MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY H&W FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND
401k plan membership statisitcs for MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND
| Measure | Date | Value |
|---|
| 2023 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $1,462,129 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-04-30 | $1,331,352 |
| Total income from all sources (including contributions) | 2023-04-30 | $17,532,751 |
| Total of all expenses incurred | 2023-04-30 | $17,453,507 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-04-30 | $17,390,212 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-04-30 | $17,531,503 |
| Value of total assets at end of year | 2023-04-30 | $2,514,877 |
| Value of total assets at beginning of year | 2023-04-30 | $2,304,856 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-04-30 | $63,295 |
| Total interest from all sources | 2023-04-30 | $1,248 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-04-30 | No |
| Administrative expenses professional fees incurred | 2023-04-30 | $36,955 |
| Was this plan covered by a fidelity bond | 2023-04-30 | Yes |
| Value of fidelity bond cover | 2023-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-04-30 | No |
| Contributions received from participants | 2023-04-30 | $95,217 |
| Participant contributions at end of year | 2023-04-30 | $4,949 |
| Participant contributions at beginning of year | 2023-04-30 | $7,906 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-04-30 | $60,000 |
| Administrative expenses (other) incurred | 2023-04-30 | $6,892 |
| Liabilities. Value of operating payables at end of year | 2023-04-30 | $1,462,129 |
| Liabilities. Value of operating payables at beginning of year | 2023-04-30 | $1,331,352 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-04-30 | No |
| Value of net income/loss | 2023-04-30 | $79,244 |
| Value of net assets at end of year (total assets less liabilities) | 2023-04-30 | $1,052,748 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-04-30 | $973,504 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-04-30 | $2,509,928 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-04-30 | $2,296,950 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-04-30 | $2,296,950 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-04-30 | $1,248 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-04-30 | $17,390,212 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-04-30 | No |
| Contributions received in cash from employer | 2023-04-30 | $17,376,286 |
| Contract administrator fees | 2023-04-30 | $19,448 |
| Did the plan have assets held for investment | 2023-04-30 | 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 | 2023-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-04-30 | Unqualified |
| Accountancy firm name | 2023-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2023-04-30 | 431122456 |
| 2022 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $1,331,352 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-04-30 | $1,941,311 |
| Total income from all sources (including contributions) | 2022-04-30 | $21,574,079 |
| Total of all expenses incurred | 2022-04-30 | $21,577,919 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-04-30 | $21,485,448 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-04-30 | $21,573,803 |
| Value of total assets at end of year | 2022-04-30 | $2,304,856 |
| Value of total assets at beginning of year | 2022-04-30 | $2,918,655 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-04-30 | $92,471 |
| Total interest from all sources | 2022-04-30 | $276 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-04-30 | No |
| Administrative expenses professional fees incurred | 2022-04-30 | $50,671 |
| Was this plan covered by a fidelity bond | 2022-04-30 | Yes |
| Value of fidelity bond cover | 2022-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-04-30 | No |
| Contributions received from participants | 2022-04-30 | $181,238 |
| Participant contributions at end of year | 2022-04-30 | $7,906 |
| Participant contributions at beginning of year | 2022-04-30 | $22,194 |
| Administrative expenses (other) incurred | 2022-04-30 | $6,146 |
| Liabilities. Value of operating payables at end of year | 2022-04-30 | $1,331,352 |
| Liabilities. Value of operating payables at beginning of year | 2022-04-30 | $1,941,311 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-04-30 | No |
| Value of net income/loss | 2022-04-30 | $-3,840 |
| Value of net assets at end of year (total assets less liabilities) | 2022-04-30 | $973,504 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-04-30 | $977,344 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-04-30 | $2,296,950 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-04-30 | $2,896,461 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-04-30 | $2,896,461 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-04-30 | $276 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-04-30 | $21,485,448 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-04-30 | No |
| Contributions received in cash from employer | 2022-04-30 | $21,392,565 |
| Contract administrator fees | 2022-04-30 | $35,654 |
| Did the plan have assets held for investment | 2022-04-30 | 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 | 2022-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-04-30 | Unqualified |
| Accountancy firm name | 2022-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2022-04-30 | 431122456 |
| 2021 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $1,941,311 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-04-30 | $1,897,775 |
| Total income from all sources (including contributions) | 2021-04-30 | $23,916,592 |
| Total of all expenses incurred | 2021-04-30 | $23,928,766 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-04-30 | $23,828,624 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-04-30 | $23,916,326 |
| Value of total assets at end of year | 2021-04-30 | $2,918,655 |
| Value of total assets at beginning of year | 2021-04-30 | $2,887,293 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-04-30 | $100,142 |
| Total interest from all sources | 2021-04-30 | $266 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-04-30 | No |
| Administrative expenses professional fees incurred | 2021-04-30 | $57,590 |
| Was this plan covered by a fidelity bond | 2021-04-30 | Yes |
| Value of fidelity bond cover | 2021-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-04-30 | No |
| Contributions received from participants | 2021-04-30 | $344,821 |
| Participant contributions at end of year | 2021-04-30 | $22,194 |
| Participant contributions at beginning of year | 2021-04-30 | $28,896 |
| Administrative expenses (other) incurred | 2021-04-30 | $6,596 |
| Liabilities. Value of operating payables at end of year | 2021-04-30 | $1,941,311 |
| Liabilities. Value of operating payables at beginning of year | 2021-04-30 | $1,897,775 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-04-30 | No |
| Value of net income/loss | 2021-04-30 | $-12,174 |
| Value of net assets at end of year (total assets less liabilities) | 2021-04-30 | $977,344 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-04-30 | $989,518 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-04-30 | $2,896,461 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-04-30 | $2,677,179 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-04-30 | $2,677,179 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-04-30 | $266 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-04-30 | $23,828,624 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-04-30 | No |
| Contributions received in cash from employer | 2021-04-30 | $23,571,505 |
| Employer contributions (assets) at beginning of year | 2021-04-30 | $181,218 |
| Contract administrator fees | 2021-04-30 | $35,956 |
| Did the plan have assets held for investment | 2021-04-30 | 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 | 2021-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-04-30 | Unqualified |
| Accountancy firm name | 2021-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2021-04-30 | 431122456 |
| 2020 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $1,897,775 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $1,897,775 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-04-30 | $1,858,823 |
| Total income from all sources (including contributions) | 2020-04-30 | $23,569,399 |
| Total income from all sources (including contributions) | 2020-04-30 | $23,569,399 |
| Total of all expenses incurred | 2020-04-30 | $23,515,909 |
| Total of all expenses incurred | 2020-04-30 | $23,515,909 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $23,431,195 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-04-30 | $23,431,195 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $23,568,590 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-04-30 | $23,568,590 |
| Value of total assets at end of year | 2020-04-30 | $2,887,293 |
| Value of total assets at end of year | 2020-04-30 | $2,887,293 |
| Value of total assets at beginning of year | 2020-04-30 | $2,794,851 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $84,714 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-04-30 | $84,714 |
| Total interest from all sources | 2020-04-30 | $809 |
| Total interest from all sources | 2020-04-30 | $809 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-04-30 | No |
| Administrative expenses professional fees incurred | 2020-04-30 | $46,633 |
| Administrative expenses professional fees incurred | 2020-04-30 | $46,633 |
| Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
| Was this plan covered by a fidelity bond | 2020-04-30 | Yes |
| Value of fidelity bond cover | 2020-04-30 | $2,000,000 |
| Value of fidelity bond cover | 2020-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-04-30 | No |
| If this is an individual account plan, was there a blackout period | 2020-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-04-30 | No |
| Contributions received from participants | 2020-04-30 | $275,112 |
| Contributions received from participants | 2020-04-30 | $275,112 |
| Participant contributions at end of year | 2020-04-30 | $28,896 |
| Participant contributions at end of year | 2020-04-30 | $28,896 |
| Participant contributions at beginning of year | 2020-04-30 | $23,685 |
| Administrative expenses (other) incurred | 2020-04-30 | $6,117 |
| Administrative expenses (other) incurred | 2020-04-30 | $6,117 |
| Liabilities. Value of operating payables at end of year | 2020-04-30 | $1,897,775 |
| Liabilities. Value of operating payables at end of year | 2020-04-30 | $1,897,775 |
| Liabilities. Value of operating payables at beginning of year | 2020-04-30 | $1,858,823 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-04-30 | 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 | 2020-04-30 | No |
| Value of net income/loss | 2020-04-30 | $53,490 |
| Value of net income/loss | 2020-04-30 | $53,490 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $989,518 |
| Value of net assets at end of year (total assets less liabilities) | 2020-04-30 | $989,518 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-04-30 | $936,028 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-04-30 | $2,677,179 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-04-30 | $2,677,179 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-04-30 | $2,689,282 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-04-30 | $2,689,282 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-30 | $809 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-04-30 | $809 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-04-30 | $23,431,195 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-04-30 | $23,431,195 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-04-30 | No |
| Contributions received in cash from employer | 2020-04-30 | $23,293,478 |
| Contributions received in cash from employer | 2020-04-30 | $23,293,478 |
| Employer contributions (assets) at end of year | 2020-04-30 | $181,218 |
| Employer contributions (assets) at beginning of year | 2020-04-30 | $81,884 |
| Contract administrator fees | 2020-04-30 | $31,964 |
| Contract administrator fees | 2020-04-30 | $31,964 |
| Did the plan have assets held for investment | 2020-04-30 | No |
| Did the plan have assets held for investment | 2020-04-30 | 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 | 2020-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2020-04-30 | Unqualified |
| Accountancy firm name | 2020-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm name | 2020-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2020-04-30 | 431122456 |
| Accountancy firm EIN | 2020-04-30 | 431122456 |
| 2019 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2019 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $1,858,823 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-04-30 | $1,670,263 |
| Total income from all sources (including contributions) | 2019-04-30 | $22,269,999 |
| Total of all expenses incurred | 2019-04-30 | $22,240,817 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-04-30 | $22,165,176 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-04-30 | $22,269,115 |
| Value of total assets at end of year | 2019-04-30 | $2,794,851 |
| Value of total assets at beginning of year | 2019-04-30 | $2,577,109 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-04-30 | $75,641 |
| Total interest from all sources | 2019-04-30 | $884 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-04-30 | No |
| Administrative expenses professional fees incurred | 2019-04-30 | $37,173 |
| Was this plan covered by a fidelity bond | 2019-04-30 | Yes |
| Value of fidelity bond cover | 2019-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-04-30 | No |
| Contributions received from participants | 2019-04-30 | $270,129 |
| Participant contributions at end of year | 2019-04-30 | $23,685 |
| Participant contributions at beginning of year | 2019-04-30 | $12,150 |
| Administrative expenses (other) incurred | 2019-04-30 | $7,119 |
| Liabilities. Value of operating payables at end of year | 2019-04-30 | $1,858,823 |
| Liabilities. Value of operating payables at beginning of year | 2019-04-30 | $1,670,263 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-04-30 | No |
| Value of net income/loss | 2019-04-30 | $29,182 |
| Value of net assets at end of year (total assets less liabilities) | 2019-04-30 | $936,028 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-04-30 | $906,846 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-04-30 | $2,689,282 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-04-30 | $2,394,275 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-04-30 | $2,394,275 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-04-30 | $884 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-04-30 | $22,165,176 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-04-30 | No |
| Contributions received in cash from employer | 2019-04-30 | $21,998,986 |
| Employer contributions (assets) at end of year | 2019-04-30 | $81,884 |
| Employer contributions (assets) at beginning of year | 2019-04-30 | $170,684 |
| Contract administrator fees | 2019-04-30 | $31,349 |
| Did the plan have assets held for investment | 2019-04-30 | 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 | 2019-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-04-30 | Unqualified |
| Accountancy firm name | 2019-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2019-04-30 | 431122456 |
| 2018 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2018 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $1,670,263 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-30 | $1,295,626 |
| Total income from all sources (including contributions) | 2018-04-30 | $18,112,274 |
| Total of all expenses incurred | 2018-04-30 | $18,025,343 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-30 | $17,955,185 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-30 | $18,111,544 |
| Value of total assets at end of year | 2018-04-30 | $2,577,109 |
| Value of total assets at beginning of year | 2018-04-30 | $2,115,541 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-30 | $70,158 |
| Total interest from all sources | 2018-04-30 | $730 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-30 | No |
| Administrative expenses professional fees incurred | 2018-04-30 | $36,105 |
| Was this plan covered by a fidelity bond | 2018-04-30 | Yes |
| Value of fidelity bond cover | 2018-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-30 | No |
| Contributions received from participants | 2018-04-30 | $187,709 |
| Participant contributions at end of year | 2018-04-30 | $12,150 |
| Participant contributions at beginning of year | 2018-04-30 | $20,541 |
| Administrative expenses (other) incurred | 2018-04-30 | $6,891 |
| Liabilities. Value of operating payables at end of year | 2018-04-30 | $1,670,263 |
| Liabilities. Value of operating payables at beginning of year | 2018-04-30 | $1,295,626 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-30 | No |
| Value of net income/loss | 2018-04-30 | $86,931 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-30 | $906,846 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-04-30 | $819,915 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-30 | $2,394,275 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-04-30 | $1,839,304 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-04-30 | $1,839,304 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-30 | $730 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-04-30 | $17,955,185 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-30 | No |
| Contributions received in cash from employer | 2018-04-30 | $17,923,835 |
| Employer contributions (assets) at end of year | 2018-04-30 | $170,684 |
| Employer contributions (assets) at beginning of year | 2018-04-30 | $255,696 |
| Contract administrator fees | 2018-04-30 | $27,162 |
| Did the plan have assets held for investment | 2018-04-30 | 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 | 2018-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-04-30 | Unqualified |
| Accountancy firm name | 2018-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2018-04-30 | 431122456 |
| 2017 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2017 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $1,295,626 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-04-30 | $1,419,819 |
| Total income from all sources (including contributions) | 2017-04-30 | $17,122,793 |
| Total of all expenses incurred | 2017-04-30 | $17,092,396 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-04-30 | $17,024,185 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-04-30 | $17,116,381 |
| Value of total assets at end of year | 2017-04-30 | $2,115,541 |
| Value of total assets at beginning of year | 2017-04-30 | $2,209,337 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-04-30 | $68,211 |
| Total interest from all sources | 2017-04-30 | $392 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-04-30 | No |
| Administrative expenses professional fees incurred | 2017-04-30 | $33,726 |
| Was this plan covered by a fidelity bond | 2017-04-30 | Yes |
| Value of fidelity bond cover | 2017-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-04-30 | No |
| Contributions received from participants | 2017-04-30 | $213,458 |
| Participant contributions at end of year | 2017-04-30 | $20,541 |
| Participant contributions at beginning of year | 2017-04-30 | $11,463 |
| Other income not declared elsewhere | 2017-04-30 | $6,020 |
| Administrative expenses (other) incurred | 2017-04-30 | $7,732 |
| Liabilities. Value of operating payables at end of year | 2017-04-30 | $1,295,626 |
| Liabilities. Value of operating payables at beginning of year | 2017-04-30 | $1,419,819 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-04-30 | No |
| Value of net income/loss | 2017-04-30 | $30,397 |
| Value of net assets at end of year (total assets less liabilities) | 2017-04-30 | $819,915 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-04-30 | $789,518 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-04-30 | $1,839,304 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-04-30 | $1,757,314 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-04-30 | $1,757,314 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-04-30 | $392 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-04-30 | $17,024,185 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-04-30 | No |
| Contributions received in cash from employer | 2017-04-30 | $16,902,923 |
| Employer contributions (assets) at end of year | 2017-04-30 | $255,696 |
| Employer contributions (assets) at beginning of year | 2017-04-30 | $440,560 |
| Contract administrator fees | 2017-04-30 | $26,753 |
| Did the plan have assets held for investment | 2017-04-30 | 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 | 2017-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-04-30 | Unqualified |
| Accountancy firm name | 2017-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2017-04-30 | 431122456 |
| 2016 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2016 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $1,419,819 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-04-30 | $1,185,465 |
| Total income from all sources (including contributions) | 2016-04-30 | $15,976,668 |
| Total of all expenses incurred | 2016-04-30 | $15,971,863 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-30 | $15,870,760 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-30 | $15,976,283 |
| Value of total assets at end of year | 2016-04-30 | $2,209,337 |
| Value of total assets at beginning of year | 2016-04-30 | $1,970,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-30 | $101,103 |
| Total interest from all sources | 2016-04-30 | $385 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-30 | No |
| Administrative expenses professional fees incurred | 2016-04-30 | $69,178 |
| Was this plan covered by a fidelity bond | 2016-04-30 | Yes |
| Value of fidelity bond cover | 2016-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-04-30 | No |
| Contributions received from participants | 2016-04-30 | $135,193 |
| Participant contributions at end of year | 2016-04-30 | $11,463 |
| Participant contributions at beginning of year | 2016-04-30 | $10,751 |
| Administrative expenses (other) incurred | 2016-04-30 | $6,580 |
| Liabilities. Value of operating payables at end of year | 2016-04-30 | $1,419,819 |
| Liabilities. Value of operating payables at beginning of year | 2016-04-30 | $1,185,465 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-30 | No |
| Value of net income/loss | 2016-04-30 | $4,805 |
| Value of net assets at end of year (total assets less liabilities) | 2016-04-30 | $789,518 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-04-30 | $784,713 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-04-30 | $1,757,314 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-04-30 | $1,420,407 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-04-30 | $1,420,407 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-04-30 | $385 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-04-30 | $15,870,760 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-04-30 | No |
| Contributions received in cash from employer | 2016-04-30 | $15,841,090 |
| Employer contributions (assets) at end of year | 2016-04-30 | $440,560 |
| Employer contributions (assets) at beginning of year | 2016-04-30 | $539,020 |
| Contract administrator fees | 2016-04-30 | $25,345 |
| Did the plan have assets held for investment | 2016-04-30 | 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 | 2016-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-04-30 | Unqualified |
| Accountancy firm name | 2016-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2016-04-30 | 431122456 |
| 2015 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2015 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $1,185,465 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-04-30 | $1,109,054 |
| Total income from all sources (including contributions) | 2015-04-30 | $14,343,529 |
| Total of all expenses incurred | 2015-04-30 | $14,309,973 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-04-30 | $14,238,371 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-04-30 | $14,343,127 |
| Value of total assets at end of year | 2015-04-30 | $1,970,178 |
| Value of total assets at beginning of year | 2015-04-30 | $1,860,211 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-04-30 | $71,602 |
| Total interest from all sources | 2015-04-30 | $402 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-04-30 | No |
| Administrative expenses professional fees incurred | 2015-04-30 | $40,912 |
| Was this plan covered by a fidelity bond | 2015-04-30 | Yes |
| Value of fidelity bond cover | 2015-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-04-30 | No |
| Contributions received from participants | 2015-04-30 | $167,303 |
| Participant contributions at end of year | 2015-04-30 | $10,751 |
| Participant contributions at beginning of year | 2015-04-30 | $12,274 |
| Administrative expenses (other) incurred | 2015-04-30 | $6,885 |
| Liabilities. Value of operating payables at end of year | 2015-04-30 | $1,185,465 |
| Liabilities. Value of operating payables at beginning of year | 2015-04-30 | $1,109,054 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-04-30 | No |
| Value of net income/loss | 2015-04-30 | $33,556 |
| Value of net assets at end of year (total assets less liabilities) | 2015-04-30 | $784,713 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-04-30 | $751,157 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-04-30 | $1,420,407 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-04-30 | $1,785,893 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-04-30 | $1,785,893 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-04-30 | $402 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-04-30 | $14,238,371 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-04-30 | No |
| Contributions received in cash from employer | 2015-04-30 | $14,175,824 |
| Employer contributions (assets) at end of year | 2015-04-30 | $539,020 |
| Employer contributions (assets) at beginning of year | 2015-04-30 | $62,044 |
| Contract administrator fees | 2015-04-30 | $23,805 |
| Did the plan have assets held for investment | 2015-04-30 | 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 | 2015-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-04-30 | Unqualified |
| Accountancy firm name | 2015-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2015-04-30 | 431122456 |
| 2014 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2014 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $1,109,054 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-04-30 | $980,271 |
| Total income from all sources (including contributions) | 2014-04-30 | $12,779,666 |
| Total of all expenses incurred | 2014-04-30 | $12,682,221 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-04-30 | $12,620,299 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-04-30 | $12,779,264 |
| Value of total assets at end of year | 2014-04-30 | $1,860,211 |
| Value of total assets at beginning of year | 2014-04-30 | $1,633,983 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-04-30 | $61,922 |
| Total interest from all sources | 2014-04-30 | $402 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-04-30 | No |
| Administrative expenses professional fees incurred | 2014-04-30 | $59,009 |
| Was this plan covered by a fidelity bond | 2014-04-30 | Yes |
| Value of fidelity bond cover | 2014-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-04-30 | No |
| Contributions received from participants | 2014-04-30 | $196,777 |
| Participant contributions at end of year | 2014-04-30 | $12,274 |
| Participant contributions at beginning of year | 2014-04-30 | $17,819 |
| Administrative expenses (other) incurred | 2014-04-30 | $2,913 |
| Liabilities. Value of operating payables at end of year | 2014-04-30 | $1,109,054 |
| Liabilities. Value of operating payables at beginning of year | 2014-04-30 | $980,271 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-04-30 | No |
| Value of net income/loss | 2014-04-30 | $97,445 |
| Value of net assets at end of year (total assets less liabilities) | 2014-04-30 | $751,157 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-04-30 | $653,712 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-04-30 | $1,785,893 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-04-30 | $1,615,200 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-04-30 | $1,615,200 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-04-30 | $402 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-04-30 | $12,620,299 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-04-30 | No |
| Contributions received in cash from employer | 2014-04-30 | $12,582,487 |
| Employer contributions (assets) at end of year | 2014-04-30 | $62,044 |
| Employer contributions (assets) at beginning of year | 2014-04-30 | $964 |
| Did the plan have assets held for investment | 2014-04-30 | 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 | 2014-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-04-30 | Unqualified |
| Accountancy firm name | 2014-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2014-04-30 | 431122456 |
| 2013 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $980,271 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-04-30 | $969,810 |
| Total income from all sources (including contributions) | 2013-04-30 | $12,072,150 |
| Total of all expenses incurred | 2013-04-30 | $12,018,417 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-04-30 | $11,946,064 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-04-30 | $12,071,791 |
| Value of total assets at end of year | 2013-04-30 | $1,633,983 |
| Value of total assets at beginning of year | 2013-04-30 | $1,569,789 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-04-30 | $72,353 |
| Total interest from all sources | 2013-04-30 | $359 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-04-30 | No |
| Administrative expenses professional fees incurred | 2013-04-30 | $66,147 |
| Was this plan covered by a fidelity bond | 2013-04-30 | Yes |
| Value of fidelity bond cover | 2013-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-04-30 | No |
| Contributions received from participants | 2013-04-30 | $208,238 |
| Participant contributions at end of year | 2013-04-30 | $17,819 |
| Administrative expenses (other) incurred | 2013-04-30 | $6,206 |
| Liabilities. Value of operating payables at end of year | 2013-04-30 | $980,271 |
| Liabilities. Value of operating payables at beginning of year | 2013-04-30 | $969,810 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-04-30 | No |
| Value of net income/loss | 2013-04-30 | $53,733 |
| Value of net assets at end of year (total assets less liabilities) | 2013-04-30 | $653,712 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-04-30 | $599,979 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-04-30 | $1,615,200 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-04-30 | $1,569,789 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-04-30 | $1,569,789 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-04-30 | $359 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-04-30 | $11,946,064 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-04-30 | No |
| Contributions received in cash from employer | 2013-04-30 | $11,863,553 |
| Employer contributions (assets) at end of year | 2013-04-30 | $964 |
| Did the plan have assets held for investment | 2013-04-30 | 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 | 2013-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-04-30 | Unqualified |
| Accountancy firm name | 2013-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2013-04-30 | 431122456 |
| 2012 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $969,810 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-04-30 | $901,782 |
| Total income from all sources (including contributions) | 2012-04-30 | $11,582,123 |
| Total of all expenses incurred | 2012-04-30 | $11,532,271 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-04-30 | $11,461,032 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-04-30 | $11,581,312 |
| Value of total assets at end of year | 2012-04-30 | $1,569,789 |
| Value of total assets at beginning of year | 2012-04-30 | $1,451,909 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-04-30 | $71,239 |
| Total interest from all sources | 2012-04-30 | $811 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-04-30 | No |
| Administrative expenses professional fees incurred | 2012-04-30 | $64,411 |
| Was this plan covered by a fidelity bond | 2012-04-30 | Yes |
| Value of fidelity bond cover | 2012-04-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-04-30 | No |
| Contributions received from participants | 2012-04-30 | $182,357 |
| Administrative expenses (other) incurred | 2012-04-30 | $6,828 |
| Liabilities. Value of operating payables at end of year | 2012-04-30 | $969,810 |
| Liabilities. Value of operating payables at beginning of year | 2012-04-30 | $901,782 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-04-30 | No |
| Value of net income/loss | 2012-04-30 | $49,852 |
| Value of net assets at end of year (total assets less liabilities) | 2012-04-30 | $599,979 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-04-30 | $550,127 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-04-30 | $1,569,789 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-04-30 | $1,451,909 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-04-30 | $1,451,909 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-04-30 | $811 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-04-30 | $11,461,032 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-04-30 | No |
| Contributions received in cash from employer | 2012-04-30 | $11,398,955 |
| Did the plan have assets held for investment | 2012-04-30 | 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 | 2012-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-04-30 | Unqualified |
| Accountancy firm name | 2012-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2012-04-30 | 431122456 |
| 2011 : MOTOR CAR DEALERS ASSOCIATION OF GREATER KANSAS CITY HEALTH AND WELFARE FUND 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $901,782 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-04-30 | $722,607 |
| Total income from all sources (including contributions) | 2011-04-30 | $10,105,319 |
| Total of all expenses incurred | 2011-04-30 | $10,131,405 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-04-30 | $10,042,030 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-04-30 | $10,104,311 |
| Value of total assets at end of year | 2011-04-30 | $1,451,909 |
| Value of total assets at beginning of year | 2011-04-30 | $1,298,820 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-04-30 | $89,375 |
| Total interest from all sources | 2011-04-30 | $1,008 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-04-30 | No |
| Administrative expenses professional fees incurred | 2011-04-30 | $69,525 |
| Was this plan covered by a fidelity bond | 2011-04-30 | Yes |
| Value of fidelity bond cover | 2011-04-30 | $300,000 |
| If this is an individual account plan, was there a blackout period | 2011-04-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-04-30 | No |
| Contributions received from participants | 2011-04-30 | $183,378 |
| Participant contributions at beginning of year | 2011-04-30 | $1,160 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-04-30 | $7,293 |
| Administrative expenses (other) incurred | 2011-04-30 | $19,850 |
| Liabilities. Value of operating payables at end of year | 2011-04-30 | $901,782 |
| Liabilities. Value of operating payables at beginning of year | 2011-04-30 | $715,314 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-04-30 | No |
| Value of net income/loss | 2011-04-30 | $-26,086 |
| Value of net assets at end of year (total assets less liabilities) | 2011-04-30 | $550,127 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-04-30 | $576,213 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-04-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-04-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-04-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-04-30 | $1,451,909 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-04-30 | $1,201,252 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-04-30 | $1,201,252 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-04-30 | $1,008 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-04-30 | $10,042,030 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-04-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-04-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-04-30 | No |
| Contributions received in cash from employer | 2011-04-30 | $9,920,933 |
| Employer contributions (assets) at beginning of year | 2011-04-30 | $96,408 |
| Did the plan have assets held for investment | 2011-04-30 | Yes |
| 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 | 2011-04-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-04-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-04-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-04-30 | Unqualified |
| Accountancy firm name | 2011-04-30 | NOVAK BIRKS, P.C. |
| Accountancy firm EIN | 2011-04-30 | 431122456 |
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 1 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 2576 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $229,128 | | Total amount of fees paid to insurance company | USD $138 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $229,128 | | Amount paid for insurance broker fees | 138 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010263803 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010263803 | | Number of Individuals Covered | 1642 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-01-31 | | Total amount of commissions paid to insurance broker | USD $19,930 | | Total amount of fees paid to insurance company | USD $1,683 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $199,302 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $19,930 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1683 | | Additional information about fees paid to insurance broker | BROKER BONUS |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010263800 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010263800 | | Number of Individuals Covered | 1642 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $9,371 | | Total amount of fees paid to insurance company | USD $893 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $93,707 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,371 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 893 | | Additional information about fees paid to insurance broker | BROKER BONUS |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148504 |
| Policy instance | 3 |
| Insurance contract or identification number | 0148504 | | Number of Individuals Covered | 1422 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $13,291 | | Total amount of fees paid to insurance company | USD $87 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $513,287 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,291 | | Amount paid for insurance broker fees | 87 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 752348 |
| Policy instance | 2 |
| Insurance contract or identification number | 752348 | | Number of Individuals Covered | 1027 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $15,272 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,272 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 752348 |
| Policy instance | 3 |
| Insurance contract or identification number | 752348 | | Number of Individuals Covered | 1427 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $21,914 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,914 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010263800 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010263800 | | Number of Individuals Covered | 2453 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $11,906 | | Total amount of fees paid to insurance company | USD $7,972 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $119,062 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,906 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 7972 | | Additional information about fees paid to insurance broker | BROKER BONUS |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148504 |
| Policy instance | 4 |
| Insurance contract or identification number | 0148504 | | Number of Individuals Covered | 2070 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of fees paid to insurance company | USD $7,852 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $777,553 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 7852 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010263803 |
| Policy instance | 6 |
| Insurance contract or identification number | 000010263803 | | Number of Individuals Covered | 2453 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-01-31 | | Total amount of commissions paid to insurance broker | USD $22,444 | | Total amount of fees paid to insurance company | USD $15,024 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $224,436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,444 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 15024 | | Additional information about fees paid to insurance broker | BROKER BONUS |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 0008707675 |
| Policy instance | 1 |
| Insurance contract or identification number | 0008707675 | | Number of Individuals Covered | 134 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $7,774 | | Total amount of fees paid to insurance company | USD $728 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,665 | | Amount paid for insurance broker fees | 356 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 2 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 3679 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $69,780 | | Total amount of fees paid to insurance company | USD $250,000 | | Health Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69,780 | | Amount paid for insurance broker fees | 250000 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148504 |
| Policy instance | 4 |
| Insurance contract or identification number | 0148504 | | Number of Individuals Covered | 3309 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of fees paid to insurance company | USD $12,109 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $801,482 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 12109 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 752348 |
| Policy instance | 3 |
| Insurance contract or identification number | 752348 | | Number of Individuals Covered | 1493 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $22,852 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,852 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1047981 |
| Policy instance | 1 |
| Insurance contract or identification number | 1047981 | | Number of Individuals Covered | 2667 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $32,374 | | Total amount of fees paid to insurance company | USD $1,660 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $323,738 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $32,374 | | Amount paid for insurance broker fees | 1660 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 2 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 4021 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $68,100 | | Total amount of fees paid to insurance company | USD $250,000 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,354,623 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $68,100 | | Amount paid for insurance broker fees | 250000 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1047981 |
| Policy instance | 1 |
| Insurance contract or identification number | 1047981 | | Number of Individuals Covered | 2840 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $31,331 | | Total amount of fees paid to insurance company | USD $3,012 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $313,313 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $31,331 | | Amount paid for insurance broker fees | 3012 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 0008707675 |
| Policy instance | 2 |
| Insurance contract or identification number | 0008707675 | | Number of Individuals Covered | 203 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $9,207 | | Total amount of fees paid to insurance company | USD $879 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENT, CRITICAL ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $64,234 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,525 | | Amount paid for insurance broker fees | 377 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker organization code? | 3 |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 3 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 4256 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $45,837 | | Total amount of fees paid to insurance company | USD $250,182 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $21,864,408 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $45,837 | | Amount paid for insurance broker fees | 250182 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 752348 |
| Policy instance | 4 |
| Insurance contract or identification number | 752348 | | Number of Individuals Covered | 1534 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $21,537 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,537 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148504 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148504 | | Number of Individuals Covered | 2212 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of fees paid to insurance company | USD $11,114 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $822,571 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 11114 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 752348 |
| Policy instance | 4 |
| Insurance contract or identification number | 752348 | | Number of Individuals Covered | 1205 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $16,454 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,454 | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148504 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148504 | | Number of Individuals Covered | 1597 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of fees paid to insurance company | USD $8,948 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $610,160 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8948 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1047981 |
| Policy instance | 1 |
| Insurance contract or identification number | 1047981 | | Number of Individuals Covered | 2303 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $21,778 | | Total amount of fees paid to insurance company | USD $6,956 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $217,779 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $21,778 | | Amount paid for insurance broker fees | 6956 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 0008707675 |
| Policy instance | 2 |
| Insurance contract or identification number | 0008707675 | | Number of Individuals Covered | 182 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $10,827 | | Total amount of fees paid to insurance company | USD $812 | | Other welfare benefits provided | CRITIAL ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $60,642 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,497 | | Amount paid for insurance broker fees | 385 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 3 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 3447 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $50,004 | | Total amount of fees paid to insurance company | USD $228,184 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,581,009 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $50,004 | | Amount paid for insurance broker fees | 228184 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148504 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148504 | | Number of Individuals Covered | 2487 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $30,337 | | Total amount of fees paid to insurance company | USD $8,919 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $618,177 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,337 | | Amount paid for insurance broker fees | 8919 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 752348 |
| Policy instance | 4 |
| Insurance contract or identification number | 752348 | | Number of Individuals Covered | 1012 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $12,234 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,234 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 3 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 3331 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $67,479 | | Total amount of fees paid to insurance company | USD $215,747 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,057,755 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $67,479 | | Amount paid for insurance broker fees | 215747 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 0008707675 |
| Policy instance | 2 |
| Insurance contract or identification number | 0008707675 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,085 | | Total amount of fees paid to insurance company | USD $461 | | Other welfare benefits provided | CRITIAL ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $66,420 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,834 | | Amount paid for insurance broker fees | 258 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION PAID | | Insurance broker organization code? | 3 | | Insurance broker name | THOMAS CRILLY |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1047981 |
| Policy instance | 1 |
| Insurance contract or identification number | 1047981 | | Number of Individuals Covered | 2120 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $17,446 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $174,458 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,446 | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50001514 |
| Policy instance | 1 |
| Insurance contract or identification number | 50001514 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $5,109 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $85,148 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,109 | | Insurance broker organization code? | 3 | | Insurance broker name | BLUE CROSS & BLUE SHIELD OF KC |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 3 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 3340 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $62,324 | | Total amount of fees paid to insurance company | USD $204,927 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,984,169 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $62,324 | | Amount paid for insurance broker fees | 204927 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50001514 |
| Policy instance | 2 |
| Insurance contract or identification number | 50001514 | | Number of Individuals Covered | 143 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $8,011 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $133,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,011 | | Insurance broker organization code? | 3 | | Insurance broker name | BLUE CROSS & BLUE SHIELD OF KC |
|
| COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 ) |
| Policy contract number | 528794 |
| Policy instance | 4 |
| Insurance contract or identification number | 528794 | | Number of Individuals Covered | 1785 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $16,546 | | Total amount of fees paid to insurance company | USD $453 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $116,087 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,648 | | Amount paid for insurance broker fees | 453 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148504 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148504 | | Number of Individuals Covered | 2287 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $25,509 | | Total amount of fees paid to insurance company | USD $6,596 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $530,294 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,509 | | Amount paid for insurance broker fees | 6596 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 ) |
| Policy contract number | 528794 |
| Policy instance | 4 |
| Insurance contract or identification number | 528794 | | Number of Individuals Covered | 734 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $11,559 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $86,156 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,559 | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148504 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148504 | | Number of Individuals Covered | 1373 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $35,370 | | Total amount of fees paid to insurance company | USD $8,865 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $428,149 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35,370 | | Amount paid for insurance broker fees | 8865 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50001514 |
| Policy instance | 2 |
| Insurance contract or identification number | 50001514 | | Number of Individuals Covered | 2054 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $7,605 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $126,756 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,605 | | Insurance broker organization code? | 3 | | Insurance broker name | BLUE CROSS & BLUE SHIELD OF KC |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 3 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 3144 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $56,612 | | Total amount of fees paid to insurance company | USD $188,519 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,322,260 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $56,612 | | Amount paid for insurance broker fees | 188519 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50001514 |
| Policy instance | 1 |
| Insurance contract or identification number | 50001514 | | Number of Individuals Covered | 2054 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $4,855 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $80,923 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,855 | | Insurance broker organization code? | 3 | | Insurance broker name | BLUE CROSS & BLUE SHIELD OF KC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 11251000 |
| Policy instance | 1 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 1974 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $3,305 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $55,081 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,305 | | Insurance broker organization code? | 3 | | Insurance broker name | BLUE CROSS & BLUE SHIELD OF KC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 0148504 |
| Policy instance | 5 |
| Insurance contract or identification number | 0148504 | | Number of Individuals Covered | 1858 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of fees paid to insurance company | USD $36 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $349,136 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 36 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES LLC |
|
| COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 ) |
| Policy contract number | 528794 |
| Policy instance | 4 |
| Insurance contract or identification number | 528794 | | Number of Individuals Covered | 615 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $11,534 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $74,963 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,534 | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 11251000 |
| Policy instance | 2 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 1974 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $6,193 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $103,215 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,193 | | Insurance broker organization code? | 3 | | Insurance broker name | BLUE CROSS & BLUE SHIELD OF KC |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 3 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 3120 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $67,935 | | Total amount of fees paid to insurance company | USD $188,532 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,322,454 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $67,935 | | Amount paid for insurance broker fees | 188532 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEES NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | LOCKTON COMPANIES, LLC |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50001514 |
| Policy instance | 1 |
| Insurance contract or identification number | 50001514 | | Number of Individuals Covered | 1958 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $2,519 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,977 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 50001514 |
| Policy instance | 2 |
| Insurance contract or identification number | 50001514 | | Number of Individuals Covered | 1958 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $4,776 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $79,607 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | H439 |
| Policy instance | 4 |
| Insurance contract or identification number | H439 | | Number of Individuals Covered | 872 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $24,740 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $247,403 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED DENTAL CARE OF MISSOURI, INC. (National Association of Insurance Commissioners NAIC id number: 47044 ) |
| Policy contract number | H439 |
| Policy instance | 5 |
| Insurance contract or identification number | H439 | | Number of Individuals Covered | 747 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $10,348 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $103,481 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 ) |
| Policy contract number | 528794 |
| Policy instance | 6 |
| Insurance contract or identification number | 528794 | | Number of Individuals Covered | 526 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $8,070 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $65,160 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 3 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 3014 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $73,505 | | Total amount of fees paid to insurance company | USD $180,356 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,500,780 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 1251 |
| Policy instance | 1 |
| Insurance contract or identification number | 1251 | | Number of Individuals Covered | 1776 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $7,586 | | Total amount of fees paid to insurance company | USD $843 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $42,143 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BLUE CROSS AND BLUE SHIELD OF KANSAS CITY (National Association of Insurance Commissioners NAIC id number: 47171 ) |
| Policy contract number | 11251000 |
| Policy instance | 3 |
| Insurance contract or identification number | 11251000 | | Number of Individuals Covered | 2717 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $62,530 | | Total amount of fees paid to insurance company | USD $160,412 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,882,013 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | H439 |
| Policy instance | 4 |
| Insurance contract or identification number | H439 | | Number of Individuals Covered | 681 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $33,455 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $265,932 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITED DENTAL CARE OF MISSOURI, INC. (National Association of Insurance Commissioners NAIC id number: 47044 ) |
| Policy contract number | H439 |
| Policy instance | 5 |
| Insurance contract or identification number | H439 | | Number of Individuals Covered | 689 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 ) |
| Policy contract number | 528794 |
| Policy instance | 6 |
| Insurance contract or identification number | 528794 | | Number of Individuals Covered | 441 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $5,599 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $53,569 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 ) |
| Policy contract number | 1251 |
| Policy instance | 2 |
| Insurance contract or identification number | 1251 | | Number of Individuals Covered | 1776 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $27,057 | | Total amount of fees paid to insurance company | USD $2,024 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $101,178 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
