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FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 401k Plan overview

Plan NameFIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN
Plan identification number 501

FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN Benefits

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

401k Sponsoring company profile

FIVE BROTHERS MORTGAGE COMPANY SERVICES AND SECURING, INC. has sponsored the creation of one or more 401k plans.

Company Name:FIVE BROTHERS MORTGAGE COMPANY SERVICES AND SECURING, INC.
Employer identification number (EIN):382699920
NAIC Classification:531390
NAIC Description:Other Activities Related to Real Estate

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-10-01PERRY SCROGGIE2024-03-04
5012021-10-01PERRY SCROGGIE2023-03-10
5012020-10-01PERRY SCROGGIE2022-03-16
5012019-10-01PERRY SCROGGIE2021-02-17
5012018-10-01PERRY SCROGGIE2020-11-18
5012017-10-01PERRY SCROGGIE2019-04-29
5012016-10-01
5012015-10-01
5012014-10-01
5012013-10-01
5012012-10-01JOHN SCOLLIN
5012011-10-01
5012010-10-01
5012009-10-01

Plan Statistics for FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN

401k plan membership statisitcs for FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN

Measure Date Value
2022: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01165
Total number of active participants reported on line 7a of the Form 55002022-10-01138
Number of retired or separated participants receiving benefits2022-10-011
Number of other retired or separated participants entitled to future benefits2022-10-014
Total of all active and inactive participants2022-10-01143
2021: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01241
Total number of active participants reported on line 7a of the Form 55002021-10-01164
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0145
Total of all active and inactive participants2021-10-01209
2020: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01228
Total number of active participants reported on line 7a of the Form 55002020-10-01201
Number of retired or separated participants receiving benefits2020-10-011
Number of other retired or separated participants entitled to future benefits2020-10-0139
Total of all active and inactive participants2020-10-01241
2019: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01228
Total number of active participants reported on line 7a of the Form 55002019-10-01216
Number of retired or separated participants receiving benefits2019-10-013
Number of other retired or separated participants entitled to future benefits2019-10-0125
Total of all active and inactive participants2019-10-01244
2018: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01319
Total number of active participants reported on line 7a of the Form 55002018-10-01228
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-017
Total of all active and inactive participants2018-10-01235
2017: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01406
Total number of active participants reported on line 7a of the Form 55002017-10-01319
Number of retired or separated participants receiving benefits2017-10-013
Number of other retired or separated participants entitled to future benefits2017-10-0114
Total of all active and inactive participants2017-10-01336
2016: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01446
Total number of active participants reported on line 7a of the Form 55002016-10-01382
Number of retired or separated participants receiving benefits2016-10-012
Number of other retired or separated participants entitled to future benefits2016-10-0122
Total of all active and inactive participants2016-10-01406
2015: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01905
Total number of active participants reported on line 7a of the Form 55002015-10-01445
Number of retired or separated participants receiving benefits2015-10-011
Total of all active and inactive participants2015-10-01446
2014: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01883
Total number of active participants reported on line 7a of the Form 55002014-10-01905
Total of all active and inactive participants2014-10-01905
2013: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01506
Total number of active participants reported on line 7a of the Form 55002013-10-01883
Total of all active and inactive participants2013-10-01883
2012: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01429
Total number of active participants reported on line 7a of the Form 55002012-10-01506
Total of all active and inactive participants2012-10-01506
2011: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01299
Total number of active participants reported on line 7a of the Form 55002011-10-01429
Total of all active and inactive participants2011-10-01429
2010: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-10-01172
Total number of active participants reported on line 7a of the Form 55002010-10-01299
Total of all active and inactive participants2010-10-01299
2009: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01100
Total number of active participants reported on line 7a of the Form 55002009-10-01172
Total of all active and inactive participants2009-10-01172

Form 5500 Responses for FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN

2022: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Plan funding arrangement – InsuranceYes
2022-10-01Plan funding arrangement – General assets of the sponsorYes
2022-10-01Plan benefit arrangement – InsuranceYes
2022-10-01Plan benefit arrangement – General assets of the sponsorYes
2021: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes
2018: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – General assets of the sponsorYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement – General assets of the sponsorYes
2017: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – General assets of the sponsorYes
2016: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – General assets of the sponsorYes
2015: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – General assets of the sponsorYes
2012: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement – InsuranceYes
2012-10-01Plan benefit arrangement – General assets of the sponsorYes
2011: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – General assets of the sponsorYes
2010: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-10-01Type of plan entitySingle employer plan
2010-10-01Plan funding arrangement – InsuranceYes
2010-10-01Plan funding arrangement – General assets of the sponsorYes
2010-10-01Plan benefit arrangement – InsuranceYes
2010-10-01Plan benefit arrangement – General assets of the sponsorYes
2009: FIVE BROTHERS DEFAULT MANAGEMENT SOLUTIONS BENEFIT WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01First time form 5500 has been submittedYes
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – General assets of the sponsorYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5454878
Policy instance 2
Insurance contract or identification number5454878
Number of Individuals Covered214
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $18,757
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $190,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,757
Insurance broker organization code?3
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number791362
Policy instance 1
Insurance contract or identification number791362
Number of Individuals Covered154
Insurance policy start date2022-10-01
Insurance policy end date2023-09-30
Total amount of commissions paid to insurance brokerUSD $55,397
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,384,924
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,397
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5454878
Policy instance 2
Insurance contract or identification number5454878
Number of Individuals Covered262
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $26,104
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $280,970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,104
Insurance broker organization code?3
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number791362
Policy instance 1
Insurance contract or identification number791362
Number of Individuals Covered188
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $53,374
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,334,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $53,374
Insurance broker organization code?3
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number791362
Policy instance 1
Insurance contract or identification number791362
Number of Individuals Covered210
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $48,303
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,170,616
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,303
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5454878
Policy instance 2
Insurance contract or identification number5454878
Number of Individuals Covered307
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $23,439
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $247,303
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,439
Insurance broker organization code?3
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number791362
Policy instance 1
Insurance contract or identification number791362
Number of Individuals Covered232
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $55,826
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,369,654
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,826
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5454878
Policy instance 2
Insurance contract or identification number5454878
Number of Individuals Covered339
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $22,808
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $247,902
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,808
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5454878
Policy instance 3
Insurance contract or identification number5454878
Number of Individuals Covered341
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $23,009
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $273,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,009
Insurance broker organization code?3
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number791362
Policy instance 2
Insurance contract or identification number791362
Number of Individuals Covered233
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $52,185
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,304,615
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,185
Insurance broker organization code?3
EMPLOYEE HEALTH INSURANCE MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50001343-01
Policy instance 1
Insurance contract or identification number50001343-01
Number of Individuals Covered185
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $9,497
Total amount of fees paid to insurance companyUSD $9,102
Welfare Benefit Premiums Paid to CarrierUSD $238,122
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,497
Amount paid for insurance broker fees9102
Additional information about fees paid to insurance brokerEHIM ADMINISTRATIVE FEES
Insurance broker organization code?3
PRIORITY HEALTH (National Association of Insurance Commissioners NAIC id number: 95561 )
Policy contract number791362
Policy instance 2
Insurance contract or identification number791362
Number of Individuals Covered296
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $50,661
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,407,259
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EMPLOYEE HEALTH INSURANCE MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50001343-01
Policy instance 1
Insurance contract or identification number50001343-01
Number of Individuals Covered227
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $10,006
Total amount of fees paid to insurance companyUSD $11,373
Welfare Benefit Premiums Paid to CarrierUSD $251,525
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5454878
Policy instance 3
Insurance contract or identification number5454878
Number of Individuals Covered426
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $28,522
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $322,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5454878
Policy instance 3
Insurance contract or identification number5454878
Number of Individuals Covered795
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $51,999
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $581,818
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,999
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
EMPLOYEE HEALTH INSURANCE MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50001343-01
Policy instance 1
Insurance contract or identification number50001343-01
Number of Individuals Covered514
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $15,690
Total amount of fees paid to insurance companyUSD $20,509
Welfare Benefit Premiums Paid to CarrierUSD $399,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,690
Amount paid for insurance broker fees20509
Additional information about fees paid to insurance brokerEHIM ADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HAP (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002891
Policy instance 2
Insurance contract or identification number10002891
Number of Individuals Covered628
Insurance policy start date2015-10-01
Insurance policy end date2016-09-30
Total amount of commissions paid to insurance brokerUSD $51,116
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,942,238
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,116
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05454878
Policy instance 3
Insurance contract or identification numberKM05454878
Number of Individuals Covered905
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $52,241
Total amount of fees paid to insurance companyUSD $9,978
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $517,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,241
Amount paid for insurance broker fees9978
Additional information about fees paid to insurance brokerENROLLMENT FEES
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
EMPLOYEE HEALTH INSURANCE MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50001343-01
Policy instance 1
Insurance contract or identification number50001343-01
Number of Individuals Covered503
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $13,924
Total amount of fees paid to insurance companyUSD $15,434
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $348,924
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,924
Amount paid for insurance broker fees15434
Additional information about fees paid to insurance brokerEHIM ADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HAP (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002891
Policy instance 2
Insurance contract or identification number10002891
Number of Individuals Covered619
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,805
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
Welfare Benefit Premiums Paid to CarrierUSD $3,387,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,805
Insurance broker nameGREGORY T MILLER
EMPLOYEE HEALTH INSURANCE MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50001343-01
Policy instance 2
Insurance contract or identification number50001343-01
Number of Individuals Covered394
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $11,297
Total amount of fees paid to insurance companyUSD $11,730
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $284,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,297
Amount paid for insurance broker fees11730
Additional information about fees paid to insurance brokerEHIM ADMINISTRATIVE FEESEHIM ADMINISTRATIVE FEES
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number548094
Policy instance 1
Insurance contract or identification number548094
Number of Individuals Covered550
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $7,655
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $67,837
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,655
Insurance broker nameGREGORY T MILLER
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05454878
Policy instance 4
Insurance contract or identification numberKM05454878
Number of Individuals Covered883
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $27,071
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
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $346,558
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,071
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HAP (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002891
Policy instance 3
Insurance contract or identification number10002891
Number of Individuals Covered470
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $40,893
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
Welfare Benefit Premiums Paid to CarrierUSD $2,032,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,893
Insurance broker nameGREGORY T MILLER
HAP (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002891
Policy instance 2
Insurance contract or identification number10002891
Number of Individuals Covered378
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $34,754
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
Welfare Benefit Premiums Paid to CarrierUSD $1,532,244
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,754
Insurance broker nameGREGORY T MILLER
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05454878
Policy instance 1
Insurance contract or identification numberKM05454878
Number of Individuals Covered506
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $18,622
Total amount of fees paid to insurance companyUSD $29
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $243,011
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,622
Amount paid for insurance broker fees29
Additional information about fees paid to insurance brokerNON MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number548094
Policy instance 3
Insurance contract or identification number548094
Number of Individuals Covered368
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $5,223
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
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,223
Insurance broker nameGREGORY T MILLER
EMPLOYEE HEALTH INSURANCE MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50001343-01
Policy instance 4
Insurance contract or identification number50001343-01
Number of Individuals Covered286
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $7,302
Total amount of fees paid to insurance companyUSD $8,433
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $185,222
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,302
Amount paid for insurance broker fees8433
Additional information about fees paid to insurance brokerEHIM ADMINISTRATIVE FEE
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05454878
Policy instance 4
Insurance contract or identification numberKM05454878
Number of Individuals Covered429
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $8,774
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $143,184
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,774
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
EMPLOYEE HEALTH INSURANCE MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50001343-01
Policy instance 2
Insurance contract or identification number50001343-01
Number of Individuals Covered255
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $3,903
Total amount of fees paid to insurance companyUSD $6,869
Welfare Benefit Premiums Paid to CarrierUSD $155,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,903
Amount paid for insurance broker fees6869
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number548094
Policy instance 1
Insurance contract or identification number548094
Number of Individuals Covered342
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $3,999
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,859
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,999
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HAP (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002891
Policy instance 3
Insurance contract or identification number10002891
Number of Individuals Covered212
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $31,630
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,009,919
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,630
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
EMPLOYEE HEALTH INSURANCE MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50001343-01
Policy instance 2
Insurance contract or identification number50001343-01
Number of Individuals Covered157
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $2,367
Total amount of fees paid to insurance companyUSD $4,271
Welfare Benefit Premiums Paid to CarrierUSD $92,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,367
Amount paid for insurance broker fees4271
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HAP (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002891
Policy instance 3
Insurance contract or identification number10002891
Number of Individuals Covered122
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $23,373
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $561,471
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,373
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05454878
Policy instance 4
Insurance contract or identification numberKM05454878
Number of Individuals Covered299
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $3,184
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,192
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,184
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number548094
Policy instance 1
Insurance contract or identification number548094
Number of Individuals Covered248
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $3,457
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $27,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,457
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HAP (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10002891
Policy instance 3
Insurance contract or identification number10002891
Number of Individuals Covered87
Insurance policy start date2009-01-01
Insurance policy end date2009-12-31
Total amount of commissions paid to insurance brokerUSD $6,076
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $384,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,076
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
EMPLOYEE HEALTH INSURANCE MANAGEMENT (National Association of Insurance Commissioners NAIC id number: 0 )
Policy contract number50001343-01
Policy instance 2
Insurance contract or identification number50001343-01
Number of Individuals Covered98
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $1,691
Total amount of fees paid to insurance companyUSD $3,059
Welfare Benefit Premiums Paid to CarrierUSD $75,432
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,691
Amount paid for insurance broker fees3059
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number548094
Policy instance 1
Insurance contract or identification number548094
Number of Individuals Covered172
Insurance policy start date2009-10-01
Insurance policy end date2010-09-30
Total amount of commissions paid to insurance brokerUSD $7,052
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $68,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,052
Insurance broker organization code?3
Insurance broker nameGREGORY T MILLER

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