NATIONAL BULK EQUIPMENT, INC. has sponsored the creation of one or more 401k plans.
Additional information about NATIONAL BULK EQUIPMENT, INC.
Submission information for form 5500 for 401k plan NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN
401k plan membership statisitcs for NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN
| Measure | Date | Value |
|---|
| 2022: NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 218 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 218 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
| Total of all active and inactive participants | 2022-04-01 | 218 |
| 2021: NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 179 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 173 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
| Total of all active and inactive participants | 2021-04-01 | 173 |
| 2020: NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 162 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 179 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
| Total of all active and inactive participants | 2020-04-01 | 179 |
| 2019: NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 163 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 162 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
| Total of all active and inactive participants | 2019-04-01 | 162 |
| 2018: NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 163 |
| Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
| Total of all active and inactive participants | 2018-04-01 | 163 |
| 2017: NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 133 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 148 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
| Total of all active and inactive participants | 2017-04-01 | 148 |
| 2016: NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 133 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
| Total of all active and inactive participants | 2016-04-01 | 133 |
| Measure | Date | Value |
|---|
| 2022 : NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-03-31 | $0 |
| Total plan assets at end of year | 2022-03-31 | $0 |
| Total plan assets at beginning of year | 2022-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2022-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-03-31 | $0 |
| 2021 : NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-03-31 | $0 |
| Total plan assets at end of year | 2021-03-31 | $0 |
| Total plan assets at beginning of year | 2021-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2021-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-03-31 | $0 |
| 2020 : NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-03-31 | $0 |
| Total plan assets at end of year | 2020-03-31 | $0 |
| Total plan assets at beginning of year | 2020-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2020-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-03-31 | $0 |
| 2019 : NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-03-31 | $0 |
| Total plan assets at end of year | 2019-03-31 | $0 |
| Total plan assets at beginning of year | 2019-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-03-31 | $0 |
| 2018 : NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-03-31 | $0 |
| Total plan assets at end of year | 2018-03-31 | $0 |
| Total plan assets at beginning of year | 2018-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2018-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-03-31 | $0 |
| 2017 : NATIONAL BULK EQUIPMENT, INC. HEALTH & BENEFITS PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-03-31 | $0 |
| Total plan assets at end of year | 2017-03-31 | $0 |
| Total plan assets at beginning of year | 2017-03-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2017-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-03-31 | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1155856 |
| Policy instance | 1 |
| Insurance contract or identification number | 1155856 | | Number of Individuals Covered | 515 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $21,565 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $246,550 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,565 | | Additional information about fees paid to insurance broker | BROKER FEES | | Insurance broker organization code? | 3 |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 1 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 449 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $27,250 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,089,996 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,250 |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 12208 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 2 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $948 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $37,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $948 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GUG 0BQ8W |
| Policy instance | 3 |
| Insurance contract or identification number | GUG 0BQ8W | | Number of Individuals Covered | 199 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $3,688 | | Total amount of fees paid to insurance company | USD $3,583 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $43,770 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,688 | | Amount paid for insurance broker fees | 2965 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLTD0BQ8W |
| Policy instance | 4 |
| Insurance contract or identification number | GLTD0BQ8W | | Number of Individuals Covered | 143 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $3,201 | | Total amount of fees paid to insurance company | USD $2,922 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $34,025 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,201 | | Amount paid for insurance broker fees | 2418 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLUG0BQ8W |
| Policy instance | 5 |
| Insurance contract or identification number | GLUG0BQ8W | | Number of Individuals Covered | 199 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $2,046 | | Total amount of fees paid to insurance company | USD $1,719 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,463 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,046 | | Amount paid for insurance broker fees | 1423 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GVTLOBQ8W |
| Policy instance | 6 |
| Insurance contract or identification number | GVTLOBQ8W | | Number of Individuals Covered | 114 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $3,210 | | Total amount of fees paid to insurance company | USD $2,809 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $34,208 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,210 | | Amount paid for insurance broker fees | 2325 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-053450 |
| Policy instance | 7 |
| Insurance contract or identification number | 010-053450 | | Number of Individuals Covered | 374 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $15,768 | | Total amount of fees paid to insurance company | USD $780 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $157,675 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,768 | | Amount paid for insurance broker fees | 780 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 1 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 429 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $36,166 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $838,578 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,166 |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 12208 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 2 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $1,108 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $23,947 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,108 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GUG 0BQ8W |
| Policy instance | 3 |
| Insurance contract or identification number | GUG 0BQ8W | | Number of Individuals Covered | 187 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $3,581 | | Total amount of fees paid to insurance company | USD $2,265 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $41,614 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,581 | | Amount paid for insurance broker fees | 2265 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLTD0BQ8W |
| Policy instance | 4 |
| Insurance contract or identification number | GLTD0BQ8W | | Number of Individuals Covered | 152 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $3,267 | | Total amount of fees paid to insurance company | USD $1,963 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,345 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,267 | | Amount paid for insurance broker fees | 1963 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GLUG0BQ8W |
| Policy instance | 5 |
| Insurance contract or identification number | GLUG0BQ8W | | Number of Individuals Covered | 187 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $2,053 | | Total amount of fees paid to insurance company | USD $1,123 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,531 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,053 | | Amount paid for insurance broker fees | 1123 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 ) |
| Policy contract number | GVTLOBQ8W |
| Policy instance | 6 |
| Insurance contract or identification number | GVTLOBQ8W | | Number of Individuals Covered | 108 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $3,064 | | Total amount of fees paid to insurance company | USD $1,848 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,275 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,064 | | Amount paid for insurance broker fees | 1848 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
| Policy contract number | 010-053450 |
| Policy instance | 7 |
| Insurance contract or identification number | 010-053450 | | Number of Individuals Covered | 356 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $13,414 | | Total amount of fees paid to insurance company | USD $732 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $134,138 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,414 | | Amount paid for insurance broker fees | 732 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 00001D037056 00 |
| Policy instance | 7 |
| Insurance contract or identification number | 00001D037056 00 | | Number of Individuals Covered | 161 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $3,481 | | Total amount of fees paid to insurance company | USD $6,424 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $120,525 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,481 | | Amount paid for insurance broker fees | 6424 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 23 |
| Policy instance | 6 |
| Insurance contract or identification number | 000400001000 23 | | Number of Individuals Covered | 103 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $4,647 | | Total amount of fees paid to insurance company | USD $1,723 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,979 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,647 | | Amount paid for insurance broker fees | 1723 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010241280 00 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010241280 00 | | Number of Individuals Covered | 186 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $2,131 | | Total amount of fees paid to insurance company | USD $1,323 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,847 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,131 | | Amount paid for insurance broker fees | 1323 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010241403 00 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010241403 00 | | Number of Individuals Covered | 165 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $3,314 | | Total amount of fees paid to insurance company | USD $1,466 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,272 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,314 | | Amount paid for insurance broker fees | 1466 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010241281 00 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010241281 00 | | Number of Individuals Covered | 186 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $2,845 | | Total amount of fees paid to insurance company | USD $2,683 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $46,726 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,845 | | Amount paid for insurance broker fees | 2683 | | Additional information about fees paid to insurance broker | BROKER BONUS FEES | | Insurance broker organization code? | 3 |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 12208 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 2 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $1,216 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $40,527 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,216 |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 1 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 432 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $47,387 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,579,568 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $47,387 |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 1 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 434 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $37,481 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,249,382 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,481 |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 12208 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 2 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $470 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,680 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $470 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010241281 00 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010241281 00 | | Number of Individuals Covered | 195 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $2,784 | | Total amount of fees paid to insurance company | USD $29 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $43,683 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,784 | | Amount paid for insurance broker fees | 29 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010241403 00 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010241403 00 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $3,316 | | Total amount of fees paid to insurance company | USD $17 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,327 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,316 | | Amount paid for insurance broker fees | 17 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010241280 00 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010241280 00 | | Number of Individuals Covered | 195 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $2,049 | | Total amount of fees paid to insurance company | USD $14 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,489 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,049 | | Amount paid for insurance broker fees | 14 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 23 |
| Policy instance | 6 |
| Insurance contract or identification number | 000400001000 23 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $3,840 | | Total amount of fees paid to insurance company | USD $12 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $25,600 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,840 | | Amount paid for insurance broker fees | 12 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 00001D037056 00 |
| Policy instance | 7 |
| Insurance contract or identification number | 00001D037056 00 | | Number of Individuals Covered | 156 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $3,255 | | Total amount of fees paid to insurance company | USD $43 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $93,638 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,255 | | Amount paid for insurance broker fees | 43 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1062980 |
| Policy instance | 3 |
| Insurance contract or identification number | 1062980 | | Number of Individuals Covered | 406 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $13,870 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $205,334 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,870 | | Insurance broker name | BERENDS HENDRICKS STUIT |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 12208 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 2 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $256 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,518 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $256 | | Insurance broker name | BERENDS HENDRICKS STUIT |
|
| PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 ) |
| Policy contract number | 791103 S001 |
| Policy instance | 1 |
| Insurance contract or identification number | 791103 S001 | | Number of Individuals Covered | 381 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $36,922 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,230,731 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,922 | | Insurance broker name | BERENDS HENDRICKS STUIT |
|
