 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017146-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017146-00 | | Number of Individuals Covered | 239 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $9,626 | | Total amount of fees paid to insurance company | USD $3,306 | | 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 $96,254 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,626 | | Amount paid for insurance broker fees | 3306 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 |
|
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) |
| Policy contract number | 00248425 |
| Policy instance | 6 |
| Insurance contract or identification number | 00248425 | | Number of Individuals Covered | 478 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of fees paid to insurance company | USD $1,052 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $73,621 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1052 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 0000891 |
| Policy instance | 5 |
| Insurance contract or identification number | 0000891 | | Number of Individuals Covered | 794 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $27,415 | | 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 $27,415 | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017091-00 |
| Policy instance | 4 |
| Insurance contract or identification number | 01-017091-00 | | Number of Individuals Covered | 1664 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $67,595 | | Total amount of fees paid to insurance company | USD $14,482 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $675,950 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $67,595 | | Amount paid for insurance broker fees | 14482 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 ) |
| Policy contract number | 01-017146-00 |
| Policy instance | 3 |
| Insurance contract or identification number | 01-017146-00 | | Number of Individuals Covered | 235 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $21,369 | | Total amount of fees paid to insurance company | USD $4,443 | | 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 $194,335 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,369 | | Amount paid for insurance broker fees | 4443 | | Additional information about fees paid to insurance broker | GROUP VOLUME BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000405003179 |
| Policy instance | 2 |
| Insurance contract or identification number | 000405003179 | | Number of Individuals Covered | 89 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,548 | | Total amount of fees paid to insurance company | USD $151 | | Other welfare benefits provided | CRITICAL CARE ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $16,986 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,548 | | Amount paid for insurance broker fees | 151 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000404002291 |
| Policy instance | 1 |
| Insurance contract or identification number | 000404002291 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $1,854 | | Total amount of fees paid to insurance company | USD $113 | | Other welfare benefits provided | ACCIDENT | | Welfare Benefit Premiums Paid to Carrier | USD $12,356 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,854 | | Amount paid for insurance broker fees | 113 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122570 |
| Policy instance | 8 |
| Insurance contract or identification number | 000010122570 | | Number of Individuals Covered | 1720 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $23,225 | | Total amount of fees paid to insurance company | USD $10,999 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $258,056 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,225 | | Amount paid for insurance broker fees | 10999 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TS05343651 |
| Policy instance | 10 |
| Insurance contract or identification number | TS05343651 | | Number of Individuals Covered | 2924 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $45,158 | | Total amount of fees paid to insurance company | USD $11,958 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $584,257 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $43,971 | | Amount paid for insurance broker fees | 11958 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | NFP INS SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150609 |
| Policy instance | 9 |
| Insurance contract or identification number | 000010150609 | | Number of Individuals Covered | 108 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,152 | | Total amount of fees paid to insurance company | USD $1,956 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $46,130 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,152 | | Amount paid for insurance broker fees | 1956 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122571 |
| Policy instance | 7 |
| Insurance contract or identification number | 000010122571 | | Number of Individuals Covered | 1248 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $32,146 | | Total amount of fees paid to insurance company | USD $14,603 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $357,176 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $32,146 | | Amount paid for insurance broker fees | 14603 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122572 |
| Policy instance | 6 |
| Insurance contract or identification number | 000010122572 | | Number of Individuals Covered | 219 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $5,769 | | Total amount of fees paid to insurance company | USD $2,750 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $64,098 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,769 | | Amount paid for insurance broker fees | 2750 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122575 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010122575 | | Number of Individuals Covered | 241 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $9,508 | | Total amount of fees paid to insurance company | USD $5,023 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $105,646 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,508 | | Amount paid for insurance broker fees | 5023 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122576 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010122576 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $4,082 | | Total amount of fees paid to insurance company | USD $2,258 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $45,356 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,082 | | Amount paid for insurance broker fees | 2258 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 |
| Policy instance | 3 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,030 | | Total amount of fees paid to insurance company | USD $3,754 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,108 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,030 | | Amount paid for insurance broker fees | 3754 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000403001193 |
| Policy instance | 2 |
| Insurance contract or identification number | 000403001193 | | Number of Individuals Covered | 1178 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $3,234 | | Total amount of fees paid to insurance company | USD $1,607 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL SPOUSE AD&D, VOLUNTARY AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $35,930 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,234 | | Amount paid for insurance broker fees | 1607 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010123846 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010123846 | | 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 $4,306 | | Total amount of fees paid to insurance company | USD $2,127 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $47,848 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,306 | | Amount paid for insurance broker fees | 2127 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000403001193 |
| Policy instance | 3 |
| Insurance contract or identification number | 000403001193 | | Number of Individuals Covered | 1191 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $2,950 | | Total amount of fees paid to insurance company | USD $1,600 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL SPOUSE AD&D, VOLUNTARY AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $32,782 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,950 | | Amount paid for insurance broker fees | 1600 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 ) |
| Policy contract number | 30010864 |
| Policy instance | 1 |
| Insurance contract or identification number | 30010864 | | Number of Individuals Covered | 873 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $15,380 | | Vision 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 $10,258 | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY, INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010123846 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010123846 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,918 | | Total amount of fees paid to insurance company | USD $2,181 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $43,532 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,918 | | Amount paid for insurance broker fees | 2181 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 |
| Policy instance | 4 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $6,918 | | Total amount of fees paid to insurance company | USD $4,031 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $76,869 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,918 | | Amount paid for insurance broker fees | 4031 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TS05343651 |
| Policy instance | 11 |
| Insurance contract or identification number | TS05343651 | | Number of Individuals Covered | 1450 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $37,029 | | Total amount of fees paid to insurance company | USD $10,768 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $387,162 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $33,549 | | Amount paid for insurance broker fees | 10768 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | NFP INS SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122576 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010122576 | | Number of Individuals Covered | 161 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $4,183 | | Total amount of fees paid to insurance company | USD $1,349 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $46,479 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,183 | | Amount paid for insurance broker fees | 1349 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122575 |
| Policy instance | 6 |
| Insurance contract or identification number | 000010122575 | | Number of Individuals Covered | 250 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $9,257 | | Total amount of fees paid to insurance company | USD $3,960 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $102,853 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,257 | | Amount paid for insurance broker fees | 3960 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122572 |
| Policy instance | 7 |
| Insurance contract or identification number | 000010122572 | | Number of Individuals Covered | 225 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,040 | | Total amount of fees paid to insurance company | USD $2,431 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $56,004 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,040 | | Amount paid for insurance broker fees | 2431 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122571 |
| Policy instance | 8 |
| Insurance contract or identification number | 000010122571 | | Number of Individuals Covered | 1222 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $26,760 | | Total amount of fees paid to insurance company | USD $14,719 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $297,337 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $26,760 | | Amount paid for insurance broker fees | 14719 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122570 |
| Policy instance | 9 |
| Insurance contract or identification number | 000010122570 | | Number of Individuals Covered | 1685 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $20,157 | | Total amount of fees paid to insurance company | USD $11,241 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $223,969 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,157 | | Amount paid for insurance broker fees | 11241 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150609 |
| Policy instance | 10 |
| Insurance contract or identification number | 000010150609 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,587 | | Total amount of fees paid to insurance company | USD $1,881 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $39,859 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,587 | | Amount paid for insurance broker fees | 1881 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000403001193 |
| Policy instance | 3 |
| Insurance contract or identification number | 000403001193 | | Number of Individuals Covered | 1587 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,939 | | Total amount of fees paid to insurance company | USD $1,639 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL SPOUSE AD&D, VOLUNTARY AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $32,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,939 | | Amount paid for insurance broker fees | 1639 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 ) |
| Policy contract number | 30010864 |
| Policy instance | 1 |
| Insurance contract or identification number | 30010864 | | Number of Individuals Covered | 876 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $15,283 | | Vision 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 $15,283 | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE GROUP |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122575 |
| Policy instance | 6 |
| Insurance contract or identification number | 000010122575 | | Number of Individuals Covered | 350 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $7,253 | | Total amount of fees paid to insurance company | USD $3,736 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $80,589 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,253 | | Amount paid for insurance broker fees | 3736 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122576 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010122576 | | Number of Individuals Covered | 139 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $2,470 | | Total amount of fees paid to insurance company | USD $1,268 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $27,448 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,470 | | Amount paid for insurance broker fees | 1268 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122571 |
| Policy instance | 8 |
| Insurance contract or identification number | 000010122571 | | Number of Individuals Covered | 1258 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $27,007 | | Total amount of fees paid to insurance company | USD $14,135 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $300,073 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,007 | | Amount paid for insurance broker fees | 14135 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010123846 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010123846 | | Number of Individuals Covered | 168 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $4,002 | | Total amount of fees paid to insurance company | USD $2,226 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $44,470 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,002 | | Amount paid for insurance broker fees | 2226 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122572 |
| Policy instance | 7 |
| Insurance contract or identification number | 000010122572 | | Number of Individuals Covered | 204 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $4,434 | | Total amount of fees paid to insurance company | USD $2,208 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $49,265 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,434 | | Amount paid for insurance broker fees | 2208 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122570 |
| Policy instance | 9 |
| Insurance contract or identification number | 000010122570 | | Number of Individuals Covered | 3781 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $20,637 | | Total amount of fees paid to insurance company | USD $10,785 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $229,297 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,637 | | Amount paid for insurance broker fees | 10785 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150609 |
| Policy instance | 10 |
| Insurance contract or identification number | 000010150609 | | Number of Individuals Covered | 100 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,449 | | Total amount of fees paid to insurance company | USD $2,073 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,325 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,449 | | Amount paid for insurance broker fees | 2073 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TS05343651 |
| Policy instance | 11 |
| Insurance contract or identification number | TS05343651 | | Number of Individuals Covered | 1569 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $25,256 | | Total amount of fees paid to insurance company | USD $22,099 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $381,005 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,256 | | Amount paid for insurance broker fees | 22099 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY, INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 |
| Policy instance | 4 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 217 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $7,404 | | Total amount of fees paid to insurance company | USD $3,786 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $82,263 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,404 | | Amount paid for insurance broker fees | 3786 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 ) |
| Policy contract number | 105 |
| Policy instance | 1 |
| Insurance contract or identification number | 105 | | Number of Individuals Covered | 997 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $42,566 | | 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 $42,566 | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010123846 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010123846 | | Number of Individuals Covered | 175 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,452 | | Total amount of fees paid to insurance company | USD $1,656 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $49,464 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,452 | | Amount paid for insurance broker fees | 1656 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000403001193 |
| Policy instance | 4 |
| Insurance contract or identification number | 000403001193 | | Number of Individuals Covered | 1670 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $3,277 | | Total amount of fees paid to insurance company | USD $1,214 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL SPOUSE AD&D, VOLUNTARY AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $36,414 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,277 | | Amount paid for insurance broker fees | 1214 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 |
| Policy instance | 5 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 213 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $7,572 | | Total amount of fees paid to insurance company | USD $2,785 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $84,134 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,572 | | Amount paid for insurance broker fees | 2785 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122576 |
| Policy instance | 6 |
| Insurance contract or identification number | 000010122576 | | Number of Individuals Covered | 135 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,536 | | Total amount of fees paid to insurance company | USD $949 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,176 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,536 | | Amount paid for insurance broker fees | 949 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122572 |
| Policy instance | 8 |
| Insurance contract or identification number | 000010122572 | | Number of Individuals Covered | 181 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,416 | | Total amount of fees paid to insurance company | USD $1,577 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $49,063 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,416 | | Amount paid for insurance broker fees | 1577 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122571 |
| Policy instance | 9 |
| Insurance contract or identification number | 000010122571 | | Number of Individuals Covered | 1269 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $28,270 | | Total amount of fees paid to insurance company | USD $8,263 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $314,113 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,270 | | Amount paid for insurance broker fees | 8263 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122570 |
| Policy instance | 10 |
| Insurance contract or identification number | 000010122570 | | Number of Individuals Covered | 3809 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $21,569 | | Total amount of fees paid to insurance company | USD $7,461 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $239,658 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,569 | | Amount paid for insurance broker fees | 7461 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150609 |
| Policy instance | 11 |
| Insurance contract or identification number | 000010150609 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $4,147 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $46,078 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,147 | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 ) |
| Policy contract number | 30010864 |
| Policy instance | 2 |
| Insurance contract or identification number | 30010864 | | Number of Individuals Covered | 798 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $11,866 | | Vision 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 $11,866 | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE GROUP |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122575 |
| Policy instance | 7 |
| Insurance contract or identification number | 000010122575 | | Number of Individuals Covered | 340 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $7,471 | | Total amount of fees paid to insurance company | USD $2,787 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $83,016 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,471 | | Amount paid for insurance broker fees | 2787 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122570 |
| Policy instance | 10 |
| Insurance contract or identification number | 000010122570 | | Number of Individuals Covered | 3743 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $20,317 | | Total amount of fees paid to insurance company | USD $4,774 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $225,745 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122572 |
| Policy instance | 8 |
| Insurance contract or identification number | 000010122572 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,293 | | Total amount of fees paid to insurance company | USD $740 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $47,697 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122576 |
| Policy instance | 6 |
| Insurance contract or identification number | 000010122576 | | Number of Individuals Covered | 139 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,584 | | Total amount of fees paid to insurance company | USD $689 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $28,706 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 |
| Policy instance | 5 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 219 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $7,583 | | Total amount of fees paid to insurance company | USD $1,951 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $84,255 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000403001193 |
| Policy instance | 4 |
| Insurance contract or identification number | 000403001193 | | Number of Individuals Covered | 1752 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $3,306 | | Total amount of fees paid to insurance company | USD $822 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL SPOUSE ADD VOLUNTARY ADD | | Welfare Benefit Premiums Paid to Carrier | USD $36,733 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010123846 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010123846 | | Number of Individuals Covered | 185 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,509 | | Total amount of fees paid to insurance company | USD $1,158 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,105 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 ) |
| Policy contract number | 30010864 |
| Policy instance | 2 |
| Insurance contract or identification number | 30010864 | | Number of Individuals Covered | 764 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $11,406 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT LAKES DELTA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90301 ) |
| Policy contract number | 105 |
| Policy instance | 1 |
| Insurance contract or identification number | 105 | | Number of Individuals Covered | 1454 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $45,488 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122571 |
| Policy instance | 9 |
| Insurance contract or identification number | 000010122571 | | Number of Individuals Covered | 1360 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $31,817 | | Total amount of fees paid to insurance company | USD $5,625 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $353,519 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122575 |
| Policy instance | 7 |
| Insurance contract or identification number | 000010122575 | | Number of Individuals Covered | 349 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $7,588 | | Total amount of fees paid to insurance company | USD $2,012 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $84,309 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122570 |
| Policy instance | 11 |
| Insurance contract or identification number | 000010122570 | | Number of Individuals Covered | 3766 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $19,096 | | Total amount of fees paid to insurance company | USD $8,167 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $212,178 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,096 | | Amount paid for insurance broker fees | 8167 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
| Policy contract number | 677037G |
| Policy instance | 2 |
| Insurance contract or identification number | 677037G | | Number of Individuals Covered | 3600 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $7,264 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | LIFE ADD | | Welfare Benefit Premiums Paid to Carrier | USD $80,711 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,264 | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 52050 ) |
| Policy contract number | 30010864 |
| Policy instance | 3 |
| Insurance contract or identification number | 30010864 | | Number of Individuals Covered | 705 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $10,275 | | Vision 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 $10,275 | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE GROUP |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010123846 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010123846 | | Number of Individuals Covered | 199 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $4,633 | | Total amount of fees paid to insurance company | USD $2,024 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,475 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,633 | | Amount paid for insurance broker fees | 2024 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122576 |
| Policy instance | 7 |
| Insurance contract or identification number | 000010122576 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,757 | | Total amount of fees paid to insurance company | USD $1,233 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,630 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,757 | | Amount paid for insurance broker fees | 1233 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000403001193 |
| Policy instance | 5 |
| Insurance contract or identification number | 000403001193 | | Number of Individuals Covered | 1759 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $3,287 | | Total amount of fees paid to insurance company | USD $1,391 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL SPOUSE ADD VOLUNTARY ADD | | Welfare Benefit Premiums Paid to Carrier | USD $36,521 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,287 | | Amount paid for insurance broker fees | 1391 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122575 |
| Policy instance | 8 |
| Insurance contract or identification number | 000010122575 | | Number of Individuals Covered | 356 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $8,048 | | Total amount of fees paid to insurance company | USD $3,574 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $89,419 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,048 | | Amount paid for insurance broker fees | 3574 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122572 |
| Policy instance | 9 |
| Insurance contract or identification number | 000010122572 | | Number of Individuals Covered | 156 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $2,962 | | Total amount of fees paid to insurance company | USD $1,236 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $32,909 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,962 | | Amount paid for insurance broker fees | 1236 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 |
| Policy instance | 6 |
| Insurance contract or identification number | 000400001000 | | Number of Individuals Covered | 243 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $7,804 | | Total amount of fees paid to insurance company | USD $3,391 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $86,710 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,804 | | Amount paid for insurance broker fees | 3391 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010122571 |
| Policy instance | 10 |
| Insurance contract or identification number | 000010122571 | | Number of Individuals Covered | 1313 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $30,046 | | Total amount of fees paid to insurance company | USD $9,814 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $333,843 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,046 | | Amount paid for insurance broker fees | 9814 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
|
| GREAT LAKES DELTA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 90301 ) |
| Policy contract number | 105 |
| Policy instance | 1 |
| Insurance contract or identification number | 105 | | Number of Individuals Covered | 1059 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $35,891 | | 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 $35,891 | | Insurance broker organization code? | 3 | | Insurance broker name | GIBSON INSURANCE AGENCY INC. |
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