PATIENT FIRST CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
401k plan membership statisitcs for PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Measure | Date | Value |
---|
2022: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 401k membership |
---|
Total participants, beginning-of-year | 2022-04-01 | 5,129 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 4,673 |
Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
Total of all active and inactive participants | 2022-04-01 | 4,673 |
2021: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 401k membership |
---|
Total participants, beginning-of-year | 2021-04-01 | 4,515 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 3,531 |
Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
Total of all active and inactive participants | 2021-04-01 | 3,531 |
2020: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 401k membership |
---|
Total participants, beginning-of-year | 2020-04-01 | 2,868 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 2,944 |
Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
Total of all active and inactive participants | 2020-04-01 | 2,944 |
2019: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 401k membership |
---|
Total participants, beginning-of-year | 2019-04-01 | 2,748 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 2,868 |
Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
Total of all active and inactive participants | 2019-04-01 | 2,868 |
2018: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2018 401k membership |
---|
Total participants, beginning-of-year | 2018-04-01 | 2,970 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 2,748 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
Total of all active and inactive participants | 2018-04-01 | 2,748 |
2017: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 401k membership |
---|
Total participants, beginning-of-year | 2017-04-01 | 2,679 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 2,970 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
Total of all active and inactive participants | 2017-04-01 | 2,970 |
2016: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 401k membership |
---|
Total participants, beginning-of-year | 2016-04-01 | 2,961 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 2,679 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
Total of all active and inactive participants | 2016-04-01 | 2,679 |
2015: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-04-01 | 2,215 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 2,961 |
Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
Total of all active and inactive participants | 2015-04-01 | 2,961 |
2014: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-04-01 | 1,803 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 2,215 |
Number of retired or separated participants receiving benefits | 2014-04-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 781 |
Total of all active and inactive participants | 2014-04-01 | 2,999 |
2013: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-04-01 | 1,437 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 1,803 |
Number of retired or separated participants receiving benefits | 2013-04-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 495 |
Total of all active and inactive participants | 2013-04-01 | 2,339 |
2012: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-04-01 | 1,689 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 1,437 |
Number of retired or separated participants receiving benefits | 2012-04-01 | 64 |
Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 409 |
Total of all active and inactive participants | 2012-04-01 | 1,910 |
2011: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-04-01 | 1,524 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 1,258 |
Number of retired or separated participants receiving benefits | 2011-04-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 373 |
Total of all active and inactive participants | 2011-04-01 | 1,687 |
2010: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-04-01 | 1,368 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-04-01 | 1,524 |
Total of all active and inactive participants | 2010-04-01 | 1,524 |
2009: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-04-01 | 1,097 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 1,368 |
Total of all active and inactive participants | 2009-04-01 | 1,368 |
2007: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2007 401k membership |
---|
Total participants, beginning-of-year | 2007-04-01 | 777 |
Total number of active participants reported on line 7a of the Form 5500 | 2007-04-01 | 973 |
Total of all active and inactive participants | 2007-04-01 | 973 |
Total participants | 2007-04-01 | 973 |
2006: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2006 401k membership |
---|
Total participants, beginning-of-year | 2006-04-01 | 715 |
Total number of active participants reported on line 7a of the Form 5500 | 2006-04-01 | 777 |
Total of all active and inactive participants | 2006-04-01 | 777 |
Total participants | 2006-04-01 | 777 |
2005: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2005 401k membership |
---|
Total participants, beginning-of-year | 2005-04-01 | 647 |
Total number of active participants reported on line 7a of the Form 5500 | 2005-04-01 | 715 |
Total of all active and inactive participants | 2005-04-01 | 715 |
Total participants | 2005-04-01 | 715 |
2004: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2004 401k membership |
---|
Total participants, beginning-of-year | 2004-04-01 | 583 |
Total number of active participants reported on line 7a of the Form 5500 | 2004-04-01 | 647 |
Total of all active and inactive participants | 2004-04-01 | 647 |
Total participants | 2004-04-01 | 647 |
2003: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2003 401k membership |
---|
Total participants, beginning-of-year | 2003-04-01 | 556 |
Total number of active participants reported on line 7a of the Form 5500 | 2003-04-01 | 583 |
Total of all active and inactive participants | 2003-04-01 | 583 |
Total participants | 2003-04-01 | 583 |
2002: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2002 401k membership |
---|
Total participants, beginning-of-year | 2002-04-01 | 513 |
Total number of active participants reported on line 7a of the Form 5500 | 2002-04-01 | 556 |
Total of all active and inactive participants | 2002-04-01 | 556 |
Total participants | 2002-04-01 | 556 |
2001: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2001 401k membership |
---|
Total participants, beginning-of-year | 2001-04-01 | 460 |
Total number of active participants reported on line 7a of the Form 5500 | 2001-04-01 | 513 |
Total of all active and inactive participants | 2001-04-01 | 513 |
Total participants | 2001-04-01 | 513 |
2022: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2022 form 5500 responses |
---|
2022-04-01 | Type of plan entity | Single employer plan |
2022-04-01 | Plan funding arrangement – Insurance | Yes |
2022-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-04-01 | Plan benefit arrangement – Insurance | Yes |
2022-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2021 form 5500 responses |
---|
2021-04-01 | Type of plan entity | Single employer plan |
2021-04-01 | Plan funding arrangement – Insurance | Yes |
2021-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-04-01 | Plan benefit arrangement – Insurance | Yes |
2021-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2020 form 5500 responses |
---|
2020-04-01 | Type of plan entity | Single employer plan |
2020-04-01 | Plan funding arrangement – Insurance | Yes |
2020-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-04-01 | Plan benefit arrangement – Insurance | Yes |
2020-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2019 form 5500 responses |
---|
2019-04-01 | Type of plan entity | Single employer plan |
2019-04-01 | Plan funding arrangement – Insurance | Yes |
2019-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-04-01 | Plan benefit arrangement – Insurance | Yes |
2019-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2018 form 5500 responses |
---|
2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | Plan funding arrangement – Insurance | Yes |
2018-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-04-01 | Plan benefit arrangement – Insurance | Yes |
2018-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2017 form 5500 responses |
---|
2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Plan funding arrangement – Insurance | Yes |
2017-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-04-01 | Plan benefit arrangement – Insurance | Yes |
2017-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2016 form 5500 responses |
---|
2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | Yes |
2016-04-01 | Plan funding arrangement – Insurance | Yes |
2016-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-04-01 | Plan benefit arrangement – Insurance | Yes |
2016-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2015 form 5500 responses |
---|
2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Plan funding arrangement – Insurance | Yes |
2015-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-04-01 | Plan benefit arrangement – Insurance | Yes |
2015-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2014 form 5500 responses |
---|
2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2014-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2013 form 5500 responses |
---|
2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2013-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2012 form 5500 responses |
---|
2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2012-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2011 form 5500 responses |
---|
2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
2010: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2010 form 5500 responses |
---|
2010-04-01 | Type of plan entity | Single employer plan |
2010-04-01 | Plan funding arrangement – Insurance | Yes |
2010-04-01 | Plan benefit arrangement – Insurance | Yes |
2009: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2009 form 5500 responses |
---|
2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
2007: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2007 form 5500 responses |
---|
2007-04-01 | Type of plan entity | Single employer plan |
2007-04-01 | Submission has been amended | No |
2007-04-01 | This submission is the final filing | No |
2007-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2007-04-01 | Plan is a collectively bargained plan | No |
2007-04-01 | Plan funding arrangement – Insurance | Yes |
2007-04-01 | Plan benefit arrangement – Insurance | Yes |
2006: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2006 form 5500 responses |
---|
2006-04-01 | Type of plan entity | Single employer plan |
2006-04-01 | Submission has been amended | No |
2006-04-01 | This submission is the final filing | No |
2006-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2006-04-01 | Plan is a collectively bargained plan | No |
2006-04-01 | Plan funding arrangement – Insurance | Yes |
2006-04-01 | Plan benefit arrangement – Insurance | Yes |
2005: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2005 form 5500 responses |
---|
2005-04-01 | Type of plan entity | Single employer plan |
2005-04-01 | Submission has been amended | No |
2005-04-01 | This submission is the final filing | No |
2005-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2005-04-01 | Plan is a collectively bargained plan | No |
2005-04-01 | Plan funding arrangement – Insurance | Yes |
2005-04-01 | Plan benefit arrangement – Insurance | Yes |
2004: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2004 form 5500 responses |
---|
2004-04-01 | Type of plan entity | Single employer plan |
2004-04-01 | Submission has been amended | No |
2004-04-01 | This submission is the final filing | No |
2004-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2004-04-01 | Plan is a collectively bargained plan | No |
2004-04-01 | Plan funding arrangement – Insurance | Yes |
2004-04-01 | Plan benefit arrangement – Insurance | Yes |
2003: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2003 form 5500 responses |
---|
2003-04-01 | Type of plan entity | Single employer plan |
2003-04-01 | Submission has been amended | No |
2003-04-01 | This submission is the final filing | No |
2003-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2003-04-01 | Plan is a collectively bargained plan | No |
2003-04-01 | Plan funding arrangement – Insurance | Yes |
2003-04-01 | Plan benefit arrangement – Insurance | Yes |
2002: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2002 form 5500 responses |
---|
2002-04-01 | Type of plan entity | Multi-employer plan |
2002-04-01 | Submission has been amended | No |
2002-04-01 | This submission is the final filing | No |
2002-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2002-04-01 | Plan is a collectively bargained plan | No |
2002-04-01 | Plan funding arrangement – Insurance | Yes |
2002-04-01 | Plan benefit arrangement – Insurance | Yes |
2001: PATIENT FIRST CORP EMPLOYEE HEALTH & WELFARE BENEFIT PLAN 2001 form 5500 responses |
---|
2001-04-01 | Type of plan entity | Single employer plan |
2001-04-01 | Submission has been amended | No |
2001-04-01 | This submission is the final filing | No |
2001-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2001-04-01 | Plan is a collectively bargained plan | No |
2001-04-01 | Plan funding arrangement – Insurance | Yes |
2001-04-01 | Plan benefit arrangement – Insurance | Yes |
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | VA3336 |
Policy instance | 11 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 3887 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $49,539 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 1 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 2769 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $20,523 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,523 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 98119851001 |
Policy instance | 2 |
Insurance contract or identification number | 98119851001 | Number of Individuals Covered | 2877 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $205,236 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | ABL665734 |
Policy instance | 3 |
Insurance contract or identification number | ABL665734 | Number of Individuals Covered | 4673 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $754 | Total amount of fees paid to insurance company | USD $126 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $5,025 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $754 | Amount paid for insurance broker fees | 126 | Additional information about fees paid to insurance broker | SALES AND SERVICE OVERRIDE | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 4 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1625 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $16,765 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $16,765 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 5 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1462 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $20,143 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $20,143 | Additional information about fees paid to insurance broker | CONTINGENT COMMPENSATION | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 6 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 921 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of commissions paid to insurance broker | USD $57,415 | Total amount of fees paid to insurance company | USD $4,636 | Welfare Benefit Premiums Paid to Carrier | USD $228,942 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $45,762 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4636 |
|
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | VA3336 |
Policy instance | 7 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 1945 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of fees paid to insurance company | USD $1,098,129 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1098129 | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATION | Insurance broker organization code? | 5 |
|
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | VA3336 |
Policy instance | 8 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 1946 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $44,288 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHKEEPERS, INC (National Association of Insurance Commissioners NAIC id number: 95169 ) |
Policy contract number | VA3336 |
Policy instance | 9 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 748 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Total amount of fees paid to insurance company | USD $372,618 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 372618 | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATION | Insurance broker organization code? | 5 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 10299371001 |
Policy instance | 10 |
Insurance contract or identification number | 10299371001 | Number of Individuals Covered | 8 | Insurance policy start date | 2022-04-01 | Insurance policy end date | 2023-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $919 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 4 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1669 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $6,666 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,666 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | ABL665734 |
Policy instance | 3 |
Insurance contract or identification number | ABL665734 | Number of Individuals Covered | 3531 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $754 | Total amount of fees paid to insurance company | USD $110 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $5,025 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $754 | Amount paid for insurance broker fees | 110 | Additional information about fees paid to insurance broker | SALES AND SERVICE OVERRIDE | Insurance broker organization code? | 3 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 98119851001 |
Policy instance | 2 |
Insurance contract or identification number | 98119851001 | Number of Individuals Covered | 2997 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $191,384 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 1 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 2811 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $7,900 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,900 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 5 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1498 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $7,839 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,839 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 6 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1330 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of commissions paid to insurance broker | USD $94,834 | Welfare Benefit Premiums Paid to Carrier | USD $451,922 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $90,309 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 |
|
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | VA3336 |
Policy instance | 7 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 1217 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of fees paid to insurance company | USD $1,185,021 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1185021 | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATION | Insurance broker organization code? | 5 |
|
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | VA3336 |
Policy instance | 8 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 2001 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $45,403 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHKEEPERS, INC (National Association of Insurance Commissioners NAIC id number: 95169 ) |
Policy contract number | VA3336 |
Policy instance | 9 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 782 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Total amount of fees paid to insurance company | USD $305,270 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 305270 | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATION | Insurance broker organization code? | 5 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
Policy contract number | 10299371001 |
Policy instance | 10 |
Insurance contract or identification number | 10299371001 | Number of Individuals Covered | 24 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,572 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | VA3336 |
Policy instance | 11 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 2852 | Insurance policy start date | 2021-04-01 | Insurance policy end date | 2022-03-31 | Other welfare benefits provided | EAP | Welfare Benefit Premiums Paid to Carrier | USD $39,571 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 1 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 2783 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 98119851001 |
Policy instance | 2 |
Insurance contract or identification number | 98119851001 | Number of Individuals Covered | 3010 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $185,611 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | ABL665734 |
Policy instance | 3 |
Insurance contract or identification number | ABL665734 | Number of Individuals Covered | 2944 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $940 | Total amount of fees paid to insurance company | USD $109 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $6,266 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $940 | Amount paid for insurance broker fees | 109 | Additional information about fees paid to insurance broker | SALES AND SERVICE OVERRIDE | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 4 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1772 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 5 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1572 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 6 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1261 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of commissions paid to insurance broker | USD $99,585 | Welfare Benefit Premiums Paid to Carrier | USD $421,700 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $84,272 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 |
|
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | VA3336 |
Policy instance | 7 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 2024 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of fees paid to insurance company | USD $943,016 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 943016 | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATION | Insurance broker organization code? | 5 |
|
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | VA3336 |
Policy instance | 8 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 2029 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $43,842 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHKEEPERS, INC (National Association of Insurance Commissioners NAIC id number: 95169 ) |
Policy contract number | VA3336 |
Policy instance | 9 |
Insurance contract or identification number | VA3336 | Number of Individuals Covered | 915 | Insurance policy start date | 2020-04-01 | Insurance policy end date | 2021-03-31 | Total amount of fees paid to insurance company | USD $301,255 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 301255 | Additional information about fees paid to insurance broker | CONTRACT ADMINISTRATION | Insurance broker organization code? | 5 |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 98119851001 |
Policy instance | 2 |
Insurance contract or identification number | 98119851001 | Number of Individuals Covered | 2862 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $164,639 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | ABL665734 |
Policy instance | 3 |
Insurance contract or identification number | ABL665734 | Number of Individuals Covered | 2868 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $940 | Total amount of fees paid to insurance company | USD $79 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $6,266 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $940 | Amount paid for insurance broker fees | 79 | Additional information about fees paid to insurance broker | SALES AND SERVICE OVERRIDE | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 4 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1747 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $30,165 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $30,165 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 5 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1545 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $36,087 | Temporary Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $36,087 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 6 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 940 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $106,636 | Welfare Benefit Premiums Paid to Carrier | USD $424,714 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $84,942 | Additional information about fees paid to insurance broker | COMMISSION | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 1 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 2072 | Insurance policy start date | 2019-04-01 | Insurance policy end date | 2020-03-31 | Total amount of commissions paid to insurance broker | USD $33,045 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,045 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 408542 |
Policy instance | 4 |
Insurance contract or identification number | 408542 | Number of Individuals Covered | 2175 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,099,438 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | ABL665734 |
Policy instance | 3 |
Insurance contract or identification number | ABL665734 | Number of Individuals Covered | 4400 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $989 | Total amount of fees paid to insurance company | USD $87 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $6,596 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $989 | Amount paid for insurance broker fees | 87 | Additional information about fees paid to insurance broker | SALES AND SERVICE OVERRIDE | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 98119851001 |
Policy instance | 2 |
Insurance contract or identification number | 98119851001 | Number of Individuals Covered | 2381 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $150,523 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 1 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1836 | Insurance policy start date | 2017-04-01 | Insurance policy end date | 2018-03-31 | Total amount of commissions paid to insurance broker | USD $7,677 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,677 | Additional information about fees paid to insurance broker | COMMISSIONS PAID | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | APL665734 |
Policy instance | 4 |
Insurance contract or identification number | APL665734 | Number of Individuals Covered | 4400 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | Total amount of commissions paid to insurance broker | USD $496 | Total amount of fees paid to insurance company | USD $33 | Other welfare benefits provided | ACCIDENTAL DEATH | Welfare Benefit Premiums Paid to Carrier | USD $3,306 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $496 | Amount paid for insurance broker fees | 33 | Additional information about fees paid to insurance broker | SALES AND SERVICE OVERRIDE | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9811985 |
Policy instance | 3 |
Insurance contract or identification number | 9811985 | Number of Individuals Covered | 1787 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | Total amount of commissions paid to insurance broker | USD $7,617 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $105,545 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,617 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO INSURANCE |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1033295 |
Policy instance | 2 |
Insurance contract or identification number | 1033295 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | Total amount of fees paid to insurance company | USD $5,493 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 5493 | Additional information about fees paid to insurance broker | COMMISSIONS PAID BONUS FEES PAID | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO INS SERVICES USA INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 1 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1698 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | Total amount of commissions paid to insurance broker | USD $22,505 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,505 | Additional information about fees paid to insurance broker | COMMISSIONS PAID | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO INS SVCS USA INC |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1033295 |
Policy instance | 2 |
Insurance contract or identification number | 1033295 | Number of Individuals Covered | 1150 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,117,545 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Additional information about fees paid to insurance broker | COMMISSIONS PAID BONUS FEES PAID | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FINANCIAL SERVICES, INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 1 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1436 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-03-31 | Total amount of commissions paid to insurance broker | USD $33,499 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,499 | Additional information about fees paid to insurance broker | COMMISSIONS PAID | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO INS SVCS USA INC |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9811985 |
Policy instance | 3 |
Insurance contract or identification number | 9811985 | Number of Individuals Covered | 1464 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $8,737 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $85,633 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,737 | Additional information about fees paid to insurance broker | COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | WELLS FARGO INSURANCE |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9811985 |
Policy instance | 3 |
Insurance contract or identification number | 9811985 | Number of Individuals Covered | 1118 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $4,324 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $68,824 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,324 | Additional information about fees paid to insurance broker | COMMISSIONS PAID | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD BENEFIT SVCS |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 1 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1345 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $36,507 | Total amount of fees paid to insurance company | USD $4,118 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $18,300 | Additional information about fees paid to insurance broker | COMMISSIONS PAID CONTINGENT COMMISSIONS PAID | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4118 | Insurance broker name | RUTHERFOORD FIN SVCS INC |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 1033295 |
Policy instance | 2 |
Insurance contract or identification number | 1033295 | Number of Individuals Covered | 1016 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2014-03-31 | Total amount of commissions paid to insurance broker | USD $58,270 | Total amount of fees paid to insurance company | USD $21,114 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,070,500 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $24,934 | Amount paid for insurance broker fees | 21114 | Additional information about fees paid to insurance broker | COMMISSIONS PAID BONUS FEES PAID | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FINANCIAL SERVICES, INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 2 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1184 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $32,219 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,885 | Additional information about fees paid to insurance broker | COMMISSIONS PAID | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FIN SVCS INC |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | ABL665734 |
Policy instance | 3 |
Insurance contract or identification number | ABL665734 | Number of Individuals Covered | 1437 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $55 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $370 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $55 | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FINANCIAL |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 000000208408 |
Policy instance | 4 |
Insurance contract or identification number | 000000208408 | Number of Individuals Covered | 1040 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $32,592 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $393,404 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,592 | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FINANCIAL SVCS |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 000000360367 |
Policy instance | 1 |
Insurance contract or identification number | 000000360367 | Number of Individuals Covered | 456 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $6,489 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $500,163 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,502 | Additional information about fees paid to insurance broker | SALES COMMISSION | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FINANCIAL SVCS |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 000000208408 |
Policy instance | 7 |
Insurance contract or identification number | 000000208408 | Number of Individuals Covered | 873 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $29,803 | Total amount of fees paid to insurance company | USD $2,693 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $359,069 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF VIRGINIA (National Association of Insurance Commissioners NAIC id number: 55611 ) |
Policy contract number | 000700013 |
Policy instance | 8 |
Insurance contract or identification number | 000700013 | Number of Individuals Covered | 2081 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $55,634 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CIGNA BEHAVIORAL HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 1714 |
Policy instance | 9 |
Insurance contract or identification number | 1714 | Number of Individuals Covered | 1632 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-05-31 | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Welfare Benefit Premiums Paid to Carrier | USD $13,835 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 ) |
Policy contract number | 9811985 |
Policy instance | 10 |
Insurance contract or identification number | 9811985 | Number of Individuals Covered | 581 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,136 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $24,715 | 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 | 66850 |
Policy instance | 3 |
Insurance contract or identification number | 66850 | Number of Individuals Covered | 829 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | ABL665734 |
Policy instance | 6 |
Insurance contract or identification number | ABL665734 | Number of Individuals Covered | 1166 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $222 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $1,478 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 5 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 1032 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $30,120 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHKEEPERS, INC (National Association of Insurance Commissioners NAIC id number: 95169 ) |
Policy contract number | ODO521 |
Policy instance | 2 |
Insurance contract or identification number | ODO521 | Number of Individuals Covered | 1364 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | STOP LOSS | Welfare Benefit Premiums Paid to Carrier | USD $674,869 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | 40719 |
Policy instance | 1 |
Insurance contract or identification number | 40719 | Number of Individuals Covered | 289 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | STOP LOSS | Welfare Benefit Premiums Paid to Carrier | USD $94,371 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 000000360367 |
Policy instance | 4 |
Insurance contract or identification number | 000000360367 | Number of Individuals Covered | 417 | Insurance policy start date | 2011-04-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $3,582 | Total amount of fees paid to insurance company | USD $1,239 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $325,655 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
ANTHEM BLUE CROSS AND BLUE SHIELD (National Association of Insurance Commissioners NAIC id number: 71835 ) |
Policy contract number | 40719 |
Policy instance | 1 |
Insurance contract or identification number | 40719 | Number of Individuals Covered | 197 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | STOP LOSS | Welfare Benefit Premiums Paid to Carrier | USD $52,391 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
CIGNA BEHAVIORAL HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: N/A ) |
Policy contract number | 1714 |
Policy instance | 10 |
Insurance contract or identification number | 1714 | Number of Individuals Covered | 1524 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
DELTA DENTAL OF VIRGINIA (National Association of Insurance Commissioners NAIC id number: 55611 ) |
Policy contract number | 000700013 |
Policy instance | 9 |
Insurance contract or identification number | 000700013 | Number of Individuals Covered | 1833 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 000000208408 |
Policy instance | 8 |
Insurance contract or identification number | 000000208408 | Number of Individuals Covered | 794 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $26,186 | Total amount of fees paid to insurance company | USD $727 | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $317,785 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $26,186 | Amount paid for insurance broker fees | 727 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FINANCIAL SVCS |
|
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
Policy contract number | ABL665734 |
Policy instance | 7 |
Insurance contract or identification number | ABL665734 | Number of Individuals Covered | 1166 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $222 | Other welfare benefits provided | BUSINESS TRAVEL ACCIDENT | Welfare Benefit Premiums Paid to Carrier | USD $1,478 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $222 | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FINANCIAL |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 135545 |
Policy instance | 6 |
Insurance contract or identification number | 135545 | Number of Individuals Covered | 821 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $13,554 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,554 | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FIN SVCS INC |
|
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 ) |
Policy contract number | 7-36800 |
Policy instance | 4 |
Insurance contract or identification number | 7-36800 | Number of Individuals Covered | 90 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $1,928 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,279 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,928 | Insurance broker organization code? | 3 | Insurance broker name | THOMAS RUTHERFOORD, INC. |
|
GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 ) |
Policy contract number | 580016-5800117 |
Policy instance | 3 |
Insurance contract or identification number | 580016-5800117 | Number of Individuals Covered | 809 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
HEALTHKEEPERS, INC (National Association of Insurance Commissioners NAIC id number: 95169 ) |
Policy contract number | ODO521 |
Policy instance | 2 |
Insurance contract or identification number | ODO521 | Number of Individuals Covered | 1207 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | STOP LOSS | Welfare Benefit Premiums Paid to Carrier | USD $423,707 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 000000360367 |
Policy instance | 5 |
Insurance contract or identification number | 000000360367 | Number of Individuals Covered | 318 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $4,167 | Total amount of fees paid to insurance company | USD $714 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $378,805 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,167 | Amount paid for insurance broker fees | 714 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMMISSIONS | Insurance broker organization code? | 3 | Insurance broker name | RUTHERFOORD FINANCIAL SVCS |
|