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THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 401k Plan overview

Plan NameTHE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN
Plan identification number 502

THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

JEWISH FEDERATION OF GREATER ATLANTA , INC. has sponsored the creation of one or more 401k plans.

Company Name:JEWISH FEDERATION OF GREATER ATLANTA , INC.
Employer identification number (EIN):581021791
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-05-01TIMOTHY HEMPHILL2024-02-14 TIMOTHY HEMPHILL2024-02-14
5022021-05-01RENEE KUTNER2023-02-15 RENEE KUTNER2023-02-15
5022020-05-01MARCIE BESKIND2022-02-15 MARCIE BESKIND2022-02-15
5022019-05-01MARCIE BESKIND2021-02-15 MARCIE BESKIND2021-02-15
5022018-05-01MARCIE BESKIND2020-03-29 MARCIE BESKIND2020-03-29
5022017-05-01MARCIE BESKIND2020-03-29 MARCIE BESKIND2020-03-29
5022016-05-01MARCIE BESKIND2020-03-25
5022015-05-01JIM LOCKHART JIM LOCKHART2016-11-28
5022014-05-01JIM LOCKHART JIM LOCKHART2015-11-04
5022013-05-01JIM LOCKHART JIM LOCKHART2014-10-14
5022012-05-01JIM LOCKHART JIM LOCKHART2013-11-26
5022011-05-01JIM LOCKHART JIM LOCKHART2013-02-12
5022010-05-01JIM LOCKHART
5022009-05-01JIM LOCKHART

Plan Statistics for THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN

401k plan membership statisitcs for THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN

Measure Date Value
2022: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01842
Total number of active participants reported on line 7a of the Form 55002022-05-01805
Number of retired or separated participants receiving benefits2022-05-011
Number of other retired or separated participants entitled to future benefits2022-05-0135
Total of all active and inactive participants2022-05-01841
2021: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01742
Total number of active participants reported on line 7a of the Form 55002021-05-01822
Number of retired or separated participants receiving benefits2021-05-0113
Number of other retired or separated participants entitled to future benefits2021-05-017
Total of all active and inactive participants2021-05-01842
2020: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01759
Total number of active participants reported on line 7a of the Form 55002020-05-01701
Number of retired or separated participants receiving benefits2020-05-0112
Number of other retired or separated participants entitled to future benefits2020-05-0129
Total of all active and inactive participants2020-05-01742
2019: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01981
Total number of active participants reported on line 7a of the Form 55002019-05-01739
Number of retired or separated participants receiving benefits2019-05-016
Number of other retired or separated participants entitled to future benefits2019-05-0114
Total of all active and inactive participants2019-05-01759
2018: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01955
Total number of active participants reported on line 7a of the Form 55002018-05-01947
Number of retired or separated participants receiving benefits2018-05-0117
Number of other retired or separated participants entitled to future benefits2018-05-0117
Total of all active and inactive participants2018-05-01981
2017: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-011,091
Total number of active participants reported on line 7a of the Form 55002017-05-01912
Number of retired or separated participants receiving benefits2017-05-0123
Number of other retired or separated participants entitled to future benefits2017-05-0120
Total of all active and inactive participants2017-05-01955
2016: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01876
Total number of active participants reported on line 7a of the Form 55002016-05-011,045
Number of retired or separated participants receiving benefits2016-05-0123
Number of other retired or separated participants entitled to future benefits2016-05-0123
Total of all active and inactive participants2016-05-011,091
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-010
Total participants2016-05-011,091
2015: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01855
Total number of active participants reported on line 7a of the Form 55002015-05-01876
Total of all active and inactive participants2015-05-01876
Total participants2015-05-01876
2014: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01842
Total number of active participants reported on line 7a of the Form 55002014-05-01855
Total of all active and inactive participants2014-05-01855
Total participants2014-05-01855
2013: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-01872
Total number of active participants reported on line 7a of the Form 55002013-05-01842
Total of all active and inactive participants2013-05-01842
Total participants2013-05-01842
2012: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-01881
Total number of active participants reported on line 7a of the Form 55002012-05-01872
Number of retired or separated participants receiving benefits2012-05-010
Number of other retired or separated participants entitled to future benefits2012-05-010
Total of all active and inactive participants2012-05-01872
Total participants2012-05-01872
2011: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-01924
Total number of active participants reported on line 7a of the Form 55002011-05-01881
Number of retired or separated participants receiving benefits2011-05-010
Number of other retired or separated participants entitled to future benefits2011-05-010
Total of all active and inactive participants2011-05-01881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-010
Total participants2011-05-01881
2010: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-01956
Total number of active participants reported on line 7a of the Form 55002010-05-01924
Number of retired or separated participants receiving benefits2010-05-010
Number of other retired or separated participants entitled to future benefits2010-05-010
Total of all active and inactive participants2010-05-01924
Total participants2010-05-01924
2009: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-01859
Total number of active participants reported on line 7a of the Form 55002009-05-01956
Number of retired or separated participants receiving benefits2009-05-010
Number of other retired or separated participants entitled to future benefits2009-05-010
Total of all active and inactive participants2009-05-01956
Total participants2009-05-01956

Form 5500 Responses for THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN

2022: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2022 form 5500 responses
2022-05-01Type of plan entityMulitple employer plan
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – General assets of the sponsorYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – General assets of the sponsorYes
2021: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2021 form 5500 responses
2021-05-01Type of plan entityMulitple employer plan
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – General assets of the sponsorYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – General assets of the sponsorYes
2020: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2020 form 5500 responses
2020-05-01Type of plan entityMulitple employer plan
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – General assets of the sponsorYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – General assets of the sponsorYes
2019: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2019 form 5500 responses
2019-05-01Type of plan entityMulitple employer plan
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – General assets of the sponsorYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – General assets of the sponsorYes
2018: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2018 form 5500 responses
2018-05-01Type of plan entityMulitple employer plan
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – General assets of the sponsorYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – General assets of the sponsorYes
2017: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2017 form 5500 responses
2017-05-01Type of plan entityMulitple employer plan
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – General assets of the sponsorYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – General assets of the sponsorYes
2016: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2016 form 5500 responses
2016-05-01Type of plan entityMulitple employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – InsuranceYes
2015: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2015 form 5500 responses
2015-05-01Type of plan entityMulitple employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – InsuranceYes
2014: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2014 form 5500 responses
2014-05-01Type of plan entityMulitple employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2013 form 5500 responses
2013-05-01Type of plan entityMulitple employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planNo
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan benefit arrangement – InsuranceYes
2012: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2012 form 5500 responses
2012-05-01Type of plan entityMulitple employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planNo
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan benefit arrangement – InsuranceYes
2011: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2011 form 5500 responses
2011-05-01Type of plan entityMulitple employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planNo
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan benefit arrangement – InsuranceYes
2010: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2010 form 5500 responses
2010-05-01Type of plan entityMulitple employer plan
2010-05-01Submission has been amendedNo
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planNo
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan benefit arrangement – InsuranceYes
2009: THE JEWISH FEDERATION OF GREATER ATLANTA HEALTH AND WELFARE TRUST/PLAN 2009 form 5500 responses
2009-05-01Type of plan entityMulitple employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planNo
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberG0386
Policy instance 1
Insurance contract or identification numberG0386
Number of Individuals Covered805
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $455,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberG0386
Policy instance 1
Insurance contract or identification numberG0386
Number of Individuals Covered822
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $448,997
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberG0386
Policy instance 1
Insurance contract or identification numberG0386
Number of Individuals Covered822
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $463,535
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberG0386
Policy instance 1
Insurance contract or identification numberG0386
Number of Individuals Covered900
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $391,231
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberG0386
Policy instance 1
Insurance contract or identification numberG0386
Number of Individuals Covered913
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $376,781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberG0386
Policy instance 1
Insurance contract or identification numberG0386
Number of Individuals Covered903
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $155,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA7186
Policy instance 2
Insurance contract or identification numberGA7186
Number of Individuals Covered1253
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $505,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberGA7186
Policy instance 1
Insurance contract or identification numberGA7186
Number of Individuals Covered1286
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
Total amount of commissions paid to insurance brokerUSD $7,454
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,586,563
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,454
Insurance broker nameCBIZ BENEFITS AND INSURANCE SERVICE
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA7186
Policy instance 2
Insurance contract or identification numberGA7186
Number of Individuals Covered1922
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $553,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberGA7186
Policy instance 1
Insurance contract or identification numberGA7186
Number of Individuals Covered1245
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $6,056
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,962,656
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,605
Amount paid for insurance broker fees0
Insurance broker nameBENEFITS GROUP INC/THE
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA7186
Policy instance 2
Insurance contract or identification numberGA7186
Number of Individuals Covered1740
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $469,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract numberGA7186
Policy instance 1
Insurance contract or identification numberGA7186
Number of Individuals Covered1249
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
Total amount of commissions paid to insurance brokerUSD $5,197
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,850,461
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,197
Insurance broker organization code?3
Insurance broker nameBENEFIT GROUP INC/
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number1011485000
Policy instance 1
Insurance contract or identification number1011485000
Number of Individuals Covered1257
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $3,920
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,286,596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,920
Amount paid for insurance broker fees0
Insurance broker nameBENEFITS GROUP
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract number1011485000
Policy instance 2
Insurance contract or identification number1011485000
Number of Individuals Covered1682
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $486,368
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract number1011485000
Policy instance 2
Insurance contract or identification number1011485000
Number of Individuals Covered721
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $485,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number1011485000
Policy instance 1
Insurance contract or identification number1011485000
Number of Individuals Covered862
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,910,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number1011485000
Policy instance 1
Insurance contract or identification number1011485000
Number of Individuals Covered910
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,082,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract number1011485000
Policy instance 2
Insurance contract or identification number1011485000
Number of Individuals Covered742
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $483,412
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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