LAUTREC, LTD. has sponsored the creation of one or more 401k plans.
Additional information about LAUTREC, LTD.
Submission information for form 5500 for 401k plan LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
401k plan membership statisitcs for LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN
| Measure | Date | Value |
|---|
| 2022: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 142 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 148 |
| Total of all active and inactive participants | 2022-11-01 | 148 |
| 2021: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 136 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 142 |
| Total of all active and inactive participants | 2021-11-01 | 142 |
| 2020: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 136 |
| Total of all active and inactive participants | 2020-11-01 | 136 |
| 2019: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 131 |
| Total of all active and inactive participants | 2019-11-01 | 131 |
| 2018: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 125 |
| Total of all active and inactive participants | 2018-11-01 | 125 |
| 2017: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 128 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 128 |
| Total of all active and inactive participants | 2017-11-01 | 128 |
| 2016: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 139 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 128 |
| Total of all active and inactive participants | 2016-11-01 | 128 |
| 2015: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 133 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 139 |
| Total of all active and inactive participants | 2015-11-01 | 139 |
| 2014: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 138 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 133 |
| Total of all active and inactive participants | 2014-11-01 | 133 |
| 2013: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 138 |
| Total of all active and inactive participants | 2013-11-01 | 138 |
| Total participants, beginning-of-year | 2013-09-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 118 |
| Total of all active and inactive participants | 2013-09-01 | 118 |
| 2012: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-09-01 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 130 |
| Total of all active and inactive participants | 2012-09-01 | 130 |
| 2011: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-09-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 120 |
| Total of all active and inactive participants | 2011-09-01 | 120 |
| Total participants | 2011-09-01 | 120 |
| 2009: LAUTREC, LTD. LONG TERM DISABILITY, LIFE & ACCIDENTAL DEATH AND DISMEMBERMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-09-01 | 121 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 119 |
| Total of all active and inactive participants | 2009-09-01 | 119 |
| Total participants | 2009-09-01 | 119 |
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 145432 |
| Policy instance | 5 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | Total amount of commissions paid to insurance broker | USD $23,116 | | Total amount of fees paid to insurance company | USD $828 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $781,816 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,116 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 828 |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 145432 |
| Policy instance | 4 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | Total amount of commissions paid to insurance broker | USD $19,682 | | Total amount of fees paid to insurance company | USD $540 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $659,525 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,682 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 540 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 128068 |
| Policy instance | 3 |
| Insurance contract or identification number | 128068 | | Number of Individuals Covered | 148 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | Total amount of commissions paid to insurance broker | USD $4,245 | | Total amount of fees paid to insurance company | USD $519 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $44,910 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,245 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 519 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 156660 |
| Policy instance | 2 |
| Insurance contract or identification number | 156660 | | Number of Individuals Covered | 148 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | Total amount of commissions paid to insurance broker | USD $3,107 | | Total amount of fees paid to insurance company | USD $675 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $55,653 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,107 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 675 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1068717 |
| Policy instance | 1 |
| Insurance contract or identification number | 1068717 | | Number of Individuals Covered | 141 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | Total amount of commissions paid to insurance broker | USD $2,441 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,236 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,441 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1068717 |
| Policy instance | 1 |
| Insurance contract or identification number | 1068717 | | Number of Individuals Covered | 135 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $2,464 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $44,983 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,464 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 156660 |
| Policy instance | 2 |
| Insurance contract or identification number | 156660 | | Number of Individuals Covered | 142 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $3,086 | | Total amount of fees paid to insurance company | USD $624 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $53,615 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,086 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 624 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 128068 |
| Policy instance | 3 |
| Insurance contract or identification number | 128068 | | Number of Individuals Covered | 142 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $4,053 | | Total amount of fees paid to insurance company | USD $484 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,067 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,053 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 484 |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 145432 |
| Policy instance | 4 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $28,729 | | Total amount of fees paid to insurance company | USD $468 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $644,766 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,729 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 468 |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 145432 |
| Policy instance | 5 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $35,130 | | Total amount of fees paid to insurance company | USD $864 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $781,187 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35,130 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 864 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1068717 |
| Policy instance | 1 |
| Insurance contract or identification number | 1068717 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $2,436 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $40,951 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,436 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 156660 |
| Policy instance | 2 |
| Insurance contract or identification number | 156660 | | Number of Individuals Covered | 133 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $3,008 | | Total amount of fees paid to insurance company | USD $557 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $48,943 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,008 | | Insurance broker organization code? | 3 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 128068 |
| Policy instance | 3 |
| Insurance contract or identification number | 128068 | | Number of Individuals Covered | 133 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $3,903 | | Total amount of fees paid to insurance company | USD $450 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,071 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,903 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 450 |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 145432 |
| Policy instance | 4 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $15,219 | | Total amount of fees paid to insurance company | USD $385 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $664,307 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,219 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 385 |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 145432 |
| Policy instance | 5 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $18,976 | | Total amount of fees paid to insurance company | USD $851 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $797,249 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $18,976 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 851 |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 145432 |
| Policy instance | 5 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $28,886 | | Total amount of fees paid to insurance company | USD $384 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $750,694 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,886 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 384 |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 145432 |
| Policy instance | 4 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $27,149 | | Total amount of fees paid to insurance company | USD $180 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $671,511 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,149 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 180 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 128068 |
| Policy instance | 3 |
| Insurance contract or identification number | 128068 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $3,784 | | Total amount of fees paid to insurance company | USD $420 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,674 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,784 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 420 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 156660 |
| Policy instance | 2 |
| Insurance contract or identification number | 156660 | | Number of Individuals Covered | 131 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $2,787 | | Total amount of fees paid to insurance company | USD $486 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $43,436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,787 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 486 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1068717 |
| Policy instance | 1 |
| Insurance contract or identification number | 1068717 | | Number of Individuals Covered | 121 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | Total amount of commissions paid to insurance broker | USD $2,314 | | Total amount of fees paid to insurance company | USD $193 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,146 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,314 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 193 | | Additional information about fees paid to insurance broker | BONUSBONUSBONUS |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 145432 |
| Policy instance | 5 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $28,913 | | Total amount of fees paid to insurance company | USD $380 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $607,380 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,952 | | Amount paid for insurance broker fees | 380 |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 145432 |
| Policy instance | 4 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $30,330 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $625,772 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,775 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 128068 |
| Policy instance | 3 |
| Insurance contract or identification number | 128068 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $3,661 | | Total amount of fees paid to insurance company | USD $398 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $33,219 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,661 | | Amount paid for insurance broker fees | 398 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 156660 |
| Policy instance | 2 |
| Insurance contract or identification number | 156660 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $2,590 | | Total amount of fees paid to insurance company | USD $478 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,509 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,590 | | Amount paid for insurance broker fees | 478 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1068717 |
| Policy instance | 1 |
| Insurance contract or identification number | 1068717 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | Total amount of commissions paid to insurance broker | USD $2,355 | | Total amount of fees paid to insurance company | USD $243 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $39,045 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,355 | | Amount paid for insurance broker fees | 243 | | Additional information about fees paid to insurance broker | BONUS |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1068717 |
| Policy instance | 1 |
| Insurance contract or identification number | 1068717 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $2,174 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $34,350 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 156660 |
| Policy instance | 2 |
| Insurance contract or identification number | 156660 | | Number of Individuals Covered | 128 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $2,583 | | Total amount of fees paid to insurance company | USD $474 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,321 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | 128068 |
| Policy instance | 3 |
| Insurance contract or identification number | 128068 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $3,583 | | Total amount of fees paid to insurance company | USD $389 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,663 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 ) |
| Policy contract number | 145432 |
| Policy instance | 4 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $28,691 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $602,549 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 ) |
| Policy contract number | 145432 |
| Policy instance | 5 |
| Insurance contract or identification number | 145432 | | Number of Individuals Covered | 89 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | Total amount of commissions paid to insurance broker | USD $25,106 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $515,604 | | 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 | 00492076 |
| Policy instance | 1 |
| Insurance contract or identification number | 00492076 | | Number of Individuals Covered | 139 | | Insurance policy start date | 2015-11-01 | | Insurance policy end date | 2016-10-31 | | Total amount of commissions paid to insurance broker | USD $11,275 | | Total amount of fees paid to insurance company | USD $6,916 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $126,526 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,275 | | Amount paid for insurance broker fees | 6916 | | Insurance broker name | NFP SCHECHTER BENEFITS, LLC |
|
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00492076 |
| Policy instance | 1 |
| Insurance contract or identification number | 00492076 | | Number of Individuals Covered | 133 | | Insurance policy start date | 2014-11-01 | | Insurance policy end date | 2015-10-31 | | Total amount of commissions paid to insurance broker | USD $11,099 | | Total amount of fees paid to insurance company | USD $6,652 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $125,134 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,099 | | Amount paid for insurance broker fees | 6652 | | Insurance broker name | NFP SCHECHTER BENEFITS, LLC |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00492076 |
| Policy instance | 1 |
| Insurance contract or identification number | 00492076 | | Number of Individuals Covered | 138 | | Insurance policy start date | 2013-11-01 | | Insurance policy end date | 2014-10-31 | | Total amount of commissions paid to insurance broker | USD $9,817 | | Total amount of fees paid to insurance company | USD $1,248 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $113,109 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,817 | | Amount paid for insurance broker fees | 1248 | | Insurance broker name | NFP SCHECHTER BENEFITS, LLC |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P5419 |
| Policy instance | 1 |
| Insurance contract or identification number | P5419 | | Number of Individuals Covered | 118 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2013-10-31 | | Total amount of commissions paid to insurance broker | USD $1,551 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,088 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $870 | | Insurance broker name | ROBERT SCHECHTER & ASSOC. |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P5419 |
| Policy instance | 1 |
| Insurance contract or identification number | P5419 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Total amount of commissions paid to insurance broker | USD $6,903 | | Total amount of fees paid to insurance company | USD $2,813 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $91,452 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,903 | | Amount paid for insurance broker fees | 2595 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker name | NFP INSURANCE SERVICES INC. |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P5419 |
| Policy instance | 1 |
| Insurance contract or identification number | P5419 | | Number of Individuals Covered | 120 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-08-31 | | Total amount of commissions paid to insurance broker | USD $6,591 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $84,335 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P5419 |
| Policy instance | 1 |
| Insurance contract or identification number | P5419 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2010-09-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $6,357 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $78,941 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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