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MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 401k Plan overview

Plan NameMERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN
Plan identification number 501

MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Temporary disability (accident and sickness)

401k Sponsoring company profile

MERCANTILE THRIFT STORES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MERCANTILE THRIFT STORES, INC.
Employer identification number (EIN):391126574
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Additional information about MERCANTILE THRIFT STORES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1964-12-09
Company Identification Number: 0020888500
Legal Registered Office Address: 5425 NAIMAN PKWY

SOLON
United States of America (USA)
44139

More information about MERCANTILE THRIFT STORES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-08-01
5012021-08-01
5012020-08-01
5012018-08-01
5012017-08-01CATHRINE WENDORF
5012016-08-01CATHRINE WENDORF
5012015-08-01CATHRINE WENDORF
5012014-08-01CATHRINE WENDORF
5012013-08-01CATHRINE WENDORF
5012012-08-01CATHRINE WENDORF
5012011-08-01CATHRINE WENDORF
5012010-08-01CATHRINE WENDORF
5012009-08-01CATHRINE WENDORF

Plan Statistics for MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN

401k plan membership statisitcs for MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN

Measure Date Value
2022: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2022 401k membership
Total participants, beginning-of-year2022-08-0144
Total number of active participants reported on line 7a of the Form 55002022-08-0146
Total of all active and inactive participants2022-08-0146
Total participants2022-08-0146
2021: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2021 401k membership
Total participants, beginning-of-year2021-08-0141
Total number of active participants reported on line 7a of the Form 55002021-08-0144
Total of all active and inactive participants2021-08-0144
Total participants2021-08-0144
2020: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2020 401k membership
Total participants, beginning-of-year2020-08-0140
Total number of active participants reported on line 7a of the Form 55002020-08-0141
Total of all active and inactive participants2020-08-0141
Total participants2020-08-0141
2018: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2018 401k membership
Total participants, beginning-of-year2018-08-0157
Total number of active participants reported on line 7a of the Form 55002018-08-0147
Total of all active and inactive participants2018-08-0147
Total participants2018-08-0147
2017: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2017 401k membership
Total participants, beginning-of-year2017-08-0156
Total number of active participants reported on line 7a of the Form 55002017-08-0157
Total of all active and inactive participants2017-08-0157
Total participants2017-08-0157
2016: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2016 401k membership
Total participants, beginning-of-year2016-08-0161
Total number of active participants reported on line 7a of the Form 55002016-08-0156
Total of all active and inactive participants2016-08-0156
Total participants2016-08-0156
2015: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2015 401k membership
Total participants, beginning-of-year2015-08-0194
Total number of active participants reported on line 7a of the Form 55002015-08-0161
Total of all active and inactive participants2015-08-0161
Total participants2015-08-010
2014: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2014 401k membership
Total participants, beginning-of-year2014-08-01118
Total number of active participants reported on line 7a of the Form 55002014-08-0194
Total of all active and inactive participants2014-08-0194
Total participants2014-08-010
2013: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2013 401k membership
Total participants, beginning-of-year2013-08-0177
Total number of active participants reported on line 7a of the Form 55002013-08-01118
Total of all active and inactive participants2013-08-01118
Total participants2013-08-010
2012: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2012 401k membership
Total participants, beginning-of-year2012-08-0180
Total number of active participants reported on line 7a of the Form 55002012-08-0177
Total of all active and inactive participants2012-08-0177
Total participants2012-08-010
2011: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2011 401k membership
Total participants, beginning-of-year2011-08-0178
Total number of active participants reported on line 7a of the Form 55002011-08-0180
Total of all active and inactive participants2011-08-0180
Total participants2011-08-0180
2010: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2010 401k membership
Total participants, beginning-of-year2010-08-0178
Total number of active participants reported on line 7a of the Form 55002010-08-0178
Total of all active and inactive participants2010-08-0178
Total participants2010-08-0178
2009: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2009 401k membership
Total participants, beginning-of-year2009-08-0182
Total number of active participants reported on line 7a of the Form 55002009-08-0178
Total of all active and inactive participants2009-08-0178
Total participants2009-08-0178

Financial Data on MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN

Measure Date Value
2023 : MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2023 401k financial data
Total income from all sources2023-07-31$29,687
Expenses. Total of all expenses incurred2023-07-31$29,687
Benefits paid (including direct rollovers)2023-07-31$29,687
Total contributions received or receivable from participants2023-07-31$29,687
2022 : MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2022 401k financial data
Total income from all sources2022-07-31$27,473
Expenses. Total of all expenses incurred2022-07-31$27,473
Benefits paid (including direct rollovers)2022-07-31$27,473
Total contributions received or receivable from participants2022-07-31$27,473
2021 : MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2021 401k financial data
Total income from all sources2021-07-31$25,658
Expenses. Total of all expenses incurred2021-07-31$25,658
Benefits paid (including direct rollovers)2021-07-31$25,658
Total contributions received or receivable from participants2021-07-31$25,658
2018 : MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2018 401k financial data
Total income from all sources2018-07-31$41,632
Expenses. Total of all expenses incurred2018-07-31$41,632
Benefits paid (including direct rollovers)2018-07-31$41,632
Total contributions received or receivable from participants2018-07-31$41,632
2017 : MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2017 401k financial data
Total income from all sources2017-07-31$47,154
Expenses. Total of all expenses incurred2017-07-31$47,154
Benefits paid (including direct rollovers)2017-07-31$47,154
Total contributions received or receivable from participants2017-07-31$47,154
2016 : MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2016 401k financial data
Total income from all sources2016-07-31$62,150
Expenses. Total of all expenses incurred2016-07-31$62,150
Benefits paid (including direct rollovers)2016-07-31$62,150
Total contributions received or receivable from participants2016-07-31$62,150
2015 : MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2015 401k financial data
Total income from all sources2015-07-31$74,480
Expenses. Total of all expenses incurred2015-07-31$74,480
Benefits paid (including direct rollovers)2015-07-31$74,480
Total contributions received or receivable from participants2015-07-31$74,480
2014 : MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2014 401k financial data
Total income from all sources2014-07-31$76,687
Expenses. Total of all expenses incurred2014-07-31$76,687
Benefits paid (including direct rollovers)2014-07-31$76,687
Total contributions received or receivable from participants2014-07-31$76,687

Form 5500 Responses for MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN

2022: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2022 form 5500 responses
2022-08-01Type of plan entitySingle employer plan
2022-08-01Plan funding arrangement – InsuranceYes
2022-08-01Plan benefit arrangement – InsuranceYes
2021: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2021 form 5500 responses
2021-08-01Type of plan entitySingle employer plan
2021-08-01Plan funding arrangement – InsuranceYes
2021-08-01Plan benefit arrangement – InsuranceYes
2020: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2020 form 5500 responses
2020-08-01Type of plan entitySingle employer plan
2020-08-01Plan funding arrangement – InsuranceYes
2020-08-01Plan benefit arrangement – InsuranceYes
2018: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2018 form 5500 responses
2018-08-01Type of plan entitySingle employer plan
2018-08-01Plan funding arrangement – InsuranceYes
2018-08-01Plan benefit arrangement – InsuranceYes
2017: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2017 form 5500 responses
2017-08-01Type of plan entitySingle employer plan
2017-08-01Plan funding arrangement – InsuranceYes
2017-08-01Plan benefit arrangement – InsuranceYes
2016: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2016 form 5500 responses
2016-08-01Type of plan entitySingle employer plan
2016-08-01Plan funding arrangement – InsuranceYes
2016-08-01Plan benefit arrangement – InsuranceYes
2015: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2015 form 5500 responses
2015-08-01Type of plan entitySingle employer plan
2015-08-01Plan funding arrangement – InsuranceYes
2015-08-01Plan benefit arrangement – InsuranceYes
2014: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2014 form 5500 responses
2014-08-01Type of plan entitySingle employer plan
2014-08-01Plan funding arrangement – InsuranceYes
2014-08-01Plan benefit arrangement – InsuranceYes
2013: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2013 form 5500 responses
2013-08-01Type of plan entitySingle employer plan
2013-08-01Plan funding arrangement – InsuranceYes
2013-08-01Plan benefit arrangement – InsuranceYes
2012: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2012 form 5500 responses
2012-08-01Type of plan entitySingle employer plan
2012-08-01Plan funding arrangement – InsuranceYes
2012-08-01Plan benefit arrangement – InsuranceYes
2011: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2011 form 5500 responses
2011-08-01Type of plan entitySingle employer plan
2011-08-01Plan funding arrangement – InsuranceYes
2011-08-01Plan benefit arrangement – InsuranceYes
2010: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2010 form 5500 responses
2010-08-01Type of plan entitySingle employer plan
2010-08-01Plan funding arrangement – InsuranceYes
2010-08-01Plan benefit arrangement – InsuranceYes
2009: MERCANTILE THRIFT STORES SECTION 125 PREMIUM ONLY PLAN 2009 form 5500 responses
2009-08-01Type of plan entitySingle employer plan
2009-08-01Plan funding arrangement – InsuranceYes
2009-08-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HUMANA WISCONSIN HEALTH ORGANIZATION INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 95342 )
Policy contract number798899
Policy instance 2
Insurance contract or identification number798899
Number of Individuals Covered19
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $5,640
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 $5,640
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1042430
Policy instance 1
Insurance contract or identification number1042430
Number of Individuals Covered50
Insurance policy start date2022-08-01
Insurance policy end date2023-07-31
Total amount of commissions paid to insurance brokerUSD $2,615
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $2,615
Insurance broker organization code?3
HUMANA WISCONSIN HEALTH ORGANIZATION INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 95342 )
Policy contract number798899
Policy instance 2
Insurance contract or identification number798899
Number of Individuals Covered21
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $5,640
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 $5,640
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1042430
Policy instance 1
Insurance contract or identification number1042430
Number of Individuals Covered60
Insurance policy start date2021-08-01
Insurance policy end date2022-07-31
Total amount of commissions paid to insurance brokerUSD $2,808
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $2,808
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1042430
Policy instance 1
Insurance contract or identification number1042430
Number of Individuals Covered51
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $2,621
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $2,621
Insurance broker organization code?3
HUMANA WISCONSIN HEALTH ORGANIZATION INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 95342 )
Policy contract number307810/798899
Policy instance 2
Insurance contract or identification number307810/798899
Number of Individuals Covered18
Insurance policy start date2020-08-01
Insurance policy end date2021-07-31
Total amount of commissions paid to insurance brokerUSD $5,175
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 $5,175
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1042430
Policy instance 1
Insurance contract or identification number1042430
Number of Individuals Covered63
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $2,976
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $2,976
Insurance broker organization code?3
HUMANA WISCONSIN HEALTH ORGANIZATION INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 95342 )
Policy contract number307810
Policy instance 2
Insurance contract or identification number307810
Number of Individuals Covered22
Insurance policy start date2018-08-01
Insurance policy end date2019-07-31
Total amount of commissions paid to insurance brokerUSD $6,408
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 $6,408
Insurance broker organization code?3
HUMANA WISCONSIN HEALTH ORGANIZATION INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 95342 )
Policy contract number307810
Policy instance 3
Insurance contract or identification number307810
Number of Individuals Covered24
Insurance policy start date2018-02-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $4,163
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 $4,163
Insurance broker organization code?3
Insurance broker nameCRB INSURANCE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1042430
Policy instance 1
Insurance contract or identification number1042430
Number of Individuals Covered69
Insurance policy start date2017-08-01
Insurance policy end date2018-07-31
Total amount of commissions paid to insurance brokerUSD $3,094
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $3,094
Insurance broker organization code?3
Insurance broker nameCRB INSURANCE
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number717978
Policy instance 2
Insurance contract or identification number717978
Number of Individuals Covered27
Insurance policy start date2017-08-01
Insurance policy end date2018-01-31
Total amount of commissions paid to insurance brokerUSD $3,402
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 $3,402
Insurance broker organization code?3
Insurance broker nameCARPENTER ROWLAND BATENBURG CO. INC
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number739510
Policy instance 2
Insurance contract or identification number739510
Number of Individuals Covered32
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $7,602
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 $7,602
Insurance broker organization code?3
Insurance broker nameCRB INSURANCE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1042430
Policy instance 1
Insurance contract or identification number1042430
Number of Individuals Covered80
Insurance policy start date2015-08-01
Insurance policy end date2016-07-31
Total amount of commissions paid to insurance brokerUSD $3,517
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $3,517
Insurance broker organization code?3
Insurance broker nameCRB INSURANCE
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number739510
Policy instance 3
Insurance contract or identification number739510
Number of Individuals Covered30
Insurance policy start date2015-01-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $3,708
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 $3,708
Insurance broker organization code?3
Insurance broker nameCRB INSURANCE, INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number347955
Policy instance 2
Insurance contract or identification number347955
Number of Individuals Covered26
Insurance policy start date2014-08-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,496
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 $3,496
Insurance broker organization code?3
Insurance broker nameCARPENTER ROWLAND BATENBURG CO., IN
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1042430
Policy instance 1
Insurance contract or identification number1042430
Number of Individuals Covered94
Insurance policy start date2014-08-01
Insurance policy end date2015-07-31
Total amount of commissions paid to insurance brokerUSD $3,519
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $3,519
Insurance broker organization code?3
Insurance broker nameCRB INSURANCE
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1042430
Policy instance 1
Insurance contract or identification number1042430
Number of Individuals Covered118
Insurance policy start date2014-04-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $1,631
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $1,631
Insurance broker organization code?3
Insurance broker nameCRB INSURANCE
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00445859
Policy instance 3
Insurance contract or identification number00445859
Number of Individuals Covered85
Insurance policy start date2013-08-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $1,856
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $1,838
Insurance broker organization code?3
Insurance broker nameGREAT LAKES INS CONSULT
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number347955
Policy instance 2
Insurance contract or identification number347955
Number of Individuals Covered34
Insurance policy start date2014-08-01
Insurance policy end date2014-07-31
Total amount of commissions paid to insurance brokerUSD $9,901
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 $9,488
Insurance broker organization code?3
Insurance broker nameCRB INSURANCE
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number347955
Policy instance 2
Insurance contract or identification number347955
Number of Individuals Covered29
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $10,476
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 $1,016
Insurance broker organization code?3
Insurance broker nameCARPENTER ROWLAND BATENBURG CO. INC
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00445859
Policy instance 1
Insurance contract or identification number00445859
Number of Individuals Covered77
Insurance policy start date2012-08-01
Insurance policy end date2013-07-31
Total amount of commissions paid to insurance brokerUSD $3,452
Dental Insurance Welfare BenefitYes
Temporary Disability 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 $34
Insurance broker organization code?3
Insurance broker nameCRB INSURANCE, INC.
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number347955
Policy instance 2
Insurance contract or identification number347955
Number of Individuals Covered35
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $11,512
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00445859
Policy instance 1
Insurance contract or identification number00445859
Number of Individuals Covered80
Insurance policy start date2011-08-01
Insurance policy end date2012-07-31
Total amount of commissions paid to insurance brokerUSD $3,583
Dental Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
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 number347955
Policy instance 2
Insurance contract or identification number347955
Number of Individuals Covered39
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $10,470
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00445859
Policy instance 1
Insurance contract or identification number00445859
Number of Individuals Covered78
Insurance policy start date2010-08-01
Insurance policy end date2011-07-31
Total amount of commissions paid to insurance brokerUSD $3,452
Dental Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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