FOSTER NEEDLE CO., INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST
401k plan membership statisitcs for FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST
| Measure | Date | Value |
|---|
| 2016: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-12-01 | 4 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-12-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-12-01 | 0 |
| Total of all active and inactive participants | 2016-12-01 | 0 |
| 2015: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-12-01 | 4 |
| Total of all active and inactive participants | 2015-12-01 | 4 |
| 2014: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 52 |
| Total of all active and inactive participants | 2014-12-01 | 52 |
| 2013: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 53 |
| Total of all active and inactive participants | 2013-12-01 | 53 |
| 2012: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 50 |
| Number of other retired or separated participants entitled to future benefits | 2012-12-01 | 3 |
| Total of all active and inactive participants | 2012-12-01 | 53 |
| 2011: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 50 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 51 |
| Number of retired or separated participants receiving benefits | 2011-12-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2011-12-01 | 1 |
| Total of all active and inactive participants | 2011-12-01 | 53 |
| 2010: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 46 |
| Number of retired or separated participants receiving benefits | 2010-12-01 | 4 |
| Total of all active and inactive participants | 2010-12-01 | 50 |
| 2009: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 95 |
| Number of retired or separated participants receiving benefits | 2009-12-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-12-01 | 0 |
| Total of all active and inactive participants | 2009-12-01 | 95 |
| Measure | Date | Value |
|---|
| 2017 : FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-03-31 | $415,990 |
| Expenses. Total of all expenses incurred | 2017-03-31 | $670,192 |
| Benefits paid (including direct rollovers) | 2017-03-31 | $659,187 |
| Total plan assets at end of year | 2017-03-31 | $0 |
| Total plan assets at beginning of year | 2017-03-31 | $254,202 |
| Value of fidelity bond covering the plan | 2017-03-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-03-31 | $141,754 |
| Net income (gross income less expenses) | 2017-03-31 | $-254,202 |
| 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 | $254,202 |
| Total contributions received or receivable from employer(s) | 2017-03-31 | $274,236 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-03-31 | $11,005 |
| 2016 : FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-11-30 | $429,752 |
| Expenses. Total of all expenses incurred | 2016-11-30 | $406,665 |
| Benefits paid (including direct rollovers) | 2016-11-30 | $404,618 |
| Total plan assets at end of year | 2016-11-30 | $254,202 |
| Total plan assets at beginning of year | 2016-11-30 | $231,115 |
| Value of fidelity bond covering the plan | 2016-11-30 | $500,000 |
| Total contributions received or receivable from participants | 2016-11-30 | $140,278 |
| Net income (gross income less expenses) | 2016-11-30 | $23,087 |
| Net plan assets at end of year (total assets less liabilities) | 2016-11-30 | $254,202 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-11-30 | $231,115 |
| Total contributions received or receivable from employer(s) | 2016-11-30 | $289,474 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-11-30 | $2,047 |
| 2015 : FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-11-30 | $597,648 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $716,844 |
| Benefits paid (including direct rollovers) | 2015-11-30 | $708,806 |
| Total plan assets at end of year | 2015-11-30 | $231,115 |
| Total plan assets at beginning of year | 2015-11-30 | $350,311 |
| Value of fidelity bond covering the plan | 2015-11-30 | $500,000 |
| Total contributions received or receivable from participants | 2015-11-30 | $169,430 |
| Net income (gross income less expenses) | 2015-11-30 | $-119,196 |
| Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $231,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $350,311 |
| Total contributions received or receivable from employer(s) | 2015-11-30 | $428,218 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-11-30 | $8,038 |
| 2014 : FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-11-30 | $641,263 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $631,784 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $623,781 |
| Total plan assets at end of year | 2014-11-30 | $350,311 |
| Total plan assets at beginning of year | 2014-11-30 | $340,832 |
| Value of fidelity bond covering the plan | 2014-11-30 | $500,000 |
| Total contributions received or receivable from participants | 2014-11-30 | $195,351 |
| Net income (gross income less expenses) | 2014-11-30 | $9,479 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $350,311 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $340,832 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $445,912 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $8,003 |
| 2013 : FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-11-30 | $728,945 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $564,534 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $555,532 |
| Total plan assets at end of year | 2013-11-30 | $340,832 |
| Total plan assets at beginning of year | 2013-11-30 | $176,421 |
| Value of fidelity bond covering the plan | 2013-11-30 | $500,000 |
| Total contributions received or receivable from participants | 2013-11-30 | $220,633 |
| Net income (gross income less expenses) | 2013-11-30 | $164,411 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $340,832 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $176,421 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $508,312 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $9,002 |
| 2012 : FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-11-30 | $864,726 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $816,073 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $805,072 |
| Total plan assets at end of year | 2012-11-30 | $176,421 |
| Total plan assets at beginning of year | 2012-11-30 | $127,768 |
| Value of fidelity bond covering the plan | 2012-11-30 | $5,000,000 |
| Total contributions received or receivable from participants | 2012-11-30 | $280,888 |
| Net income (gross income less expenses) | 2012-11-30 | $48,653 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $176,421 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $127,768 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $583,838 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $11,001 |
| 2011 : FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-11-30 | $923,700 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $928,655 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $921,239 |
| Total plan assets at end of year | 2011-11-30 | $127,768 |
| Total plan assets at beginning of year | 2011-11-30 | $132,723 |
| Value of fidelity bond covering the plan | 2011-11-30 | $500,000 |
| Total contributions received or receivable from participants | 2011-11-30 | $278,506 |
| Net income (gross income less expenses) | 2011-11-30 | $-4,955 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $127,768 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $132,723 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $645,194 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $7,416 |
| 2016: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2016 form 5500 responses |
|---|
| 2016-12-01 | Type of plan entity | Single employer plan |
| 2016-12-01 | This submission is the final filing | Yes |
| 2016-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2016-12-01 | Plan funding arrangement – Insurance | Yes |
| 2016-12-01 | Plan funding arrangement – Trust | Yes |
| 2016-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-12-01 | Plan benefit arrangement - Trust | Yes |
| 2015: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | Plan funding arrangement – Insurance | Yes |
| 2015-12-01 | Plan funding arrangement – Trust | Yes |
| 2015-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-12-01 | Plan benefit arrangement - Trust | Yes |
| 2014: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Plan funding arrangement – Insurance | Yes |
| 2014-12-01 | Plan funding arrangement – Trust | Yes |
| 2014-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-12-01 | Plan benefit arrangement - Trust | Yes |
| 2013: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Plan funding arrangement – Insurance | Yes |
| 2013-12-01 | Plan funding arrangement – Trust | Yes |
| 2013-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-12-01 | Plan benefit arrangement - Trust | Yes |
| 2012: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Plan funding arrangement – Insurance | Yes |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Plan funding arrangement – Insurance | Yes |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2010: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2010 form 5500 responses |
|---|
| 2010-12-01 | Type of plan entity | Single employer plan |
| 2010-12-01 | Plan funding arrangement – Insurance | Yes |
| 2010-12-01 | Plan funding arrangement – Trust | Yes |
| 2010-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | This submission is the final filing | No |
| 2009-12-01 | Plan funding arrangement – Insurance | Yes |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |
| 2008: FOSTER NEEDLE COMPANY, INC. EMPLOYEE HEALTH AND WELFARE TRUST 2008 form 5500 responses |
|---|
| 2008-12-01 | Type of plan entity | Single employer plan |
| 2008-12-01 | Submission has been amended | No |
| 2008-12-01 | This submission is the final filing | No |
| 2008-12-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-12-01 | Plan is a collectively bargained plan | No |
| TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 ) |
| Policy contract number | 5101263000 |
| Policy instance | 4 |
| Insurance contract or identification number | 5101263000 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2015-12-01 | | Insurance policy end date | 2016-11-30 | | Total amount of commissions paid to insurance broker | USD $5 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $304 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5 | | Insurance broker organization code? | 3 | | Insurance broker name | DAVID R WYATT/M BARRINGTON INC |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 00169426 |
| Policy instance | 3 |
| Insurance contract or identification number | 00169426 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,744 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 00169426 |
| Policy instance | 2 |
| Insurance contract or identification number | 00169426 | | Insurance policy start date | 2016-01-01 | | Insurance policy end date | 2016-12-31 | | Total amount of commissions paid to insurance broker | USD $11,591 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,280 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,591 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009308 |
| Policy instance | 1 |
| Insurance contract or identification number | 009308 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2015-12-01 | | Insurance policy end date | 2016-11-30 | | Total amount of commissions paid to insurance broker | USD $1,552 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,186 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,552 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 620644 |
| Policy instance | 4 |
| Insurance contract or identification number | 620644 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $16,841 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $500,773 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,841 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 00169426 |
| Policy instance | 2 |
| Insurance contract or identification number | 00169426 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,803 | | Total amount of fees paid to insurance company | USD $837 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,342 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,803 | | Amount paid for insurance broker fees | 837 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009308 |
| Policy instance | 1 |
| Insurance contract or identification number | 009308 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $2,246 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,297 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,246 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 00169426 |
| Policy instance | 3 |
| Insurance contract or identification number | 00169426 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,033 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 ) |
| Policy contract number | 5101263000 |
| Policy instance | 3 |
| Insurance contract or identification number | 5101263000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $7 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | UNIVERSAL LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $240 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7 | | Insurance broker organization code? | 3 | | Insurance broker name | ISG ADVISORS LLC |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 00169426 |
| Policy instance | 4 |
| Insurance contract or identification number | 00169426 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,796 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 620644 |
| Policy instance | 5 |
| Insurance contract or identification number | 620644 | | Number of Individuals Covered | 93 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $17,997 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $509,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,997 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009308 |
| Policy instance | 1 |
| Insurance contract or identification number | 009308 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2013-12-01 | | Insurance policy end date | 2014-11-30 | | Total amount of commissions paid to insurance broker | USD $2,368 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,297 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,368 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 00169426 |
| Policy instance | 2 |
| Insurance contract or identification number | 00169426 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1,900 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,948 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,900 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 00169426 |
| Policy instance | 2 |
| Insurance contract or identification number | 00169426 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1,808 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,384 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,808 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 620644 |
| Policy instance | 5 |
| Insurance contract or identification number | 620644 | | Number of Individuals Covered | 89 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $16,056 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $479,855 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,056 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 00169426 |
| Policy instance | 4 |
| Insurance contract or identification number | 00169426 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,437 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 ) |
| Policy contract number | 5101263000 |
| Policy instance | 3 |
| Insurance contract or identification number | 5101263000 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $50 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | UNIVERSAL LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $56 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48 | | Insurance broker organization code? | 3 | | Insurance broker name | WHA FINANCIAL SOLUTIONS INC |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009308 |
| Policy instance | 1 |
| Insurance contract or identification number | 009308 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2012-12-01 | | Insurance policy end date | 2013-11-30 | | Total amount of commissions paid to insurance broker | USD $2,324 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,934 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,324 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 ) |
| Policy contract number | 5101263000 |
| Policy instance | 4 |
| Insurance contract or identification number | 5101263000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $7 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | UNIVERSAL LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $876 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 00169426 |
| Policy instance | 3 |
| Insurance contract or identification number | 00169426 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,931 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009308 |
| Policy instance | 2 |
| Insurance contract or identification number | 009308 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $2,731 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,195 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| COMPCARE HEALTH SERVICES INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 95693 ) |
| Policy contract number | 00169426 |
| Policy instance | 1 |
| Insurance contract or identification number | 00169426 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $17,341 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $679,261 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS BLUE SHIELD OF WISCONSIN (National Association of Insurance Commissioners NAIC id number: 54003 ) |
| Policy contract number | 00169426 |
| Policy instance | 5 |
| Insurance contract or identification number | 00169426 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,439 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 ) |
| Policy contract number | 5101263000 |
| Policy instance | 4 |
| Insurance contract or identification number | 5101263000 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $11 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | UNIVERSAL LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $876 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7 | | Insurance broker organization code? | 3 | | Insurance broker name | NATIONAL WORKSITE BENEFITS |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 009308 |
| Policy instance | 2 |
| Insurance contract or identification number | 009308 | | Number of Individuals Covered | 41 | | Insurance policy start date | 2010-12-01 | | Insurance policy end date | 2011-11-30 | | Total amount of commissions paid to insurance broker | USD $2,794 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,166 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,794 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| COMPCARE HEALTH SERVICES INSURANCE CORPORATION (National Association of Insurance Commissioners NAIC id number: 95693 ) |
| Policy contract number | 00169426 |
| Policy instance | 1 |
| Insurance contract or identification number | 00169426 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $13,171 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $788,285 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,171 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED FINANCIAL GROUP LLC |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | 00169426 |
| Policy instance | 3 |
| Insurance contract or identification number | 00169426 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,375 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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