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INTERNATIONAL DEVELOPMENT & RESOURCES INC. WELFARE BENEFITS PLAN 401k Plan overview

Plan NameINTERNATIONAL DEVELOPMENT & RESOURCES INC. WELFARE BENEFITS PLAN
Plan identification number 502

INTERNATIONAL DEVELOPMENT & RESOURCES INC. WELFARE BENEFITS PLAN Benefits

401k Plan Type
Plan Features/Benefits

    401k Sponsoring company profile

    INTERNATIONAL DEVELOPMENT & RESOURCES INC. has sponsored the creation of one or more 401k plans.

    Company Name:INTERNATIONAL DEVELOPMENT & RESOURCES INC.
    Employer identification number (EIN):541556660
    NAIC Classification:541600

    Additional information about INTERNATIONAL DEVELOPMENT & RESOURCES INC.

    Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
    Incorporation Date: 1994-10-31
    Company Identification Number: 601582807

    More information about INTERNATIONAL DEVELOPMENT & RESOURCES INC.

    Form 5500 Filing Information

    Submission information for form 5500 for 401k plan INTERNATIONAL DEVELOPMENT & RESOURCES INC. WELFARE BENEFITS PLAN

    Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
    5022019-10-01JAMES R. RIVERA2021-04-13
    5022018-10-01JAMES R. RIVERA2020-05-29
    5022017-10-01JAMES R. RIVERA2019-03-20
    5022016-10-01
    5022016-05-01JAMES R. RIVERA JAMES R. RIVERA2017-02-12
    5022015-05-01JAMES R. RIVERA JAMES R. RIVERA2016-10-31
    5022014-05-01JAMES RIVERA
    5022013-05-01JAMES RIVERA
    5022012-05-01JAMES RIVERA
    5022011-05-01JAMES RIVERA
    5022009-05-01JAMES RIVERA
    5022007-05-01JAMES RIVERA

    Plan Statistics for INTERNATIONAL DEVELOPMENT & RESOURCES INC. WELFARE BENEFITS PLAN

    401k plan membership statisitcs for INTERNATIONAL DEVELOPMENT & RESOURCES INC. WELFARE BENEFITS PLAN

    Measure Date Value
    2019
    Total participants, beginning-of-year2019-10-01254
    Total number of active participants reported on line 7a of the Form 55002019-10-01257
    Number of retired or separated participants receiving benefits2019-10-010
    Number of other retired or separated participants entitled to future benefits2019-10-010
    Total of all active and inactive participants2019-10-01257
    2018
    Total participants, beginning-of-year2018-10-01240
    Total number of active participants reported on line 7a of the Form 55002018-10-01250
    Number of retired or separated participants receiving benefits2018-10-011
    Number of other retired or separated participants entitled to future benefits2018-10-010
    Total of all active and inactive participants2018-10-01251
    2017
    Total participants, beginning-of-year2017-10-01245
    Total number of active participants reported on line 7a of the Form 55002017-10-01240
    Number of retired or separated participants receiving benefits2017-10-010
    Number of other retired or separated participants entitled to future benefits2017-10-010
    Total of all active and inactive participants2017-10-01240
    2016
    Total participants, beginning-of-year2016-10-01236
    Total number of active participants reported on line 7a of the Form 55002016-10-01245
    Number of retired or separated participants receiving benefits2016-10-011
    Number of other retired or separated participants entitled to future benefits2016-10-010
    Total of all active and inactive participants2016-10-01246
    Total participants, beginning-of-year2016-05-01227
    Total number of active participants reported on line 7a of the Form 55002016-05-01238
    Total of all active and inactive participants2016-05-01238
    2015
    Total participants, beginning-of-year2015-05-01223
    Total number of active participants reported on line 7a of the Form 55002015-05-01227
    Total of all active and inactive participants2015-05-01227
    2014
    Total participants, beginning-of-year2014-05-01219
    Total number of active participants reported on line 7a of the Form 55002014-05-01223
    Number of retired or separated participants receiving benefits2014-05-010
    Number of other retired or separated participants entitled to future benefits2014-05-010
    Total of all active and inactive participants2014-05-01223
    2013
    Total participants, beginning-of-year2013-05-01216
    Total number of active participants reported on line 7a of the Form 55002013-05-01218
    Number of retired or separated participants receiving benefits2013-05-011
    Number of other retired or separated participants entitled to future benefits2013-05-010
    Total of all active and inactive participants2013-05-01219
    2012
    Total participants, beginning-of-year2012-05-01215
    Total number of active participants reported on line 7a of the Form 55002012-05-01214
    Number of retired or separated participants receiving benefits2012-05-012
    Number of other retired or separated participants entitled to future benefits2012-05-010
    Total of all active and inactive participants2012-05-01216
    2011
    Total participants, beginning-of-year2011-05-01217
    Total number of active participants reported on line 7a of the Form 55002011-05-01215
    Number of retired or separated participants receiving benefits2011-05-010
    Number of other retired or separated participants entitled to future benefits2011-05-010
    Total of all active and inactive participants2011-05-01215
    2009
    Total participants, beginning-of-year2009-05-01229
    Total number of active participants reported on line 7a of the Form 55002009-05-01236
    Number of retired or separated participants receiving benefits2009-05-014
    Number of other retired or separated participants entitled to future benefits2009-05-010
    Total of all active and inactive participants2009-05-01240
    Total participants2009-05-01240
    2007
    Total participants, beginning-of-year2007-05-01170
    Total number of active participants reported on line 7a of the Form 55002007-05-01186
    Number of retired or separated participants receiving benefits2007-05-010
    Number of other retired or separated participants entitled to future benefits2007-05-010
    Total of all active and inactive participants2007-05-01186
    Total participants2007-05-01186

    Form 5500 Responses

    2019
    2019-10-01Type of plan entitySingle employer plan
    2019-10-01Submission has been amendedNo
    2019-10-01This submission is the final filingNo
    2019-10-01This return/report is a short plan year return/report (less than 12 months)No
    2019-10-01Plan is a collectively bargained planNo
    2019-10-01Plan funding arrangement – InsuranceYes
    2019-10-01Plan benefit arrangement – InsuranceYes
    2018
    2018-10-01Type of plan entitySingle employer plan
    2018-10-01Submission has been amendedNo
    2018-10-01This submission is the final filingNo
    2018-10-01This return/report is a short plan year return/report (less than 12 months)No
    2018-10-01Plan is a collectively bargained planNo
    2018-10-01Plan funding arrangement – InsuranceYes
    2018-10-01Plan benefit arrangement – InsuranceYes
    2017
    2017-10-01Type of plan entitySingle employer plan
    2017-10-01Submission has been amendedNo
    2017-10-01This submission is the final filingNo
    2017-10-01This return/report is a short plan year return/report (less than 12 months)No
    2017-10-01Plan is a collectively bargained planNo
    2017-10-01Plan funding arrangement – InsuranceYes
    2017-10-01Plan benefit arrangement – InsuranceYes
    2016
    2016-10-01Type of plan entitySingle employer plan
    2016-10-01Submission has been amendedNo
    2016-10-01This submission is the final filingNo
    2016-10-01This return/report is a short plan year return/report (less than 12 months)No
    2016-10-01Plan is a collectively bargained planNo
    2016-10-01Plan funding arrangement – InsuranceYes
    2016-10-01Plan benefit arrangement – InsuranceYes
    2016-05-01Type of plan entitySingle employer plan
    2016-05-01Submission has been amendedNo
    2016-05-01This submission is the final filingNo
    2016-05-01This return/report is a short plan year return/report (less than 12 months)Yes
    2016-05-01Plan is a collectively bargained planNo
    2016-05-01Plan funding arrangement – InsuranceYes
    2016-05-01Plan benefit arrangement – InsuranceYes
    2015
    2015-05-01Type of plan entitySingle employer plan
    2015-05-01Submission has been amendedNo
    2015-05-01This submission is the final filingNo
    2015-05-01This return/report is a short plan year return/report (less than 12 months)No
    2015-05-01Plan is a collectively bargained planNo
    2015-05-01Plan funding arrangement – InsuranceYes
    2015-05-01Plan benefit arrangement – InsuranceYes
    2014
    2014-05-01Type of plan entitySingle employer plan
    2014-05-01Submission has been amendedNo
    2014-05-01This submission is the final filingNo
    2014-05-01This return/report is a short plan year return/report (less than 12 months)No
    2014-05-01Plan is a collectively bargained planNo
    2014-05-01Plan funding arrangement – InsuranceYes
    2014-05-01Plan benefit arrangement – InsuranceYes
    2013
    2013-05-01Type of plan entitySingle employer plan
    2013-05-01Submission has been amendedNo
    2013-05-01This submission is the final filingNo
    2013-05-01This return/report is a short plan year return/report (less than 12 months)No
    2013-05-01Plan is a collectively bargained planNo
    2013-05-01Plan funding arrangement – InsuranceYes
    2013-05-01Plan benefit arrangement – InsuranceYes
    2012
    2012-05-01Type of plan entitySingle employer plan
    2012-05-01Submission has been amendedNo
    2012-05-01This submission is the final filingNo
    2012-05-01This return/report is a short plan year return/report (less than 12 months)No
    2012-05-01Plan is a collectively bargained planNo
    2012-05-01Plan funding arrangement – InsuranceYes
    2012-05-01Plan benefit arrangement – InsuranceYes
    2011
    2011-05-01Type of plan entitySingle employer plan
    2011-05-01Submission has been amendedNo
    2011-05-01This submission is the final filingNo
    2011-05-01This return/report is a short plan year return/report (less than 12 months)No
    2011-05-01Plan is a collectively bargained planNo
    2011-05-01Plan funding arrangement – InsuranceYes
    2011-05-01Plan benefit arrangement – InsuranceYes
    2009
    2009-05-01Type of plan entitySingle employer plan
    2009-05-01Submission has been amendedNo
    2009-05-01This submission is the final filingNo
    2009-05-01This return/report is a short plan year return/report (less than 12 months)No
    2009-05-01Plan is a collectively bargained planYes
    2009-05-01Plan funding arrangement – InsuranceYes
    2009-05-01Plan benefit arrangement – InsuranceYes
    2007
    2007-05-01Type of plan entitySingle employer plan
    2007-05-01Submission has been amendedNo
    2007-05-01This submission is the final filingNo
    2007-05-01This return/report is a short plan year return/report (less than 12 months)No
    2007-05-01Plan is a collectively bargained planNo
    2007-05-01Plan funding arrangement – InsuranceYes
    2007-05-01Plan benefit arrangement – InsuranceYes

    Insurance Providers Used on plan

    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 5
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered155
    Insurance policy start date2019-10-01
    Insurance policy end date2020-09-30
    Total amount of commissions paid to insurance brokerUSD $13,089
    Total amount of fees paid to insurance companyUSD $2,540
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedVOLUNTARY LIFE
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $65,446
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $13,089
    Insurance broker organization code?3
    Amount paid for insurance broker fees2540
    Additional information about fees paid to insurance brokerBROKER BONUS
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109332
    Policy instance 6
    Insurance contract or identification number10109332
    Number of Individuals Covered257
    Insurance policy start date2019-10-01
    Insurance policy end date2020-09-30
    Total amount of commissions paid to insurance brokerUSD $2,786
    Total amount of fees paid to insurance companyUSD $1,730
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $43,807
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,786
    Insurance broker organization code?3
    Amount paid for insurance broker fees1730
    Additional information about fees paid to insurance brokerBROKER BONUS
    GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )
    Policy contract numberOLD0
    Policy instance 1
    Insurance contract or identification numberOLD0
    Number of Individuals Covered130
    Insurance policy start date2019-10-01
    Insurance policy end date2020-09-30
    Total amount of commissions paid to insurance brokerUSD $0
    Total amount of fees paid to insurance companyUSD $32,080
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $585,883
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Amount paid for insurance broker fees26566
    Additional information about fees paid to insurance brokerPERSISTENCY BONUS AND PRODUCER SERVICE FEE
    Insurance broker organization code?3
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract number5562767
    Policy instance 2
    Insurance contract or identification number5562767
    Number of Individuals Covered251
    Insurance policy start date2019-10-01
    Insurance policy end date2020-09-30
    Total amount of commissions paid to insurance brokerUSD $2,481
    Total amount of fees paid to insurance companyUSD $167
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $50,896
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,481
    Insurance broker organization code?3
    Amount paid for insurance broker fees167
    Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330
    Policy instance 3
    Insurance contract or identification number10109330
    Number of Individuals Covered257
    Insurance policy start date2019-10-01
    Insurance policy end date2020-09-30
    Total amount of commissions paid to insurance brokerUSD $1,790
    Total amount of fees paid to insurance companyUSD $790
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $17,499
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,790
    Insurance broker organization code?3
    Amount paid for insurance broker fees790
    Additional information about fees paid to insurance brokerBROKER BONUS
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109331
    Policy instance 4
    Insurance contract or identification number10109331
    Number of Individuals Covered257
    Insurance policy start date2019-10-01
    Insurance policy end date2020-09-30
    Total amount of commissions paid to insurance brokerUSD $4,761
    Total amount of fees paid to insurance companyUSD $2,895
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $76,131
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $4,761
    Insurance broker organization code?3
    Amount paid for insurance broker fees2895
    Additional information about fees paid to insurance brokerBROKER BONUS
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109331
    Policy instance 4
    Insurance contract or identification number10109331
    Number of Individuals Covered250
    Insurance policy start date2018-10-01
    Insurance policy end date2019-09-30
    Total amount of commissions paid to insurance brokerUSD $4,720
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $72,006
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $4,662
    Insurance broker organization code?3
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109332
    Policy instance 6
    Insurance contract or identification number10109332
    Number of Individuals Covered250
    Insurance policy start date2018-10-01
    Insurance policy end date2019-09-30
    Total amount of commissions paid to insurance brokerUSD $2,738
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $41,434
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,671
    Insurance broker organization code?3
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330
    Policy instance 3
    Insurance contract or identification number10109330
    Number of Individuals Covered250
    Insurance policy start date2018-10-01
    Insurance policy end date2019-09-30
    Total amount of commissions paid to insurance brokerUSD $1,737
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $16,785
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,630
    Insurance broker organization code?3
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 5
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered163
    Insurance policy start date2018-10-01
    Insurance policy end date2019-09-30
    Total amount of commissions paid to insurance brokerUSD $12,278
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedVOLUNTARY LIFE
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $61,394
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $11,349
    Insurance broker organization code?3
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract number5562767
    Policy instance 2
    Insurance contract or identification number5562767
    Number of Individuals Covered247
    Insurance policy start date2018-10-01
    Insurance policy end date2019-09-30
    Total amount of commissions paid to insurance brokerUSD $2,231
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $50,873
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $1,224
    Insurance broker organization code?3
    CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 )
    Policy contract numberOLD0
    Policy instance 1
    Insurance contract or identification numberOLD0
    Number of Individuals Covered118
    Insurance policy start date2018-10-01
    Insurance policy end date2019-09-30
    Total amount of commissions paid to insurance brokerUSD $20,557
    Total amount of fees paid to insurance companyUSD $11,535
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $636,581
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $16,800
    Amount paid for insurance broker fees6171
    Additional information about fees paid to insurance brokerPERSISTENCY BONUS
    Insurance broker organization code?3
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10190332
    Policy instance 6
    Insurance contract or identification number10190332
    Number of Individuals Covered240
    Insurance policy start date2017-10-01
    Insurance policy end date2018-09-30
    Total amount of commissions paid to insurance brokerUSD $2,730
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $41,013
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 5
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered114
    Insurance policy start date2017-10-01
    Insurance policy end date2018-09-30
    Total amount of commissions paid to insurance brokerUSD $11,321
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedVOLUNTARY LIFE
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $56,604
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330
    Policy instance 3
    Insurance contract or identification number10109330
    Number of Individuals Covered240
    Insurance policy start date2017-10-01
    Insurance policy end date2018-09-30
    Total amount of commissions paid to insurance brokerUSD $1,724
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $16,453
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTMO5562767
    Policy instance 2
    Insurance contract or identification numberTMO5562767
    Number of Individuals Covered271
    Insurance policy start date2017-10-01
    Insurance policy end date2018-09-30
    Total amount of commissions paid to insurance brokerUSD $2,871
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $53,260
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 )
    Policy contract numberOLD0
    Policy instance 1
    Insurance contract or identification numberOLD0
    Number of Individuals Covered78
    Insurance policy start date2017-10-01
    Insurance policy end date2018-09-30
    Total amount of commissions paid to insurance brokerUSD $21,081
    Total amount of fees paid to insurance companyUSD $11,876
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $550,273
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
    Policy contract number10109331
    Policy instance 4
    Insurance contract or identification number10109331
    Number of Individuals Covered240
    Insurance policy start date2017-10-01
    Insurance policy end date2018-09-30
    Total amount of commissions paid to insurance brokerUSD $4,699
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?0
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $69,891
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTMO5562767
    Policy instance 2
    Insurance contract or identification numberTMO5562767
    Number of Individuals Covered238
    Insurance policy start date2016-05-01
    Insurance policy end date2016-09-30
    Total amount of commissions paid to insurance brokerUSD $1,221
    Total amount of fees paid to insurance companyUSD $0
    Dental Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $24,264
    Commission paid to Insurance BrokerUSD $1,221
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC.
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 3
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered144
    Insurance policy start date2016-05-01
    Insurance policy end date2016-09-30
    Total amount of commissions paid to insurance brokerUSD $4,160
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Other welfare benefits providedVOLUNTARY LIFE
    Welfare Benefit Premiums Paid to CarrierUSD $20,804
    Commission paid to Insurance BrokerUSD $4,160
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC.
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109331
    Policy instance 4
    Insurance contract or identification number10109331
    Number of Individuals Covered230
    Insurance policy start date2016-05-01
    Insurance policy end date2016-09-30
    Total amount of commissions paid to insurance brokerUSD $1,252
    Total amount of fees paid to insurance companyUSD $0
    Long Term Disability Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $24,325
    Commission paid to Insurance BrokerUSD $1,252
    Amount paid for insurance broker fees0
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC.
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330
    Policy instance 5
    Insurance contract or identification number10109330
    Number of Individuals Covered230
    Insurance policy start date2016-05-01
    Insurance policy end date2016-09-30
    Total amount of commissions paid to insurance brokerUSD $607
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
    Welfare Benefit Premiums Paid to CarrierUSD $6,116
    Commission paid to Insurance BrokerUSD $607
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC.
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10190332
    Policy instance 6
    Insurance contract or identification number10190332
    Number of Individuals Covered230
    Insurance policy start date2016-05-01
    Insurance policy end date2016-09-30
    Total amount of commissions paid to insurance brokerUSD $876
    Total amount of fees paid to insurance companyUSD $0
    Temporary Disability Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $15,850
    Commission paid to Insurance BrokerUSD $876
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC.
    CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 )
    Policy contract number0LD0
    Policy instance 1
    Insurance contract or identification number0LD0
    Number of Individuals Covered64
    Insurance policy start date2016-05-01
    Insurance policy end date2016-09-30
    Total amount of commissions paid to insurance brokerUSD $5,078
    Total amount of fees paid to insurance companyUSD $1,833
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $145,106
    Commission paid to Insurance BrokerUSD $5,078
    Amount paid for insurance broker fees25
    Additional information about fees paid to insurance brokerNON-MONETARY INCENTIVE AMOUNT; MEDICAL CONTRACTS
    Insurance broker organization code?3
    Insurance broker nameKELLY & ASSOCIATES INSURANCE GROUP
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109332
    Policy instance 5
    Insurance contract or identification number10109332
    Number of Individuals Covered227
    Insurance policy start date2015-05-01
    Insurance policy end date2016-04-30
    Total amount of commissions paid to insurance brokerUSD $2,668
    Total amount of fees paid to insurance companyUSD $0
    Temporary Disability Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $37,540
    Commission paid to Insurance BrokerUSD $2,668
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330
    Policy instance 4
    Insurance contract or identification number10109330
    Number of Individuals Covered227
    Insurance policy start date2015-05-01
    Insurance policy end date2016-04-30
    Total amount of commissions paid to insurance brokerUSD $1,564
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Welfare Benefit Premiums Paid to CarrierUSD $14,395
    Commission paid to Insurance BrokerUSD $1,564
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 )
    Policy contract number0LD0
    Policy instance 3
    Insurance contract or identification number0LD0
    Number of Individuals Covered59
    Insurance policy start date2015-05-01
    Insurance policy end date2016-04-30
    Total amount of commissions paid to insurance brokerUSD $13,988
    Total amount of fees paid to insurance companyUSD $11,296
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $399,676
    Commission paid to Insurance BrokerUSD $13,988
    Amount paid for insurance broker fees6055
    Additional information about fees paid to insurance brokerNON-MONETARY INCENTIVE AMOUNT; MEDICAL CONTRACTS
    Insurance broker organization code?3
    Insurance broker nameKELLY & ASSOCIATES INSURANCE GROUP
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 2
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered142
    Insurance policy start date2015-05-01
    Insurance policy end date2016-04-30
    Total amount of commissions paid to insurance brokerUSD $9,878
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Other welfare benefits providedVOLUNTARY LIFE
    Welfare Benefit Premiums Paid to CarrierUSD $49,391
    Commission paid to Insurance BrokerUSD $9,878
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTM05562767
    Policy instance 1
    Insurance contract or identification numberTM05562767
    Number of Individuals Covered235
    Insurance policy start date2015-05-01
    Insurance policy end date2016-04-30
    Total amount of commissions paid to insurance brokerUSD $2,440
    Total amount of fees paid to insurance companyUSD $0
    Dental Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $43,284
    Commission paid to Insurance BrokerUSD $2,440
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109331
    Policy instance 6
    Insurance contract or identification number10109331
    Number of Individuals Covered227
    Insurance policy start date2015-05-01
    Insurance policy end date2016-04-30
    Total amount of commissions paid to insurance brokerUSD $4,597
    Total amount of fees paid to insurance companyUSD $0
    Long Term Disability Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $57,614
    Commission paid to Insurance BrokerUSD $4,597
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC.
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTM05562767
    Policy instance 1
    Insurance contract or identification numberTM05562767
    Number of Individuals Covered229
    Insurance policy start date2014-05-01
    Insurance policy end date2015-04-30
    Total amount of commissions paid to insurance brokerUSD $2,427
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $46,702
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,427
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330;31;32
    Policy instance 4
    Insurance contract or identification number10109330;31;32
    Number of Individuals Covered223
    Insurance policy start date2014-05-01
    Insurance policy end date2015-04-30
    Total amount of commissions paid to insurance brokerUSD $9,735
    Total amount of fees paid to insurance companyUSD $3,394
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $118,228
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $9,735
    Amount paid for insurance broker fees3394
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    CAREFIRST BLUECHOICE (National Association of Insurance Commissioners NAIC id number: 96202 )
    Policy contract number0LD0
    Policy instance 3
    Insurance contract or identification number0LD0
    Number of Individuals Covered62
    Insurance policy start date2014-05-01
    Insurance policy end date2015-04-30
    Total amount of commissions paid to insurance brokerUSD $13,383
    Total amount of fees paid to insurance companyUSD $9,792
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $382,358
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $13,383
    Amount paid for insurance broker fees4365
    Additional information about fees paid to insurance brokerNON-MONETARY INCENTIVE AMOUNT; MEDICAL CONTRACTS
    Insurance broker organization code?3
    Insurance broker nameKELLY & ASSOCIATES INSURANCE GROUP
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 2
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered70
    Insurance policy start date2014-05-01
    Insurance policy end date2015-04-30
    Total amount of commissions paid to insurance brokerUSD $10,381
    Total amount of fees paid to insurance companyUSD $1,374
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedVOLUNTARY LIFE
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $51,905
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $10,381
    Amount paid for insurance broker fees1374
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTM05562767
    Policy instance 1
    Insurance contract or identification numberTM05562767
    Number of Individuals Covered258
    Insurance policy start date2013-05-01
    Insurance policy end date2014-04-30
    Total amount of commissions paid to insurance brokerUSD $2,601
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $47,987
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,335
    Insurance broker organization code?3
    Insurance broker nameCAPITAL GROUP BENEFITS & FINANCIAL
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330;31;32
    Policy instance 4
    Insurance contract or identification number10109330;31;32
    Number of Individuals Covered218
    Insurance policy start date2013-05-01
    Insurance policy end date2014-04-30
    Total amount of commissions paid to insurance brokerUSD $8,663
    Total amount of fees paid to insurance companyUSD $3,060
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $105,506
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $8,164
    Amount paid for insurance broker fees3060
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    Insurance broker nameCAPITAL GROUP BENEFITS & FINANCIAL
    GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )
    Policy contract number0LD0
    Policy instance 3
    Insurance contract or identification number0LD0
    Number of Individuals Covered68
    Insurance policy start date2013-05-01
    Insurance policy end date2014-04-30
    Total amount of commissions paid to insurance brokerUSD $14,324
    Total amount of fees paid to insurance companyUSD $5,591
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $409,249
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $14,324
    Amount paid for insurance broker fees28
    Additional information about fees paid to insurance brokerNON-MONETARY INCENTIVE AMOUNT
    Insurance broker organization code?3
    Insurance broker nameKELLY & ASSOCIATES INSURANCE GROUP
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 2
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered71
    Insurance policy start date2013-05-01
    Insurance policy end date2014-04-30
    Total amount of commissions paid to insurance brokerUSD $8,595
    Total amount of fees paid to insurance companyUSD $1,262
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $42,977
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $7,890
    Amount paid for insurance broker fees1262
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    Insurance broker nameCAPITAL GROUP BENEFITS & FINANCIAL
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 2
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered67
    Insurance policy start date2012-05-01
    Insurance policy end date2013-04-30
    Total amount of commissions paid to insurance brokerUSD $8,450
    Total amount of fees paid to insurance companyUSD $1,746
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $42,250
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $8,450
    Amount paid for insurance broker fees1746
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTM05562767
    Policy instance 1
    Insurance contract or identification numberTM05562767
    Number of Individuals Covered254
    Insurance policy start date2012-05-01
    Insurance policy end date2013-04-30
    Total amount of commissions paid to insurance brokerUSD $2,363
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $50,970
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,363
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )
    Policy contract number0LD0
    Policy instance 3
    Insurance contract or identification number0LD0
    Number of Individuals Covered72
    Insurance policy start date2012-05-01
    Insurance policy end date2013-04-30
    Total amount of commissions paid to insurance brokerUSD $16,419
    Total amount of fees paid to insurance companyUSD $5,728
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $469,107
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $16,419
    Amount paid for insurance broker fees5728
    Additional information about fees paid to insurance brokerMEDICAL CONTRACTS X PCPM; NON-MONETARY INCENTIVE AMOUNT
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330;31;32
    Policy instance 4
    Insurance contract or identification number10109330;31;32
    Number of Individuals Covered214
    Insurance policy start date2012-05-01
    Insurance policy end date2013-04-30
    Total amount of commissions paid to insurance brokerUSD $8,640
    Total amount of fees paid to insurance companyUSD $3,979
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $103,555
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $8,640
    Amount paid for insurance broker fees3979
    Additional information about fees paid to insurance brokerBROKER BONUS
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTM05562767
    Policy instance 1
    Insurance contract or identification numberTM05562767
    Number of Individuals Covered281
    Insurance policy start date2011-05-01
    Insurance policy end date2012-04-30
    Total amount of commissions paid to insurance brokerUSD $2,588
    Total amount of fees paid to insurance companyUSD $0
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitYes
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $59,953
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 2
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered70
    Insurance policy start date2011-05-01
    Insurance policy end date2012-04-30
    Total amount of commissions paid to insurance brokerUSD $8,146
    Total amount of fees paid to insurance companyUSD $2,218
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $40,731
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330;31;32
    Policy instance 4
    Insurance contract or identification number10109330;31;32
    Number of Individuals Covered215
    Insurance policy start date2011-05-01
    Insurance policy end date2012-04-30
    Total amount of commissions paid to insurance brokerUSD $8,375
    Total amount of fees paid to insurance companyUSD $4,712
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitNo
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Unemployment Insurance Welfare BenefitNo
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $94,937
    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 number0LD0
    Policy instance 3
    Insurance contract or identification number0LD0
    Number of Individuals Covered80
    Insurance policy start date2011-05-01
    Insurance policy end date2012-04-30
    Total amount of commissions paid to insurance brokerUSD $20,765
    Total amount of fees paid to insurance companyUSD $7,021
    Are there contracts with allocated funds for individual policies?No
    Are there contracts with allocated funds for group deferred annuity?No
    Are there contracts with allocated funds for types other than group deferred annuity or individual?No
    Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
    Contracts With Unallocated Funds Deposit Administration0
    Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
    Are there contracts with unallocated funds for contracts of type guaranteed investment?No
    Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
    Health Insurance Welfare BenefitYes
    Dental Insurance Welfare BenefitNo
    Vision Insurance Welfare BenefitNo
    Life Insurance Welfare BenefitNo
    Temporary Disability Insurance Welfare BenefitNo
    Long Term Disability Insurance Welfare BenefitNo
    Unemployment Insurance Welfare BenefitNo
    Were dividends or retroactive rate refunds paid in cash?No
    Were dividends or retroactive rate refunds paid as a credit?No
    Welfare Benefit Premiums Paid to CarrierUSD $508,884
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 2
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered75
    Insurance policy start date2010-05-01
    Insurance policy end date2011-04-30
    Total amount of commissions paid to insurance brokerUSD $9,162
    Total amount of fees paid to insurance companyUSD $2,121
    Life Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $45,812
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330;31;32
    Policy instance 4
    Insurance contract or identification number10109330;31;32
    Number of Individuals Covered213
    Insurance policy start date2010-05-01
    Insurance policy end date2011-04-30
    Total amount of commissions paid to insurance brokerUSD $8,496
    Total amount of fees paid to insurance companyUSD $4,468
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Welfare Benefit Premiums Paid to CarrierUSD $98,762
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTM05562767
    Policy instance 1
    Insurance contract or identification numberTM05562767
    Number of Individuals Covered333
    Insurance policy start date2010-05-01
    Insurance policy end date2011-04-30
    Total amount of commissions paid to insurance brokerUSD $2,921
    Total amount of fees paid to insurance companyUSD $985
    Dental Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $65,383
    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 number0LD0
    Policy instance 3
    Insurance contract or identification number0LD0
    Number of Individuals Covered345
    Insurance policy start date2010-05-01
    Insurance policy end date2011-04-30
    Total amount of commissions paid to insurance brokerUSD $24,185
    Total amount of fees paid to insurance companyUSD $7,077
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $483,691
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number10109330;31;32
    Policy instance 1
    Insurance contract or identification number10109330;31;32
    Number of Individuals Covered228
    Insurance policy start date2008-12-01
    Insurance policy end date2009-04-30
    Total amount of commissions paid to insurance brokerUSD $4,252
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
    Welfare Benefit Premiums Paid to CarrierUSD $31,221
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $4,252
    Amount paid for insurance broker fees0
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC.
    THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
    Policy contract number400001000 09039
    Policy instance 2
    Insurance contract or identification number400001000 09039
    Number of Individuals Covered89
    Insurance policy start date2008-12-01
    Insurance policy end date2009-04-30
    Total amount of commissions paid to insurance brokerUSD $3,027
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $15,137
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $3,027
    Amount paid for insurance broker fees0
    Insurance broker organization code?3
    Insurance broker nameADVANCED BENEFIT STRATEGIES INC.
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTM05562767
    Policy instance 3
    Insurance contract or identification numberTM05562767
    Number of Individuals Covered364
    Insurance policy start date2008-05-01
    Insurance policy end date2009-04-30
    Total amount of commissions paid to insurance brokerUSD $2,811
    Total amount of fees paid to insurance companyUSD $1,512
    Dental Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $60,989
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,550
    Amount paid for insurance broker fees1025
    Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
    Insurance broker organization code?3
    Insurance broker nameBROWN AND BROWN INSURANCE AGENCY
    GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )
    Policy contract number0LD0
    Policy instance 4
    Insurance contract or identification number0LD0
    Number of Individuals Covered78
    Insurance policy start date2008-05-01
    Insurance policy end date2009-04-30
    Total amount of commissions paid to insurance brokerUSD $18,452
    Total amount of fees paid to insurance companyUSD $7,599
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $369,051
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $14,343
    Amount paid for insurance broker fees4749
    Additional information about fees paid to insurance brokerPERSISTENCY BONUS; NON-MONETARY INCENTIVE AMOUNT
    Insurance broker organization code?3
    Insurance broker nameEBCA
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberGL 138731; LTD
    Policy instance 5
    Insurance contract or identification numberGL 138731; LTD
    Number of Individuals Covered193
    Insurance policy start date2008-05-01
    Insurance policy end date2008-11-30
    Total amount of commissions paid to insurance brokerUSD $10,044
    Total amount of fees paid to insurance companyUSD $1,068
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Welfare Benefit Premiums Paid to CarrierUSD $75,054
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $6,643
    Amount paid for insurance broker fees0
    Insurance broker organization code?3
    Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
    Insurance broker nameKELLY AND ASSOCIATES INSURANCE GRP.
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberGL138731; LTD
    Policy instance 2
    Insurance contract or identification numberGL138731; LTD
    Number of Individuals Covered186
    Insurance policy start date2007-05-01
    Insurance policy end date2008-04-30
    Total amount of commissions paid to insurance brokerUSD $9,678
    Total amount of fees paid to insurance companyUSD $1,249
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Welfare Benefit Premiums Paid to CarrierUSD $117,277
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $9,678
    Amount paid for insurance broker fees1249
    Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
    Insurance broker organization code?3
    Insurance broker nameBROWN AND BROWN INSURANCE AGNCY
    GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )
    Policy contract number0LD0
    Policy instance 1
    Insurance contract or identification number0LD0
    Number of Individuals Covered59
    Insurance policy start date2007-05-01
    Insurance policy end date2008-04-30
    Total amount of commissions paid to insurance brokerUSD $15,399
    Total amount of fees paid to insurance companyUSD $3,846
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $307,985
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $15,399
    Amount paid for insurance broker fees24
    Additional information about fees paid to insurance brokerNON-MONETARY INCENTIVE AMOUNT
    Insurance broker organization code?3
    Insurance broker nameEBCA
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTM05562767
    Policy instance 3
    Insurance contract or identification numberTM05562767
    Number of Individuals Covered258
    Insurance policy start date2007-05-01
    Insurance policy end date2008-04-30
    Total amount of commissions paid to insurance brokerUSD $2,204
    Total amount of fees paid to insurance companyUSD $418
    Dental Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $43,905
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,204
    Amount paid for insurance broker fees418
    Additional information about fees paid to insurance brokerPREFERRED BROKER COMPENSATION
    Insurance broker organization code?3
    Insurance broker nameBROWN AND BROWN INSURANCE AGENCY
    GHMSI (National Association of Insurance Commissioners NAIC id number: 53007 )
    Policy contract number0LD0
    Policy instance 3
    Insurance contract or identification number0LD0
    Number of Individuals Covered60
    Insurance policy start date2006-05-01
    Insurance policy end date2007-04-30
    Total amount of commissions paid to insurance brokerUSD $17,496
    Total amount of fees paid to insurance companyUSD $6,308
    Health Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $331,601
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $17,496
    Amount paid for insurance broker fees1182
    Additional information about fees paid to insurance brokerPERSISTENCY BONUS; NON-MONETARY INCENTIVE AMOUNT
    Insurance broker organization code?3
    Insurance broker nameEBCA
    RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
    Policy contract numberGL 138731; LTD
    Policy instance 2
    Insurance contract or identification numberGL 138731; LTD
    Number of Individuals Covered170
    Insurance policy start date2006-05-01
    Insurance policy end date2007-04-30
    Total amount of commissions paid to insurance brokerUSD $9,490
    Total amount of fees paid to insurance companyUSD $0
    Life Insurance Welfare BenefitYes
    Temporary Disability Insurance Welfare BenefitYes
    Long Term Disability Insurance Welfare BenefitYes
    Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
    Welfare Benefit Premiums Paid to CarrierUSD $113,738
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $9,490
    Amount paid for insurance broker fees0
    Insurance broker organization code?3
    Insurance broker nameBROWN AND BROWN INSURANCE AGENCY
    METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
    Policy contract numberTM05562767
    Policy instance 1
    Insurance contract or identification numberTM05562767
    Number of Individuals Covered242
    Insurance policy start date2006-05-01
    Insurance policy end date2007-04-30
    Total amount of commissions paid to insurance brokerUSD $2,474
    Total amount of fees paid to insurance companyUSD $0
    Dental Insurance Welfare BenefitYes
    Welfare Benefit Premiums Paid to CarrierUSD $47,700
    Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
    Commission paid to Insurance BrokerUSD $2,474
    Amount paid for insurance broker fees0
    Insurance broker organization code?3
    Insurance broker nameBROWN AND BROWN INSURANCE AGENCY

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