TENCARVA MACHINERY COMPANY, LLC. has sponsored the creation of one or more 401k plans.
Additional information about TENCARVA MACHINERY COMPANY, LLC.
Submission information for form 5500 for 401k plan TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN
401k plan membership statisitcs for TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN
Measure | Date | Value |
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2022: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 368 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 417 |
Total of all active and inactive participants | 2022-01-01 | 417 |
2021: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 365 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 368 |
Total of all active and inactive participants | 2021-01-01 | 368 |
2020: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 361 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 365 |
Total of all active and inactive participants | 2020-01-01 | 365 |
2019: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 362 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 361 |
Total of all active and inactive participants | 2019-01-01 | 361 |
2018: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 350 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 362 |
Total of all active and inactive participants | 2018-01-01 | 362 |
2017: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 353 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 350 |
Total of all active and inactive participants | 2017-01-01 | 350 |
2016: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 350 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 353 |
Total of all active and inactive participants | 2016-01-01 | 353 |
2015: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 333 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 350 |
Total of all active and inactive participants | 2015-01-01 | 350 |
2014: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 331 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 333 |
Total of all active and inactive participants | 2014-01-01 | 333 |
2013: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 294 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 331 |
Total of all active and inactive participants | 2013-01-01 | 331 |
2012: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 292 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 294 |
Total of all active and inactive participants | 2012-01-01 | 294 |
2011: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 287 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 292 |
Total of all active and inactive participants | 2011-01-01 | 292 |
2010: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 257 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 287 |
Total of all active and inactive participants | 2010-01-01 | 287 |
2009: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 261 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 257 |
Total of all active and inactive participants | 2009-01-01 | 257 |
2022: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2010: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: TENCARVA MACHINERY COMPANY GROUP MEDICAL LIFE & DENTAL PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64890 ) |
Policy contract number | EMCL21100047 |
Policy instance | 4 |
Insurance contract or identification number | EMCL21100047 | Number of Individuals Covered | 309 | 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 | Welfare Benefit Premiums Paid to Carrier | USD $896,967 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 882707G |
Policy instance | 3 |
Insurance contract or identification number | 882707G | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $24,586 | Total amount of fees paid to insurance company | USD $6,155 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, VOLUNTARY LIFE | Welfare Benefit Premiums Paid to Carrier | USD $177,877 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $24,586 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4437 |
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AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-44204 |
Policy instance | 2 |
Insurance contract or identification number | 010-44204 | Number of Individuals Covered | 917 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $34,186 | Total amount of fees paid to insurance company | USD $6,596 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $284,886 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34,186 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 6596 |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 722 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $7,195 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECTERA VISION | Welfare Benefit Premiums Paid to Carrier | USD $37,096 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,195 | Insurance broker organization code? | 3 |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 637 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $6,266 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECTERA VISION | Welfare Benefit Premiums Paid to Carrier | USD $34,178 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,266 | Insurance broker organization code? | 3 |
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AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-44204 |
Policy instance | 2 |
Insurance contract or identification number | 010-44204 | Number of Individuals Covered | 809 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $39,233 | Total amount of fees paid to insurance company | USD $4,877 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $326,937 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $39,233 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4877 |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 882707G |
Policy instance | 3 |
Insurance contract or identification number | 882707G | Number of Individuals Covered | 331 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $31,034 | Total amount of fees paid to insurance company | USD $6,709 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, VOLUNTARY LIFE | Welfare Benefit Premiums Paid to Carrier | USD $224,863 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,034 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 6709 |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 642 | 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 | Other welfare benefits provided | SPECTERA VISION | Welfare Benefit Premiums Paid to Carrier | USD $758,180 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
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AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-44204 |
Policy instance | 2 |
Insurance contract or identification number | 010-44204 | Number of Individuals Covered | 807 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $39,986 | Total amount of fees paid to insurance company | USD $631 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $333,218 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $39,986 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 631 |
|
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 882707G |
Policy instance | 3 |
Insurance contract or identification number | 882707G | Number of Individuals Covered | 365 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $25,604 | Total amount of fees paid to insurance company | USD $1,037 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, VOLUNTARY LIFE | Welfare Benefit Premiums Paid to Carrier | USD $188,499 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,604 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 1037 | Additional information about fees paid to insurance broker | BONUS PAID |
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HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) |
Policy contract number | 882707G |
Policy instance | 3 |
Insurance contract or identification number | 882707G | Number of Individuals Covered | 361 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $23,827 | Total amount of fees paid to insurance company | USD $4,401 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | AD&D, VOLUNTARY LIFE | Welfare Benefit Premiums Paid to Carrier | USD $176,660 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $23,827 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4401 |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 694 | 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 | Other welfare benefits provided | SPECTERA VISION | Welfare Benefit Premiums Paid to Carrier | USD $743,040 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Insurance broker organization code? | 3 |
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AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-44204 |
Policy instance | 2 |
Insurance contract or identification number | 010-44204 | Number of Individuals Covered | 825 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $38,543 | Total amount of fees paid to insurance company | USD $4,902 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $321,190 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $38,543 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 4902 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 40000100020570 |
Policy instance | 5 |
Insurance contract or identification number | 40000100020570 | Number of Individuals Covered | 111 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $5,037 | Total amount of fees paid to insurance company | USD $125 | Other welfare benefits provided | VOLUNTARY LIFE | Welfare Benefit Premiums Paid to Carrier | USD $29,629 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,037 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 125 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010211408 |
Policy instance | 4 |
Insurance contract or identification number | 000010211408 | Number of Individuals Covered | 350 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $7,171 | Total amount of fees paid to insurance company | USD $294 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $59,758 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,171 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 294 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010211410 |
Policy instance | 3 |
Insurance contract or identification number | 000010211410 | Number of Individuals Covered | 128 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $5,838 | Total amount of fees paid to insurance company | USD $218 | Other welfare benefits provided | SHORT-TERM DISABILITY WEEKLY INCOME | Welfare Benefit Premiums Paid to Carrier | USD $48,648 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,838 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 218 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
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AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-44204 |
Policy instance | 2 |
Insurance contract or identification number | 010-44204 | Number of Individuals Covered | 798 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $37,359 | Total amount of fees paid to insurance company | USD $3,161 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $311,325 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,359 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 3161 | Additional information about fees paid to insurance broker | FEES | Insurance broker name | SEAN DUNN INS, A MARSH & MCLENNAN A |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 688 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $7,654 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECTERA VISION | Welfare Benefit Premiums Paid to Carrier | USD $67,254 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,654 | Insurance broker organization code? | 3 | Insurance broker name | SEAN DUNN INS, A MARSH & MCLENNAN A |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05989623 |
Policy instance | 2 |
Insurance contract or identification number | TM05989623 | Number of Individuals Covered | 1222 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $37,868 | Total amount of fees paid to insurance company | USD $1,809 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $317,118 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,868 | Amount paid for insurance broker fees | 38 | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 098105 |
Policy instance | 3 |
Insurance contract or identification number | 098105 | Number of Individuals Covered | 350 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $33,504 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $213,221 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $29,240 | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY LLC HQ |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 098106 |
Policy instance | 4 |
Insurance contract or identification number | 098106 | Number of Individuals Covered | 50 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $3,768 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SUPPLEMENTAL LIFE INSURANCE | Welfare Benefit Premiums Paid to Carrier | USD $22,168 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,325 | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY LLC HQ |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 690 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | 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 | Other welfare benefits provided | SPECTERA VISION | Welfare Benefit Premiums Paid to Carrier | USD $464,023 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 316 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $7,815 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Other welfare benefits provided | SPECTERA VISION | Welfare Benefit Premiums Paid to Carrier | USD $403,879 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,276 | Insurance broker organization code? | 3 | Insurance broker name | SENN DUNN MARSH & ROLAND LLC |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05989623 |
Policy instance | 2 |
Insurance contract or identification number | TM05989623 | Number of Individuals Covered | 1288 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $36,495 | Total amount of fees paid to insurance company | USD $1,304 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $305,289 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $24,148 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 18 | Insurance broker name | MARSH & MCLENNAN AGENCY LLC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 098105 |
Policy instance | 3 |
Insurance contract or identification number | 098105 | Number of Individuals Covered | 333 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $26,501 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $174,302 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,590 | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY LLC HQ |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 098106 |
Policy instance | 4 |
Insurance contract or identification number | 098106 | Number of Individuals Covered | 48 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $3,662 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | SUPPLEMENTAL LIFE INSURANCE | Welfare Benefit Premiums Paid to Carrier | USD $20,644 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,543 | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY LLC HQ |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 098105 |
Policy instance | 3 |
Insurance contract or identification number | 098105 | Number of Individuals Covered | 331 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $13,086 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $84,161 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,086 | Insurance broker organization code? | 3 | Insurance broker name | SDM&R INC |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 331 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $14,590 | Total amount of fees paid to insurance company | USD $63,615 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,154,270 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,590 | Amount paid for insurance broker fees | 63615 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 | Insurance broker name | SDM&R INC |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05989623 |
Policy instance | 2 |
Insurance contract or identification number | TM05989623 | Number of Individuals Covered | 1229 | Insurance policy start date | 2013-04-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $25,476 | Total amount of fees paid to insurance company | USD $689 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $213,947 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,476 | Amount paid for insurance broker fees | 689 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | SDM&R INC |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 294 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $70,933 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,646,903 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $58,291 | Insurance broker organization code? | 3 | Insurance broker name | CAROLINA CONSULTING SERVICES, INC. |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9071447092000 |
Policy instance | 2 |
Insurance contract or identification number | 9071447092000 | Number of Individuals Covered | 295 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $9,857 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $36,280 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,857 | Insurance broker organization code? | 3 | Insurance broker name | CAROLINA CONSULTING SERVICES, INC. |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9072550125 |
Policy instance | 3 |
Insurance contract or identification number | 9072550125 | Number of Individuals Covered | 293 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $3,419 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $19,952 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,419 | Insurance broker organization code? | 3 | Insurance broker name | CAROLINA CONSULTING SERVICES, INC. |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05989623 |
Policy instance | 4 |
Insurance contract or identification number | TM05989623 | Number of Individuals Covered | 1166 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-03-31 | Total amount of commissions paid to insurance broker | USD $28,428 | Total amount of fees paid to insurance company | USD $1,400 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $259,857 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $28,428 | Amount paid for insurance broker fees | 1400 | Insurance broker organization code? | 3 | Insurance broker name | SDM&R INC |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 098105 |
Policy instance | 5 |
Insurance contract or identification number | 098105 | Number of Individuals Covered | 294 | Insurance policy start date | 2012-04-01 | Insurance policy end date | 2013-01-01 | Total amount of commissions paid to insurance broker | USD $9,008 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $56,921 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,008 | Insurance broker organization code? | 3 | Insurance broker name | SENN DUNN MARSH & ROLAND LLC |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9072550125 |
Policy instance | 3 |
Insurance contract or identification number | 9072550125 | Number of Individuals Covered | 291 | Insurance policy start date | 2011-02-01 | Insurance policy end date | 2012-01-31 | Total amount of commissions paid to insurance broker | USD $13,674 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $74,434 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9071447092000 |
Policy instance | 2 |
Insurance contract or identification number | 9071447092000 | Number of Individuals Covered | 292 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $37,328 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $207,350 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 731118 |
Policy instance | 1 |
Insurance contract or identification number | 731118 | Number of Individuals Covered | 292 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $135,766 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,405,128 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9071447092000 |
Policy instance | 2 |
Insurance contract or identification number | 9071447092000 | Number of Individuals Covered | 285 | Insurance policy start date | 2010-04-01 | Insurance policy end date | 2011-03-31 | Total amount of commissions paid to insurance broker | USD $35,907 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $199,484 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $35,907 | Additional information about fees paid to insurance broker | GENERAL AGENT PAYMENTS | Insurance broker organization code? | 3 | Insurance broker name | CAROLINA CONSULTING SERVICES, INC. |
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COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 9072550125 |
Policy instance | 3 |
Insurance contract or identification number | 9072550125 | Number of Individuals Covered | 287 | Insurance policy start date | 2010-02-01 | Insurance policy end date | 2011-01-31 | Total amount of commissions paid to insurance broker | USD $11,660 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $66,902 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,660 | Additional information about fees paid to insurance broker | GENERAL AGENT PAYMENTS | Insurance broker organization code? | 3 | Insurance broker name | CAROLINA CONSULTING SERVICES, INC. |
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CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 ) |
Policy contract number | 3328721 |
Policy instance | 1 |
Insurance contract or identification number | 3328721 | Number of Individuals Covered | 256 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $155,355 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,219,136 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $155,355 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | GENERAL AGENT PAYMENTS | Insurance broker organization code? | 3 | Insurance broker name | CAROLINA CONSULTING SERVICES, INC. |
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