TAMKO BUILDING PRODUCTS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN
401k plan membership statisitcs for TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN
| Measure | Date | Value |
|---|
| 2022: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 784 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 736 |
| Total of all active and inactive participants | 2022-01-01 | 736 |
| 2021: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 834 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 779 |
| Total of all active and inactive participants | 2021-01-01 | 779 |
| 2020: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 1,086 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 834 |
| Total of all active and inactive participants | 2020-01-01 | 834 |
| 2019: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 1,190 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,086 |
| Total of all active and inactive participants | 2019-01-01 | 1,086 |
| 2018: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 1,268 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,190 |
| Total of all active and inactive participants | 2018-01-01 | 1,190 |
| 2017: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 1,231 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,242 |
| Total of all active and inactive participants | 2017-01-01 | 1,242 |
| 2016: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 1,131 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,231 |
| Total of all active and inactive participants | 2016-01-01 | 1,231 |
| 2015: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 1,032 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,104 |
| Total of all active and inactive participants | 2015-01-01 | 1,104 |
| 2014: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 1,003 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,032 |
| Total of all active and inactive participants | 2014-01-01 | 1,032 |
| 2013: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 1,127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,003 |
| Total of all active and inactive participants | 2013-01-01 | 1,003 |
| 2012: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 1,070 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,127 |
| Total of all active and inactive participants | 2012-01-01 | 1,127 |
| 2011: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 1,088 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,070 |
| Total of all active and inactive participants | 2011-01-01 | 1,070 |
| 2009: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 1,348 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,282 |
| Total of all active and inactive participants | 2009-01-01 | 1,282 |
| 2022: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: TAMKO BUILDING PRODUCTS INC EMPLOYEE & DEPENDENT GROUP LIFE INSURANCE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700108 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000700108 | | Number of Individuals Covered | 512 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $53,676 | | Total amount of fees paid to insurance company | USD $2,684 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE, | | Welfare Benefit Premiums Paid to Carrier | USD $357,842 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $53,676 | | Amount paid for insurance broker fees | 2684 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700107 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000700107 | | Number of Individuals Covered | 729 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $8,959 | | Total amount of fees paid to insurance company | USD $448 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $59,725 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,959 | | Amount paid for insurance broker fees | 448 | | Additional information about fees paid to insurance broker | ADDITIONAL COMP | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700108 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000700108 | | Number of Individuals Covered | 546 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $53,772 | | Total amount of fees paid to insurance company | USD $2,689 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE, | | Welfare Benefit Premiums Paid to Carrier | USD $358,305 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $53,772 | | Amount paid for insurance broker fees | 2689 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700107 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000700107 | | Number of Individuals Covered | 780 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $10,926 | | Total amount of fees paid to insurance company | USD $546 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $72,906 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,926 | | Amount paid for insurance broker fees | 546 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700107 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000700107 | | Number of Individuals Covered | 832 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $12,565 | | Total amount of fees paid to insurance company | USD $628 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $83,769 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,565 | | Amount paid for insurance broker fees | 628 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700108 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000700108 | | Number of Individuals Covered | 578 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $57,467 | | Total amount of fees paid to insurance company | USD $2,873 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE, | | Welfare Benefit Premiums Paid to Carrier | USD $383,116 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $57,467 | | Amount paid for insurance broker fees | 2873 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700108 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000700108 | | Number of Individuals Covered | 733 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $65,164 | | Total amount of fees paid to insurance company | USD $3,258 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE, | | Welfare Benefit Premiums Paid to Carrier | USD $434,424 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $65,164 | | Amount paid for insurance broker fees | 3258 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700107 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000700107 | | Number of Individuals Covered | 1081 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $15,428 | | Total amount of fees paid to insurance company | USD $771 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $102,852 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,428 | | Amount paid for insurance broker fees | 771 | | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700108 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000700108 | | Number of Individuals Covered | 853 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $60,994 | | Total amount of fees paid to insurance company | USD $3,050 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE, | | Welfare Benefit Premiums Paid to Carrier | USD $406,625 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $60,994 | | Amount paid for insurance broker fees | 3050 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700107 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000700107 | | Number of Individuals Covered | 1267 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $16,788 | | Total amount of fees paid to insurance company | USD $839 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $111,922 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,788 | | Amount paid for insurance broker fees | 839 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700108 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000700108 | | Number of Individuals Covered | 771 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $49,842 | | Total amount of fees paid to insurance company | USD $2,492 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE, | | Welfare Benefit Premiums Paid to Carrier | USD $332,283 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $49,842 | | Amount paid for insurance broker fees | 2492 | | Insurance broker organization code? | 3 | | Insurance broker name | SCHWARTZ BENEFIT SERVICES INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700107 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000700107 | | Number of Individuals Covered | 1250 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $34,054 | | Total amount of fees paid to insurance company | USD $847 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $112,912 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,054 | | Amount paid for insurance broker fees | 847 | | Insurance broker organization code? | 3 | | Insurance broker name | SCHWARTZ BENEFIT SERVICES INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700108 |
| Policy instance | 2 |
| Insurance contract or identification number | 000000700108 | | Number of Individuals Covered | 621 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $50,049 | | Total amount of fees paid to insurance company | USD $5,967 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE, | | Welfare Benefit Premiums Paid to Carrier | USD $193,047 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $50,049 | | Amount paid for insurance broker fees | 5967 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | SCHWARTZ BENEFIT SERVICES INC |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 000000700107 |
| Policy instance | 1 |
| Insurance contract or identification number | 000000700107 | | Number of Individuals Covered | 1107 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $7,349 | | Total amount of fees paid to insurance company | USD $1,989 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $99,461 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,349 | | Amount paid for insurance broker fees | 1989 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | SCHWARTZ BENEFIT SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10150178 00000 |
| Policy instance | 1 |
| Insurance contract or identification number | 10150178 00000 | | Number of Individuals Covered | 1600 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $3,724 | | Total amount of fees paid to insurance company | USD $2,299 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $107,263 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,724 | | Amount paid for insurance broker fees | 2299 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | SCHWARTZ BENEFIT SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 400001000 14134 |
| Policy instance | 2 |
| Insurance contract or identification number | 400001000 14134 | | Number of Individuals Covered | 886 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $49,905 | | Total amount of fees paid to insurance company | USD $4,292 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $216,980 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $49,905 | | Amount paid for insurance broker fees | 4292 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | SCHWARTZ BENEFIT SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 40000100014134 |
| Policy instance | 2 |
| Insurance contract or identification number | 40000100014134 | | Number of Individuals Covered | 872 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $36,288 | | Total amount of fees paid to insurance company | USD $8,220 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $214,593 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,619 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 8220 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150178 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010150178 | | Number of Individuals Covered | 1479 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $3,810 | | Total amount of fees paid to insurance company | USD $4,658 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $114,942 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,797 | | Amount paid for insurance broker fees | 4658 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | SCHWARTZ BENEFIT SERVICES INC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010150178 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010150178 | | Number of Individuals Covered | 1641 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $3,695 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D, DEPENDENT LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $103,511 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,695 | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 40000100014134 |
| Policy instance | 3 |
| Insurance contract or identification number | 40000100014134 | | Number of Individuals Covered | 951 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $27,400 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | VOL CHILD LIFE, VOL SPOUSE LIFE | | Welfare Benefit Premiums Paid to Carrier | USD $182,669 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,400 | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 117591-G |
| Policy instance | 1 |
| Insurance contract or identification number | 117591-G | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $745 | | Total amount of fees paid to insurance company | USD $478 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $745 | | Amount paid for insurance broker fees | 52 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
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| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 117591-G |
| Policy instance | 1 |
| Insurance contract or identification number | 117591-G | | Number of Individuals Covered | 2098 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $8,555 | | Total amount of fees paid to insurance company | USD $2,989 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $255,250 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 117591-G |
| Policy instance | 1 |
| Insurance contract or identification number | 117591-G | | Number of Individuals Covered | 1791 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $8,748 | | Total amount of fees paid to insurance company | USD $5,426 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $266,428 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,748 | | Amount paid for insurance broker fees | 5426 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION FOR LIFE AND AD&D | | Insurance broker organization code? | 3 | | Insurance broker name | MERCER HEALTH & BENEFITS LLC |
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