DUININCK COMPANIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DUININCK COMPANIES COMPREHENSIVE HEALTH CARE PLAN
401k plan membership statisitcs for DUININCK COMPANIES COMPREHENSIVE HEALTH CARE PLAN
| Measure | Date | Value |
|---|
| 2018 : DUININCK COMPANIES COMPREHENSIVE HEALTH CARE PLAN 2018 401k financial data |
|---|
| Total transfer of assets from this plan | 2018-12-04 | $-562,259 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-04 | $593,441 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-04 | $1,102,143 |
| Total income from all sources (including contributions) | 2018-12-04 | $6,460,020 |
| Total of all expenses incurred | 2018-12-04 | $5,920,239 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-04 | $5,914,679 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-04 | $6,178,675 |
| Value of total assets at end of year | 2018-12-04 | $593,441 |
| Value of total assets at beginning of year | 2018-12-04 | $103 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-04 | $5,560 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-04 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-12-04 | $0 |
| Was this plan covered by a fidelity bond | 2018-12-04 | Yes |
| Value of fidelity bond cover | 2018-12-04 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-04 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-04 | No |
| Contributions received from participants | 2018-12-04 | $2,470,213 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-04 | $562,259 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-04 | $280,770 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-04 | $516,610 |
| Other income not declared elsewhere | 2018-12-04 | $281,345 |
| Total non interest bearing cash at end of year | 2018-12-04 | $31,182 |
| Total non interest bearing cash at beginning of year | 2018-12-04 | $103 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-04 | No |
| Value of net income/loss | 2018-12-04 | $539,781 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-04 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-04 | $-1,102,040 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-04 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-04 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-04 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-04 | $77,820 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-04 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-04 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-04 | No |
| Contributions received in cash from employer | 2018-12-04 | $3,708,462 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-04 | $5,836,859 |
| Contract administrator fees | 2018-12-04 | $5,560 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-04 | No |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-04 | $312,671 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-04 | $585,533 |
| Did the plan have assets held for investment | 2018-12-04 | 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 | 2018-12-04 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-04 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-04 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-04 | Unqualified |
| Accountancy firm name | 2018-12-04 | REDPATH AND COMPANY LTD |
| Accountancy firm EIN | 2018-12-04 | 410975573 |
| 2017 : DUININCK COMPANIES COMPREHENSIVE HEALTH CARE PLAN 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,102,143 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $904,887 |
| Total income from all sources (including contributions) | 2017-12-31 | $6,227,998 |
| Total of all expenses incurred | 2017-12-31 | $6,425,151 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,419,151 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $6,223,945 |
| Value of total assets at end of year | 2017-12-31 | $103 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $6,000 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $2,613,971 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $516,610 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $516,282 |
| Other income not declared elsewhere | 2017-12-31 | $4,053 |
| Total non interest bearing cash at end of year | 2017-12-31 | $103 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $-197,153 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $-1,102,040 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-904,887 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $209,448 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $3,609,974 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,209,703 |
| Contract administrator fees | 2017-12-31 | $6,000 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $585,533 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $388,605 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | REDPATHY AND COMPANY LTD |
| Accountancy firm EIN | 2017-12-31 | 410975573 |
| 2016 : DUININCK COMPANIES COMPREHENSIVE HEALTH CARE PLAN 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $904,887 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $805,594 |
| Total income from all sources (including contributions) | 2016-12-31 | $6,641,426 |
| Total of all expenses incurred | 2016-12-31 | $6,740,719 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,706,608 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $6,405,289 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $34,111 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $2,564,705 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $516,282 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $475,067 |
| Other income not declared elsewhere | 2016-12-31 | $236,137 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-99,293 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $-904,887 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $-805,594 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $157,500 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $3,840,584 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,549,108 |
| Contract administrator fees | 2016-12-31 | $34,111 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $388,605 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $330,527 |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | REDPATH AND COMPANY LTD |
| Accountancy firm EIN | 2016-12-31 | 410975573 |
| 2015 : DUININCK COMPANIES COMPREHENSIVE HEALTH CARE PLAN 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $805,594 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $1,282,042 |
| Total income from all sources (including contributions) | 2015-12-31 | $6,875,056 |
| Total of all expenses incurred | 2015-12-31 | $6,398,608 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,351,295 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,295,396 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $47,313 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $50,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $2,007,096 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $475,067 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $332,322 |
| Other income not declared elsewhere | 2015-12-31 | $579,660 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $476,448 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $-805,594 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $-1,282,042 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $87,860 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $4,288,300 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,263,435 |
| Contract administrator fees | 2015-12-31 | $47,313 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $330,527 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $949,720 |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | REDPATH AND COMPANY LTD |
| Accountancy firm EIN | 2015-12-31 | 410975573 |
| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 95766 ) |
| Policy contract number | 26135 |
| Policy instance | 6 |
| Insurance contract or identification number | 26135 | | Number of Individuals Covered | 1210 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $12,078 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | EAP | | Welfare Benefit Premiums Paid to Carrier | USD $1,072,491 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 12078 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 3 |
|
| BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W0002666 |
| Policy instance | 5 |
| Insurance contract or identification number | W0002666 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $71 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $5 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $71 | | Insurance broker organization code? | 3 |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 9935511 |
| Policy instance | 4 |
| Insurance contract or identification number | 9935511 | | Number of Individuals Covered | 816 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $5,076 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,319 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,076 | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX966524 |
| Policy instance | 3 |
| Insurance contract or identification number | FLX966524 | | Number of Individuals Covered | 688 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2019-01-01 | | Total amount of commissions paid to insurance broker | USD $17,077 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $203,966 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,077 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 901406 |
| Policy instance | 2 |
| Insurance contract or identification number | 901406 | | Number of Individuals Covered | 433 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $17,102 | | Total amount of fees paid to insurance company | USD $3,317 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $177,523 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,102 | | Amount paid for insurance broker fees | 3280 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 3 |
|
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
| Policy contract number | W0002666 |
| Policy instance | 1 |
| Insurance contract or identification number | W0002666 | | Number of Individuals Covered | 158 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $125,002 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,032,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $73,380 | | Insurance broker organization code? | 3 |
|
| BLUE SHIELD OF CALIFORNIA LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61557 ) |
| Policy contract number | W0002666 |
| Policy instance | 5 |
| Insurance contract or identification number | W0002666 | | Number of Individuals Covered | 396 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $548 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $6,206 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $310 | | Insurance broker organization code? | 3 | | Insurance broker name | WORD AND BROWN |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 9935511 |
| Policy instance | 4 |
| Insurance contract or identification number | 9935511 | | Number of Individuals Covered | 743 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $4,574 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $50,203 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,574 | | Insurance broker organization code? | 3 | | Insurance broker name | RJF A MARSH AND MCLENNAN AGENCY LLC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX966524 |
| Policy instance | 3 |
| Insurance contract or identification number | FLX966524 | | Number of Individuals Covered | 962 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2018-01-01 | | Total amount of commissions paid to insurance broker | USD $19,722 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $247,126 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,722 | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH AND MCLENNAN AGENCY LLC |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5448852 |
| Policy instance | 2 |
| Insurance contract or identification number | 5448852 | | Number of Individuals Covered | 410 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $30,208 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $301,958 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,208 | | Insurance broker organization code? | 3 | | Insurance broker name | RJF AGENCIES INC |
|
| CALIFORNIA PHYSICIANS SERVICE (National Association of Insurance Commissioners NAIC id number: 47732 ) |
| Policy contract number | W0002666 |
| Policy instance | 1 |
| Insurance contract or identification number | W0002666 | | Number of Individuals Covered | 137 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $71,236 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $819,185 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40,959 | | Insurance broker organization code? | 3 | | Insurance broker name | WORD AND BROWN |
|
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 9935511 |
| Policy instance | 4 |
| Insurance contract or identification number | 9935511 | | Number of Individuals Covered | 527 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2,982 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,706 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,982 | | Insurance broker organization code? | 3 | | Insurance broker name | RJF A MARSH AND MCLENNAN AGENCY LLC |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | FLX966524 |
| Policy instance | 3 |
| Insurance contract or identification number | FLX966524 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2016-01-01 | | Total amount of commissions paid to insurance broker | USD $13,140 | | Total amount of fees paid to insurance company | USD $4,037 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $111,598 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,140 | | Amount paid for insurance broker fees | 4037 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker organization code? | 3 | | Insurance broker name | MARSH AND MCLENNAN AGENCY LLC |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | 5448852 |
| Policy instance | 2 |
| Insurance contract or identification number | 5448852 | | Number of Individuals Covered | 239 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $20,034 | | Total amount of fees paid to insurance company | USD $4,874 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $200,467 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,034 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 4874 | | Additional information about fees paid to insurance broker | MARKETING ALLOWANCE | | Insurance broker name | RJF AGENCIES INC |
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| HEALTHPARTNERS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | 26135 |
| Policy instance | 1 |
| Insurance contract or identification number | 26135 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $639,626 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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