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SENIOR SERVICE AMERICA, INC. 401k Plan overview

Plan NameSENIOR SERVICE AMERICA, INC.
Plan identification number 501

SENIOR SERVICE AMERICA, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

CENTER FOR WORKFORCE INCLUSION, INC has sponsored the creation of one or more 401k plans.

Company Name:CENTER FOR WORKFORCE INCLUSION, INC
Employer identification number (EIN):526048236
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about CENTER FOR WORKFORCE INCLUSION, INC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-08-02
Company Identification Number: 0803082887
Legal Registered Office Address: 8403 COLESVILLE RD STE 200

SILVER SPRING
United States of America (USA)
20910

More information about CENTER FOR WORKFORCE INCLUSION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SENIOR SERVICE AMERICA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01SAMUEL GAILLARD2023-09-22
5012021-01-01SAMUEL GAILLARD2022-10-06
5012020-01-01SAMUEL GAILLARD2021-10-11
5012019-01-01SAMUEL GAILLARD2020-10-13
5012018-01-01SAMUEL GAILLARD2019-10-10
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01LYNN WOO
5012011-01-01JESSE ARBOGAST
5012010-01-01JESSE ARBOGAST
5012009-01-01JESSE ARBOGAST
5012009-01-01JESSE ARBOGAST
5012009-01-01JESSE ARBOGAST

Plan Statistics for SENIOR SERVICE AMERICA, INC.

401k plan membership statisitcs for SENIOR SERVICE AMERICA, INC.

Measure Date Value
2022: SENIOR SERVICE AMERICA, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01130
Total number of active participants reported on line 7a of the Form 55002022-01-01110
Total of all active and inactive participants2022-01-01110
2021: SENIOR SERVICE AMERICA, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01122
Total number of active participants reported on line 7a of the Form 55002021-01-01130
Total of all active and inactive participants2021-01-01130
2020: SENIOR SERVICE AMERICA, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01120
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Total of all active and inactive participants2020-01-01122
2019: SENIOR SERVICE AMERICA, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01121
Total number of active participants reported on line 7a of the Form 55002019-01-01120
Total of all active and inactive participants2019-01-01120
2018: SENIOR SERVICE AMERICA, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-01121
Total of all active and inactive participants2018-01-01121
2017: SENIOR SERVICE AMERICA, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01159
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Total of all active and inactive participants2017-01-01152
2016: SENIOR SERVICE AMERICA, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01158
Total number of active participants reported on line 7a of the Form 55002016-01-01159
Total of all active and inactive participants2016-01-01159
2015: SENIOR SERVICE AMERICA, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01167
Total number of active participants reported on line 7a of the Form 55002015-01-01158
Total of all active and inactive participants2015-01-01158
2014: SENIOR SERVICE AMERICA, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-01167
Total of all active and inactive participants2014-01-01167
2013: SENIOR SERVICE AMERICA, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-0199
Total number of active participants reported on line 7a of the Form 55002013-01-01109
Total of all active and inactive participants2013-01-01109
2012: SENIOR SERVICE AMERICA, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01111
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Total of all active and inactive participants2012-01-0199
2011: SENIOR SERVICE AMERICA, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01220
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Total of all active and inactive participants2011-01-01111
2010: SENIOR SERVICE AMERICA, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01414
Total number of active participants reported on line 7a of the Form 55002010-01-01220
Total of all active and inactive participants2010-01-01220
2009: SENIOR SERVICE AMERICA, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01215
Total number of active participants reported on line 7a of the Form 55002009-01-01414
Total of all active and inactive participants2009-01-01414

Form 5500 Responses for SENIOR SERVICE AMERICA, INC.

2022: SENIOR SERVICE AMERICA, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: SENIOR SERVICE AMERICA, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: SENIOR SERVICE AMERICA, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: SENIOR SERVICE AMERICA, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: SENIOR SERVICE AMERICA, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: SENIOR SERVICE AMERICA, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: SENIOR SERVICE AMERICA, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: SENIOR SERVICE AMERICA, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: SENIOR SERVICE AMERICA, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: SENIOR SERVICE AMERICA, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SENIOR SERVICE AMERICA, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SENIOR SERVICE AMERICA, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SENIOR SERVICE AMERICA, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: SENIOR SERVICE AMERICA, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number0476868-HNO
Policy instance 2
Insurance contract or identification number0476868-HNO
Number of Individuals Covered98
Insurance policy start date2021-09-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $32,729
Total amount of fees paid to insurance companyUSD $4,850
Welfare Benefit Premiums Paid to CarrierUSD $930,040
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,729
Amount paid for insurance broker fees4850
Additional information about fees paid to insurance broker2021 PINNACLE MEDICALRETENTION INCENTIVE RISK
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476868
Policy instance 1
Insurance contract or identification number0476868
Number of Individuals Covered110
Insurance policy start date2021-09-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $40,210
Total amount of fees paid to insurance companyUSD $1,615
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,104,603
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,210
Amount paid for insurance broker fees1615
Additional information about fees paid to insurance broker2021 PINNACLE DENTAL RETENTION INCENTIVE RISK2021 PINNACLE VISION RTE
Insurance broker organization code?3
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number0476868-HNO
Policy instance 2
Insurance contract or identification number0476868-HNO
Number of Individuals Covered112
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $44,931
Total amount of fees paid to insurance companyUSD $4,900
Welfare Benefit Premiums Paid to CarrierUSD $1,266,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,931
Amount paid for insurance broker fees4900
Additional information about fees paid to insurance broker2020 PINNACLE MEDICAL RETENTION INCENTIVE RISK2020 PINNACLE MEDICALRE
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476868
Policy instance 1
Insurance contract or identification number0476868
Number of Individuals Covered130
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $41,559
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,218,322
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,559
Amount paid for insurance broker fees0
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476868
Policy instance 1
Insurance contract or identification number0476868
Number of Individuals Covered76
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $42,123
Total amount of fees paid to insurance companyUSD $4,900
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,221,835
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,123
Amount paid for insurance broker fees4900
Additional information about fees paid to insurance broker2019 PREMIER PRODUCER PROGRAM- MEDICAL RETENTION RISK
Insurance broker organization code?3
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number0476868-HNO
Policy instance 2
Insurance contract or identification number0476868-HNO
Number of Individuals Covered122
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $43,214
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,244,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,214
Amount paid for insurance broker fees0
Insurance broker organization code?3
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number0476868-HNO
Policy instance 2
Insurance contract or identification number0476868-HNO
Number of Individuals Covered120
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $42,021
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,210,252
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,021
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476868
Policy instance 1
Insurance contract or identification number0476868
Number of Individuals Covered84
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $44,472
Total amount of fees paid to insurance companyUSD $2,060
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,233,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,472
Amount paid for insurance broker fees2060
Additional information about fees paid to insurance broker2018 PREMIER PRODUCER MEDICAL RETENTION
Insurance broker organization code?3
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number0476868-HNO
Policy instance 2
Insurance contract or identification number0476868-HNO
Number of Individuals Covered121
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $48,788
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,358,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,574
Insurance broker organization code?3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476868
Policy instance 1
Insurance contract or identification number0476868
Number of Individuals Covered94
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $51,741
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,462,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,864
Insurance broker organization code?3
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95109 )
Policy contract number0476868-HNO
Policy instance 2
Insurance contract or identification number0476868-HNO
Number of Individuals Covered152
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $54,041
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,549,533
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,041
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS, LLC
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476868
Policy instance 1
Insurance contract or identification number0476868
Number of Individuals Covered109
Insurance policy start date2016-09-01
Insurance policy end date2017-08-31
Total amount of commissions paid to insurance brokerUSD $52,874
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,504,059
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,874
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS, LLC
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract number0476868-HNO
Policy instance 2
Insurance contract or identification number0476868-HNO
Number of Individuals Covered158
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $51,254
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,452,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $51,254
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476868
Policy instance 1
Insurance contract or identification number0476868
Number of Individuals Covered120
Insurance policy start date2014-09-01
Insurance policy end date2015-08-31
Total amount of commissions paid to insurance brokerUSD $49,601
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,400,026
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,601
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number0476868
Policy instance 1
Insurance contract or identification number0476868
Number of Individuals Covered122
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $52,283
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,320,863
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,283
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract number0476868-HNO
Policy instance 2
Insurance contract or identification number0476868-HNO
Number of Individuals Covered167
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $57,303
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,475,149
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $57,303
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number476868
Policy instance 1
Insurance contract or identification number476868
Number of Individuals Covered109
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $48,484
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,206,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,484
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract number476868-HNO
Policy instance 3
Insurance contract or identification number476868-HNO
Number of Individuals Covered82
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $41,050
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,009,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,050
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS
AETNA EMPLOYEE ASSISTANCE PLAN (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number476868
Policy instance 2
Insurance contract or identification number476868
Number of Individuals Covered17
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA EMPLOYEE ASSISTANCE PLAN (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number476868
Policy instance 2
Insurance contract or identification number476868
Number of Individuals Covered17
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95094 )
Policy contract number476868-HNO
Policy instance 1
Insurance contract or identification number476868-HNO
Number of Individuals Covered99
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $43,850
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $1,102,629
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,850
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number476868
Policy instance 1
Insurance contract or identification number476868
Number of Individuals Covered111
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $91,319
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,295,939
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number476868
Policy instance 1
Insurance contract or identification number476868
Number of Individuals Covered220
Insurance policy start date2009-09-01
Insurance policy end date2010-08-31
Total amount of commissions paid to insurance brokerUSD $83,617
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,072,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,617
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameFINANCIAL BENEFIT SERVICES INS

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