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RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 401k Plan overview

Plan NameRAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM
Plan identification number 505

RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

RAVENSCROFT SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:RAVENSCROFT SCHOOL
Employer identification number (EIN):566001583
NAIC Classification:611000

Additional information about RAVENSCROFT SCHOOL

Jurisdiction of Incorporation: North Carolina Secretary of State
Incorporation Date:
Company Identification Number: 0121191

More information about RAVENSCROFT SCHOOL

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052022-06-01
5052021-06-01
5052020-06-01
5052019-06-01
5052018-06-01
5052018-06-01
5052017-06-01LISA MILLER
5052016-06-01LISA MILLER
5052015-06-01LISA MILLER
5052014-06-01DIANE C. NORWOOD
5052013-06-01DIANE C. NORWOOD DIANE C. NORWOOD2014-10-28
5052012-06-01DIANE C. NORWOOD DIANE C. NORWOOD2013-12-19
5052011-06-01DIANE C. NORWOOD DIANE C. NORWOOD2012-11-13
5052009-06-01DIANE C. NORWOOD DIANE C. NORWOOD2010-12-01

Plan Statistics for RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM

401k plan membership statisitcs for RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM

Measure Date Value
2022: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2022 401k membership
Total participants, beginning-of-year2022-06-01225
Total number of active participants reported on line 7a of the Form 55002022-06-01233
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-01233
2021: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2021 401k membership
Total participants, beginning-of-year2021-06-01227
Total number of active participants reported on line 7a of the Form 55002021-06-01225
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-010
Total of all active and inactive participants2021-06-01225
2020: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2020 401k membership
Total participants, beginning-of-year2020-06-01224
Total number of active participants reported on line 7a of the Form 55002020-06-01227
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-01227
2019: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2019 401k membership
Total participants, beginning-of-year2019-06-01218
Total number of active participants reported on line 7a of the Form 55002019-06-01224
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-01224
2018: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2018 401k membership
Total participants, beginning-of-year2018-06-01218
Total number of active participants reported on line 7a of the Form 55002018-06-01218
Total of all active and inactive participants2018-06-01218
Total participants2018-06-01218
2017: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2017 401k membership
Total participants, beginning-of-year2017-06-01212
Total number of active participants reported on line 7a of the Form 55002017-06-01218
Total of all active and inactive participants2017-06-01218
Total participants2017-06-01218
2016: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2016 401k membership
Total participants, beginning-of-year2016-06-01212
Total number of active participants reported on line 7a of the Form 55002016-06-01212
Total of all active and inactive participants2016-06-01212
Total participants2016-06-01212
2015: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2015 401k membership
Total participants, beginning-of-year2015-06-01216
Total number of active participants reported on line 7a of the Form 55002015-06-01212
Total of all active and inactive participants2015-06-01212
Total participants2015-06-01212
2014: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2014 401k membership
Total participants, beginning-of-year2014-06-01217
Total number of active participants reported on line 7a of the Form 55002014-06-01216
Total of all active and inactive participants2014-06-01216
Total participants2014-06-01216
2013: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2013 401k membership
Total participants, beginning-of-year2013-06-01218
Total number of active participants reported on line 7a of the Form 55002013-06-01217
Total of all active and inactive participants2013-06-01217
Total participants2013-06-01217
2012: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2012 401k membership
Total participants, beginning-of-year2012-06-01215
Total number of active participants reported on line 7a of the Form 55002012-06-01218
Total of all active and inactive participants2012-06-01218
Total participants2012-06-01218
2011: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2011 401k membership
Total participants, beginning-of-year2011-06-01216
Total number of active participants reported on line 7a of the Form 55002011-06-01215
Total of all active and inactive participants2011-06-01215
Total participants2011-06-01215
2009: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2009 401k membership
Total participants, beginning-of-year2009-06-01214
Total number of active participants reported on line 7a of the Form 55002009-06-01216
Total of all active and inactive participants2009-06-01216
Total participants2009-06-01216

Form 5500 Responses for RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM

2022: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan benefit arrangement – InsuranceYes
2021: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan benefit arrangement – InsuranceYes
2020: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes
2017: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan benefit arrangement – InsuranceYes
2016: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan benefit arrangement – InsuranceYes
2015: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes
2011: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan benefit arrangement – InsuranceYes
2009: RAVENSCROFT SCHOOL GROUP LONG TERM/SHORT TERM 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0000165374
Policy instance 2
Insurance contract or identification number0000165374
Number of Individuals Covered3
Insurance policy start date2022-06-01
Insurance policy end date2023-06-01
Total amount of commissions paid to insurance brokerUSD $656
Total amount of fees paid to insurance companyUSD $19
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,311
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $656
Amount paid for insurance broker fees19
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMMISSION
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00620141
Policy instance 1
Insurance contract or identification numberG 00620141
Number of Individuals Covered233
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $11,602
Total amount of fees paid to insurance companyUSD $3,092
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $122,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,602
Amount paid for insurance broker fees3092
Additional information about fees paid to insurance brokerCARRIER INCENTIVE PROGRAM
Insurance broker organization code?3
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number0000165374
Policy instance 2
Insurance contract or identification number0000165374
Number of Individuals Covered4
Insurance policy start date2021-06-01
Insurance policy end date2022-06-01
Total amount of commissions paid to insurance brokerUSD $1,536
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,613
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,536
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00620141
Policy instance 1
Insurance contract or identification numberG 00620141
Number of Individuals Covered225
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $13,941
Total amount of fees paid to insurance companyUSD $12,788
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $128,365
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,941
Amount paid for insurance broker fees12788
Additional information about fees paid to insurance brokerCARRIER INCENTIVE PROGRAM
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00620141
Policy instance 1
Insurance contract or identification numberG 00620141
Number of Individuals Covered227
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $15,728
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $136,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,728
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number836730
Policy instance 2
Insurance contract or identification number836730
Number of Individuals Covered80
Insurance policy start date2019-06-01
Insurance policy end date2020-06-01
Total amount of commissions paid to insurance brokerUSD $10,007
Total amount of fees paid to insurance companyUSD $988
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,007
Amount paid for insurance broker fees988
Additional information about fees paid to insurance brokerCARRIER INCENTIVE PROGRAM
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number836729
Policy instance 3
Insurance contract or identification number836729
Number of Individuals Covered91
Insurance policy start date2019-06-01
Insurance policy end date2020-06-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $431
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees431
Additional information about fees paid to insurance brokerCARRIER INCENTIVE PROGRAM
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number836728
Policy instance 1
Insurance contract or identification number836728
Number of Individuals Covered224
Insurance policy start date2019-06-01
Insurance policy end date2020-06-01
Total amount of commissions paid to insurance brokerUSD $4,236
Total amount of fees paid to insurance companyUSD $782
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $46,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,236
Amount paid for insurance broker fees782
Additional information about fees paid to insurance brokerCARRIER INCENTIVE PROGRAM
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number836728
Policy instance 1
Insurance contract or identification number836728
Number of Individuals Covered218
Insurance policy start date2018-06-01
Insurance policy end date2019-06-01
Total amount of commissions paid to insurance brokerUSD $5,897
Total amount of fees paid to insurance companyUSD $2,645
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $52,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,897
Amount paid for insurance broker fees2645
Additional information about fees paid to insurance brokerCARRIER INCENTIVE PROGRAM
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number836729
Policy instance 3
Insurance contract or identification number836729
Number of Individuals Covered95
Insurance policy start date2018-06-01
Insurance policy end date2019-06-01
Total amount of fees paid to insurance companyUSD $947
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,945
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees947
Additional information about fees paid to insurance brokerCARRIER INCENTIVE PROGRAM
Insurance broker organization code?3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number836730
Policy instance 2
Insurance contract or identification number836730
Number of Individuals Covered81
Insurance policy start date2018-06-01
Insurance policy end date2019-06-01
Total amount of commissions paid to insurance brokerUSD $9,698
Total amount of fees paid to insurance companyUSD $2,204
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,084
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,698
Amount paid for insurance broker fees2204
Additional information about fees paid to insurance brokerCARRIER INCENTIVE PROGRAM
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151357
Policy instance 1
Insurance contract or identification numberGL 151357
Number of Individuals Covered218
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $1,742
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $17,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,742
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 326271
Policy instance 4
Insurance contract or identification numberVPS 326271
Number of Individuals Covered108
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $1,773
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,732
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,773
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 124167
Policy instance 2
Insurance contract or identification numberLTD 124167
Number of Individuals Covered218
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $3,211
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $32,111
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,211
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151358
Policy instance 3
Insurance contract or identification numberGL 151358
Number of Individuals Covered76
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
Total amount of commissions paid to insurance brokerUSD $4,248
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,482
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,248
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151358
Policy instance 3
Insurance contract or identification numberGL 151358
Number of Individuals Covered88
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $5,906
Total amount of fees paid to insurance companyUSD $1,728
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,904
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,906
Amount paid for insurance broker fees1728
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 124167
Policy instance 2
Insurance contract or identification numberLTD 124167
Number of Individuals Covered212
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $3,758
Total amount of fees paid to insurance companyUSD $1,201
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,758
Amount paid for insurance broker fees1201
Additional information about fees paid to insurance brokerADMINISTRATIVE & OTHER FEES
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151357
Policy instance 1
Insurance contract or identification numberGL 151357
Number of Individuals Covered212
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $2,020
Total amount of fees paid to insurance companyUSD $650
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $18,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,020
Amount paid for insurance broker fees650
Additional information about fees paid to insurance brokerADMINISTRATIVE & OTHER FEES
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 326271
Policy instance 4
Insurance contract or identification numberVPS 326271
Number of Individuals Covered111
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $2,272
Total amount of fees paid to insurance companyUSD $718
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,272
Amount paid for insurance broker fees718
Additional information about fees paid to insurance brokerADMINISTRATIVE & OTHER FEES
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 326271
Policy instance 4
Insurance contract or identification numberVPS 326271
Number of Individuals Covered112
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $2,230
Total amount of fees paid to insurance companyUSD $581
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,304
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,230
Amount paid for insurance broker fees581
Additional information about fees paid to insurance brokerADMINISTRATIVE & OTHER FEES
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151358
Policy instance 3
Insurance contract or identification numberGL 151358
Number of Individuals Covered81
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $4,955
Total amount of fees paid to insurance companyUSD $1,394
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,548
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,955
Amount paid for insurance broker fees1394
Additional information about fees paid to insurance brokerADMINISTRATIVE AND OTHER FEES
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151357
Policy instance 1
Insurance contract or identification numberGL 151357
Number of Individuals Covered216
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $2,024
Total amount of fees paid to insurance companyUSD $532
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $20,245
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,024
Amount paid for insurance broker fees532
Additional information about fees paid to insurance brokerADMINISTRATIVE & OTHER FEES
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 124167
Policy instance 2
Insurance contract or identification numberLTD 124167
Number of Individuals Covered213
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $3,432
Total amount of fees paid to insurance companyUSD $984
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $34,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,432
Amount paid for insurance broker fees984
Additional information about fees paid to insurance brokerADMINISTRATIVE & OTHER FEES
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 326271
Policy instance 4
Insurance contract or identification numberVPS 326271
Number of Individuals Covered109
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $2,225
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,246
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,225
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151358
Policy instance 3
Insurance contract or identification numberGL 151358
Number of Individuals Covered84
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $5,775
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,747
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,775
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 124167
Policy instance 2
Insurance contract or identification numberLTD 124167
Number of Individuals Covered217
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $4,062
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $40,623
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,062
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 151357
Policy instance 1
Insurance contract or identification numberGL 151357
Number of Individuals Covered217
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $2,027
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $20,273
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,027
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50003428
Policy instance 1
Insurance contract or identification number50003428
Number of Individuals Covered218
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $3,857
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $25,713
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,287
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50003428
Policy instance 2
Insurance contract or identification number50003428
Number of Individuals Covered218
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $6,874
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,823
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,293
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50003428
Policy instance 3
Insurance contract or identification number50003428
Number of Individuals Covered131
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $11,641
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,656
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50003428
Policy instance 4
Insurance contract or identification number50003428
Number of Individuals Covered100
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $4,891
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,956
Insurance broker organization code?3
Insurance broker nameBB&T INSURANCE SERVICES INC.
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50003428
Policy instance 4
Insurance contract or identification number50003428
Number of Individuals Covered106
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $5,110
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,439
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50003428
Policy instance 3
Insurance contract or identification number50003428
Number of Individuals Covered130
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $11,638
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50003428
Policy instance 2
Insurance contract or identification number50003428
Number of Individuals Covered215
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $6,663
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
USABLE LIFE (National Association of Insurance Commissioners NAIC id number: 94358 )
Policy contract number50003428
Policy instance 1
Insurance contract or identification number50003428
Number of Individuals Covered215
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $3,742
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $24,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5434585
Policy instance 1
Insurance contract or identification number5434585
Number of Individuals Covered216
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $2,681
Total amount of fees paid to insurance companyUSD $1,075
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $26,806
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5434585
Policy instance 2
Insurance contract or identification number5434585
Number of Individuals Covered216
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $2,901
Total amount of fees paid to insurance companyUSD $1,453
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $36,268
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5434585
Policy instance 3
Insurance contract or identification number5434585
Number of Individuals Covered78
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $6,665
Total amount of fees paid to insurance companyUSD $1,779
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $44,431
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )
Policy contract number5434585
Policy instance 4
Insurance contract or identification number5434585
Number of Individuals Covered109
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $3,382
Total amount of fees paid to insurance companyUSD $899
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $22,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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