CENTRAL WHOLESALERS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CENTRAL WHOLESALERS INC HEALTH PLAN
| Measure | Date | Value |
|---|
| 2014: CENTRAL WHOLESALERS INC HEALTH PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 273 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 340 |
| Total of all active and inactive participants | 2014-08-01 | 340 |
| Total participants | 2014-08-01 | 340 |
| 2013: CENTRAL WHOLESALERS INC HEALTH PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-08-01 | 283 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-08-01 | 273 |
| Total of all active and inactive participants | 2013-08-01 | 273 |
| Total participants | 2013-08-01 | 273 |
| 2012: CENTRAL WHOLESALERS INC HEALTH PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-08-01 | 270 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-08-01 | 283 |
| Total of all active and inactive participants | 2012-08-01 | 283 |
| Total participants | 2012-08-01 | 283 |
| 2011: CENTRAL WHOLESALERS INC HEALTH PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-08-01 | 239 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-08-01 | 270 |
| Total of all active and inactive participants | 2011-08-01 | 270 |
| Total participants | 2011-08-01 | 270 |
| 2010: CENTRAL WHOLESALERS INC HEALTH PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-08-01 | 207 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-08-01 | 239 |
| Total of all active and inactive participants | 2010-08-01 | 239 |
| Total participants | 2010-08-01 | 239 |
| 2009: CENTRAL WHOLESALERS INC HEALTH PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-08-01 | 219 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-08-01 | 207 |
| Total of all active and inactive participants | 2009-08-01 | 207 |
| Total participants | 2009-08-01 | 207 |
| 2008: CENTRAL WHOLESALERS INC HEALTH PLAN 2008 401k membership |
|---|
| Total participants, beginning-of-year | 2008-08-01 | 236 |
| Total number of active participants reported on line 7a of the Form 5500 | 2008-08-01 | 219 |
| Total of all active and inactive participants | 2008-08-01 | 219 |
| Total participants | 2008-08-01 | 219 |
| 2007: CENTRAL WHOLESALERS INC HEALTH PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-08-01 | 200 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-08-01 | 236 |
| Total of all active and inactive participants | 2007-08-01 | 236 |
| Total participants | 2007-08-01 | 236 |
| 2006: CENTRAL WHOLESALERS INC HEALTH PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-08-01 | 178 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-08-01 | 200 |
| Total of all active and inactive participants | 2006-08-01 | 200 |
| Total participants | 2006-08-01 | 200 |
| 2005: CENTRAL WHOLESALERS INC HEALTH PLAN 2005 401k membership |
|---|
| Total participants, beginning-of-year | 2005-08-01 | 142 |
| Total number of active participants reported on line 7a of the Form 5500 | 2005-08-01 | 178 |
| Total of all active and inactive participants | 2005-08-01 | 178 |
| Total participants | 2005-08-01 | 178 |
| 2004: CENTRAL WHOLESALERS INC HEALTH PLAN 2004 401k membership |
|---|
| Total participants, beginning-of-year | 2004-08-01 | 107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2004-08-01 | 142 |
| Total of all active and inactive participants | 2004-08-01 | 142 |
| Total participants | 2004-08-01 | 142 |
| 2003: CENTRAL WHOLESALERS INC HEALTH PLAN 2003 401k membership |
|---|
| Total participants, beginning-of-year | 2003-08-01 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2003-08-01 | 107 |
| Total of all active and inactive participants | 2003-08-01 | 107 |
| Total participants | 2003-08-01 | 107 |
| 2002: CENTRAL WHOLESALERS INC HEALTH PLAN 2002 401k membership |
|---|
| Total participants, beginning-of-year | 2002-08-01 | 110 |
| Total number of active participants reported on line 7a of the Form 5500 | 2002-08-01 | 122 |
| Total of all active and inactive participants | 2002-08-01 | 122 |
| Total participants | 2002-08-01 | 122 |
| 2001: CENTRAL WHOLESALERS INC HEALTH PLAN 2001 401k membership |
|---|
| Total participants, beginning-of-year | 2001-08-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2001-08-01 | 110 |
| Total of all active and inactive participants | 2001-08-01 | 110 |
| Total participants | 2001-08-01 | 110 |
| 2000: CENTRAL WHOLESALERS INC HEALTH PLAN 2000 401k membership |
|---|
| Total participants, beginning-of-year | 2000-08-01 | 104 |
| Total number of active participants reported on line 7a of the Form 5500 | 2000-08-01 | 96 |
| Total of all active and inactive participants | 2000-08-01 | 96 |
| Total participants | 2000-08-01 | 96 |
| 1999: CENTRAL WHOLESALERS INC HEALTH PLAN 1999 401k membership |
|---|
| Total participants, beginning-of-year | 1999-08-01 | 103 |
| Total number of active participants reported on line 7a of the Form 5500 | 1999-08-01 | 104 |
| Total of all active and inactive participants | 1999-08-01 | 104 |
| Total participants | 1999-08-01 | 104 |
| 2014: CENTRAL WHOLESALERS INC HEALTH PLAN 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-08-01 | Plan is a collectively bargained plan | No |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: CENTRAL WHOLESALERS INC HEALTH PLAN 2013 form 5500 responses |
|---|
| 2013-08-01 | Type of plan entity | Single employer plan |
| 2013-08-01 | Submission has been amended | No |
| 2013-08-01 | This submission is the final filing | No |
| 2013-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-08-01 | Plan is a collectively bargained plan | No |
| 2013-08-01 | Plan funding arrangement – Insurance | Yes |
| 2013-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: CENTRAL WHOLESALERS INC HEALTH PLAN 2012 form 5500 responses |
|---|
| 2012-08-01 | Type of plan entity | Single employer plan |
| 2012-08-01 | Submission has been amended | No |
| 2012-08-01 | This submission is the final filing | No |
| 2012-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-08-01 | Plan is a collectively bargained plan | No |
| 2012-08-01 | Plan funding arrangement – Insurance | Yes |
| 2012-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: CENTRAL WHOLESALERS INC HEALTH PLAN 2011 form 5500 responses |
|---|
| 2011-08-01 | Type of plan entity | Single employer plan |
| 2011-08-01 | Submission has been amended | No |
| 2011-08-01 | This submission is the final filing | No |
| 2011-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-08-01 | Plan is a collectively bargained plan | No |
| 2011-08-01 | Plan funding arrangement – Insurance | Yes |
| 2011-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: CENTRAL WHOLESALERS INC HEALTH PLAN 2010 form 5500 responses |
|---|
| 2010-08-01 | Type of plan entity | Single employer plan |
| 2010-08-01 | Submission has been amended | No |
| 2010-08-01 | This submission is the final filing | No |
| 2010-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-08-01 | Plan is a collectively bargained plan | No |
| 2010-08-01 | Plan funding arrangement – Insurance | Yes |
| 2010-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: CENTRAL WHOLESALERS INC HEALTH PLAN 2009 form 5500 responses |
|---|
| 2009-08-01 | Type of plan entity | Single employer plan |
| 2009-08-01 | Submission has been amended | No |
| 2009-08-01 | This submission is the final filing | No |
| 2009-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-08-01 | Plan is a collectively bargained plan | No |
| 2009-08-01 | Plan funding arrangement – Insurance | Yes |
| 2009-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: CENTRAL WHOLESALERS INC HEALTH PLAN 2008 form 5500 responses |
|---|
| 2008-08-01 | Type of plan entity | Single employer plan |
| 2008-08-01 | Submission has been amended | No |
| 2008-08-01 | This submission is the final filing | No |
| 2008-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-08-01 | Plan is a collectively bargained plan | No |
| 2008-08-01 | Plan funding arrangement – Insurance | Yes |
| 2008-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2007: CENTRAL WHOLESALERS INC HEALTH PLAN 2007 form 5500 responses |
|---|
| 2007-08-01 | Type of plan entity | Single employer plan |
| 2007-08-01 | Submission has been amended | No |
| 2007-08-01 | This submission is the final filing | No |
| 2007-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-08-01 | Plan is a collectively bargained plan | No |
| 2007-08-01 | Plan funding arrangement – Insurance | Yes |
| 2007-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2006: CENTRAL WHOLESALERS INC HEALTH PLAN 2006 form 5500 responses |
|---|
| 2006-08-01 | Type of plan entity | Single employer plan |
| 2006-08-01 | Submission has been amended | No |
| 2006-08-01 | This submission is the final filing | No |
| 2006-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2006-08-01 | Plan is a collectively bargained plan | No |
| 2006-08-01 | Plan funding arrangement – Insurance | Yes |
| 2006-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2005: CENTRAL WHOLESALERS INC HEALTH PLAN 2005 form 5500 responses |
|---|
| 2005-08-01 | Type of plan entity | Single employer plan |
| 2005-08-01 | Submission has been amended | No |
| 2005-08-01 | This submission is the final filing | No |
| 2005-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2005-08-01 | Plan is a collectively bargained plan | No |
| 2005-08-01 | Plan funding arrangement – Insurance | Yes |
| 2005-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2004: CENTRAL WHOLESALERS INC HEALTH PLAN 2004 form 5500 responses |
|---|
| 2004-08-01 | Type of plan entity | Single employer plan |
| 2004-08-01 | Submission has been amended | No |
| 2004-08-01 | This submission is the final filing | No |
| 2004-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2004-08-01 | Plan is a collectively bargained plan | No |
| 2004-08-01 | Plan funding arrangement – Insurance | Yes |
| 2004-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2003: CENTRAL WHOLESALERS INC HEALTH PLAN 2003 form 5500 responses |
|---|
| 2003-08-01 | Type of plan entity | Single employer plan |
| 2003-08-01 | Submission has been amended | No |
| 2003-08-01 | This submission is the final filing | No |
| 2003-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2003-08-01 | Plan is a collectively bargained plan | No |
| 2003-08-01 | Plan funding arrangement – Insurance | Yes |
| 2003-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2002: CENTRAL WHOLESALERS INC HEALTH PLAN 2002 form 5500 responses |
|---|
| 2002-08-01 | Type of plan entity | Single employer plan |
| 2002-08-01 | Submission has been amended | No |
| 2002-08-01 | This submission is the final filing | No |
| 2002-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2002-08-01 | Plan is a collectively bargained plan | No |
| 2002-08-01 | Plan funding arrangement – Insurance | Yes |
| 2002-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2001: CENTRAL WHOLESALERS INC HEALTH PLAN 2001 form 5500 responses |
|---|
| 2001-08-01 | Type of plan entity | Single employer plan |
| 2001-08-01 | Submission has been amended | No |
| 2001-08-01 | This submission is the final filing | No |
| 2001-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2001-08-01 | Plan is a collectively bargained plan | No |
| 2001-08-01 | Plan funding arrangement – Insurance | Yes |
| 2001-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2000: CENTRAL WHOLESALERS INC HEALTH PLAN 2000 form 5500 responses |
|---|
| 2000-08-01 | Type of plan entity | Single employer plan |
| 2000-08-01 | Submission has been amended | No |
| 2000-08-01 | This submission is the final filing | No |
| 2000-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2000-08-01 | Plan is a collectively bargained plan | No |
| 2000-08-01 | Plan funding arrangement – Insurance | Yes |
| 2000-08-01 | Plan benefit arrangement – Insurance | Yes |
| 1999: CENTRAL WHOLESALERS INC HEALTH PLAN 1999 form 5500 responses |
|---|
| 1999-08-01 | Type of plan entity | Single employer plan |
| 1999-08-01 | Submission has been amended | No |
| 1999-08-01 | This submission is the final filing | No |
| 1999-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 1999-08-01 | Plan is a collectively bargained plan | No |
| 1999-08-01 | Plan funding arrangement – Insurance | Yes |
| 1999-08-01 | Plan benefit arrangement – Insurance | Yes |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | 0869775 |
| Policy instance | 1 |
| Insurance contract or identification number | 0869775 | | Number of Individuals Covered | 686 | | Insurance policy start date | 2014-08-01 | | Insurance policy end date | 2015-07-31 | | Total amount of commissions paid to insurance broker | USD $14,891 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,942,033 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | | Commission paid to Insurance Broker | USD $14,891 | | Amount paid for insurance broker fees | 77571 | | Additional information about fees paid to insurance broker | DIRECT COMPENSATION | | Insurance broker name | ALLIANT INSURANCE SERVICES INC |
|
| CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 273 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $70,161 | | Total amount of fees paid to insurance company | USD $32,283 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $2,004,595 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 14351 | | Additional information about fees paid to insurance broker | WHOLESALER FEE 14,351 | | Insurance broker organization code? | 5 | | Insurance broker name | BENEFIT PARTNERS ALLIANT |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 273 | | Insurance policy start date | 2013-08-01 | | Insurance policy end date | 2014-07-31 | | Total amount of commissions paid to insurance broker | USD $22,095 | | Total amount of fees paid to insurance company | USD $11 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $187,284 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,095 | | Amount paid for insurance broker fees | 11 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PARTNERS - ALLIANT INC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 283 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $15,952 | | Total amount of fees paid to insurance company | USD $15 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $178,925 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,952 | | Amount paid for insurance broker fees | 15 | | Additional information about fees paid to insurance broker | NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PARTNERS ALLIANT |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 283 | | Insurance policy start date | 2012-08-01 | | Insurance policy end date | 2013-07-31 | | Total amount of commissions paid to insurance broker | USD $62,370 | | Total amount of fees paid to insurance company | USD $16,223 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,781,994 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $62,370 | | Amount paid for insurance broker fees | 112 | | Additional information about fees paid to insurance broker | NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | BENEFIT PARTNERS ALLIANT |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 270 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $15,529 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $158,365 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 270 | | Insurance policy start date | 2011-08-01 | | Insurance policy end date | 2012-07-31 | | Total amount of commissions paid to insurance broker | USD $53,454 | | Total amount of fees paid to insurance company | USD $37,311 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,527,268 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 239 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $74,172 | | Total amount of fees paid to insurance company | USD $33,732 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,483,441 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 239 | | Insurance policy start date | 2010-08-01 | | Insurance policy end date | 2011-07-31 | | Total amount of commissions paid to insurance broker | USD $14,005 | | Total amount of fees paid to insurance company | USD $1,265 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $139,163 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 2 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 219 | | Insurance policy start date | 2008-08-01 | | Insurance policy end date | 2009-07-31 | | Total amount of commissions paid to insurance broker | USD $73,691 | | Total amount of fees paid to insurance company | USD $36,755 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,473,822 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $73,691 | | Amount paid for insurance broker fees | 19990 | | Additional information about fees paid to insurance broker | PERSISTENCY BONUS AND NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | INSURANCE MARKETING CENTER |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 1 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 219 | | Insurance policy start date | 2008-08-01 | | Insurance policy end date | 2009-07-31 | | Total amount of commissions paid to insurance broker | USD $15,986 | | Total amount of fees paid to insurance company | USD $2,908 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $129,068 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,986 | | Amount paid for insurance broker fees | 2908 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PARTNERS LLC MD |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 236 | | Insurance policy start date | 2007-08-01 | | Insurance policy end date | 2008-07-31 | | Total amount of commissions paid to insurance broker | USD $13,138 | | Total amount of fees paid to insurance company | USD $2,369 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $146,276 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,138 | | Amount paid for insurance broker fees | 2369 | | Additional information about fees paid to insurance broker | PREFERRED BROKER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | BENEFIT PARTNERS LLC MD |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 236 | | Insurance policy start date | 2007-08-01 | | Insurance policy end date | 2008-07-31 | | Total amount of commissions paid to insurance broker | USD $72,294 | | Total amount of fees paid to insurance company | USD $32,800 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,445,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $72,294 | | Amount paid for insurance broker fees | 19114 | | Additional information about fees paid to insurance broker | PERSISTENCY BONUS AND NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | INSURANCE MARKETING CENTER |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 2 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 200 | | Insurance policy start date | 2006-08-01 | | Insurance policy end date | 2007-07-31 | | Total amount of commissions paid to insurance broker | USD $61,289 | | Total amount of fees paid to insurance company | USD $16,635 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,225,804 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $61,289 | | Amount paid for insurance broker fees | 16635 | | Additional information about fees paid to insurance broker | PERSISTENCY BONUS AND NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | BENEFIT PARTNERS ALLIANT LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 1 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 200 | | Insurance policy start date | 2006-08-01 | | Insurance policy end date | 2007-07-31 | | Total amount of commissions paid to insurance broker | USD $15,546 | | Total amount of fees paid to insurance company | USD $3,287 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $141,366 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,301 | | Amount paid for insurance broker fees | 1302 | | Additional information about fees paid to insurance broker | PREFERRED BROKER COMPENSATION | | Insurance broker organization code? | 3 | | Insurance broker name | KELLY & ASSOCIATES INSURANCE GROUP |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2005-08-01 | | Insurance policy end date | 2006-07-31 | | Total amount of commissions paid to insurance broker | USD $5,016 | | Total amount of fees paid to insurance company | USD $9,127 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $125,553 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 447 | | Additional information about fees paid to insurance broker | PREFERRED BROKER COMPENSATION | | Insurance broker organization code? | 3 | | Commission paid to Insurance Broker | USD $5,016 | | Insurance broker name | KELLY & ASSOCIATES INSURANCE GROUP |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 178 | | Insurance policy start date | 2005-08-01 | | Insurance policy end date | 2006-07-31 | | Total amount of commissions paid to insurance broker | USD $48,725 | | Total amount of fees paid to insurance company | USD $21,071 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $974,589 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48,725 | | Amount paid for insurance broker fees | 21071 | | Additional information about fees paid to insurance broker | PERSISTENCY BONUS AND NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | BENEFIT PARTNERS ALLIANT LLC |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 2 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 142 | | Insurance policy start date | 2004-08-01 | | Insurance policy end date | 2005-07-31 | | Total amount of commissions paid to insurance broker | USD $42,800 | | Total amount of fees paid to insurance company | USD $10,908 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $856,006 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42,800 | | Amount paid for insurance broker fees | 10908 | | Additional information about fees paid to insurance broker | PERSISTENCY BONUS AND NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | BENEFIT PARTNERS ALLIANT LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 1 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 142 | | Insurance policy start date | 2004-08-01 | | Insurance policy end date | 2005-07-31 | | Total amount of commissions paid to insurance broker | USD $4,504 | | Total amount of fees paid to insurance company | USD $5,385 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $51,675 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,413 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEE | | Insurance broker name | KELLY & ASSOCIATES INSURANCE GROUP |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 107 | | Insurance policy start date | 2003-08-01 | | Insurance policy end date | 2004-07-31 | | Total amount of commissions paid to insurance broker | USD $39,483 | | Total amount of fees paid to insurance company | USD $51 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $789,661 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39,483 | | Amount paid for insurance broker fees | 51 | | Additional information about fees paid to insurance broker | NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | BENEFIT PARTNERS ALLIANT LLC |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | TM05571003 |
| Policy instance | 2 |
| Insurance contract or identification number | TM05571003 | | Number of Individuals Covered | 107 | | Insurance policy start date | 2003-08-01 | | Insurance policy end date | 2004-07-31 | | Total amount of commissions paid to insurance broker | USD $6,932 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $57,571 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,932 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | JOSEPH DIPIETRO |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 2 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2002-08-01 | | Insurance policy end date | 2003-07-31 | | Total amount of commissions paid to insurance broker | USD $27,669 | | Total amount of fees paid to insurance company | USD $1,589 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $553,388 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $27,669 | | Amount paid for insurance broker fees | 49 | | Additional information about fees paid to insurance broker | NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | MATHER & STROHL ADMIN SERVICES |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | G# 4023104 |
| Policy instance | 1 |
| Insurance contract or identification number | G# 4023104 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2002-08-01 | | Insurance policy end date | 2003-07-31 | | Total amount of commissions paid to insurance broker | USD $7,038 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $81,319 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,038 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | BENEFIT MANAGEMENT INC |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | G# 4023104 |
| Policy instance | 2 |
| Insurance contract or identification number | G# 4023104 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2001-08-01 | | Insurance policy end date | 2002-07-31 | | Total amount of commissions paid to insurance broker | USD $6,151 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $70,634 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,151 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | BENEFIT MANAGEMENT INC |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 110 | | Insurance policy start date | 2001-08-01 | | Insurance policy end date | 2002-07-31 | | Total amount of commissions paid to insurance broker | USD $22,870 | | Total amount of fees paid to insurance company | USD $5,019 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $457,404 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,240 | | Amount paid for insurance broker fees | 46 | | Additional information about fees paid to insurance broker | NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | MATHER & STROHL ADMIN SERVICES |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | G# 4023104 |
| Policy instance | 2 |
| Insurance contract or identification number | G# 4023104 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2000-08-01 | | Insurance policy end date | 2001-07-31 | | Total amount of commissions paid to insurance broker | USD $6,121 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $65,871 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,121 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | BENEFIT MANAGEMENT INC |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 96 | | Insurance policy start date | 2000-08-01 | | Insurance policy end date | 2001-07-31 | | Total amount of commissions paid to insurance broker | USD $20,511 | | Total amount of fees paid to insurance company | USD $2,350 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $410,225 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,511 | | Amount paid for insurance broker fees | 45 | | Additional information about fees paid to insurance broker | NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | MATHER & MORGAN GROUP |
|
| GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
| Policy contract number | UR66 |
| Policy instance | 1 |
| Insurance contract or identification number | UR66 | | Number of Individuals Covered | 104 | | Insurance policy start date | 1999-08-01 | | Insurance policy end date | 2000-07-31 | | Total amount of commissions paid to insurance broker | USD $22,996 | | Total amount of fees paid to insurance company | USD $43 | | Health Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $459,929 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $22,996 | | Amount paid for insurance broker fees | 43 | | Additional information about fees paid to insurance broker | NON-MONETARY INCENTIVE AMOUNT | | Insurance broker name | BENEFIT MANAGEMENT, INC |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | G# 4023104 |
| Policy instance | 2 |
| Insurance contract or identification number | G# 4023104 | | Number of Individuals Covered | 104 | | Insurance policy start date | 1999-08-01 | | Insurance policy end date | 2000-07-31 | | Total amount of commissions paid to insurance broker | USD $4,999 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $56,404 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,999 | | Amount paid for insurance broker fees | 0 | | Insurance broker name | BENEFIT MANAGEMENT INC |
|
