CAMC HEALTH SYSTEM, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL
401k plan membership statisitcs for CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL
| Measure | Date | Value |
|---|
| 2022 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $122,839,438 |
| Total of all expenses incurred | 2022-12-31 | $122,666,212 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $119,689,383 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $122,839,438 |
| Value of total assets at end of year | 2022-12-31 | $834,432 |
| Value of total assets at beginning of year | 2022-12-31 | $661,206 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,976,829 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $23,233,199 |
| Participant contributions at end of year | 2022-12-31 | $553,793 |
| Participant contributions at beginning of year | 2022-12-31 | $450,788 |
| Total non interest bearing cash at end of year | 2022-12-31 | $280,639 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $210,418 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $173,226 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $834,432 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $661,206 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $10,800,888 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $99,606,239 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $108,888,495 |
| Contract administrator fees | 2022-12-31 | $2,976,829 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | SUTTLE & STLANAKER, PLLC |
| Accountancy firm EIN | 2022-12-31 | 550538163 |
| 2021 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $120,509,933 |
| Total of all expenses incurred | 2021-12-31 | $120,608,698 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $117,511,365 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $120,509,933 |
| Value of total assets at end of year | 2021-12-31 | $661,206 |
| Value of total assets at beginning of year | 2021-12-31 | $759,971 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,097,333 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $22,960,334 |
| Participant contributions at end of year | 2021-12-31 | $450,788 |
| Participant contributions at beginning of year | 2021-12-31 | $632,244 |
| Total non interest bearing cash at end of year | 2021-12-31 | $210,418 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $127,727 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-98,765 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $661,206 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $759,971 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $11,347,687 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $97,549,599 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $106,163,678 |
| Contract administrator fees | 2021-12-31 | $3,097,333 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | SUTTLE & STALNAKER, PLLC |
| Accountancy firm EIN | 2021-12-31 | 550538163 |
| 2020 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $100,203,941 |
| Total of all expenses incurred | 2020-12-31 | $101,485,745 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $97,439,385 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $100,203,941 |
| Value of total assets at end of year | 2020-12-31 | $759,971 |
| Value of total assets at beginning of year | 2020-12-31 | $2,041,775 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,046,360 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $21,167,640 |
| Participant contributions at end of year | 2020-12-31 | $632,244 |
| Participant contributions at beginning of year | 2020-12-31 | $1,799,624 |
| Total non interest bearing cash at end of year | 2020-12-31 | $127,727 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $242,151 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-1,281,804 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $759,971 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,041,775 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $10,651,998 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $79,036,301 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $86,787,387 |
| Contract administrator fees | 2020-12-31 | $4,046,360 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | SUTTLE & STALNAKER, PLLC |
| Accountancy firm EIN | 2020-12-31 | 550538163 |
| 2019 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $107,832,335 |
| Total of all expenses incurred | 2019-12-31 | $107,698,350 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $104,207,753 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $107,832,335 |
| Value of total assets at end of year | 2019-12-31 | $2,041,775 |
| Value of total assets at beginning of year | 2019-12-31 | $1,907,790 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,490,597 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $24,150,407 |
| Participant contributions at end of year | 2019-12-31 | $1,799,624 |
| Participant contributions at beginning of year | 2019-12-31 | $1,654,108 |
| Total non interest bearing cash at end of year | 2019-12-31 | $242,151 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $253,682 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $133,985 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,041,775 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,907,790 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $10,177,042 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $83,681,928 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $94,030,711 |
| Contract administrator fees | 2019-12-31 | $3,490,597 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | SUTTLE & STALNAKER, PLLC |
| Accountancy firm EIN | 2019-12-31 | 550538163 |
| 2018 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $96,810,098 |
| Total of all expenses incurred | 2018-12-31 | $96,738,825 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $93,495,089 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $96,810,098 |
| Value of total assets at end of year | 2018-12-31 | $1,907,790 |
| Value of total assets at beginning of year | 2018-12-31 | $1,836,517 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,243,736 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $23,898,522 |
| Participant contributions at end of year | 2018-12-31 | $1,654,108 |
| Participant contributions at beginning of year | 2018-12-31 | $1,609,728 |
| Total non interest bearing cash at end of year | 2018-12-31 | $253,682 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $226,789 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $71,273 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,907,790 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,836,517 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $9,404,907 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $72,911,576 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $84,090,182 |
| Contract administrator fees | 2018-12-31 | $3,243,736 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | SUTTLE & STALNAKER, PLLC |
| Accountancy firm EIN | 2018-12-31 | 550538163 |
| 2017 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $100,234,547 |
| Total of all expenses incurred | 2017-12-31 | $100,061,997 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $97,706,487 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $100,234,547 |
| Value of total assets at end of year | 2017-12-31 | $1,836,517 |
| Value of total assets at beginning of year | 2017-12-31 | $1,663,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,355,510 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $23,868,338 |
| Participant contributions at end of year | 2017-12-31 | $1,609,728 |
| Participant contributions at beginning of year | 2017-12-31 | $1,441,604 |
| Total non interest bearing cash at end of year | 2017-12-31 | $226,789 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $222,363 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $172,550 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,836,517 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,663,967 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $6,977,620 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $76,366,209 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $90,728,867 |
| Contract administrator fees | 2017-12-31 | $2,355,510 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | SUTTLE & STALNAKER, PLLC |
| Accountancy firm EIN | 2017-12-31 | 550538163 |
| 2016 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $81,143,637 |
| Total of all expenses incurred | 2016-12-31 | $81,358,569 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $79,162,326 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $81,143,637 |
| Value of total assets at end of year | 2016-12-31 | $1,663,967 |
| Value of total assets at beginning of year | 2016-12-31 | $1,878,899 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,196,243 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $21,966,959 |
| Participant contributions at end of year | 2016-12-31 | $1,441,604 |
| Participant contributions at beginning of year | 2016-12-31 | $1,671,219 |
| Total non interest bearing cash at end of year | 2016-12-31 | $222,363 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $207,680 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-214,932 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,663,967 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,878,899 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $8,282,213 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $59,176,678 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $70,880,113 |
| Contract administrator fees | 2016-12-31 | $2,196,243 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | SUTTLE & STALNAKER, PLLC |
| Accountancy firm EIN | 2016-12-31 | 550538163 |
| 2015 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $81,461,980 |
| Total of all expenses incurred | 2015-12-31 | $81,501,064 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $78,572,586 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $81,461,980 |
| Value of total assets at end of year | 2015-12-31 | $1,878,899 |
| Value of total assets at beginning of year | 2015-12-31 | $1,917,983 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,928,478 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $22,537,308 |
| Participant contributions at end of year | 2015-12-31 | $1,671,219 |
| Participant contributions at beginning of year | 2015-12-31 | $1,701,977 |
| Total non interest bearing cash at end of year | 2015-12-31 | $207,680 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $216,006 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-39,084 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,878,899 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,917,983 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $7,825,690 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $58,924,672 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $70,746,896 |
| Contract administrator fees | 2015-12-31 | $2,928,478 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
| Did the plan have assets held for investment | 2015-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | SUTTLE & STALNAKER, PLLC |
| Accountancy firm EIN | 2015-12-31 | 550538163 |
| 2014 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $81,675,997 |
| Total of all expenses incurred | 2014-12-31 | $81,910,938 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $79,037,919 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $81,675,997 |
| Value of total assets at end of year | 2014-12-31 | $1,917,983 |
| Value of total assets at beginning of year | 2014-12-31 | $2,152,924 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,873,019 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $22,798,199 |
| Participant contributions at end of year | 2014-12-31 | $1,701,977 |
| Participant contributions at beginning of year | 2014-12-31 | $2,006,842 |
| Total non interest bearing cash at end of year | 2014-12-31 | $216,006 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $146,082 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-234,941 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,917,983 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,152,924 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $8,109,349 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $58,877,798 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $70,928,570 |
| Contract administrator fees | 2014-12-31 | $2,873,019 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
| Did the plan have assets held for investment | 2014-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | SUTTLE & STLANAKER, PLLC |
| Accountancy firm EIN | 2014-12-31 | 550538163 |
| 2013 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $85,742,018 |
| Total of all expenses incurred | 2013-12-31 | $85,403,469 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $83,116,499 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $85,742,018 |
| Value of total assets at end of year | 2013-12-31 | $2,152,924 |
| Value of total assets at beginning of year | 2013-12-31 | $1,814,375 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,286,970 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $25,697,991 |
| Participant contributions at end of year | 2013-12-31 | $2,006,842 |
| Participant contributions at beginning of year | 2013-12-31 | $1,434,738 |
| Total non interest bearing cash at end of year | 2013-12-31 | $146,082 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $379,637 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $338,549 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,152,924 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,814,375 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $7,106,624 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $60,044,027 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $76,009,875 |
| Contract administrator fees | 2013-12-31 | $2,286,970 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | SUTTLE & STALNAKER, PLLC |
| Accountancy firm EIN | 2013-12-31 | 550538163 |
| 2012 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $75,845,913 |
| Total of all expenses incurred | 2012-12-31 | $75,375,902 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $72,949,589 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $75,317,063 |
| Value of total assets at end of year | 2012-12-31 | $1,814,375 |
| Value of total assets at beginning of year | 2012-12-31 | $1,344,364 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,426,313 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $20,564,176 |
| Participant contributions at end of year | 2012-12-31 | $1,434,738 |
| Participant contributions at beginning of year | 2012-12-31 | $1,110,651 |
| Other income not declared elsewhere | 2012-12-31 | $528,850 |
| Total non interest bearing cash at end of year | 2012-12-31 | $379,637 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $233,713 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $470,011 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,814,375 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,344,364 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $6,585,168 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $54,752,887 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $66,364,421 |
| Contract administrator fees | 2012-12-31 | $2,426,313 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| Did the plan have assets held for investment | 2012-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | SUTTLE & STALNAKER, PLLC |
| Accountancy firm EIN | 2012-12-31 | 550538163 |
| 2011 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $71,497,578 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $71,280,865 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $69,203,597 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $71,130,666 |
| Value of total assets at end of year | 2011-12-31 | $1,344,364 |
| Value of total assets at beginning of year | 2011-12-31 | $1,127,651 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,077,268 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $22,347,984 |
| Participant contributions at end of year | 2011-12-31 | $1,110,651 |
| Participant contributions at beginning of year | 2011-12-31 | $804,874 |
| Other income not declared elsewhere | 2011-12-31 | $366,912 |
| Total non interest bearing cash at end of year | 2011-12-31 | $233,713 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $322,777 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $216,713 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,344,364 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,127,651 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $6,375,143 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $48,782,682 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $62,828,454 |
| Contract administrator fees | 2011-12-31 | $2,077,268 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2011-12-31 | 133891517 |
| 2010 : CAMC HEALTH SYSTEM, INC MASTER HEALTH & WELFARE PL 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $71,046,457 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $71,179,230 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $69,084,239 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $71,046,457 |
| Value of total assets at end of year | 2010-12-31 | $1,127,651 |
| Value of total assets at beginning of year | 2010-12-31 | $1,260,424 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,094,991 |
| Total interest from all sources | 2010-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $19,796,805 |
| Participant contributions at end of year | 2010-12-31 | $804,874 |
| Participant contributions at beginning of year | 2010-12-31 | $857,418 |
| Total non interest bearing cash at end of year | 2010-12-31 | $322,777 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $403,006 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-132,773 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,127,651 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,260,424 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $4,577,325 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $51,249,652 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $64,506,914 |
| Contract administrator fees | 2010-12-31 | $2,094,991 |
| Did the plan have assets held for investment | 2010-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2010-12-31 | 133891517 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 8529059 |
| Policy instance | 8 |
| Insurance contract or identification number | 8529059 | | Number of Individuals Covered | 469 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $12,486 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | CANCERASST, CRITILLNES | | Welfare Benefit Premiums Paid to Carrier | USD $124,743 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,471 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 953702 |
| Policy instance | 1 |
| Insurance contract or identification number | 953702 | | Number of Individuals Covered | 6404 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $414,746 | | Total amount of fees paid to insurance company | USD $55,299 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $2,764,173 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $414,746 | | Amount paid for insurance broker fees | 55299 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 953889 |
| Policy instance | 2 |
| Insurance contract or identification number | 953889 | | Number of Individuals Covered | 6340 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $99,865 | | Total amount of fees paid to insurance company | USD $39,946 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,824,247 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $99,865 | | Amount paid for insurance broker fees | 39946 | | Insurance broker organization code? | 3 |
|
| PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 ) |
| Policy contract number | 912268 |
| Policy instance | 3 |
| Insurance contract or identification number | 912268 | | Number of Individuals Covered | 1202 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $65,541 | | Total amount of fees paid to insurance company | USD $7,914 | | Other welfare benefits provided | ATTAINED AGE CRITICAL ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $327,707 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $65,541 | | Amount paid for insurance broker fees | 7914 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 953701 |
| Policy instance | 4 |
| Insurance contract or identification number | 953701 | | Number of Individuals Covered | 5015 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $182,343 | | Total amount of fees paid to insurance company | USD $72,937 | | Other welfare benefits provided | FLEX STD | | Welfare Benefit Premiums Paid to Carrier | USD $3,336,152 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $182,343 | | Amount paid for insurance broker fees | 72937 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 905124 |
| Policy instance | 5 |
| Insurance contract or identification number | 905124 | | Number of Individuals Covered | 2974 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $179,552 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,795,515 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $89,776 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0183806 |
| Policy instance | 6 |
| Insurance contract or identification number | R0183806 | | Number of Individuals Covered | 3296 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2023-01-01 | | Total amount of commissions paid to insurance broker | USD $122,959 | | Total amount of fees paid to insurance company | USD $13,555 | | Health Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $615,155 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $122,950 | | Amount paid for insurance broker fees | 13555 | | Insurance broker organization code? | 3 |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | |
| Policy instance | 7 |
| Number of Individuals Covered | 7774 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 953702 |
| Policy instance | 1 |
| Insurance contract or identification number | 953702 | | Number of Individuals Covered | 6234 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $407,645 | | Total amount of fees paid to insurance company | USD $61,085 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $2,717,636 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $407,645 | | Amount paid for insurance broker fees | 61085 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 953889 |
| Policy instance | 2 |
| Insurance contract or identification number | 953889 | | Number of Individuals Covered | 6176 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $96,872 | | Total amount of fees paid to insurance company | USD $43,587 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,374,365 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $96,872 | | Amount paid for insurance broker fees | 43587 | | Insurance broker organization code? | 3 |
|
| PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 ) |
| Policy contract number | 912268 |
| Policy instance | 3 |
| Insurance contract or identification number | 912268 | | Number of Individuals Covered | 1202 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $69,298 | | Total amount of fees paid to insurance company | USD $6,930 | | Other welfare benefits provided | ATTAINED AGE CRITICAL ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $346,490 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $69,298 | | Amount paid for insurance broker fees | 6930 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 953701 |
| Policy instance | 4 |
| Insurance contract or identification number | 953701 | | Number of Individuals Covered | 5009 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $179,762 | | Total amount of fees paid to insurance company | USD $80,746 | | Other welfare benefits provided | FLEX STD | | Welfare Benefit Premiums Paid to Carrier | USD $3,595,238 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $179,762 | | Amount paid for insurance broker fees | 80746 | | Insurance broker organization code? | 3 |
|
| HIGHMARK WEST VIRGINIA (National Association of Insurance Commissioners NAIC id number: 54828 ) |
| Policy contract number | 090766 |
| Policy instance | 5 |
| Insurance contract or identification number | 090766 | | Number of Individuals Covered | 4808 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | FREEEDOM BLUE,SECURITY BLUE,KHPW-HM | | Welfare Benefit Premiums Paid to Carrier | USD $11,000 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 905124 |
| Policy instance | 6 |
| Insurance contract or identification number | 905124 | | Number of Individuals Covered | 2963 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $253,674 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $2,381,258 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $126,837 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0183806 |
| Policy instance | 7 |
| Insurance contract or identification number | R0183806 | | Number of Individuals Covered | 3295 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $118,313 | | Total amount of fees paid to insurance company | USD $15,928 | | Health Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $592,105 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $118,292 | | Amount paid for insurance broker fees | 15928 | | Insurance broker organization code? | 3 |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | |
| Policy instance | 8 |
| Number of Individuals Covered | 8389 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 85290598 |
| Policy instance | 9 |
| Insurance contract or identification number | 85290598 | | Number of Individuals Covered | 510 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2022-01-01 | | Total amount of commissions paid to insurance broker | USD $13,578 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | CANCERASST, CRITILLNES | | Welfare Benefit Premiums Paid to Carrier | USD $135,792 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,563 | | Insurance broker organization code? | 3 |
|
| NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: ) |
| Policy contract number | |
| Policy instance | 8 |
| Number of Individuals Covered | 8936 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0183806 |
| Policy instance | 7 |
| Insurance contract or identification number | R0183806 | | Number of Individuals Covered | 934 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $109,208 | | Total amount of fees paid to insurance company | USD $17,812 | | Health Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $553,861 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $109,025 | | Amount paid for insurance broker fees | 17812 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 905124 |
| Policy instance | 6 |
| Insurance contract or identification number | 905124 | | Number of Individuals Covered | 4980 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $171,553 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,864,013 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $87,176 | | Insurance broker organization code? | 3 |
|
| HIGHMARK WEST VIRGINIA (National Association of Insurance Commissioners NAIC id number: 54828 ) |
| Policy contract number | 090766 |
| Policy instance | 5 |
| Insurance contract or identification number | 090766 | | Number of Individuals Covered | 4982 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | FREEEDOM BLUE,SECURITY BLUE,KHPW-HM | | Welfare Benefit Premiums Paid to Carrier | USD $2,000 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 953701 |
| Policy instance | 4 |
| Insurance contract or identification number | 953701 | | Number of Individuals Covered | 5289 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $161,525 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | FLEX STD | | Welfare Benefit Premiums Paid to Carrier | USD $3,230,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $161,525 | | Insurance broker organization code? | 3 |
|
| PAUL REVERE VARIABLE ANNUITY INS. CO. (National Association of Insurance Commissioners NAIC id number: 67601 ) |
| Policy contract number | 912268 |
| Policy instance | 3 |
| Insurance contract or identification number | 912268 | | Number of Individuals Covered | 1202 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $51,506 | | Total amount of fees paid to insurance company | USD $5,151 | | Other welfare benefits provided | ATTAINED AGE CRITICAL ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $257,531 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $51,506 | | Amount paid for insurance broker fees | 5151 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 953889 |
| Policy instance | 2 |
| Insurance contract or identification number | 953889 | | Number of Individuals Covered | 6438 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $86,951 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,739,014 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $86,951 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 953702 |
| Policy instance | 1 |
| Insurance contract or identification number | 953702 | | Number of Individuals Covered | 6481 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2021-01-01 | | Total amount of commissions paid to insurance broker | USD $367,465 | | Total amount of fees paid to insurance company | USD $122,488 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ADD | | Welfare Benefit Premiums Paid to Carrier | USD $2,449,765 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $367,465 | | Amount paid for insurance broker fees | 122488 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 905124 |
| Policy instance | 6 |
| Insurance contract or identification number | 905124 | | Number of Individuals Covered | 4935 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $182,421 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,262,249 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $75,168 | | Insurance broker organization code? | 3 |
|
| HIGHMARK WEST VIRGINIA (National Association of Insurance Commissioners NAIC id number: 54828 ) |
| Policy contract number | 090766 |
| Policy instance | 5 |
| Insurance contract or identification number | 090766 | | Number of Individuals Covered | 4954 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | FREEEDOM BLUE,SECURITY BLUE,KHPW-HM | | Welfare Benefit Premiums Paid to Carrier | USD $13,000 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10179739 |
| Policy instance | 4 |
| Insurance contract or identification number | 10179739 | | Number of Individuals Covered | 5334 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $30,224 | | Total amount of fees paid to insurance company | USD $69,168 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $3,022,386 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,224 | | Amount paid for insurance broker fees | 69168 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 403002602 |
| Policy instance | 3 |
| Insurance contract or identification number | 403002602 | | Number of Individuals Covered | 1979 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $41,593 | | Total amount of fees paid to insurance company | USD $6,505 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $277,288 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $41,593 | | Amount paid for insurance broker fees | 6505 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10179738 |
| Policy instance | 2 |
| Insurance contract or identification number | 10179738 | | Number of Individuals Covered | 4591 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $44,989 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,000,951 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 44989 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10179737 |
| Policy instance | 1 |
| Insurance contract or identification number | 10179737 | | Number of Individuals Covered | 6614 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $294,674 | | Total amount of fees paid to insurance company | USD $47,650 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,095,580 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $294,674 | | Amount paid for insurance broker fees | 47650 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 405004147 |
| Policy instance | 7 |
| Insurance contract or identification number | 405004147 | | Number of Individuals Covered | 115 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $894 | | Total amount of fees paid to insurance company | USD $1,140 | | Other welfare benefits provided | CI | | Welfare Benefit Premiums Paid to Carrier | USD $6,776 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $550 | | Amount paid for insurance broker fees | 1140 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10179737 |
| Policy instance | 1 |
| Insurance contract or identification number | 10179737 | | Number of Individuals Covered | 6466 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $334,930 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,382,478 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $334,930 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 405004147 |
| Policy instance | 7 |
| Insurance contract or identification number | 405004147 | | Number of Individuals Covered | 115 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $7,061 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | CI | | Welfare Benefit Premiums Paid to Carrier | USD $59,240 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,061 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 905124 |
| Policy instance | 6 |
| Insurance contract or identification number | 905124 | | Number of Individuals Covered | 4868 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $114,372 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $932,258 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $114,372 | | Insurance broker organization code? | 3 |
|
| HIGHMARK WEST VIRGINIA (National Association of Insurance Commissioners NAIC id number: 54828 ) |
| Policy contract number | 090766 |
| Policy instance | 5 |
| Insurance contract or identification number | 090766 | | Number of Individuals Covered | 7428 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | FREEEDOM BLUE,SECURITY BLUE,KHPW-HM | | Welfare Benefit Premiums Paid to Carrier | USD $12,000 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10179739 |
| Policy instance | 4 |
| Insurance contract or identification number | 10179739 | | Number of Individuals Covered | 5275 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $34,584 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $3,458,385 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,584 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 403002602 |
| Policy instance | 3 |
| Insurance contract or identification number | 403002602 | | Number of Individuals Covered | 2009 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $48,762 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $325,077 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48,762 | | Insurance broker organization code? | 3 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10179738 |
| Policy instance | 2 |
| Insurance contract or identification number | 10179738 | | Number of Individuals Covered | 4471 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,249,440 | | 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 number | 10179739 |
| Policy instance | 4 |
| Insurance contract or identification number | 10179739 | | Number of Individuals Covered | 5280 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $28,690 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | WEEKLY INCOME | | Welfare Benefit Premiums Paid to Carrier | USD $2,868,974 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,690 | | Insurance broker organization code? | 3 | | Insurance broker name | EDWIN W. BARNETT |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 403002602 |
| Policy instance | 3 |
| Insurance contract or identification number | 403002602 | | Number of Individuals Covered | 2032 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $41,285 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $275,231 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $41,285 | | Insurance broker organization code? | 3 | | Insurance broker name | EDWIN W. BARNETT |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 10179838 |
| Policy instance | 2 |
| Insurance contract or identification number | 10179838 | | Number of Individuals Covered | 4357 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,831,817 | | 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 number | 10179737 |
| Policy instance | 1 |
| Insurance contract or identification number | 10179737 | | Number of Individuals Covered | 6407 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $257,995 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,846,162 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $257,995 | | Insurance broker organization code? | 3 | | Insurance broker name | EDWIN W. BARNETT |
|
