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MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 401k Plan overview

Plan NameMONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST
Plan identification number 501

MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST has sponsored the creation of one or more 401k plans.

    Company Name:MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST
    Employer identification number (EIN):376420195
    NAIC Classification:525100
    NAIC Description: Insurance and Employee Benefit Funds

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    5012021-01-01TRACIE KENYON2022-05-27
    5012020-01-01TRACIE KENYON2021-07-23
    5012019-01-01TRACIE KENYON2020-04-27
    5012018-01-01
    5012017-01-01
    5012016-01-01
    5012015-01-01
    5012014-01-01
    5012013-01-01
    5012012-01-01TABITHA GARVIN
    5012011-01-01BRUCE W. LAHTI, EA BRUCE W. LAHTI, EA2012-10-12
    5012009-01-01BRUCE W. LAHTI, EA BRUCE W. LAHTI, EA2010-10-14

    Plan Statistics for MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST

    401k plan membership statisitcs for MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST

    Measure Date Value
    2021
    Total participants, beginning-of-year2021-01-01421
    Total number of active participants reported on line 7a of the Form 55002021-01-01405
    Number of retired or separated participants receiving benefits2021-01-016
    Total of all active and inactive participants2021-01-01411
    Number of employers contributing to the scheme2021-01-0122
    2020
    Total participants, beginning-of-year2020-01-01448
    Total number of active participants reported on line 7a of the Form 55002020-01-01426
    Number of retired or separated participants receiving benefits2020-01-017
    Number of other retired or separated participants entitled to future benefits2020-01-017
    Total of all active and inactive participants2020-01-01440
    Number of employers contributing to the scheme2020-01-0122
    2019
    Total participants, beginning-of-year2019-01-01431
    Total number of active participants reported on line 7a of the Form 55002019-01-01437
    Number of retired or separated participants receiving benefits2019-01-014
    Number of other retired or separated participants entitled to future benefits2019-01-019
    Total of all active and inactive participants2019-01-01450
    Number of employers contributing to the scheme2019-01-0122
    2018
    Total participants, beginning-of-year2018-01-01439
    Total number of active participants reported on line 7a of the Form 55002018-01-01421
    Number of retired or separated participants receiving benefits2018-01-014
    Number of other retired or separated participants entitled to future benefits2018-01-0114
    Total of all active and inactive participants2018-01-01439
    Number of employers contributing to the scheme2018-01-0123
    2017
    Total participants, beginning-of-year2017-01-01439
    Total number of active participants reported on line 7a of the Form 55002017-01-01439
    Number of retired or separated participants receiving benefits2017-01-016
    Number of other retired or separated participants entitled to future benefits2017-01-016
    Total of all active and inactive participants2017-01-01451
    Number of employers contributing to the scheme2017-01-0125
    2016
    Total participants, beginning-of-year2016-01-01422
    Total number of active participants reported on line 7a of the Form 55002016-01-01429
    Number of retired or separated participants receiving benefits2016-01-0110
    Total of all active and inactive participants2016-01-01439
    Number of employers contributing to the scheme2016-01-0125
    2015
    Total participants, beginning-of-year2015-01-01477
    Total number of active participants reported on line 7a of the Form 55002015-01-01416
    Number of retired or separated participants receiving benefits2015-01-016
    Total of all active and inactive participants2015-01-01422
    Number of employers contributing to the scheme2015-01-0125
    2014
    Total participants, beginning-of-year2014-01-01524
    Total number of active participants reported on line 7a of the Form 55002014-01-01469
    Number of retired or separated participants receiving benefits2014-01-015
    Number of other retired or separated participants entitled to future benefits2014-01-013
    Total of all active and inactive participants2014-01-01477
    Number of employers contributing to the scheme2014-01-0124
    2013
    Total participants, beginning-of-year2013-01-01516
    Total number of active participants reported on line 7a of the Form 55002013-01-01518
    Number of retired or separated participants receiving benefits2013-01-016
    Total of all active and inactive participants2013-01-01524
    Number of employers contributing to the scheme2013-01-0126
    2012
    Total participants, beginning-of-year2012-01-01344
    Total number of active participants reported on line 7a of the Form 55002012-01-01509
    Number of retired or separated participants receiving benefits2012-01-017
    Total of all active and inactive participants2012-01-01516
    Number of employers contributing to the scheme2012-01-0126
    2011
    Total participants, beginning-of-year2011-01-01365
    Total number of active participants reported on line 7a of the Form 55002011-01-01342
    Number of retired or separated participants receiving benefits2011-01-012
    Total of all active and inactive participants2011-01-01344
    Number of employers contributing to the scheme2011-01-0129
    2009
    Total participants, beginning-of-year2009-01-01403
    Total number of active participants reported on line 7a of the Form 55002009-01-01396
    Number of retired or separated participants receiving benefits2009-01-019
    Number of other retired or separated participants entitled to future benefits2009-01-010
    Total of all active and inactive participants2009-01-01405
    Total participants2009-01-010
    Number of employers contributing to the scheme2009-01-0129

    Financial Data on MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST

    Measure Date Value
    2021
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$656,107
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$929,623
    Total income from all sources (including contributions)2021-12-31$5,824,958
    Total of all expenses incurred2021-12-31$5,079,444
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,468,534
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,808,424
    Value of total assets at end of year2021-12-31$4,089,358
    Value of total assets at beginning of year2021-12-31$3,617,360
    Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$610,910
    Total interest from all sources2021-12-31$16,534
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
    Administrative expenses professional fees incurred2021-12-31$136,268
    Was this plan covered by a fidelity bond2021-12-31Yes
    Value of fidelity bond cover2021-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2021-12-31No
    Were there any nonexempt tranactions with any party-in-interest2021-12-31No
    Contributions received from participants2021-12-31$5,475,830
    Participant contributions at beginning of year2021-12-31$5,850
    Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$332,594
    Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$27,679
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$359,568
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
    Value of net income/loss2021-12-31$745,514
    Value of net assets at end of year (total assets less liabilities)2021-12-31$3,433,251
    Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,687,737
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
    Were any leases to which the plan was party in default or uncollectible2021-12-31No
    Investment advisory and management fees2021-12-31$22,617
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,061,679
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,251,942
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,251,942
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16,534
    Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$4,468,534
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
    Was there a failure to transmit to the plan any participant contributions2021-12-31No
    Has the plan failed to provide any benefit when due under the plan2021-12-31No
    Contract administrator fees2021-12-31$452,025
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
    Liabilities. Value of benefit claims payable at end of year2021-12-31$656,107
    Liabilities. Value of benefit claims payable at beginning of year2021-12-31$929,623
    Did the plan have assets held for investment2021-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
    Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
    Accountancy firm name2021-12-31DOUGLAS WILSON AND COMPANY, P.C.
    Accountancy firm EIN2021-12-31810446334
    2020
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$929,623
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$878,153
    Total income from all sources (including contributions)2020-12-31$6,390,167
    Total of all expenses incurred2020-12-31$5,943,729
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,384,879
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,365,035
    Value of total assets at end of year2020-12-31$3,617,360
    Value of total assets at beginning of year2020-12-31$3,119,452
    Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$558,850
    Total interest from all sources2020-12-31$25,132
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
    Administrative expenses professional fees incurred2020-12-31$106,769
    Was this plan covered by a fidelity bond2020-12-31Yes
    Value of fidelity bond cover2020-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2020-12-31No
    Were there any nonexempt tranactions with any party-in-interest2020-12-31No
    Contributions received from participants2020-12-31$5,816,817
    Participant contributions at end of year2020-12-31$5,850
    Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$548,218
    Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$359,568
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$50,615
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
    Value of net income/loss2020-12-31$446,438
    Value of net assets at end of year (total assets less liabilities)2020-12-31$2,687,737
    Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,241,299
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
    Were any leases to which the plan was party in default or uncollectible2020-12-31No
    Investment advisory and management fees2020-12-31$14,979
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,251,942
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,068,837
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,068,837
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25,132
    Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$5,384,879
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
    Was there a failure to transmit to the plan any participant contributions2020-12-31No
    Has the plan failed to provide any benefit when due under the plan2020-12-31No
    Contract administrator fees2020-12-31$437,102
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
    Liabilities. Value of benefit claims payable at end of year2020-12-31$929,623
    Liabilities. Value of benefit claims payable at beginning of year2020-12-31$878,153
    Did the plan have assets held for investment2020-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
    Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
    Accountancy firm name2020-12-31DOUGLAS WILSON AND COMPANY, P.C.
    Accountancy firm EIN2020-12-31810446334
    2019
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$878,153
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$661,162
    Total income from all sources (including contributions)2019-12-31$5,608,191
    Total of all expenses incurred2019-12-31$5,418,851
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,925,072
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,568,445
    Value of total assets at end of year2019-12-31$3,119,452
    Value of total assets at beginning of year2019-12-31$2,713,121
    Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$493,779
    Total interest from all sources2019-12-31$39,746
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
    Administrative expenses professional fees incurred2019-12-31$102,830
    Was this plan covered by a fidelity bond2019-12-31Yes
    Value of fidelity bond cover2019-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2019-12-31No
    Were there any nonexempt tranactions with any party-in-interest2019-12-31No
    Contributions received from participants2019-12-31$5,247,584
    Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$320,861
    Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$50,615
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$232,683
    Total non interest bearing cash at beginning of year2019-12-31$1,468,284
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
    Value of net income/loss2019-12-31$189,340
    Value of net assets at end of year (total assets less liabilities)2019-12-31$2,241,299
    Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,051,959
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
    Were any leases to which the plan was party in default or uncollectible2019-12-31No
    Investment advisory and management fees2019-12-31$18,519
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,068,837
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,012,154
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,012,154
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$39,746
    Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,925,072
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
    Was there a failure to transmit to the plan any participant contributions2019-12-31No
    Has the plan failed to provide any benefit when due under the plan2019-12-31No
    Contract administrator fees2019-12-31$372,430
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
    Liabilities. Value of benefit claims payable at end of year2019-12-31$878,153
    Liabilities. Value of benefit claims payable at beginning of year2019-12-31$661,162
    Did the plan have assets held for investment2019-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
    Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
    Accountancy firm name2019-12-31DOUGLAS WILSON AND COMPANY, P.C.
    Accountancy firm EIN2019-12-31810446334
    2018
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$661,162
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$683,989
    Total income from all sources (including contributions)2018-12-31$5,429,030
    Total of all expenses incurred2018-12-31$5,168,412
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,704,405
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,396,261
    Value of total assets at end of year2018-12-31$2,713,121
    Value of total assets at beginning of year2018-12-31$2,475,330
    Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$464,007
    Total interest from all sources2018-12-31$32,769
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
    Administrative expenses professional fees incurred2018-12-31$105,018
    Was this plan covered by a fidelity bond2018-12-31Yes
    Value of fidelity bond cover2018-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2018-12-31No
    Were there any nonexempt tranactions with any party-in-interest2018-12-31No
    Contributions received from participants2018-12-31$4,907,078
    Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$489,183
    Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$232,683
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$138,316
    Total non interest bearing cash at end of year2018-12-31$1,468,284
    Total non interest bearing cash at beginning of year2018-12-31$1,333,448
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
    Value of net income/loss2018-12-31$260,618
    Value of net assets at end of year (total assets less liabilities)2018-12-31$2,051,959
    Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,791,341
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
    Were any leases to which the plan was party in default or uncollectible2018-12-31No
    Investment advisory and management fees2018-12-31$20,802
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,012,154
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,003,566
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,003,566
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$32,769
    Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,704,405
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
    Was there a failure to transmit to the plan any participant contributions2018-12-31No
    Has the plan failed to provide any benefit when due under the plan2018-12-31No
    Contract administrator fees2018-12-31$338,187
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
    Liabilities. Value of benefit claims payable at end of year2018-12-31$661,162
    Liabilities. Value of benefit claims payable at beginning of year2018-12-31$683,989
    Did the plan have assets held for investment2018-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
    Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
    Accountancy firm name2018-12-31DOUGLAS WILSON AND COMPANY, P.C.
    Accountancy firm EIN2018-12-31810446334
    2017
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$683,989
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$623,991
    Total income from all sources (including contributions)2017-12-31$5,447,715
    Total of all expenses incurred2017-12-31$5,132,000
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,656,276
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,435,179
    Value of total assets at end of year2017-12-31$2,475,330
    Value of total assets at beginning of year2017-12-31$2,099,617
    Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$475,724
    Total interest from all sources2017-12-31$12,536
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
    Administrative expenses professional fees incurred2017-12-31$127,952
    Was this plan covered by a fidelity bond2017-12-31Yes
    Value of fidelity bond cover2017-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2017-12-31No
    Were there any nonexempt tranactions with any party-in-interest2017-12-31No
    Contributions received from participants2017-12-31$4,978,725
    Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$456,454
    Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$138,316
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$138,952
    Total non interest bearing cash at end of year2017-12-31$1,333,448
    Total non interest bearing cash at beginning of year2017-12-31$705,325
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
    Value of net income/loss2017-12-31$315,715
    Value of net assets at end of year (total assets less liabilities)2017-12-31$1,791,341
    Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,475,626
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
    Were any leases to which the plan was party in default or uncollectible2017-12-31No
    Investment advisory and management fees2017-12-31$27,430
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,003,566
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,255,340
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,255,340
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,536
    Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,656,276
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
    Was there a failure to transmit to the plan any participant contributions2017-12-31No
    Has the plan failed to provide any benefit when due under the plan2017-12-31No
    Contract administrator fees2017-12-31$320,342
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
    Liabilities. Value of benefit claims payable at end of year2017-12-31$683,989
    Liabilities. Value of benefit claims payable at beginning of year2017-12-31$623,991
    Did the plan have assets held for investment2017-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
    Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
    Accountancy firm name2017-12-31DOUGLAS WILSON AND COMPANY P.C.
    Accountancy firm EIN2017-12-31810446334
    2016
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$623,991
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$469,997
    Total income from all sources (including contributions)2016-12-31$4,804,048
    Total of all expenses incurred2016-12-31$5,330,427
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,869,873
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,786,731
    Value of total assets at end of year2016-12-31$2,099,617
    Value of total assets at beginning of year2016-12-31$2,472,002
    Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$460,554
    Total interest from all sources2016-12-31$17,317
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
    Administrative expenses professional fees incurred2016-12-31$124,367
    Was this plan covered by a fidelity bond2016-12-31Yes
    Value of fidelity bond cover2016-12-31$1,000,000
    If this is an individual account plan, was there a blackout period2016-12-31No
    Were there any nonexempt tranactions with any party-in-interest2016-12-31No
    Contributions received from participants2016-12-31$4,102,837
    Participant contributions at beginning of year2016-12-31$1,174
    Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$683,894
    Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$138,952
    Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$140,689
    Total non interest bearing cash at end of year2016-12-31$705,325
    Total non interest bearing cash at beginning of year2016-12-31$577,607
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
    Value of net income/loss2016-12-31$-526,379
    Value of net assets at end of year (total assets less liabilities)2016-12-31$1,475,626
    Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,002,005
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
    Were any leases to which the plan was party in default or uncollectible2016-12-31No
    Investment advisory and management fees2016-12-31$37,553
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,255,340
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,752,532
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,752,532
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$17,317
    Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,869,873
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
    Was there a failure to transmit to the plan any participant contributions2016-12-31No
    Has the plan failed to provide any benefit when due under the plan2016-12-31No
    Contract administrator fees2016-12-31$298,634
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
    Liabilities. Value of benefit claims payable at end of year2016-12-31$623,991
    Liabilities. Value of benefit claims payable at beginning of year2016-12-31$469,997
    Did the plan have assets held for investment2016-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
    Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
    Accountancy firm name2016-12-31DOUGLAS WILSON AND COMPANY P.C.
    Accountancy firm EIN2016-12-31810446334
    2015
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$469,997
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$278,835
    Total income from all sources (including contributions)2015-12-31$3,744,048
    Total of all expenses incurred2015-12-31$3,749,195
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,267,286
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,729,339
    Value of total assets at end of year2015-12-31$2,472,002
    Value of total assets at beginning of year2015-12-31$2,285,987
    Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$481,909
    Total interest from all sources2015-12-31$14,709
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
    Administrative expenses professional fees incurred2015-12-31$153,217
    Was this plan covered by a fidelity bond2015-12-31Yes
    Value of fidelity bond cover2015-12-31$1,500,000
    If this is an individual account plan, was there a blackout period2015-12-31No
    Were there any nonexempt tranactions with any party-in-interest2015-12-31No
    Contributions received from participants2015-12-31$3,398,302
    Participant contributions at end of year2015-12-31$1,174
    Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$331,037
    Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$140,689
    Liabilities. Value of operating payables at beginning of year2015-12-31$6,095
    Total non interest bearing cash at end of year2015-12-31$577,607
    Total non interest bearing cash at beginning of year2015-12-31$792,033
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Value of net income/loss2015-12-31$-5,147
    Value of net assets at end of year (total assets less liabilities)2015-12-31$2,002,005
    Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,007,152
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
    Were any leases to which the plan was party in default or uncollectible2015-12-31No
    Investment advisory and management fees2015-12-31$73,648
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,752,532
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,493,954
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,493,954
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14,709
    Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,267,286
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
    Was there a failure to transmit to the plan any participant contributions2015-12-31No
    Has the plan failed to provide any benefit when due under the plan2015-12-31No
    Contract administrator fees2015-12-31$255,044
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
    Liabilities. Value of benefit claims payable at end of year2015-12-31$469,997
    Liabilities. Value of benefit claims payable at beginning of year2015-12-31$272,740
    Did the plan have assets held for investment2015-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
    Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
    Accountancy firm name2015-12-31DOUGLAS WILSON AND COMPANY P.C.
    Accountancy firm EIN2015-12-31810446334
    2014
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$278,835
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$359,301
    Total income from all sources (including contributions)2014-12-31$3,705,369
    Total of all expenses incurred2014-12-31$3,010,437
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,584,012
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,698,411
    Value of total assets at end of year2014-12-31$2,285,987
    Value of total assets at beginning of year2014-12-31$1,671,521
    Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$426,425
    Total interest from all sources2014-12-31$6,958
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
    Administrative expenses professional fees incurred2014-12-31$145,591
    Was this plan covered by a fidelity bond2014-12-31Yes
    Value of fidelity bond cover2014-12-31$1,500,000
    If this is an individual account plan, was there a blackout period2014-12-31No
    Were there any nonexempt tranactions with any party-in-interest2014-12-31No
    Contributions received from participants2014-12-31$3,593,186
    Participant contributions at end of year2014-12-31$0
    Participant contributions at beginning of year2014-12-31$567
    Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$105,225
    Liabilities. Value of operating payables at end of year2014-12-31$6,095
    Liabilities. Value of operating payables at beginning of year2014-12-31$7,151
    Total non interest bearing cash at end of year2014-12-31$792,033
    Total non interest bearing cash at beginning of year2014-12-31$921,090
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
    Value of net income/loss2014-12-31$694,932
    Value of net assets at end of year (total assets less liabilities)2014-12-31$2,007,152
    Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,312,220
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
    Were any leases to which the plan was party in default or uncollectible2014-12-31No
    Investment advisory and management fees2014-12-31$32,616
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,493,954
    Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$749,864
    Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$749,864
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,958
    Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,584,012
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
    Was there a failure to transmit to the plan any participant contributions2014-12-31No
    Has the plan failed to provide any benefit when due under the plan2014-12-31No
    Contract administrator fees2014-12-31$248,218
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
    Liabilities. Value of benefit claims payable at end of year2014-12-31$272,740
    Liabilities. Value of benefit claims payable at beginning of year2014-12-31$352,150
    Did the plan have assets held for investment2014-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
    Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
    Accountancy firm name2014-12-31DOUGLAS WILSON AND COMPANY P.C.
    Accountancy firm EIN2014-12-31810446334
    2013
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$359,301
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$342,562
    Total income from all sources (including contributions)2013-12-31$3,910,849
    Total of all expenses incurred2013-12-31$3,532,219
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,845,351
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,906,694
    Value of total assets at end of year2013-12-31$1,671,521
    Value of total assets at beginning of year2013-12-31$1,276,152
    Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$686,868
    Total interest from all sources2013-12-31$4,155
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
    Administrative expenses professional fees incurred2013-12-31$125,439
    Was this plan covered by a fidelity bond2013-12-31Yes
    Value of fidelity bond cover2013-12-31$1,500,000
    If this is an individual account plan, was there a blackout period2013-12-31No
    Were there any nonexempt tranactions with any party-in-interest2013-12-31No
    Contributions received from participants2013-12-31$3,687,288
    Participant contributions at end of year2013-12-31$567
    Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$219,406
    Liabilities. Value of operating payables at end of year2013-12-31$7,151
    Total non interest bearing cash at end of year2013-12-31$921,090
    Total non interest bearing cash at beginning of year2013-12-31$1,276,152
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
    Value of net income/loss2013-12-31$378,630
    Value of net assets at end of year (total assets less liabilities)2013-12-31$1,312,220
    Value of net assets at beginning of year (total assets less liabilities)2013-12-31$933,590
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
    Were any leases to which the plan was party in default or uncollectible2013-12-31No
    Investment advisory and management fees2013-12-31$306,196
    Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$749,864
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,155
    Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,845,351
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
    Was there a failure to transmit to the plan any participant contributions2013-12-31No
    Has the plan failed to provide any benefit when due under the plan2013-12-31No
    Contract administrator fees2013-12-31$255,233
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
    Liabilities. Value of benefit claims payable at end of year2013-12-31$352,150
    Liabilities. Value of benefit claims payable at beginning of year2013-12-31$342,562
    Did the plan have assets held for investment2013-12-31Yes
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
    Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
    Accountancy firm name2013-12-31DOUGLAS WILSON AND COMPANY P.C.
    Accountancy firm EIN2013-12-31810446334
    2012
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$342,562
    Total income from all sources (including contributions)2012-12-31$3,702,982
    Total of all expenses incurred2012-12-31$3,228,499
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,649,275
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,701,931
    Value of total assets at end of year2012-12-31$1,276,152
    Value of total assets at beginning of year2012-12-31$459,107
    Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$579,224
    Total interest from all sources2012-12-31$1,051
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
    Administrative expenses professional fees incurred2012-12-31$93,856
    Was this plan covered by a fidelity bond2012-12-31Yes
    Value of fidelity bond cover2012-12-31$500,000
    If this is an individual account plan, was there a blackout period2012-12-31No
    Were there any nonexempt tranactions with any party-in-interest2012-12-31No
    Contributions received from participants2012-12-31$3,584,659
    Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$117,272
    Total non interest bearing cash at end of year2012-12-31$1,276,152
    Total non interest bearing cash at beginning of year2012-12-31$459,107
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
    Value of net income/loss2012-12-31$474,483
    Value of net assets at end of year (total assets less liabilities)2012-12-31$933,590
    Value of net assets at beginning of year (total assets less liabilities)2012-12-31$459,107
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
    Were any leases to which the plan was party in default or uncollectible2012-12-31No
    Investment advisory and management fees2012-12-31$266,992
    Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,051
    Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,649,275
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
    Was there a failure to transmit to the plan any participant contributions2012-12-31No
    Has the plan failed to provide any benefit when due under the plan2012-12-31No
    Contract administrator fees2012-12-31$218,376
    Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
    Liabilities. Value of benefit claims payable at end of year2012-12-31$342,562
    Did the plan have assets held for investment2012-12-31No
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
    Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
    Accountancy firm name2012-12-31DOUGLAS WILSON AND COMPANY P.C.
    Accountancy firm EIN2012-12-31810446334
    2011
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
    Total income from all sources (including contributions)2011-12-31$3,177,761
    Total of all expenses incurred2011-12-31$3,106,255
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,023,579
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,177,200
    Value of total assets at end of year2011-12-31$459,107
    Value of total assets at beginning of year2011-12-31$387,601
    Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$82,676
    Total dividends received (eg from common stock, registered investment company shares)2011-12-31$561
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
    Administrative expenses professional fees incurred2011-12-31$59,317
    Was this plan covered by a fidelity bond2011-12-31Yes
    Value of fidelity bond cover2011-12-31$500,000
    Were there any nonexempt tranactions with any party-in-interest2011-12-31No
    Contributions received from participants2011-12-31$3,177,200
    Administrative expenses (other) incurred2011-12-31$11
    Total non interest bearing cash at end of year2011-12-31$459,107
    Total non interest bearing cash at beginning of year2011-12-31$387,601
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
    Value of net income/loss2011-12-31$71,506
    Value of net assets at end of year (total assets less liabilities)2011-12-31$459,107
    Value of net assets at beginning of year (total assets less liabilities)2011-12-31$387,601
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
    Were any leases to which the plan was party in default or uncollectible2011-12-31No
    Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,023,579
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
    Was there a failure to transmit to the plan any participant contributions2011-12-31No
    Has the plan failed to provide any benefit when due under the plan2011-12-31No
    Income. Dividends from common stock2011-12-31$561
    Contract administrator fees2011-12-31$23,348
    Did the plan have assets held for investment2011-12-31No
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
    Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
    Accountancy firm name2011-12-31RUDD & COMPANY, PLLC
    Accountancy firm EIN2011-12-31820467399
    2010
    Total unrealized appreciation/depreciation of assets2010-12-31$0
    Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
    Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
    Total income from all sources (including contributions)2010-12-31$3,012,697
    Total loss/gain on sale of assets2010-12-31$0
    Total of all expenses incurred2010-12-31$2,836,839
    Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,836,839
    Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,009,097
    Value of total assets at end of year2010-12-31$387,601
    Value of total assets at beginning of year2010-12-31$211,743
    Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
    Total interest from all sources2010-12-31$0
    Total dividends received (eg from common stock, registered investment company shares)2010-12-31$699
    Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
    Was this plan covered by a fidelity bond2010-12-31Yes
    Value of fidelity bond cover2010-12-31$500,000
    Were there any nonexempt tranactions with any party-in-interest2010-12-31No
    Contributions received from participants2010-12-31$3,009,097
    Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$82,736
    Other income not declared elsewhere2010-12-31$2,901
    Total non interest bearing cash at end of year2010-12-31$387,601
    Total non interest bearing cash at beginning of year2010-12-31$211,743
    Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
    Value of net income/loss2010-12-31$175,858
    Value of net assets at end of year (total assets less liabilities)2010-12-31$387,601
    Value of net assets at beginning of year (total assets less liabilities)2010-12-31$211,743
    Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
    Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
    Were any leases to which the plan was party in default or uncollectible2010-12-31No
    Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,754,103
    Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
    Was there a failure to transmit to the plan any participant contributions2010-12-31No
    Has the plan failed to provide any benefit when due under the plan2010-12-31No
    Income. Dividends from common stock2010-12-31$699
    Did the plan have assets held for investment2010-12-31No
    Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
    Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
    Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
    Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
    Accountancy firm name2010-12-31RUDD & COMPANY, PLLC
    Accountancy firm EIN2010-12-31820467399

    Form 5500 Responses

    2021
    2021-01-01Type of plan entityMulti-employer plan
    2021-01-01Plan is a collectively bargained planYes
    2021-01-01Plan funding arrangement – InsuranceYes
    2021-01-01Plan funding arrangement – TrustYes
    2021-01-01Plan benefit arrangement – InsuranceYes
    2021-01-01Plan benefit arrangement - TrustYes
    2020
    2020-01-01Type of plan entityMulti-employer plan
    2020-01-01Plan is a collectively bargained planYes
    2020-01-01Plan funding arrangement – InsuranceYes
    2020-01-01Plan funding arrangement – TrustYes
    2020-01-01Plan benefit arrangement – InsuranceYes
    2020-01-01Plan benefit arrangement - TrustYes
    2019
    2019-01-01Type of plan entityMulti-employer plan
    2019-01-01Plan is a collectively bargained planYes
    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
    2018-01-01Type of plan entityMulti-employer plan
    2018-01-01Plan is a collectively bargained planYes
    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
    2017-01-01Type of plan entityMulti-employer plan
    2017-01-01Plan is a collectively bargained planYes
    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
    2016-01-01Type of plan entityMulti-employer plan
    2016-01-01Plan is a collectively bargained planYes
    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
    2015-01-01Type of plan entityMulti-employer plan
    2015-01-01Plan is a collectively bargained planYes
    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
    2014-01-01Type of plan entityMulti-employer plan
    2014-01-01Plan is a collectively bargained planYes
    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
    2013-01-01Type of plan entityMulti-employer plan
    2013-01-01Plan is a collectively bargained planYes
    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
    2012-01-01Type of plan entityMulti-employer plan
    2012-01-01Plan is a collectively bargained planYes
    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
    2011-01-01Type of plan entityMulti-employer plan
    2011-01-01Submission has been amendedNo
    2011-01-01This submission is the final filingNo
    2011-01-01This return/report is a short plan year return/report (less than 12 months)No
    2011-01-01Plan is a collectively bargained planYes
    2011-01-01Plan funding arrangement – InsuranceYes
    2011-01-01Plan funding arrangement – TrustYes
    2011-01-01Plan benefit arrangement – InsuranceYes
    2011-01-01Plan benefit arrangement - TrustYes
    2009
    2009-01-01Type of plan entityMulti-employer plan
    2009-01-01Submission has been amendedNo
    2009-01-01This submission is the final filingNo
    2009-01-01This return/report is a short plan year return/report (less than 12 months)No
    2009-01-01Plan is a collectively bargained planYes
    2009-01-01Plan funding arrangement – InsuranceYes
    2009-01-01Plan funding arrangement – TrustYes
    2009-01-01Plan benefit arrangement – InsuranceYes
    2009-01-01Plan benefit arrangement - TrustYes

    Insurance Providers Used on plan

    DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
    Policy contract number19940
    Policy instance 3
    Insurance contract or identification number19940
    Number of Individuals Covered296
    Insurance policy start date2021-01-01
    Insurance policy end date2021-12-31
    Total amount of commissions paid to insurance brokerUSD $12,135
    Total amount of fees paid to insurance companyUSD $0
    Dental Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $116,681
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $12,135
    COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
    Policy contract number
    Policy instance 2
    Number of Individuals Covered561
    Insurance policy start date2021-01-01
    Insurance policy end date2021-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 1
    Number of Individuals Covered407
    Insurance policy start date2021-01-01
    Insurance policy end date2021-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $3,926
    Vision Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $12,406
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
    Policy contract number
    Policy instance 2
    Number of Individuals Covered588
    Insurance policy start date2020-01-01
    Insurance policy end date2020-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 1
    Number of Individuals Covered399
    Insurance policy start date2020-01-01
    Insurance policy end date2020-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $4,086
    Vision Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $14,066
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 1
    Number of Individuals Covered422
    Insurance policy start date2019-01-01
    Insurance policy end date2019-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $4,193
    Vision Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $16,174
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
    Policy contract number
    Policy instance 2
    Number of Individuals Covered624
    Insurance policy start date2019-01-01
    Insurance policy end date2019-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    EBMS RE-BENCHMARK INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 41394 )
    Policy contract number
    Policy instance 2
    Number of Individuals Covered606
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 1
    Number of Individuals Covered424
    Insurance policy start date2018-01-01
    Insurance policy end date2018-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $4,119
    Vision Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $14,342
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    EBMS RE-BENCHMARK INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 41394 )
    Policy contract number
    Policy instance 3
    Number of Individuals Covered625
    Insurance policy start date2017-01-01
    Insurance policy end date2017-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 2
    Number of Individuals Covered448
    Insurance policy start date2017-01-01
    Insurance policy end date2017-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $4,355
    Vision Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $15,346
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
    Policy contract numberMT300401
    Policy instance 1
    Insurance contract or identification numberMT300401
    Number of Individuals Covered235
    Insurance policy start date2017-01-01
    Insurance policy end date2017-12-31
    Total amount of commissions paid to insurance brokerUSD $23,276
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $256,504
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $12,668
    Insurance broker organization code?3
    Insurance broker nameFLIKKEMA INSURANCE INC
    SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
    Policy contract number
    Policy instance 1
    Number of Individuals Covered439
    Insurance policy start date2016-01-01
    Insurance policy end date2016-12-31
    Total amount of commissions paid to insurance brokerUSD $27,223
    Total amount of fees paid to insurance companyUSD $0
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $18,149
    Insurance broker organization code?3
    Insurance broker nameUNITED BENEFIT ADVISORS NORTHWEST
    LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
    Policy contract numberMT300401
    Policy instance 2
    Insurance contract or identification numberMT300401
    Number of Individuals Covered335
    Insurance policy start date2016-01-01
    Insurance policy end date2016-12-31
    Total amount of commissions paid to insurance brokerUSD $17,344
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $194,381
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $13,154
    Insurance broker organization code?3
    Insurance broker nameLEAVITT GREAT WEST INSURANCE SERVIC
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 3
    Number of Individuals Covered436
    Insurance policy start date2016-01-01
    Insurance policy end date2016-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $2,325
    Vision Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $16,299
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
    Policy contract numberMT300401
    Policy instance 2
    Insurance contract or identification numberMT300401
    Number of Individuals Covered252
    Insurance policy start date2015-01-01
    Insurance policy end date2015-12-31
    Total amount of commissions paid to insurance brokerUSD $10,485
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $100,843
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $6,476
    Insurance broker organization code?3
    Insurance broker namePHILIP FLIKKEMA
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 3
    Number of Individuals Covered418
    Insurance policy start date2015-01-01
    Insurance policy end date2015-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $2,152
    Vision Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $11,798
    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 number
    Policy instance 1
    Number of Individuals Covered422
    Insurance policy start date2015-01-01
    Insurance policy end date2015-12-31
    Total amount of commissions paid to insurance brokerUSD $25,867
    Total amount of fees paid to insurance companyUSD $0
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $17,245
    Insurance broker organization code?3
    Insurance broker nameUNITED BENEFIT ADVISORS NORTHWEST
    BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
    Policy contract numberX51078
    Policy instance 1
    Insurance contract or identification numberX51078
    Number of Individuals Covered0
    Insurance policy start date2014-01-01
    Insurance policy end date2014-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitYes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
    Policy contract numberMT300401
    Policy instance 3
    Insurance contract or identification numberMT300401
    Number of Individuals Covered296
    Insurance policy start date2014-01-01
    Insurance policy end date2014-12-31
    Total amount of commissions paid to insurance brokerUSD $9,623
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Life Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $90,164
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $7,192
    Insurance broker organization code?3
    Insurance broker nameJAMES EDWARDS
    SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
    Policy contract number
    Policy instance 2
    Number of Individuals Covered353
    Insurance policy start date2014-01-01
    Insurance policy end date2014-12-31
    Total amount of commissions paid to insurance brokerUSD $30,646
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $16,455
    Insurance broker organization code?3
    Insurance broker nameCOORDINATED CARE PARTNERS LLC
    BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
    Policy contract numberX51078
    Policy instance 1
    Insurance contract or identification numberX51078
    Number of Individuals Covered518
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitYes
    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 number
    Policy instance 2
    Number of Individuals Covered518
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Total amount of commissions paid to insurance brokerUSD $18,667
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $12,445
    Insurance broker organization code?3
    Insurance broker nameUNITED BENEFIT ADVISORS NORTHWEST
    LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
    Policy contract numberMT300401
    Policy instance 3
    Insurance contract or identification numberMT300401
    Number of Individuals Covered121
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Total amount of commissions paid to insurance brokerUSD $975
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Life Insurance Welfare BenefitYes
    Long Term Disability 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 $975
    Insurance broker organization code?3
    Insurance broker nameMOUNTAIN WEST BENEFIT SOLUTIONS
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 4
    Number of Individuals Covered518
    Insurance policy start date2013-01-01
    Insurance policy end date2013-12-31
    Total amount of commissions paid to insurance brokerUSD $629
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Vision 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 $629
    Insurance broker organization code?3
    Insurance broker nameMOUNTAIN WEST BENEFIT SOLUTIONS
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 1
    Number of Individuals Covered376
    Insurance policy start date2012-01-01
    Insurance policy end date2012-12-31
    Total amount of commissions paid to insurance brokerUSD $3,098
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Vision 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 $1,859
    Insurance broker organization code?3
    Insurance broker nameMOUNTAIN WEST BENEFIT SOLUTIONS
    BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
    Policy contract numberX51078
    Policy instance 2
    Insurance contract or identification numberX51078
    Number of Individuals Covered378
    Insurance policy start date2012-01-01
    Insurance policy end date2012-12-31
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $0
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitYes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 2
    Number of Individuals Covered344
    Insurance policy start date2011-01-01
    Insurance policy end date2011-12-31
    Total amount of commissions paid to insurance brokerUSD $1,072
    Total amount of fees paid to insurance companyUSD $0
    Vision Insurance Welfare BenefitYes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
    Policy contract numberX51078
    Policy instance 1
    Insurance contract or identification numberX51078
    Insurance policy start date2011-01-01
    Insurance policy end date2011-12-31
    Total amount of commissions paid to insurance brokerUSD $143,638
    Total amount of fees paid to insurance companyUSD $0
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitYes
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
    Policy contract number
    Policy instance 2
    Number of Individuals Covered343
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $1,049
    Total amount of fees paid to insurance companyUSD $0
    Vision Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $10,485
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,049
    Insurance broker organization code?3
    Insurance broker nameMOUNTAIN WEST BENEFIT SOLUTIONS
    BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
    Policy contract numberX51078
    Policy instance 1
    Insurance contract or identification numberX51078
    Number of Individuals Covered364
    Insurance policy start date2010-01-01
    Insurance policy end date2010-12-31
    Total amount of commissions paid to insurance brokerUSD $148,144
    Total amount of fees paid to insurance companyUSD $0
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitYes
    Vision 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 $3,139
    Insurance broker organization code?3
    Insurance broker nameCUNA MUTUAL INS AGENCY INC

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