THE ELKIN COMPANY, LLP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE
401k plan membership statisitcs for THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE
| Measure | Date | Value |
|---|
| 2022: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 636 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 690 |
| Number of retired or separated participants receiving benefits | 2022-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-06-01 | 0 |
| Total of all active and inactive participants | 2022-06-01 | 690 |
| 2021: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 638 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 636 |
| Number of retired or separated participants receiving benefits | 2021-06-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 0 |
| Total of all active and inactive participants | 2021-06-01 | 636 |
| 2020: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 171 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 638 |
| Total of all active and inactive participants | 2020-06-01 | 638 |
| Total participants | 2020-06-01 | 638 |
| 2019: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 164 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 171 |
| Total of all active and inactive participants | 2019-06-01 | 171 |
| Total participants | 2019-06-01 | 171 |
| 2018: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 157 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 164 |
| Total of all active and inactive participants | 2018-06-01 | 164 |
| Total participants | 2018-06-01 | 164 |
| 2017: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 147 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 157 |
| Total of all active and inactive participants | 2017-06-01 | 157 |
| Total participants | 2017-06-01 | 157 |
| 2016: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 147 |
| Total of all active and inactive participants | 2016-06-01 | 147 |
| Total participants | 2016-06-01 | 147 |
| 2015: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 134 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 155 |
| Total of all active and inactive participants | 2015-06-01 | 155 |
| Total participants | 2015-06-01 | 0 |
| 2014: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 145 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 134 |
| Total of all active and inactive participants | 2014-06-01 | 134 |
| Total participants | 2014-06-01 | 0 |
| 2013: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 125 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 145 |
| Total of all active and inactive participants | 2013-06-01 | 145 |
| Total participants | 2013-06-01 | 0 |
| 2012: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 125 |
| Total of all active and inactive participants | 2012-06-01 | 125 |
| Total participants | 2012-06-01 | 0 |
| 2011: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 107 |
| Total of all active and inactive participants | 2011-06-01 | 0 |
| Total participants | 2011-06-01 | 0 |
| 2010: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 174 |
| Total of all active and inactive participants | 2010-06-01 | 0 |
| Total participants | 2010-06-01 | 0 |
| 2009: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 174 |
| Total of all active and inactive participants | 2009-06-01 | 0 |
| Total participants | 2009-06-01 | 0 |
| Measure | Date | Value |
|---|
| 2023 : THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-05-31 | No |
| Was this plan covered by a fidelity bond | 2023-05-31 | No |
| If this is an individual account plan, was there a blackout period | 2023-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-05-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Value of net assets at end of year (total assets less liabilities) | 2023-05-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-05-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-05-31 | No |
| Did the plan have assets held for investment | 2023-05-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-05-31 | No |
| 2022 : THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-05-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-05-31 | No |
| Was this plan covered by a fidelity bond | 2022-05-31 | No |
| If this is an individual account plan, was there a blackout period | 2022-05-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-05-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Value of net assets at end of year (total assets less liabilities) | 2022-05-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-05-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-05-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-05-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-05-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-05-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-05-31 | No |
| Did the plan have assets held for investment | 2022-05-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-05-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-05-31 | No |
| 2022: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Plan funding arrangement – Insurance | Yes |
| 2010-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: THE ELKIN COMPANY, LLP, HEALTH & LIFE INSURANCE 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 417007411251 |
| Policy instance | 4 |
| Insurance contract or identification number | 417007411251 | | Number of Individuals Covered | 123 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-08-01 | | Total amount of commissions paid to insurance broker | USD $79,883 | | Welfare Benefit Premiums Paid to Carrier | USD $716,261 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $79,883 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400259862 |
| Policy instance | 3 |
| Insurance contract or identification number | 000400259862 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $561 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,740 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $561 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010253691 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010253691 | | Number of Individuals Covered | 690 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,627 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,848 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,627 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010253689 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010253689 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,014 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,760 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,014 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010253689 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010253689 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $3,056 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $20,373 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,056 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010253691 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010253691 | | Number of Individuals Covered | 635 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $4,619 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $30,793 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,619 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400259862 |
| Policy instance | 3 |
| Insurance contract or identification number | 000400259862 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,074 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,158 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,074 | | Insurance broker organization code? | 3 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 417007411251 |
| Policy instance | 4 |
| Insurance contract or identification number | 417007411251 | | Number of Individuals Covered | 132 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-08-01 | | Total amount of commissions paid to insurance broker | USD $82,641 | | Welfare Benefit Premiums Paid to Carrier | USD $758,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $82,641 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010253689 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010253689 | | Number of Individuals Covered | 58 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $3,344 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,294 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,344 | | Additional information about fees paid to insurance broker | LTD | | Insurance broker organization code? | 3 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 417007411251 |
| Policy instance | 2 |
| Insurance contract or identification number | 417007411251 | | Number of Individuals Covered | 154 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-08-01 | | Total amount of commissions paid to insurance broker | USD $89,615 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $744,994 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $89,615 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010253691 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010253691 | | Number of Individuals Covered | 638 | | Insurance policy start date | 2019-09-01 | | Insurance policy end date | 2020-08-31 | | Total amount of commissions paid to insurance broker | USD $4,462 | | Are there contracts with allocated funds for individual policies? | 1 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $29,750 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,462 | | Additional information about fees paid to insurance broker | LIFE | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 417006411251 |
| Policy instance | 2 |
| Insurance contract or identification number | 417006411251 | | Number of Individuals Covered | 148 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $87,144 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $640,522 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $87,144 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010253691 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010253691 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2019-08-31 | | Total amount of commissions paid to insurance broker | USD $1,778 | | Are there contracts with allocated funds for individual policies? | 1 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,858 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,778 | | Insurance broker organization code? | 3 |
|
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) |
| Policy contract number | MP0000786694 |
| Policy instance | 1 |
| Insurance contract or identification number | MP0000786694 | | Number of Individuals Covered | 164 | | Insurance policy start date | 2018-09-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $3,913 | | Are there contracts with allocated funds for individual policies? | 1 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,091 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,913 | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 417006411251 |
| Policy instance | 2 |
| Insurance contract or identification number | 417006411251 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $80,653 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $533,267 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $80,653 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker organization code? | 3 |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 417006411251 |
| Policy instance | 2 |
| Insurance contract or identification number | 417006411251 | | Number of Individuals Covered | 140 | | Insurance policy start date | 2016-08-01 | | Insurance policy end date | 2017-07-31 | | Total amount of commissions paid to insurance broker | USD $77,538 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $458,541 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $77,538 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED AGENCIES INC |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F018537 |
| Policy instance | 1 |
| Insurance contract or identification number | F018537 | | Number of Individuals Covered | 157 | | Insurance policy start date | 2016-09-01 | | Insurance policy end date | 2017-08-31 | | Total amount of commissions paid to insurance broker | USD $7,888 | | Total amount of fees paid to insurance company | USD $3,155 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $52,587 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,888 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3155 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker name | GIS BENEFITS INC |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F018537 |
| Policy instance | 1 |
| Insurance contract or identification number | F018537 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2014-09-01 | | Insurance policy end date | 2015-08-31 | | Total amount of commissions paid to insurance broker | USD $8,257 | | Total amount of fees paid to insurance company | USD $3,303 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $55,046 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,257 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3303 | | Insurance broker name | GIS BENEFITS INC |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 417003411251 |
| Policy instance | 2 |
| Insurance contract or identification number | 417003411251 | | Number of Individuals Covered | 140 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $83,148 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $481,213 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $83,148 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker name | ASSOCIATED AGENCIES INC |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F018537 |
| Policy instance | 1 |
| Insurance contract or identification number | F018537 | | Number of Individuals Covered | 134 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-08-31 | | Total amount of commissions paid to insurance broker | USD $7,816 | | Total amount of fees paid to insurance company | USD $3,126 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,769 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,816 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 3126 | | Insurance broker name | GIS BENEFITS INC |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 417003411251 |
| Policy instance | 2 |
| Insurance contract or identification number | 417003411251 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $68,801 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $437,596 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $68,801 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker name | ASSOCIATED AGENCIES INC |
|
| DEARBORN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71129 ) |
| Policy contract number | F018537 |
| Policy instance | 1 |
| Insurance contract or identification number | F018537 | | Number of Individuals Covered | 145 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-08-31 | | Total amount of commissions paid to insurance broker | USD $7,526 | | Total amount of fees paid to insurance company | USD $5,099 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,170 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,526 | | Amount paid for insurance broker fees | 2305 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | GROUP INSURANCE SERVICES, INC |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 417003411251 |
| Policy instance | 2 |
| Insurance contract or identification number | 417003411251 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $64,979 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $372,311 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $64,979 | | Additional information about fees paid to insurance broker | MANAGING PRODUCER FEE | | Insurance broker name | ASSOCIATED AGENCIES INC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P94156 |
| Policy instance | 2 |
| Insurance contract or identification number | P94156 | | Number of Individuals Covered | 125 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $9,345 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $53,858 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,345 | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED AGENCIES INC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 220024 |
| Policy instance | 1 |
| Insurance contract or identification number | 220024 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $58,467 | | Total amount of fees paid to insurance company | USD $389,783 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $389,783 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $58,467 | | Amount paid for insurance broker fees | 389783 | | Additional information about fees paid to insurance broker | GROSS PREMIUM COLLECTED | | Insurance broker organization code? | 3 | | Insurance broker name | ASSOCIATED AGENCIES INC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P94156 |
| Policy instance | 2 |
| Insurance contract or identification number | P94156 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2008-12-01 | | Insurance policy end date | 2009-11-30 | | Total amount of commissions paid to insurance broker | USD $4,321 | | Total amount of fees paid to insurance company | USD $447 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $24,693 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 50109001801 |
| Policy instance | 1 |
| Insurance contract or identification number | 50109001801 | | Number of Individuals Covered | 97 | | Insurance policy start date | 2009-08-01 | | Insurance policy end date | 2010-07-31 | | Total amount of commissions paid to insurance broker | USD $63,362 | | Total amount of fees paid to insurance company | USD $422,410 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $422,410 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | 50109001801 |
| Policy instance | 1 |
| Insurance contract or identification number | 50109001801 | | Number of Individuals Covered | 107 | | Insurance policy start date | 2009-08-01 | | Insurance policy end date | 2010-07-31 | | Total amount of commissions paid to insurance broker | USD $65,876 | | Total amount of fees paid to insurance company | USD $439,174 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $439,174 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | P94156 |
| Policy instance | 2 |
| Insurance contract or identification number | P94156 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2008-12-01 | | Insurance policy end date | 2009-11-30 | | Total amount of commissions paid to insurance broker | USD $5,589 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,468 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
