CLOVER TECHNOLOGIES GROUP, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN
401k plan membership statisitcs for CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN
| Measure | Date | Value |
|---|
| 2019: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 953 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 891 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 891 |
| 2018: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1,106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 953 |
| Total of all active and inactive participants | 2018-01-01 | 953 |
| 2017: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1,148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,106 |
| Total of all active and inactive participants | 2017-01-01 | 1,106 |
| 2016: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1,439 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,148 |
| Total of all active and inactive participants | 2016-01-01 | 1,148 |
| 2015: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1,357 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,439 |
| Total of all active and inactive participants | 2015-01-01 | 1,439 |
| 2014: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1,700 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,357 |
| Total of all active and inactive participants | 2014-01-01 | 1,357 |
| 2013: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1,668 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,700 |
| Total of all active and inactive participants | 2013-01-01 | 1,700 |
| 2012: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,709 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,668 |
| Total of all active and inactive participants | 2012-01-01 | 1,668 |
| 2011: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,519 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,709 |
| Total of all active and inactive participants | 2011-01-01 | 1,709 |
| 2010: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 835 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,519 |
| Total of all active and inactive participants | 2010-01-01 | 1,519 |
| 2009: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 467 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 835 |
| Total of all active and inactive participants | 2009-01-01 | 835 |
| Total participants | 2009-01-01 | 0 |
| 2008: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-01-01 | 624 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 467 |
| Total of all active and inactive participants | 2008-01-01 | 467 |
| Total participants | 2008-01-01 | 0 |
| 2007: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 610 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 624 |
| Total of all active and inactive participants | 2007-01-01 | 624 |
| Total participants | 2007-01-01 | 0 |
| 2006: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-01-01 | 733 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-01-01 | 610 |
| Total of all active and inactive participants | 2006-01-01 | 610 |
| Total participants | 2006-01-01 | 0 |
| 2005: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-01-01 | 329 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-01-01 | 733 |
| Total of all active and inactive participants | 2005-01-01 | 733 |
| Total participants | 2005-01-01 | 0 |
| 2004: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-01-01 | 159 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-01-01 | 399 |
| Total of all active and inactive participants | 2004-01-01 | 399 |
| Total participants | 2004-01-01 | 0 |
| 2019: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
| 2008-01-01 | Plan funding arrangement – Insurance | Yes |
| 2008-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2006 form 5500 responses |
|---|
| 2006-01-01 | Type of plan entity | Single employer plan |
| 2006-01-01 | Submission has been amended | No |
| 2006-01-01 | This submission is the final filing | No |
| 2006-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-01-01 | Plan is a collectively bargained plan | No |
| 2006-01-01 | Plan funding arrangement – Insurance | Yes |
| 2006-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2005: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2005 form 5500 responses |
|---|
| 2005-01-01 | Type of plan entity | Single employer plan |
| 2005-01-01 | Submission has been amended | No |
| 2005-01-01 | This submission is the final filing | No |
| 2005-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-01-01 | Plan is a collectively bargained plan | No |
| 2005-01-01 | Plan funding arrangement – Insurance | Yes |
| 2005-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2004: CLOVER TECHNOLOGIES GROUP, LLC PREMIUM REDUCTION PLAN 2004 form 5500 responses |
|---|
| 2004-01-01 | Type of plan entity | Single employer plan |
| 2004-01-01 | Submission has been amended | No |
| 2004-01-01 | This submission is the final filing | No |
| 2004-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-01-01 | Plan is a collectively bargained plan | No |
| 2004-01-01 | Plan funding arrangement – Insurance | Yes |
| 2004-01-01 | Plan benefit arrangement – Insurance | Yes |
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 029179 |
| Policy instance | 3 |
| Insurance contract or identification number | 029179 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $843,128 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 029179 |
| Policy instance | 2 |
| Insurance contract or identification number | 029179 | | Number of Individuals Covered | 1161 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $843,128 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 3 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 891 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $36,159 | | Total amount of fees paid to insurance company | USD $14,413 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $674,614 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,159 | | Amount paid for insurance broker fees | 14413 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| KAISER FOUNDATION HEALTH PLAN OF HAWAII (National Association of Insurance Commissioners NAIC id number: 0000 ) |
| Policy contract number | 234318 |
| Policy instance | 1 |
| Insurance contract or identification number | 234318 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $15,597 | | Total amount of fees paid to insurance company | USD $3,700 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $422,316 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,597 | | Amount paid for insurance broker fees | 3700 | | Additional information about fees paid to insurance broker | BROKER BONUX | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 2 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $36,159 | | Total amount of fees paid to insurance company | USD $14,413 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $674,614 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 3 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 953 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $35,821 | | Total amount of fees paid to insurance company | USD $6,590 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $685,229 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35,821 | | Amount paid for insurance broker fees | 6590 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| EMPLOYEE BENEFITS CORPORATION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C98183 |
| Policy instance | 1 |
| Insurance contract or identification number | C98183 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $90 | | Total amount of fees paid to insurance company | USD $4,296 | | Other welfare benefits provided | FLEXIBLE SPENDING ACCOUNT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $90 | | Amount paid for insurance broker fees | 4296 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 029179 |
| Policy instance | 2 |
| Insurance contract or identification number | 029179 | | Number of Individuals Covered | 1247 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $4,839 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $663,602 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,839 | | Insurance broker organization code? | 3 |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 1 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 1106 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $42,250 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $799,793 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,621 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSURANCE AGENCY LTD |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 029179 |
| Policy instance | 2 |
| Insurance contract or identification number | 029179 | | Number of Individuals Covered | 1572 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $467,688 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| EMPLOYEE BENEFITS CORPORATION (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | C98183 |
| Policy instance | 3 |
| Insurance contract or identification number | C98183 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $200 | | Total amount of fees paid to insurance company | USD $4,945 | | Other welfare benefits provided | FLEXIBLE SPENDING ACCOUNT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $114 | | Amount paid for insurance broker fees | 4945 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | ASSURANCE AGENCY LTD |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | 029179 |
| Policy instance | 2 |
| Insurance contract or identification number | 029179 | | Number of Individuals Covered | 1871 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $371,878 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 1 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 1439 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $37,780 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $724,608 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,780 | | Insurance broker organization code? | 3 | | Insurance broker name | AON RISK SERVICES CENTRAL, INC. |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 2 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 1357 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $28,666 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $794,375 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,192 | | Insurance broker organization code? | 3 | | Insurance broker name | AON RISK SERVICES CENTRAL, INC. |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | P29179,180, 181 |
| Policy instance | 1 |
| Insurance contract or identification number | P29179,180, 181 | | Number of Individuals Covered | 2015 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $262,252 | | Total amount of fees paid to insurance company | USD $4,694 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $131,126 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4694 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker name | ASSOCATES IN FINANCIAL PLANNING |
|
| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | P29179,180, 181 |
| Policy instance | 2 |
| Insurance contract or identification number | P29179,180, 181 | | Number of Individuals Covered | 2371 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $296,348 | | Total amount of fees paid to insurance company | USD $4,985 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $148,174 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4985 | | Additional information about fees paid to insurance broker | PRODUCTION BONUS | | Insurance broker name | ASSOCATES IN FINANCIAL PLANNING |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 1 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 1700 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $30,631 | | Total amount of fees paid to insurance company | USD $4,830 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $783,047 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,784 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4830 | | Additional information about fees paid to insurance broker | PRODUCTION BONUS | | Insurance broker name | COACHING FINANCIAL CONCEPTS, INC. |
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| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | P29179,180, 181 |
| Policy instance | 1 |
| Insurance contract or identification number | P29179,180, 181 | | Number of Individuals Covered | 2268 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $115,320 | | Total amount of fees paid to insurance company | USD $4,759 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $57,660 | | Amount paid for insurance broker fees | 4759 | | Additional information about fees paid to insurance broker | PRODUCTION BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCATES IN FINANCIAL PLANNING |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 2 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 1668 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $22,878 | | Total amount of fees paid to insurance company | USD $4,588 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $685,788 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,295 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | PRODUCTION BONUS | | Insurance broker name | COACHING FINANCIAL CONCEPTS, INC. |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 1 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 1709 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $23,704 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $590,102 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | P29179,180, 181 |
| Policy instance | 2 |
| Insurance contract or identification number | P29179,180, 181 | | Number of Individuals Covered | 2184 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $209,700 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $382,615 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00407088 |
| Policy instance | 3 |
| Insurance contract or identification number | 00407088 | | Number of Individuals Covered | 1095 | | Insurance policy start date | 2009-10-01 | | Insurance policy end date | 2010-09-30 | | Total amount of commissions paid to insurance broker | USD $13,627 | | Total amount of fees paid to insurance company | USD $2,454 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $316,154 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,132 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 2454 | | Additional information about fees paid to insurance broker | FEES | | Insurance broker name | ASSOCIATES IN FINANCIAL PLANNING |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400002000 01410 |
| Policy instance | 2 |
| Insurance contract or identification number | 400002000 01410 | | Number of Individuals Covered | 426 | | Insurance policy start date | 2009-11-01 | | Insurance policy end date | 2010-10-31 | | Total amount of commissions paid to insurance broker | USD $13,888 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $92,585 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,250 | | Insurance broker organization code? | 3 | | Insurance broker name | COACHING FINANCIAL CONCEPTS, INC. |
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| BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
| Policy contract number | P29179,180, 181 |
| Policy instance | 1 |
| Insurance contract or identification number | P29179,180, 181 | | Number of Individuals Covered | 1519 | | Insurance policy start date | 2009-10-01 | | Insurance policy end date | 2010-09-30 | | Total amount of commissions paid to insurance broker | USD $125,416 | | Total amount of fees paid to insurance company | USD $1,149 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $362,485 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $62,708 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | VOLUME INCENTIVE | | Insurance broker name | ASSOCATES IN FINANCIAL PLANNING |
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