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CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 401k Plan overview

Plan NameCROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN
Plan identification number 501

CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Other welfare benefit cover

401k Sponsoring company profile

CROSSROAD CHILD & FAMILY SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:CROSSROAD CHILD & FAMILY SERVICES, INC
Employer identification number (EIN):350869050
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-01-01A WAYNE BURTON2020-10-13
5012018-01-01BETH MCNEAL2019-10-10
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01JOYCE A. DULWORTH
5012012-01-01GWYN EASTOM
5012011-01-01GWYN EASTOM
5012010-01-01GWYN EASTOM
5012009-01-01GWYN EASTOM

Plan Statistics for CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN

401k plan membership statisitcs for CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN

Measure Date Value
2019: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0185
Total number of active participants reported on line 7a of the Form 55002019-01-0189
Total of all active and inactive participants2019-01-0189
Total participants2019-01-0189
2018: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0190
Total number of active participants reported on line 7a of the Form 55002018-01-0185
Total of all active and inactive participants2018-01-0185
Total participants2018-01-0185
2017: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0187
Total number of active participants reported on line 7a of the Form 55002017-01-0190
Total of all active and inactive participants2017-01-0190
Total participants2017-01-0190
2016: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0182
Total number of active participants reported on line 7a of the Form 55002016-01-0187
Total of all active and inactive participants2016-01-0187
Total participants2016-01-0187
2015: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0194
Total number of active participants reported on line 7a of the Form 55002015-01-0182
Total of all active and inactive participants2015-01-0182
Total participants2015-01-0182
2014: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0189
Total number of active participants reported on line 7a of the Form 55002014-01-0194
Total of all active and inactive participants2014-01-0194
Total participants2014-01-0194
2013: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0192
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Total of all active and inactive participants2013-01-0189
Total participants2013-01-0189
2012: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01112
Total number of active participants reported on line 7a of the Form 55002012-01-0192
Total of all active and inactive participants2012-01-0192
Total participants2012-01-0192
2011: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0196
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Total of all active and inactive participants2011-01-01112
Total participants2011-01-01112
2010: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0191
Total number of active participants reported on line 7a of the Form 55002010-01-0196
Total of all active and inactive participants2010-01-0196
Total participants2010-01-0196
2009: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01119
Total number of active participants reported on line 7a of the Form 55002009-01-0191
Total of all active and inactive participants2009-01-0191
Total participants2009-01-0191

Financial Data on CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN

Measure Date Value
2019 : CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$32,587
Total income from all sources2019-12-31$561,458
Expenses. Total of all expenses incurred2019-12-31$691,931
Benefits paid (including direct rollovers)2019-12-31$655,226
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$97,886
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$128,908
Expenses. Other expenses not covered elsewhere2019-12-31$7,087
Other income received2019-12-31$72,398
Net income (gross income less expenses)2019-12-31$-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
Total income from all sources2018-12-31$610,139
Expenses. Total of all expenses incurred2018-12-31$645,630
Benefits paid (including direct rollovers)2018-12-31$608,415
Total plan assets at end of year2018-12-31$97,886
Total plan assets at beginning of year2018-12-31$133,377
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$133,071
Expenses. Other expenses not covered elsewhere2018-12-31$7,234
Other income received2018-12-31$23,536
Net income (gross income less expenses)2018-12-31$-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
Total income from all sources2017-12-31$594,631
Expenses. Total of all expenses incurred2017-12-31$536,671
Benefits paid (including direct rollovers)2017-12-31$499,252
Total plan assets at end of year2017-12-31$133,377
Total plan assets at beginning of year2017-12-31$75,417
Value of fidelity bond covering the plan2017-12-31$500,000
Total contributions received or receivable from participants2017-12-31$135,392
Expenses. Other expenses not covered elsewhere2017-12-31$7,266
Other income received2017-12-31$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
Total income from all sources2016-12-31$590,249
Expenses. Total of all expenses incurred2016-12-31$583,890
Benefits paid (including direct rollovers)2016-12-31$546,420
Total plan assets at end of year2016-12-31$75,417
Total plan assets at beginning of year2016-12-31$69,058
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$132,609
Expenses. Other expenses not covered elsewhere2016-12-31$7,339
Other income received2016-12-31$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
Total income from all sources2015-12-31$636,580
Expenses. Total of all expenses incurred2015-12-31$567,726
Benefits paid (including direct rollovers)2015-12-31$528,596
Total plan assets at end of year2015-12-31$69,058
Total plan assets at beginning of year2015-12-31$204
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$158,251
Expenses. Other expenses not covered elsewhere2015-12-31$7,672
Other income received2015-12-31$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
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$48,622
Total income from all sources2014-12-31$901,906
Expenses. Total of all expenses incurred2014-12-31$853,080
Benefits paid (including direct rollovers)2014-12-31$810,749
Total plan assets at end of year2014-12-31$204
Total plan assets at beginning of year2014-12-31$0
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$158,038
Expenses. Other expenses not covered elsewhere2014-12-31$8,290
Other income received2014-12-31$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
Total plan liabilities at end of year2013-12-31$48,622
Total plan liabilities at beginning of year2013-12-31$23,081
Total income from all sources2013-12-31$764,957
Expenses. Total of all expenses incurred2013-12-31$790,498
Benefits paid (including direct rollovers)2013-12-31$749,634
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$157,552
Expenses. Other expenses not covered elsewhere2013-12-31$8,063
Other income received2013-12-31$132,103
Net income (gross income less expenses)2013-12-31$-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
Total plan liabilities at end of year2012-12-31$23,081
Total income from all sources2012-12-31$585,817
Expenses. Total of all expenses incurred2012-12-31$673,348
Benefits paid (including direct rollovers)2012-12-31$631,823
Total plan assets at end of year2012-12-31$0
Total plan assets at beginning of year2012-12-31$64,450
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$157,983
Expenses. Other expenses not covered elsewhere2012-12-31$7,956
Other income received2012-12-31$63,833
Net income (gross income less expenses)2012-12-31$-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
Total income from all sources2011-12-31$485,343
Expenses. Total of all expenses incurred2011-12-31$483,043
Benefits paid (including direct rollovers)2011-12-31$439,690
Total plan assets at end of year2011-12-31$64,450
Total plan assets at beginning of year2011-12-31$62,150
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$164,962
Expenses. Other expenses not covered elsewhere2011-12-31$8,259
Other income received2011-12-31$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
Total income from all sources2010-12-31$636,305
Expenses. Total of all expenses incurred2010-12-31$613,779
Benefits paid (including direct rollovers)2010-12-31$581,183
Total plan assets at end of year2010-12-31$62,150
Total plan assets at beginning of year2010-12-31$39,624
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$171,274
Expenses. Other expenses not covered elsewhere2010-12-31$7,491
Other income received2010-12-31$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

Form 5500 Responses for CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN

2019: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CROSSROAD CHILD AND FAMILY SERVICES, INC BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number6765
Policy instance 1
Insurance contract or identification number6765
Number of Individuals Covered64
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of fees paid to insurance companyUSD $3,650
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $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 fees3650
Additional information about fees paid to insurance brokerSALES AND MGU SERVICES
Insurance broker organization code?4
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number6765
Policy instance 1
Insurance contract or identification number6765
Number of Individuals Covered64
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $3,645
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $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 fees3645
Additional information about fees paid to insurance brokerSALES AND MGU SERVICES
Insurance broker organization code?4
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number6765
Policy instance 1
Insurance contract or identification number6765
Number of Individuals Covered90
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of fees paid to insurance companyUSD $2,410
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $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 fees2410
Insurance broker organization code?4
Insurance broker nameMARKETING DIVERSIFIED SERVICES
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number6765
Policy instance 1
Insurance contract or identification number6765
Number of Individuals Covered66
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $2,533
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $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 fees2533
Insurance broker organization code?4
Insurance broker nameMARKETING DIVERSIFIED SERVICES
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number6765
Policy instance 1
Insurance contract or identification number6765
Number of Individuals Covered94
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $2,396
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 fees2396
Insurance broker organization code?4
Insurance broker nameMARKETING DIVERSIFIED SERVICES
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number6765
Policy instance 1
Insurance contract or identification number6765
Number of Individuals Covered89
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $3,590
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 fees3590
Insurance broker organization code?4
Insurance broker nameMARKETING DIVERSIFIED SERVICES
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number6765
Policy instance 1
Insurance contract or identification number6765
Number of Individuals Covered92
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $11,993
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $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 fees11993
Insurance broker organization code?4
Insurance broker nameMARKETING DIVERSIFIED SERVICES
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number6765
Policy instance 1
Insurance contract or identification number6765
Number of Individuals Covered112
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,537
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $106,287
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number6765
Policy instance 1
Insurance contract or identification number6765
Number of Individuals Covered96
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $13,306
Total amount of fees paid to insurance companyUSD $3,583
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $133,059
Commission paid to Insurance BrokerUSD $13,306
Amount paid for insurance broker fees3583
Insurance broker organization code?4
Insurance broker namePHILLIPS BENEFITS ADVISORS

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