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IDEAL GROUP WELFARE BENEFIT PROGRAMS 401k Plan overview

Plan NameIDEAL GROUP WELFARE BENEFIT PROGRAMS
Plan identification number 501

IDEAL GROUP WELFARE BENEFIT PROGRAMS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

THE IDEAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE IDEAL GROUP, INC.
Employer identification number (EIN):383517635
NAIC Classification:332300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IDEAL GROUP WELFARE BENEFIT PROGRAMS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-06-01LINZIE VENEGAS2023-10-30
5012021-06-01LINZIE VENEGAS2022-10-24
5012020-06-01LINZIE VENEGAS2022-01-18
5012019-06-01RACHAEL JOHNSON2020-11-18
5012018-06-01RACHAEL JOHNSON2019-11-27
5012017-06-01
5012016-06-01
5012015-06-01
5012014-06-01
5012013-06-01
5012012-06-01RACHAEL JOHNSON
5012011-06-01RACHAEL MORTON
5012010-06-01RACHAEL MORTON

Plan Statistics for IDEAL GROUP WELFARE BENEFIT PROGRAMS

401k plan membership statisitcs for IDEAL GROUP WELFARE BENEFIT PROGRAMS

Measure Date Value
2022: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2022 401k membership
Total participants, beginning-of-year2022-06-01345
Total number of active participants reported on line 7a of the Form 55002022-06-01358
Total of all active and inactive participants2022-06-01358
2021: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2021 401k membership
Total participants, beginning-of-year2021-06-01301
Total number of active participants reported on line 7a of the Form 55002021-06-01345
Total of all active and inactive participants2021-06-01345
2020: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2020 401k membership
Total participants, beginning-of-year2020-06-01296
Total number of active participants reported on line 7a of the Form 55002020-06-01301
Total of all active and inactive participants2020-06-01301
2019: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2019 401k membership
Total participants, beginning-of-year2019-06-01268
Total number of active participants reported on line 7a of the Form 55002019-06-01296
Total of all active and inactive participants2019-06-01296
2018: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2018 401k membership
Total participants, beginning-of-year2018-06-01285
Total number of active participants reported on line 7a of the Form 55002018-06-01268
Total of all active and inactive participants2018-06-01268
2017: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2017 401k membership
Total participants, beginning-of-year2017-06-01278
Total number of active participants reported on line 7a of the Form 55002017-06-01285
Total of all active and inactive participants2017-06-01285
2016: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2016 401k membership
Total participants, beginning-of-year2016-06-01231
Total number of active participants reported on line 7a of the Form 55002016-06-01278
Total of all active and inactive participants2016-06-01278
2015: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2015 401k membership
Total participants, beginning-of-year2015-06-01196
Total number of active participants reported on line 7a of the Form 55002015-06-01231
Total of all active and inactive participants2015-06-01231
2014: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2014 401k membership
Total participants, beginning-of-year2014-06-01185
Total number of active participants reported on line 7a of the Form 55002014-06-01196
Total of all active and inactive participants2014-06-01196
2013: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2013 401k membership
Total participants, beginning-of-year2013-06-01193
Total number of active participants reported on line 7a of the Form 55002013-06-01185
Total of all active and inactive participants2013-06-01185
2012: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2012 401k membership
Total participants, beginning-of-year2012-06-01162
Total number of active participants reported on line 7a of the Form 55002012-06-01193
Total of all active and inactive participants2012-06-01193
2011: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2011 401k membership
Total participants, beginning-of-year2011-06-01196
Total number of active participants reported on line 7a of the Form 55002011-06-01162
Total of all active and inactive participants2011-06-01162
2010: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2010 401k membership
Total participants, beginning-of-year2010-06-01133
Total number of active participants reported on line 7a of the Form 55002010-06-01196
Total of all active and inactive participants2010-06-01196

Form 5500 Responses for IDEAL GROUP WELFARE BENEFIT PROGRAMS

2022: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan benefit arrangement – InsuranceYes
2021: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan benefit arrangement – InsuranceYes
2020: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2013 form 5500 responses
2013-06-01Type of plan entityMulitple employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2012 form 5500 responses
2012-06-01Type of plan entityMulitple employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2011 form 5500 responses
2011-06-01Type of plan entityMulitple employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2010: IDEAL GROUP WELFARE BENEFIT PROGRAMS 2010 form 5500 responses
2010-06-01Type of plan entityMulitple employer plan
2010-06-01First time form 5500 has been submittedYes
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HEALTH ALLIANCE PLAN (National Association of Insurance Commissioners NAIC id number: 95844 )
Policy contract number10005754
Policy instance 4
Insurance contract or identification number10005754
Number of Individuals Covered25
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $4,316
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,158
Amount paid for insurance broker fees0
Insurance broker organization code?3
ALLIANCE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60134 )
Policy contract number10005237
Policy instance 3
Insurance contract or identification number10005237
Number of Individuals Covered471
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $96,150
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,238,341
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,697
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AQ16
Policy instance 2
Insurance contract or identification numberG000AQ16
Number of Individuals Covered362
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $24,176
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $388,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,088
Amount paid for insurance broker fees0
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9748088 1001
Policy instance 1
Insurance contract or identification number9748088 1001
Number of Individuals Covered576
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $1,899
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $912
Amount paid for insurance broker fees0
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9748088 1001
Policy instance 1
Insurance contract or identification number9748088 1001
Number of Individuals Covered539
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $1,728
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,073
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $864
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AQ16
Policy instance 2
Insurance contract or identification numberG000AQ16
Number of Individuals Covered305
Insurance policy start date2020-07-01
Insurance policy end date2021-07-01
Total amount of commissions paid to insurance brokerUSD $17,812
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $190,768
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,906
Insurance broker organization code?3
ALLIANCE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60134 )
Policy contract number10005237
Policy instance 3
Insurance contract or identification number10005237
Number of Individuals Covered459
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $65,192
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,810,881
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,218
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5050001
Policy instance 4
Insurance contract or identification number5050001
Number of Individuals Covered532
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $4,634
Total amount of fees paid to insurance companyUSD $8,469
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $169,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8469
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,317
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5050001
Policy instance 4
Insurance contract or identification number5050001
Number of Individuals Covered518
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $4,320
Total amount of fees paid to insurance companyUSD $7,607
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $152,144
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7607
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker organization code?3
ALLIANCE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60134 )
Policy contract number10005237
Policy instance 3
Insurance contract or identification number10005237
Number of Individuals Covered427
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $45,582
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,483,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,791
Amount paid for insurance broker fees0
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AQ16
Policy instance 2
Insurance contract or identification numberG000AQ16
Number of Individuals Covered296
Insurance policy start date2019-07-01
Insurance policy end date2020-07-01
Total amount of commissions paid to insurance brokerUSD $17,572
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $186,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,786
Amount paid for insurance broker fees0
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9748088 1001
Policy instance 1
Insurance contract or identification number9748088 1001
Number of Individuals Covered495
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $729
Total amount of fees paid to insurance companyUSD $1,268
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,638
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1268
Additional information about fees paid to insurance brokerMANAGEMENT FEE
Insurance broker organization code?3
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AQ16
Policy instance 2
Insurance contract or identification numberG000AQ16
Number of Individuals Covered268
Insurance policy start date2018-07-01
Insurance policy end date2019-07-01
Total amount of commissions paid to insurance brokerUSD $16,922
Total amount of fees paid to insurance companyUSD $1,973
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $174,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,461
Amount paid for insurance broker fees1973
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9748088 1001
Policy instance 1
Insurance contract or identification number9748088 1001
Number of Individuals Covered470
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $704
Total amount of fees paid to insurance companyUSD $820
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees820
Additional information about fees paid to insurance brokerMANAGEMENT FEE
Insurance broker organization code?3
ALLIANCE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60134 )
Policy contract number10005237
Policy instance 3
Insurance contract or identification number10005237
Number of Individuals Covered419
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $43,400
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,646,546
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,700
Amount paid for insurance broker fees0
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5050001
Policy instance 4
Insurance contract or identification number5050001
Number of Individuals Covered484
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $4,362
Total amount of fees paid to insurance companyUSD $7,693
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $139,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7693
Additional information about fees paid to insurance brokerADMINISTRATIVE FEE
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $2,181
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5050001
Policy instance 4
Insurance contract or identification number5050001
Number of Individuals Covered451
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $3,894
Total amount of fees paid to insurance companyUSD $6,959
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $139,177
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6959
Additional information about fees paid to insurance brokerADMINISTRATIVE FEES
Insurance broker organization code?3
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9748088 1001
Policy instance 1
Insurance contract or identification number9748088 1001
Number of Individuals Covered460
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $684
Total amount of fees paid to insurance companyUSD $684
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,739
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $684
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerMANAGEMENT FEE
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AQ16
Policy instance 2
Insurance contract or identification numberG000AQ16
Number of Individuals Covered278
Insurance policy start date2017-07-01
Insurance policy end date2018-07-01
Total amount of commissions paid to insurance brokerUSD $16,940
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $174,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,470
Amount paid for insurance broker fees0
Insurance broker organization code?3
ALLIANCE HEALTH AND LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60134 )
Policy contract number10005237
Policy instance 3
Insurance contract or identification number10005237
Number of Individuals Covered409
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $43,806
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,458,297
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,903
Amount paid for insurance broker fees0
Insurance broker organization code?3
BLUE CARE NETWORK OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 95610 )
Policy contract number00226178
Policy instance 4
Insurance contract or identification number00226178
Number of Individuals Covered355
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $23,344
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,672
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameJEROME P CIARAMITARO
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000AQ16
Policy instance 3
Insurance contract or identification numberG000AQ16
Number of Individuals Covered276
Insurance policy start date2016-07-01
Insurance policy end date2017-07-01
Total amount of commissions paid to insurance brokerUSD $15,596
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $151,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,798
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameLAURIE A SALL
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )
Policy contract number9748088
Policy instance 2
Insurance contract or identification number9748088
Number of Individuals Covered438
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $1,380
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $690
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameLAURIE SALL & ASSOCIATES
BLUE CROSS BLUE SHIELD OF MICHIGAN (National Association of Insurance Commissioners NAIC id number: 54291 )
Policy contract numberGRP 54724
Policy instance 1
Insurance contract or identification numberGRP 54724
Number of Individuals Covered355
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $14,068
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,034
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameLAURIE A SALL

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