KOELSCH SENIOR COMMUNITIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN
Measure | Date | Value |
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2021: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-09-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-09-01 | 121 |
Number of retired or separated participants receiving benefits | 2021-09-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2021-09-01 | 0 |
Total of all active and inactive participants | 2021-09-01 | 124 |
Number of employers contributing to the scheme | 2021-09-01 | 0 |
2020: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-09-01 | 502 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-09-01 | 485 |
Number of retired or separated participants receiving benefits | 2020-09-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2020-09-01 | 0 |
Total of all active and inactive participants | 2020-09-01 | 492 |
Number of employers contributing to the scheme | 2020-09-01 | 0 |
2019: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-09-01 | 332 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-09-01 | 349 |
Number of retired or separated participants receiving benefits | 2019-09-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-09-01 | 0 |
Total of all active and inactive participants | 2019-09-01 | 353 |
Number of employers contributing to the scheme | 2019-09-01 | 0 |
2018: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-09-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 112 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 0 |
Total of all active and inactive participants | 2018-09-01 | 112 |
Number of employers contributing to the scheme | 2018-09-01 | 0 |
2017: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-09-01 | 207 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 112 |
Number of retired or separated participants receiving benefits | 2017-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 0 |
Total of all active and inactive participants | 2017-09-01 | 112 |
Number of employers contributing to the scheme | 2017-09-01 | 0 |
2016: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-01 | 193 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 206 |
Number of retired or separated participants receiving benefits | 2016-09-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 0 |
Total of all active and inactive participants | 2016-09-01 | 207 |
2015: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-09-01 | 152 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 192 |
Number of retired or separated participants receiving benefits | 2015-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 0 |
Total of all active and inactive participants | 2015-09-01 | 192 |
2014: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-09-01 | 204 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 258 |
Number of retired or separated participants receiving benefits | 2014-09-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 0 |
Total of all active and inactive participants | 2014-09-01 | 259 |
2013: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-09-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 203 |
Number of retired or separated participants receiving benefits | 2013-09-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 0 |
Total of all active and inactive participants | 2013-09-01 | 204 |
2012: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-09-01 | 104 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 104 |
Number of retired or separated participants receiving benefits | 2012-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 0 |
Total of all active and inactive participants | 2012-09-01 | 104 |
2011: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-09-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 100 |
Number of retired or separated participants receiving benefits | 2011-09-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 0 |
Total of all active and inactive participants | 2011-09-01 | 104 |
2009: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-09-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 109 |
Number of retired or separated participants receiving benefits | 2009-09-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 0 |
Total of all active and inactive participants | 2009-09-01 | 112 |
Total participants | 2009-09-01 | 0 |
2021: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2021 form 5500 responses |
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2021-09-01 | Type of plan entity | Single employer plan |
2021-09-01 | Plan funding arrangement – Insurance | Yes |
2021-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-09-01 | Plan benefit arrangement – Insurance | Yes |
2021-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2020 form 5500 responses |
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2020-09-01 | Type of plan entity | Single employer plan |
2020-09-01 | Plan funding arrangement – Insurance | Yes |
2020-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-09-01 | Plan benefit arrangement – Insurance | Yes |
2020-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2019 form 5500 responses |
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2019-09-01 | Type of plan entity | Single employer plan |
2019-09-01 | Plan funding arrangement – Insurance | Yes |
2019-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-09-01 | Plan benefit arrangement – Insurance | Yes |
2019-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2018 form 5500 responses |
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2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Plan funding arrangement – Insurance | Yes |
2018-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-09-01 | Plan benefit arrangement – Insurance | Yes |
2018-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2017 form 5500 responses |
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2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Plan funding arrangement – Insurance | Yes |
2017-09-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-09-01 | Plan benefit arrangement – Insurance | Yes |
2017-09-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2016 form 5500 responses |
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2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Submission has been amended | No |
2016-09-01 | This submission is the final filing | No |
2016-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-09-01 | Plan is a collectively bargained plan | No |
2016-09-01 | Plan funding arrangement – Insurance | Yes |
2016-09-01 | Plan benefit arrangement – Insurance | Yes |
2015: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2015 form 5500 responses |
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2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Submission has been amended | No |
2015-09-01 | This submission is the final filing | No |
2015-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-09-01 | Plan is a collectively bargained plan | No |
2015-09-01 | Plan funding arrangement – Insurance | Yes |
2015-09-01 | Plan benefit arrangement – Insurance | Yes |
2014: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2014 form 5500 responses |
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2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Submission has been amended | No |
2014-09-01 | This submission is the final filing | No |
2014-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-09-01 | Plan is a collectively bargained plan | No |
2014-09-01 | Plan funding arrangement – Insurance | Yes |
2014-09-01 | Plan benefit arrangement – Insurance | Yes |
2013: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2013 form 5500 responses |
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2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Submission has been amended | No |
2013-09-01 | This submission is the final filing | No |
2013-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-09-01 | Plan is a collectively bargained plan | No |
2013-09-01 | Plan funding arrangement – Insurance | Yes |
2013-09-01 | Plan benefit arrangement – Insurance | Yes |
2012: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2012 form 5500 responses |
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2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Submission has been amended | No |
2012-09-01 | This submission is the final filing | No |
2012-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-09-01 | Plan is a collectively bargained plan | No |
2012-09-01 | Plan funding arrangement – Insurance | Yes |
2012-09-01 | Plan benefit arrangement – Insurance | Yes |
2011: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2011 form 5500 responses |
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2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Submission has been amended | No |
2011-09-01 | This submission is the final filing | No |
2011-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-09-01 | Plan is a collectively bargained plan | No |
2011-09-01 | Plan funding arrangement – Insurance | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2009: KOELSCH SENIOR COMMUNITIES GROUP HEALTH PLAN 2009 form 5500 responses |
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2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | First time form 5500 has been submitted | Yes |
2009-09-01 | Submission has been amended | No |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-09-01 | Plan is a collectively bargained plan | No |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 121 | Insurance policy start date | 2021-09-01 | Insurance policy end date | 2022-08-31 | Total amount of commissions paid to insurance broker | USD $22,837 | Total amount of fees paid to insurance company | USD $427 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $750,344 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,837 | Amount paid for insurance broker fees | 427 | Additional information about fees paid to insurance broker | RETENTION BONUS | Insurance broker organization code? | 3 |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 123 | Insurance policy start date | 2020-09-01 | Insurance policy end date | 2021-08-31 | Total amount of commissions paid to insurance broker | USD $20,386 | Total amount of fees paid to insurance company | USD $644 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $696,292 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,386 | Amount paid for insurance broker fees | 644 | Additional information about fees paid to insurance broker | RETENTION BONUS | Insurance broker organization code? | 3 |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 129 | Insurance policy start date | 2019-09-01 | Insurance policy end date | 2020-08-31 | Total amount of commissions paid to insurance broker | USD $21,144 | Total amount of fees paid to insurance company | USD $4,676 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $732,574 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,144 | Amount paid for insurance broker fees | 4676 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 116 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $18,476 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $604,541 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,476 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 112 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $18,272 | Total amount of fees paid to insurance company | USD $1 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $600,160 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 4000030 |
Policy instance | 2 |
Insurance contract or identification number | 4000030 | Number of Individuals Covered | 191 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $37,778 | Total amount of fees paid to insurance company | USD $6,690 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,259,283 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,778 | Amount paid for insurance broker fees | 1876 | Additional information about fees paid to insurance broker | PREFERRED PRODUCER PROGRAM | Insurance broker organization code? | 3 | Insurance broker name | BRATRUD MIDDLETON INSURANCE BROKERS |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 113 | Insurance policy start date | 2015-09-01 | Insurance policy end date | 2016-08-31 | Total amount of commissions paid to insurance broker | USD $17,059 | Total amount of fees paid to insurance company | USD $321 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $565,405 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,059 | Amount paid for insurance broker fees | 321 | Additional information about fees paid to insurance broker | BONUS AMOUNT | Insurance broker organization code? | 3 | Insurance broker name | PROPEL INSURANCE |
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PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 4000030 |
Policy instance | 2 |
Insurance contract or identification number | 4000030 | Number of Individuals Covered | 151 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $32,686 | Total amount of fees paid to insurance company | USD $6,364 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,091,363 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,686 | Amount paid for insurance broker fees | 3111 | Additional information about fees paid to insurance broker | PREFERRED PRODUCER PROGRAM | Insurance broker organization code? | 3 | Insurance broker name | BRATRUD MIDDLETON INSURANCE BROKERS |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 120 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $17,924 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $603,051 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,924 | Insurance broker organization code? | 3 | Insurance broker name | PROPEL INSURANCE |
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PREMERA BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 47570 ) |
Policy contract number | 4000030 |
Policy instance | 2 |
Insurance contract or identification number | 4000030 | Number of Individuals Covered | 98 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $23,767 | Total amount of fees paid to insurance company | USD $2,420 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $792,238 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $23,767 | Amount paid for insurance broker fees | 1223 | Additional information about fees paid to insurance broker | PREFERRED PRODUCER PROGRAM | Insurance broker organization code? | 3 | Insurance broker name | BRATRUD MIDDLETON INSURANCE BROKERS |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 113 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $17,606 | Total amount of fees paid to insurance company | USD $397 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $628,714 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,606 | Amount paid for insurance broker fees | 397 | Additional information about fees paid to insurance broker | FEES AND OTHER COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | PROPEL INSURANCE |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 104 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $30,486 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $632,354 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,486 | Insurance broker organization code? | 3 | Insurance broker name | PROPEL INSURANCE |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 114 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $26,997 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $529,703 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST (National Association of Insurance Commissioners NAIC id number: 95540 ) |
Policy contract number | 16507 |
Policy instance | 1 |
Insurance contract or identification number | 16507 | Number of Individuals Covered | 128 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $34,747 | Total amount of fees paid to insurance company | USD $497 | Health Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $716,266 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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