RESORT EMPLOYEE STAFFING has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN
401k plan membership statisitcs for RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN
| Measure | Date | Value |
|---|
| 2022 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-12-31 | $25,161 |
| Total income from all sources | 2022-12-31 | $574 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $71,747 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $60,076 |
| Total plan assets at end of year | 2022-12-31 | $476,194 |
| Total plan assets at beginning of year | 2022-12-31 | $522,206 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $372 |
| Other income received | 2022-12-31 | $574 |
| Net income (gross income less expenses) | 2022-12-31 | $-71,173 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $451,033 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $522,206 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $11,299 |
| 2021 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $415,857 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $298,280 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $255,349 |
| Total plan assets at end of year | 2021-12-31 | $522,206 |
| Total plan assets at beginning of year | 2021-12-31 | $404,629 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $130,065 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Other income received | 2021-12-31 | $7,800 |
| Net income (gross income less expenses) | 2021-12-31 | $117,577 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $522,206 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $404,629 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $277,992 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $42,931 |
| 2020 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $667,685 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $581,986 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $518,783 |
| Total plan assets at end of year | 2020-12-31 | $404,629 |
| Total plan assets at beginning of year | 2020-12-31 | $318,930 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $288,157 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,595 |
| Other income received | 2020-12-31 | $56,119 |
| Net income (gross income less expenses) | 2020-12-31 | $85,699 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $404,629 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $318,930 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $323,409 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $60,608 |
| 2019 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $404,668 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $532,976 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $474,885 |
| Total plan assets at end of year | 2019-12-31 | $318,930 |
| Total plan assets at beginning of year | 2019-12-31 | $447,238 |
| Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $198,837 |
| Other income received | 2019-12-31 | $66 |
| Net income (gross income less expenses) | 2019-12-31 | $-128,308 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $318,930 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $447,238 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $205,765 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $58,091 |
| 2018 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $606,502 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $708,670 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $649,710 |
| Total plan assets at end of year | 2018-12-31 | $447,238 |
| Total plan assets at beginning of year | 2018-12-31 | $549,406 |
| Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $204,896 |
| Other income received | 2018-12-31 | $168,024 |
| Net income (gross income less expenses) | 2018-12-31 | $-102,168 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $447,238 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $549,406 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $233,582 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $58,960 |
| 2017 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $428,814 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $300,142 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $248,168 |
| Total plan assets at end of year | 2017-12-31 | $549,406 |
| Total plan assets at beginning of year | 2017-12-31 | $420,734 |
| Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $150,545 |
| Other income received | 2017-12-31 | $44,695 |
| Net income (gross income less expenses) | 2017-12-31 | $128,672 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $549,406 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $420,734 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2017-12-31 | $74,514 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $233,574 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $51,974 |
| 2016 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $522,457 |
| Total of all expenses incurred | 2016-12-31 | $339,770 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $281,101 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $460,350 |
| Value of total assets at end of year | 2016-12-31 | $420,734 |
| Value of total assets at beginning of year | 2016-12-31 | $238,047 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $58,669 |
| Total interest from all sources | 2016-12-31 | $44 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Administrative expenses professional fees incurred | 2016-12-31 | $8,715 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $162,604 |
| Other income not declared elsewhere | 2016-12-31 | $62,063 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $182,687 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $420,734 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $238,047 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $420,734 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $238,047 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $238,047 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $44 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $91,340 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $297,746 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $189,761 |
| Contract administrator fees | 2016-12-31 | $49,954 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | SMITH SAPP BOOKHOUT CRUMPLER & CALL |
| Accountancy firm EIN | 2016-12-31 | 570801130 |
| 2015 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $705,888 |
| Total of all expenses incurred | 2015-12-31 | $809,153 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $705,657 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $631,764 |
| Value of total assets at end of year | 2015-12-31 | $238,047 |
| Value of total assets at beginning of year | 2015-12-31 | $341,312 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $103,496 |
| Total interest from all sources | 2015-12-31 | $44 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Administrative expenses professional fees incurred | 2015-12-31 | $8,500 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $280,945 |
| Other income not declared elsewhere | 2015-12-31 | $74,080 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-103,265 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $238,047 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $341,312 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $238,047 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $341,312 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $341,312 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $44 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $142,340 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $350,819 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $563,317 |
| Contract administrator fees | 2015-12-31 | $94,996 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | SMITH SAPP BOOKHOUT CRUMPLER & CALI |
| Accountancy firm EIN | 2015-12-31 | 570801130 |
| 2014 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $478,498 |
| Total of all expenses incurred | 2014-12-31 | $556,666 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $481,754 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $475,915 |
| Value of total assets at end of year | 2014-12-31 | $341,312 |
| Value of total assets at beginning of year | 2014-12-31 | $419,480 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $74,912 |
| Total interest from all sources | 2014-12-31 | $44 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $8,650 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $255,745 |
| Other income not declared elsewhere | 2014-12-31 | $2,539 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-78,168 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $341,312 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $419,480 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $341,312 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $419,480 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $419,480 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $44 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $134,891 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $220,170 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $346,863 |
| Contract administrator fees | 2014-12-31 | $66,262 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | SMITH SAPP BOOKHOUT CRUMPLER & CALL |
| Accountancy firm EIN | 2014-12-31 | 570801130 |
| 2013 : RESORT EMPLOYEE STAFFING EMPLOYEE CAFETERIA PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $827,193 |
| Total of all expenses incurred | 2013-12-31 | $622,019 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $551,404 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $798,507 |
| Value of total assets at end of year | 2013-12-31 | $419,480 |
| Value of total assets at beginning of year | 2013-12-31 | $214,306 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $70,615 |
| Total interest from all sources | 2013-12-31 | $44 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $9,100 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $259,690 |
| Other income not declared elsewhere | 2013-12-31 | $28,642 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $205,174 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $419,480 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $214,306 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $419,480 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $214,306 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $214,306 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $44 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $120,628 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $538,817 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $430,776 |
| Contract administrator fees | 2013-12-31 | $61,515 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | SMITH SAPP BOOKHOUT CRUMPLER & CALL |
| Accountancy firm EIN | 2013-12-31 | 570801130 |
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 0 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,805 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8805 | | Additional information about fees paid to insurance broker | CLAIMS RUN-OUT |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 3822573419000 |
| Policy instance | 1 |
| Insurance contract or identification number | 3822573419000 | | Number of Individuals Covered | 106 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $619 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $3,443 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $413 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 3 |
| Number of Individuals Covered | 0 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 59 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $19,761 | | Total amount of fees paid to insurance company | USD $20,376 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,880 | | Amount paid for insurance broker fees | 20376 | | Insurance broker organization code? | 5 |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 3822573419000 |
| Policy instance | 1 |
| Insurance contract or identification number | 3822573419000 | | Number of Individuals Covered | 75 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $363 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $2,018 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 242 | | Insurance broker organization code? | 3 |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 3822573419000 |
| Policy instance | 1 |
| Insurance contract or identification number | 3822573419000 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $278 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,541 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 185 | | Insurance broker organization code? | 3 |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 0 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 5 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | |
| Policy instance | 3 |
| Number of Individuals Covered | 85 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $24,578 | | Total amount of fees paid to insurance company | USD $27,494 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,289 | | Amount paid for insurance broker fees | 27494 | | Additional information about fees paid to insurance broker | BROKER AND THRID PARTY ADMINISTRATOR. FEES PAID WERE FOR ADMINISTRATI | | Insurance broker organization code? | 3 |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 3822573419000 |
| Policy instance | 1 |
| Insurance contract or identification number | 3822573419000 | | Number of Individuals Covered | 65 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $393 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,180 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 262 | | Insurance broker organization code? | 3 |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 99 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $22,712 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,356 | | Insurance broker organization code? | 5 |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 108 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $20,086 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,043 | | Insurance broker organization code? | 5 |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 3822573419000 |
| Policy instance | 1 |
| Insurance contract or identification number | 3822573419000 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $501 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,786 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 334 | | Insurance broker organization code? | 3 |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 102 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $16,632 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,316 | | Insurance broker organization code? | 5 | | Insurance broker name | GALLAGHER BENEFITS SERVICES, INC. |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 3822573419000 |
| Policy instance | 1 |
| Insurance contract or identification number | 3822573419000 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $414 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 276 | | Insurance broker organization code? | 3 | | Insurance broker name | PLANNED ADMINISTRATORS INC |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 162 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $24,818 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,409 | | Insurance broker organization code? | 5 | | Insurance broker name | GALLAGHER BENEFITS SERVICES, INC. |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 3822573419000 |
| Policy instance | 1 |
| Insurance contract or identification number | 3822573419000 | | Number of Individuals Covered | 99 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,456 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,046 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $971 | | Insurance broker organization code? | 3 | | Insurance broker name | PLANNED ADMINISTRATORS INC |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | |
| Policy instance | 2 |
| Number of Individuals Covered | 156 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $23,888 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $11,944 | | Insurance broker organization code? | 5 | | Insurance broker name | GALLAGHER BENEFITS SERVICES, INC. |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 3822573419000 |
| Policy instance | 1 |
| Insurance contract or identification number | 3822573419000 | | Number of Individuals Covered | 101 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $574 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $3,191 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $383 | | Insurance broker organization code? | 3 | | Insurance broker name | PLANNED ADMINISTRATORS INC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 200391 |
| Policy instance | 2 |
| Insurance contract or identification number | 200391 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $21,348 | | 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 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,674 | | Insurance broker organization code? | 5 | | Insurance broker name | GALLAGHER BENEFITS SERVICES, INC. |
|
| COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
| Policy contract number | 3822573419000 |
| Policy instance | 1 |
| Insurance contract or identification number | 3822573419000 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $683 | | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $3,795 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $455 | | Insurance broker organization code? | 3 | | Insurance broker name | PLANNED ADMINISTRATORS INC |
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