CROSSROAD CHILD & FAMILY SERVICES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN
401k plan membership statisitcs for CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN
Measure | Date | Value |
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2019: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 85 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 89 |
Total of all active and inactive participants | 2019-01-01 | 89 |
Total participants | 2019-01-01 | 89 |
2018: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 85 |
Total of all active and inactive participants | 2018-01-01 | 85 |
Total participants | 2018-01-01 | 85 |
2017: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 87 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 90 |
Total of all active and inactive participants | 2017-01-01 | 90 |
Total participants | 2017-01-01 | 90 |
2016: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 82 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 87 |
Total of all active and inactive participants | 2016-01-01 | 87 |
Total participants | 2016-01-01 | 87 |
2015: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 82 |
Total of all active and inactive participants | 2015-01-01 | 82 |
Total participants | 2015-01-01 | 82 |
2014: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 94 |
Total of all active and inactive participants | 2014-01-01 | 94 |
Total participants | 2014-01-01 | 94 |
2013: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 89 |
Total of all active and inactive participants | 2013-01-01 | 89 |
Total participants | 2013-01-01 | 89 |
2012: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 92 |
Total of all active and inactive participants | 2012-01-01 | 92 |
Total participants | 2012-01-01 | 92 |
2011: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 96 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 112 |
Total of all active and inactive participants | 2011-01-01 | 112 |
Total participants | 2011-01-01 | 112 |
2010: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 91 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 96 |
Total of all active and inactive participants | 2010-01-01 | 96 |
Total participants | 2010-01-01 | 96 |
2009: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 91 |
Total of all active and inactive participants | 2009-01-01 | 91 |
Total participants | 2009-01-01 | 91 |
Measure | Date | Value |
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2019 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2019 401k financial data |
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Total plan liabilities at end of year | 2019-12-31 | $32,587 |
Total income from all sources | 2019-12-31 | $561,458 |
Expenses. Total of all expenses incurred | 2019-12-31 | $691,931 |
Benefits paid (including direct rollovers) | 2019-12-31 | $655,226 |
Total plan assets at end of year | 2019-12-31 | $0 |
Total plan assets at beginning of year | 2019-12-31 | $97,886 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Total contributions received or receivable from participants | 2019-12-31 | $128,908 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $7,087 |
Other income received | 2019-12-31 | $72,398 |
Net income (gross income less expenses) | 2019-12-31 | $-130,473 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-32,587 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $97,886 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $360,152 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $29,618 |
2018 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $610,139 |
Expenses. Total of all expenses incurred | 2018-12-31 | $645,630 |
Benefits paid (including direct rollovers) | 2018-12-31 | $608,415 |
Total plan assets at end of year | 2018-12-31 | $97,886 |
Total plan assets at beginning of year | 2018-12-31 | $133,377 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Total contributions received or receivable from participants | 2018-12-31 | $133,071 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $7,234 |
Other income received | 2018-12-31 | $23,536 |
Net income (gross income less expenses) | 2018-12-31 | $-35,491 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $97,886 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $133,377 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $453,532 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $29,981 |
2017 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $594,631 |
Expenses. Total of all expenses incurred | 2017-12-31 | $536,671 |
Benefits paid (including direct rollovers) | 2017-12-31 | $499,252 |
Total plan assets at end of year | 2017-12-31 | $133,377 |
Total plan assets at beginning of year | 2017-12-31 | $75,417 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Total contributions received or receivable from participants | 2017-12-31 | $135,392 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $7,266 |
Other income received | 2017-12-31 | $26 |
Net income (gross income less expenses) | 2017-12-31 | $57,960 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $133,377 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $75,417 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $459,213 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $30,153 |
2016 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $590,249 |
Expenses. Total of all expenses incurred | 2016-12-31 | $583,890 |
Benefits paid (including direct rollovers) | 2016-12-31 | $546,420 |
Total plan assets at end of year | 2016-12-31 | $75,417 |
Total plan assets at beginning of year | 2016-12-31 | $69,058 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $132,609 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $7,339 |
Other income received | 2016-12-31 | $201 |
Net income (gross income less expenses) | 2016-12-31 | $6,359 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $75,417 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $69,058 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $457,439 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $30,131 |
2015 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $636,580 |
Expenses. Total of all expenses incurred | 2015-12-31 | $567,726 |
Benefits paid (including direct rollovers) | 2015-12-31 | $528,596 |
Total plan assets at end of year | 2015-12-31 | $69,058 |
Total plan assets at beginning of year | 2015-12-31 | $204 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Total contributions received or receivable from participants | 2015-12-31 | $158,251 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $7,672 |
Other income received | 2015-12-31 | $15,386 |
Net income (gross income less expenses) | 2015-12-31 | $68,854 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $69,058 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $204 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $462,943 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $31,458 |
2014 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $0 |
Total plan liabilities at beginning of year | 2014-12-31 | $48,622 |
Total income from all sources | 2014-12-31 | $901,906 |
Expenses. Total of all expenses incurred | 2014-12-31 | $853,080 |
Benefits paid (including direct rollovers) | 2014-12-31 | $810,749 |
Total plan assets at end of year | 2014-12-31 | $204 |
Total plan assets at beginning of year | 2014-12-31 | $0 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Total contributions received or receivable from participants | 2014-12-31 | $158,038 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $8,290 |
Other income received | 2014-12-31 | $208,605 |
Net income (gross income less expenses) | 2014-12-31 | $48,826 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $204 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $-48,622 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $535,263 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $34,041 |
2013 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $48,622 |
Total plan liabilities at beginning of year | 2013-12-31 | $23,081 |
Total income from all sources | 2013-12-31 | $764,957 |
Expenses. Total of all expenses incurred | 2013-12-31 | $790,498 |
Benefits paid (including direct rollovers) | 2013-12-31 | $749,634 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Total contributions received or receivable from participants | 2013-12-31 | $157,552 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $8,063 |
Other income received | 2013-12-31 | $132,103 |
Net income (gross income less expenses) | 2013-12-31 | $-25,541 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $-48,622 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $-23,081 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $475,302 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $32,801 |
2012 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $23,081 |
Total income from all sources | 2012-12-31 | $585,817 |
Expenses. Total of all expenses incurred | 2012-12-31 | $673,348 |
Benefits paid (including direct rollovers) | 2012-12-31 | $631,823 |
Total plan assets at end of year | 2012-12-31 | $0 |
Total plan assets at beginning of year | 2012-12-31 | $64,450 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Total contributions received or receivable from participants | 2012-12-31 | $157,983 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $7,956 |
Other income received | 2012-12-31 | $63,833 |
Net income (gross income less expenses) | 2012-12-31 | $-87,531 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $-23,081 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $64,450 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $364,001 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $33,569 |
2011 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $485,343 |
Expenses. Total of all expenses incurred | 2011-12-31 | $483,043 |
Benefits paid (including direct rollovers) | 2011-12-31 | $439,690 |
Total plan assets at end of year | 2011-12-31 | $64,450 |
Total plan assets at beginning of year | 2011-12-31 | $62,150 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Total contributions received or receivable from participants | 2011-12-31 | $164,962 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $8,259 |
Other income received | 2011-12-31 | $23,914 |
Net income (gross income less expenses) | 2011-12-31 | $2,300 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $64,450 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $62,150 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $296,467 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $35,094 |
2010 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $636,305 |
Expenses. Total of all expenses incurred | 2010-12-31 | $613,779 |
Benefits paid (including direct rollovers) | 2010-12-31 | $581,183 |
Total plan assets at end of year | 2010-12-31 | $62,150 |
Total plan assets at beginning of year | 2010-12-31 | $39,624 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $171,274 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $7,491 |
Other income received | 2010-12-31 | $35,851 |
Net income (gross income less expenses) | 2010-12-31 | $22,526 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $62,150 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $39,624 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $429,180 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $25,105 |
2019: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 6765 |
Policy instance | 1 |
Insurance contract or identification number | 6765 | Number of Individuals Covered | 64 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of fees paid to insurance company | USD $3,650 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $98,597 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 3650 | Additional information about fees paid to insurance broker | SALES AND MGU SERVICES | Insurance broker organization code? | 4 |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 6765 |
Policy instance | 1 |
Insurance contract or identification number | 6765 | Number of Individuals Covered | 64 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of fees paid to insurance company | USD $3,645 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $98,112 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 3645 | Additional information about fees paid to insurance broker | SALES AND MGU SERVICES | Insurance broker organization code? | 4 |
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TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
Policy contract number | 6765 |
Policy instance | 1 |
Insurance contract or identification number | 6765 | Number of Individuals Covered | 90 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of fees paid to insurance company | USD $2,410 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $96,381 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2410 | Insurance broker organization code? | 4 | Insurance broker name | MARKETING DIVERSIFIED SERVICES |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | 6765 |
Policy instance | 1 |
Insurance contract or identification number | 6765 | Number of Individuals Covered | 66 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of fees paid to insurance company | USD $2,533 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D | Welfare Benefit Premiums Paid to Carrier | USD $101,300 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2533 | Insurance broker organization code? | 4 | Insurance broker name | MARKETING DIVERSIFIED SERVICES |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | 6765 |
Policy instance | 1 |
Insurance contract or identification number | 6765 | Number of Individuals Covered | 94 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of fees paid to insurance company | USD $2,396 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $95,835 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2396 | Insurance broker organization code? | 4 | Insurance broker name | MARKETING DIVERSIFIED SERVICES |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | 6765 |
Policy instance | 1 |
Insurance contract or identification number | 6765 | Number of Individuals Covered | 89 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of fees paid to insurance company | USD $3,590 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $103,173 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 3590 | Insurance broker organization code? | 4 | Insurance broker name | MARKETING DIVERSIFIED SERVICES |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | 6765 |
Policy instance | 1 |
Insurance contract or identification number | 6765 | Number of Individuals Covered | 92 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of fees paid to insurance company | USD $11,993 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $94,160 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 11993 | Insurance broker organization code? | 4 | Insurance broker name | MARKETING DIVERSIFIED SERVICES |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | 6765 |
Policy instance | 1 |
Insurance contract or identification number | 6765 | Number of Individuals Covered | 112 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $13,537 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $106,287 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 ) |
Policy contract number | 6765 |
Policy instance | 1 |
Insurance contract or identification number | 6765 | Number of Individuals Covered | 96 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $13,306 | Total amount of fees paid to insurance company | USD $3,583 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $133,059 | Commission paid to Insurance Broker | USD $13,306 | Amount paid for insurance broker fees | 3583 | Insurance broker organization code? | 4 | Insurance broker name | PHILLIPS BENEFITS ADVISORS |
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