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BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 401k Plan overview

Plan NameBENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES
Plan identification number 501

BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

MATERIALS PROCESSING, INC. has sponsored the creation of one or more 401k plans.

Company Name:MATERIALS PROCESSING, INC.
Employer identification number (EIN):351343660
NAIC Classification:332810

Additional information about MATERIALS PROCESSING, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 2012-08-16
Company Identification Number: 2128651
Legal Registered Office Address: 1300 EAST NINTH STREET
-
CLEVELAND
United States of America (USA)
44114

More information about MATERIALS PROCESSING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-10-01KATHY DUNDERMAN2023-12-21
5012021-10-01KATHY DUNDERMAN2023-02-07
5012020-10-01KATHY DUNDERMAN2022-02-15
5012019-10-01KATHY DUNDERMAN2021-03-05 KATHY DUNDERMAN2021-03-05
5012018-10-01KATHY DUNDERMAN2020-02-19 KATHY DUNDERMAN2020-02-19
5012017-10-01J. ANTHONY FIRMANI2019-04-11 J. ANTHONY FIRMANI2019-04-11
5012016-10-01
5012015-10-01
5012014-10-01
5012013-10-01TONY FIRMANI
5012012-10-01TONY FIRMANI
5012011-10-01MICHAEL H. WININGS
5012010-10-01MICHAEL H. WININGS
5012009-10-01DENNIS LEIGH
5012008-10-01DENNIS LEIGH
5012007-10-01DENNIS LEIGH
5012006-10-01DENNIS LEIGH
5012005-10-01DENNIS LEIGH

Plan Statistics for BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES

401k plan membership statisitcs for BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES

Measure Date Value
2022: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2022 401k membership
Total participants, beginning-of-year2022-10-01268
Total number of active participants reported on line 7a of the Form 55002022-10-01285
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-010
Total of all active and inactive participants2022-10-01285
Number of employers contributing to the scheme2022-10-010
2021: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2021 401k membership
Total participants, beginning-of-year2021-10-01326
Total number of active participants reported on line 7a of the Form 55002021-10-01293
Number of retired or separated participants receiving benefits2021-10-013
Number of other retired or separated participants entitled to future benefits2021-10-010
Total of all active and inactive participants2021-10-01296
Number of employers contributing to the scheme2021-10-010
2020: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2020 401k membership
Total participants, beginning-of-year2020-10-01339
Total number of active participants reported on line 7a of the Form 55002020-10-01359
Number of retired or separated participants receiving benefits2020-10-014
Number of other retired or separated participants entitled to future benefits2020-10-010
Total of all active and inactive participants2020-10-01363
Number of employers contributing to the scheme2020-10-010
2019: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2019 401k membership
Total participants, beginning-of-year2019-10-01394
Total number of active participants reported on line 7a of the Form 55002019-10-01350
Number of retired or separated participants receiving benefits2019-10-016
Number of other retired or separated participants entitled to future benefits2019-10-010
Total of all active and inactive participants2019-10-01356
2018: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2018 401k membership
Total participants, beginning-of-year2018-10-01390
Total number of active participants reported on line 7a of the Form 55002018-10-01390
Number of retired or separated participants receiving benefits2018-10-014
Number of other retired or separated participants entitled to future benefits2018-10-010
Total of all active and inactive participants2018-10-01394
2017: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2017 401k membership
Total participants, beginning-of-year2017-10-01345
Total number of active participants reported on line 7a of the Form 55002017-10-01387
Number of retired or separated participants receiving benefits2017-10-013
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-01390
2016: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2016 401k membership
Total participants, beginning-of-year2016-10-01321
Total number of active participants reported on line 7a of the Form 55002016-10-01344
Number of retired or separated participants receiving benefits2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-01345
2015: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2015 401k membership
Total participants, beginning-of-year2015-10-01318
Total number of active participants reported on line 7a of the Form 55002015-10-01321
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-010
Total of all active and inactive participants2015-10-01321
2014: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2014 401k membership
Total participants, beginning-of-year2014-10-01295
Total number of active participants reported on line 7a of the Form 55002014-10-01318
Number of retired or separated participants receiving benefits2014-10-011
Number of other retired or separated participants entitled to future benefits2014-10-010
Total of all active and inactive participants2014-10-01319
2013: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2013 401k membership
Total participants, beginning-of-year2013-10-01278
Total number of active participants reported on line 7a of the Form 55002013-10-01294
Total of all active and inactive participants2013-10-01294
2012: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2012 401k membership
Total participants, beginning-of-year2012-10-01259
Total number of active participants reported on line 7a of the Form 55002012-10-01278
Total of all active and inactive participants2012-10-01278
2011: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2011 401k membership
Total participants, beginning-of-year2011-10-01261
Total number of active participants reported on line 7a of the Form 55002011-10-01259
Total of all active and inactive participants2011-10-01259
2010: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2010 401k membership
Total participants, beginning-of-year2010-10-01291
Total number of active participants reported on line 7a of the Form 55002010-10-01261
Number of retired or separated participants receiving benefits2010-10-010
Number of other retired or separated participants entitled to future benefits2010-10-010
Total of all active and inactive participants2010-10-01261
2009: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2009 401k membership
Total participants, beginning-of-year2009-10-01264
Total number of active participants reported on line 7a of the Form 55002009-10-01291
Number of retired or separated participants receiving benefits2009-10-010
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-01291
2008: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2008 401k membership
Total participants, beginning-of-year2008-10-01363
Total number of active participants reported on line 7a of the Form 55002008-10-01264
Number of retired or separated participants receiving benefits2008-10-010
Number of other retired or separated participants entitled to future benefits2008-10-010
Total of all active and inactive participants2008-10-01264
2007: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2007 401k membership
Total participants, beginning-of-year2007-10-01365
Total number of active participants reported on line 7a of the Form 55002007-10-01363
Number of retired or separated participants receiving benefits2007-10-010
Number of other retired or separated participants entitled to future benefits2007-10-010
Total of all active and inactive participants2007-10-01363
2006: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2006 401k membership
Total participants, beginning-of-year2006-10-01380
Total number of active participants reported on line 7a of the Form 55002006-10-01365
Number of retired or separated participants receiving benefits2006-10-010
Number of other retired or separated participants entitled to future benefits2006-10-010
Total of all active and inactive participants2006-10-01365
2005: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2005 401k membership
Total participants, beginning-of-year2005-10-01340
Total number of active participants reported on line 7a of the Form 55002005-10-01380
Number of retired or separated participants receiving benefits2005-10-010
Number of other retired or separated participants entitled to future benefits2005-10-010
Total of all active and inactive participants2005-10-01380

Form 5500 Responses for BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES

2022: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – General assets of the sponsorYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – General assets of the sponsorYes
2021: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes
2018: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – General assets of the sponsorYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – General assets of the sponsorYes
2017: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – General assets of the sponsorYes
2016: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – General assets of the sponsorYes
2015: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – General assets of the sponsorYes
2012: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – General assets of the sponsorYes
2011: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – General assets of the sponsorYes
2010: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2010 form 5500 responses
2010-10-01Type of plan entityMulti-employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – General assets of the sponsorYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – General assets of the sponsorYes
2009: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – General assets of the sponsorYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – General assets of the sponsorYes
2008: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – InsuranceYes
2008-10-01Plan funding arrangement – General assets of the sponsorYes
2008-10-01Plan benefit arrangement – InsuranceYes
2008-10-01Plan benefit arrangement – General assets of the sponsorYes
2007: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2007 form 5500 responses
2007-10-01Type of plan entitySingle employer plan
2007-10-01Submission has been amendedNo
2007-10-01This submission is the final filingNo
2007-10-01This return/report is a short plan year return/report (less than 12 months)No
2007-10-01Plan is a collectively bargained planNo
2007-10-01Plan funding arrangement – InsuranceYes
2007-10-01Plan funding arrangement – General assets of the sponsorYes
2007-10-01Plan benefit arrangement – InsuranceYes
2007-10-01Plan benefit arrangement – General assets of the sponsorYes
2006: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2006 form 5500 responses
2006-10-01Type of plan entitySingle employer plan
2006-10-01Submission has been amendedNo
2006-10-01This submission is the final filingNo
2006-10-01This return/report is a short plan year return/report (less than 12 months)No
2006-10-01Plan is a collectively bargained planNo
2006-10-01Plan funding arrangement – InsuranceYes
2006-10-01Plan funding arrangement – General assets of the sponsorYes
2006-10-01Plan benefit arrangement – InsuranceYes
2006-10-01Plan benefit arrangement – General assets of the sponsorYes
2005: BENEFIT PLAN FOR THE EMPLOYEES OF MATERIALS PROCESSING, INC. AND ITS SUBSIDIARIES 2005 form 5500 responses
2005-10-01Type of plan entitySingle employer plan
2005-10-01Submission has been amendedNo
2005-10-01This submission is the final filingNo
2005-10-01This return/report is a short plan year return/report (less than 12 months)No
2005-10-01Plan is a collectively bargained planNo
2005-10-01Plan funding arrangement – InsuranceYes
2005-10-01Plan funding arrangement – General assets of the sponsorYes
2005-10-01Plan benefit arrangement – InsuranceYes
2005-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30079394
Policy instance 4
Insurance contract or identification number30079394
Number of Individuals Covered205
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $1,401
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,401
Amount paid for insurance broker fees0
Insurance broker organization code?3
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number10019
Policy instance 3
Insurance contract or identification number10019
Number of Individuals Covered423
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $14,956
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,956
Amount paid for insurance broker fees0
Insurance broker organization code?3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number20956
Policy instance 2
Insurance contract or identification number20956
Number of Individuals Covered22
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $1,400
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $15,065
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $505
Amount paid for insurance broker fees0
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017198-00
Policy instance 1
Insurance contract or identification number01-017198-00
Number of Individuals Covered285
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $16,074
Total amount of fees paid to insurance companyUSD $8,295
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $160,738
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $16,074
Amount paid for insurance broker fees8295
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017198-00
Policy instance 1
Insurance contract or identification number01-017198-00
Number of Individuals Covered339
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $17,612
Total amount of fees paid to insurance companyUSD $9,608
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $176,114
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,612
Amount paid for insurance broker fees9608
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number20956
Policy instance 2
Insurance contract or identification number20956
Number of Individuals Covered29
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,993
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $21,416
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $651
Amount paid for insurance broker fees0
Insurance broker organization code?3
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number10019
Policy instance 3
Insurance contract or identification number10019
Number of Individuals Covered452
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $16,530
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,530
Amount paid for insurance broker fees0
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30079394
Policy instance 4
Insurance contract or identification number30079394
Number of Individuals Covered221
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $1,508
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $35,075
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,508
Amount paid for insurance broker fees0
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017198-00
Policy instance 1
Insurance contract or identification number01-017198-00
Number of Individuals Covered345
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $18,343
Total amount of fees paid to insurance companyUSD $9,107
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $183,427
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,343
Amount paid for insurance broker fees9107
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number20956
Policy instance 2
Insurance contract or identification number20956
Number of Individuals Covered89
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $1,363
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to CarrierUSD $31,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $498
Amount paid for insurance broker fees0
Insurance broker organization code?3
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number10019
Policy instance 3
Insurance contract or identification number10019
Number of Individuals Covered510
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $16,420
Total amount of fees paid to insurance companyUSD $15,720
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,764
Amount paid for insurance broker fees7860
Additional information about fees paid to insurance brokerNEW BUSINESS BONUS
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30079394
Policy instance 4
Insurance contract or identification number30079394
Number of Individuals Covered260
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $1,559
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $37,007
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,559
Amount paid for insurance broker fees0
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017198-00
Policy instance 4
Insurance contract or identification number01-017198-00
Number of Individuals Covered376
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,692
Total amount of fees paid to insurance companyUSD $8,703
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $186,917
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,692
Amount paid for insurance broker fees8703
Additional information about fees paid to insurance brokerFEES PAID
Insurance broker organization code?3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number0000020956
Policy instance 3
Insurance contract or identification number0000020956
Number of Individuals Covered89
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $2,533
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOLUNTARY WORKSITE BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $29,685
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $938
Insurance broker organization code?3
DELTA DENTAL OF INDIANA (National Association of Insurance Commissioners NAIC id number: 52634 )
Policy contract number10019
Policy instance 2
Insurance contract or identification number10019
Number of Individuals Covered511
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $10,622
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,622
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30079394
Policy instance 1
Insurance contract or identification number30079394
Number of Individuals Covered250
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $1,590
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $37,879
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,590
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017198-00
Policy instance 3
Insurance contract or identification number01-017198-00
Number of Individuals Covered396
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $15,059
Total amount of fees paid to insurance companyUSD $8,892
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $165,766
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,059
Amount paid for insurance broker fees8892
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number0000020956
Policy instance 2
Insurance contract or identification number0000020956
Number of Individuals Covered89
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $3,174
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOLUNTARY WORKSITE BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $36,025
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,142
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30079394
Policy instance 1
Insurance contract or identification number30079394
Number of Individuals Covered260
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $1,615
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,270
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,615
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30079394
Policy instance 1
Insurance contract or identification number30079394
Number of Individuals Covered264
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $1,414
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number0000020956
Policy instance 2
Insurance contract or identification number0000020956
Number of Individuals Covered87
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $4,409
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedVOLUNTARY WORKSITE BENEFITS
Welfare Benefit Premiums Paid to CarrierUSD $40,414
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017198-00
Policy instance 3
Insurance contract or identification number01-017198-00
Number of Individuals Covered366
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $16,322
Total amount of fees paid to insurance companyUSD $6,113
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $163,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number11772
Policy instance 1
Insurance contract or identification number11772
Number of Individuals Covered321
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $10,948
Total amount of fees paid to insurance companyUSD $375
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $109,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,948
Insurance broker organization code?3
Amount paid for insurance broker fees375
Additional information about fees paid to insurance brokerBONUS AMOUNT
Insurance broker nameUNITED BENEFIT ADVISORS
AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 )
Policy contract number
Policy instance 2
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Other welfare benefits providedVOLUNTARY WORKSITE BENEFITS
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 2
Insurance contract or identification number011772
Number of Individuals Covered144
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $3,574
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,497
Insurance broker organization code?3
Insurance broker nameGROUP INSURANCE ASSOCIATES, INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 3
Insurance contract or identification number011772
Number of Individuals Covered272
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $2,164
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,031
Insurance broker organization code?3
Insurance broker nameGROUP INSURANCE ASSOCIATES, INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 1
Insurance contract or identification number011772
Number of Individuals Covered318
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $11,181
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $108,074
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,827
Insurance broker organization code?3
Insurance broker nameGROUP INSURANCE ASSOCIATES, INC.
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 1
Insurance contract or identification number011772
Number of Individuals Covered294
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $10,122
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,405
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,188
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameLOCASCIO HADDEN & DENNIS, LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 2
Insurance contract or identification number011772
Number of Individuals Covered114
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $3,132
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $31,357
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,296
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameLOCASCIO HADDEN & DENNIS, LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 3
Insurance contract or identification number011772
Number of Individuals Covered272
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $6,070
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $59,799
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,523
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameLOCASCIO HADDEN & DENNIS, LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 3
Insurance contract or identification number011772
Number of Individuals Covered256
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $5,588
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $56,167
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,588
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameSCOTT GROUP BENEFITS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 2
Insurance contract or identification number011772
Number of Individuals Covered117
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $3,076
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $30,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,076
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameSCOTT GROUP BENEFITS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 1
Insurance contract or identification number011772
Number of Individuals Covered278
Insurance policy start date2012-12-01
Insurance policy end date2013-11-30
Total amount of commissions paid to insurance brokerUSD $9,645
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $96,751
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,645
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameSCOTT GROUP BENEFITS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 3
Insurance contract or identification number011772
Number of Individuals Covered255
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $4,171
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 2
Insurance contract or identification number011772
Number of Individuals Covered124
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $2,868
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 1
Insurance contract or identification number011772
Number of Individuals Covered269
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $8,657
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $86,569
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 1
Insurance contract or identification number011772
Number of Individuals Covered269
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $10,312
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $103,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 2
Insurance contract or identification number011772
Number of Individuals Covered126
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $2,718
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,178
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number011772
Policy instance 3
Insurance contract or identification number011772
Number of Individuals Covered256
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Total amount of commissions paid to insurance brokerUSD $3,384
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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