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PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 401k Plan overview

Plan NamePRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN
Plan identification number 501

PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

PRUITTHEALTH, INC. INSURAHEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:PRUITTHEALTH, INC. INSURAHEALTH, INC.
Employer identification number (EIN):581295697
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-07-01RANDALL LOGGINS2023-04-17
5012020-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01
5012015-07-01DOMINIC ROMEO
5012014-07-01DOMINIC ROMEO
5012013-07-01DOMINIC ROMEO
5012012-07-01DOMINIC ROMEO
5012011-07-01DOMINIC ROMEO
5012009-07-01DOMINIC ROMEO

Plan Statistics for PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

401k plan membership statisitcs for PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

Measure Date Value
2021: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-018,715
Total number of active participants reported on line 7a of the Form 55002021-07-019,150
Total of all active and inactive participants2021-07-019,150
2020: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0110,054
Total number of active participants reported on line 7a of the Form 55002020-07-018,715
Total of all active and inactive participants2020-07-018,715
2019: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0111,363
Total number of active participants reported on line 7a of the Form 55002019-07-0110,054
Total of all active and inactive participants2019-07-0110,054
2018: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0111,660
Total number of active participants reported on line 7a of the Form 55002018-07-0111,363
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-0111,363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
2017: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0110,722
Total number of active participants reported on line 7a of the Form 55002017-07-0111,660
Total of all active and inactive participants2017-07-0111,660
2016: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-017,215
Total number of active participants reported on line 7a of the Form 55002016-07-0110,722
Total of all active and inactive participants2016-07-0110,722
2015: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-016,896
Total number of active participants reported on line 7a of the Form 55002015-07-017,215
Total of all active and inactive participants2015-07-017,215
Total participants2015-07-010
2014: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-016,828
Total number of active participants reported on line 7a of the Form 55002014-07-016,896
Total of all active and inactive participants2014-07-016,896
Total participants2014-07-010
2013: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-016,339
Total number of active participants reported on line 7a of the Form 55002013-07-016,828
Total of all active and inactive participants2013-07-016,828
Total participants2013-07-010
2012: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-018,517
Total number of active participants reported on line 7a of the Form 55002012-07-018,558
Total of all active and inactive participants2012-07-018,558
Total participants2012-07-010
2011: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-018,312
Total number of active participants reported on line 7a of the Form 55002011-07-018,517
Total of all active and inactive participants2011-07-018,517
Total participants2011-07-018,517
2009: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-017,110
Total number of active participants reported on line 7a of the Form 55002009-07-017,925
Total of all active and inactive participants2009-07-017,925
Total participants2009-07-017,925

Financial Data on PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

Measure Date Value
2022 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$8,715,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$6,857,590
Total income from all sources (including contributions)2022-06-30$48,575,160
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$50,544,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$48,163,435
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$48,575,160
Value of total assets at end of year2022-06-30$4,915,613
Value of total assets at beginning of year2022-06-30$5,026,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$2,380,691
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$37,250
Was this plan covered by a fidelity bond2022-06-30No
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$24,440,352
Participant contributions at end of year2022-06-30$1,613,517
Participant contributions at beginning of year2022-06-30$1,771,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$744,884
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$561,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-06-30$2,304,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-06-30$878,905
Administrative expenses (other) incurred2022-06-30$93,187
Liabilities. Value of operating payables at end of year2022-06-30$4,104,650
Liabilities. Value of operating payables at beginning of year2022-06-30$4,005,404
Total non interest bearing cash at end of year2022-06-30$979,263
Total non interest bearing cash at beginning of year2022-06-30$614,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,968,966
Value of net assets at end of year (total assets less liabilities)2022-06-30$-3,800,083
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$-1,831,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$59,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$59,695
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$5,774,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$24,134,808
Employer contributions (assets) at end of year2022-06-30$1,577,949
Employer contributions (assets) at beginning of year2022-06-30$2,019,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$42,388,587
Contract administrator fees2022-06-30$2,250,254
Liabilities. Value of benefit claims payable at end of year2022-06-30$2,306,383
Liabilities. Value of benefit claims payable at beginning of year2022-06-30$1,973,281
Did the plan have assets held for investment2022-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2022-06-30580692043
2021 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$6,857,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$7,925,199
Total income from all sources (including contributions)2021-06-30$52,038,649
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$49,571,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$47,062,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$52,038,620
Value of total assets at end of year2021-06-30$5,026,473
Value of total assets at beginning of year2021-06-30$3,626,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$2,508,657
Total interest from all sources2021-06-30$29
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Administrative expenses professional fees incurred2021-06-30$37,350
Was this plan covered by a fidelity bond2021-06-30No
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$24,473,176
Participant contributions at end of year2021-06-30$1,771,207
Participant contributions at beginning of year2021-06-30$1,005,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$561,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$144,670
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-06-30$878,905
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-06-30$837,040
Administrative expenses (other) incurred2021-06-30$78,770
Liabilities. Value of operating payables at end of year2021-06-30$4,005,404
Liabilities. Value of operating payables at beginning of year2021-06-30$4,585,135
Total non interest bearing cash at end of year2021-06-30$614,807
Total non interest bearing cash at beginning of year2021-06-30$15,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,467,580
Value of net assets at end of year (total assets less liabilities)2021-06-30$-1,831,117
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$-4,298,697
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$59,695
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$629,259
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$629,259
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-06-30$29
Expenses. Payments to insurance carriers foe the provision of benefits2021-06-30$6,258,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$27,565,444
Employer contributions (assets) at end of year2021-06-30$2,019,729
Employer contributions (assets) at beginning of year2021-06-30$1,831,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$40,804,255
Contract administrator fees2021-06-30$2,392,537
Liabilities. Value of benefit claims payable at end of year2021-06-30$1,973,281
Liabilities. Value of benefit claims payable at beginning of year2021-06-30$2,503,024
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-06-30$0
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2021-06-30580692043
2020 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$7,925,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$10,074,177
Total income from all sources (including contributions)2020-06-30$54,824,465
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$55,610,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$53,058,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$54,823,509
Value of total assets at end of year2020-06-30$3,626,502
Value of total assets at beginning of year2020-06-30$6,561,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$2,551,789
Total interest from all sources2020-06-30$956
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Administrative expenses professional fees incurred2020-06-30$44,055
Was this plan covered by a fidelity bond2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$25,473,389
Participant contributions at end of year2020-06-30$1,005,838
Participant contributions at beginning of year2020-06-30$1,872,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-06-30$144,670
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-06-30$102,079
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-06-30$837,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-06-30$1,401,610
Administrative expenses (other) incurred2020-06-30$111,875
Liabilities. Value of operating payables at end of year2020-06-30$4,585,135
Liabilities. Value of operating payables at beginning of year2020-06-30$4,459,078
Total non interest bearing cash at end of year2020-06-30$15,695
Total non interest bearing cash at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-785,697
Value of net assets at end of year (total assets less liabilities)2020-06-30$-4,298,697
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$-3,513,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$629,259
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$718,671
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$718,671
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-06-30$956
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$6,128,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$29,350,120
Employer contributions (assets) at end of year2020-06-30$1,831,040
Employer contributions (assets) at beginning of year2020-06-30$3,867,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$46,929,882
Contract administrator fees2020-06-30$2,395,859
Liabilities. Value of benefit claims payable at end of year2020-06-30$2,503,024
Liabilities. Value of benefit claims payable at beginning of year2020-06-30$4,213,489
Assets. Value of buildings and other operty used in plan operation at end of year2020-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-06-30$0
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2020-06-30580692043
2019 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$10,074,178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$7,801,026
Total income from all sources (including contributions)2019-06-30$51,860,019
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$55,834,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$53,295,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$51,856,247
Value of total assets at end of year2019-06-30$6,561,177
Value of total assets at beginning of year2019-06-30$8,262,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$2,538,497
Total interest from all sources2019-06-30$3,772
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$90,280
Was this plan covered by a fidelity bond2019-06-30No
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$25,784,047
Participant contributions at end of year2019-06-30$1,872,907
Participant contributions at beginning of year2019-06-30$1,860,576
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-06-30$102,079
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-06-30$95,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-06-30$1,401,611
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-06-30$934,137
Administrative expenses (other) incurred2019-06-30$98,126
Liabilities. Value of operating payables at end of year2019-06-30$4,459,078
Liabilities. Value of operating payables at beginning of year2019-06-30$4,767,471
Total non interest bearing cash at end of year2019-06-30$0
Total non interest bearing cash at beginning of year2019-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-3,974,324
Value of net assets at end of year (total assets less liabilities)2019-06-30$-3,513,001
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$461,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$718,671
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$1,729,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$1,729,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-06-30$3,772
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$5,826,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$26,072,200
Employer contributions (assets) at end of year2019-06-30$3,867,520
Employer contributions (assets) at beginning of year2019-06-30$4,577,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$47,469,479
Contract administrator fees2019-06-30$2,350,091
Liabilities. Value of benefit claims payable at end of year2019-06-30$4,213,489
Liabilities. Value of benefit claims payable at beginning of year2019-06-30$2,099,418
Assets. Value of buildings and other operty used in plan operation at end of year2019-06-30$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-06-30$514
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2019-06-30580692043
2018 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$7,801,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$7,791,610
Total income from all sources (including contributions)2018-06-30$53,154,890
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$53,360,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$50,718,800
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$53,152,059
Value of total assets at end of year2018-06-30$8,262,349
Value of total assets at beginning of year2018-06-30$8,458,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$2,642,039
Total interest from all sources2018-06-30$2,831
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$22,163
Was this plan covered by a fidelity bond2018-06-30No
If this is an individual account plan, was there a blackout period2018-06-30No
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$25,522,954
Participant contributions at end of year2018-06-30$1,860,576
Participant contributions at beginning of year2018-06-30$2,815,591
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-06-30$95,332
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-06-30$95,115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-06-30$72,470
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-06-30$934,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-06-30$1,274,380
Administrative expenses (other) incurred2018-06-30$158,806
Liabilities. Value of operating payables at end of year2018-06-30$4,767,471
Liabilities. Value of operating payables at beginning of year2018-06-30$4,264,724
Total non interest bearing cash at end of year2018-06-30$0
Total non interest bearing cash at beginning of year2018-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$-205,949
Value of net assets at end of year (total assets less liabilities)2018-06-30$461,323
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$667,272
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$1,729,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$929,982
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$929,982
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$2,831
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$5,912,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$27,629,105
Employer contributions (assets) at end of year2018-06-30$4,577,033
Employer contributions (assets) at beginning of year2018-06-30$4,634,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$44,710,712
Contract administrator fees2018-06-30$2,461,070
Liabilities. Value of benefit claims payable at end of year2018-06-30$2,099,418
Liabilities. Value of benefit claims payable at beginning of year2018-06-30$2,252,506
Assets. Value of buildings and other operty used in plan operation at end of year2018-06-30$514
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-06-30$6,681
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2018-06-30580692043
2017 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$7,791,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$6,638,098
Total income from all sources (including contributions)2017-06-30$53,169,163
Total loss/gain on sale of assets2017-06-30$85,799
Total of all expenses incurred2017-06-30$57,255,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$54,511,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$52,916,709
Value of total assets at end of year2017-06-30$8,458,882
Value of total assets at beginning of year2017-06-30$11,391,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$2,743,144
Total interest from all sources2017-06-30$324
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$166,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$166,331
Administrative expenses professional fees incurred2017-06-30$23,250
Was this plan covered by a fidelity bond2017-06-30No
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$25,102,056
Participant contributions at end of year2017-06-30$2,815,591
Participant contributions at beginning of year2017-06-30$2,817,258
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-06-30$192,656
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$72,470
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$73,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$1,274,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$674,273
Administrative expenses (other) incurred2017-06-30$360,869
Liabilities. Value of operating payables at end of year2017-06-30$4,264,724
Liabilities. Value of operating payables at beginning of year2017-06-30$4,478,169
Total non interest bearing cash at end of year2017-06-30$0
Total non interest bearing cash at beginning of year2017-06-30$4,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-4,085,963
Value of net assets at end of year (total assets less liabilities)2017-06-30$667,272
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$4,753,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$3,873,645
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$929,982
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$525,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$525,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$324
Expenses. Payments to insurance carriers foe the provision of benefits2017-06-30$5,924,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$27,814,653
Employer contributions (assets) at end of year2017-06-30$4,634,158
Employer contributions (assets) at beginning of year2017-06-30$4,084,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$48,394,491
Contract administrator fees2017-06-30$2,359,025
Liabilities. Value of benefit claims payable at end of year2017-06-30$2,252,506
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$1,485,656
Assets. Value of buildings and other operty used in plan operation at end of year2017-06-30$6,681
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-06-30$12,847
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Aggregate proceeds on sale of assets2017-06-30$4,104,831
Aggregate carrying amount (costs) on sale of assets2017-06-30$4,019,032
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30MAULDIN & JENKINS, LLC
Accountancy firm EIN2017-06-30580692043
2016 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$6,638,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$4,359,079
Total income from all sources (including contributions)2016-06-30$47,179,472
Total loss/gain on sale of assets2016-06-30$-78,009
Total of all expenses incurred2016-06-30$52,439,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$49,398,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$47,028,137
Value of total assets at end of year2016-06-30$11,391,333
Value of total assets at beginning of year2016-06-30$14,372,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,040,798
Total interest from all sources2016-06-30$251
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$251,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$251,107
Administrative expenses professional fees incurred2016-06-30$23,250
Was this plan covered by a fidelity bond2016-06-30No
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$24,828,575
Participant contributions at end of year2016-06-30$2,817,258
Participant contributions at beginning of year2016-06-30$1,955,794
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-06-30$187,611
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$73,290
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$41,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$674,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$468,345
Administrative expenses (other) incurred2016-06-30$385,379
Liabilities. Value of operating payables at end of year2016-06-30$4,478,169
Liabilities. Value of operating payables at beginning of year2016-06-30$3,679,650
Total non interest bearing cash at end of year2016-06-30$4,411
Total non interest bearing cash at beginning of year2016-06-30$32,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-5,259,730
Value of net assets at end of year (total assets less liabilities)2016-06-30$4,753,235
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$10,012,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$3,873,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$6,410,840
Value of interest in common/collective trusts at end of year2016-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$525,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,968,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,968,406
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$251
Expenses. Payments to insurance carriers foe the provision of benefits2016-06-30$5,701,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-22,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$22,199,562
Employer contributions (assets) at end of year2016-06-30$4,084,075
Employer contributions (assets) at beginning of year2016-06-30$3,963,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$43,509,685
Contract administrator fees2016-06-30$2,632,169
Liabilities. Value of benefit claims payable at end of year2016-06-30$1,485,656
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$211,084
Assets. Value of buildings and other operty used in plan operation at end of year2016-06-30$12,847
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Aggregate proceeds on sale of assets2016-06-30$2,600,000
Aggregate carrying amount (costs) on sale of assets2016-06-30$2,678,009
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30JOHNSON & FIELDS, LLC
Accountancy firm EIN2016-06-30452260375
2015 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$4,359,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$5,659,136
Total income from all sources (including contributions)2015-06-30$47,083,405
Total loss/gain on sale of assets2015-06-30$-44,045
Total of all expenses incurred2015-06-30$44,749,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$41,886,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$46,995,481
Value of total assets at end of year2015-06-30$14,372,044
Value of total assets at beginning of year2015-06-30$13,337,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$2,862,420
Total interest from all sources2015-06-30$210
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$322,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$322,188
Administrative expenses professional fees incurred2015-06-30$23,150
Was this plan covered by a fidelity bond2015-06-30No
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$23,704,874
Participant contributions at end of year2015-06-30$1,955,794
Participant contributions at beginning of year2015-06-30$1,702,263
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-06-30$130,821
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$41,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$44,966
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$468,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$377,787
Administrative expenses (other) incurred2015-06-30$486,910
Liabilities. Value of operating payables at end of year2015-06-30$3,679,650
Liabilities. Value of operating payables at beginning of year2015-06-30$4,010,374
Total non interest bearing cash at end of year2015-06-30$32,225
Total non interest bearing cash at beginning of year2015-06-30$5,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,334,359
Value of net assets at end of year (total assets less liabilities)2015-06-30$10,012,965
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,678,606
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$6,410,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$6,467,444
Value of interest in common/collective trusts at end of year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,968,406
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$1,332,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$1,332,593
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$210
Expenses. Payments to insurance carriers foe the provision of benefits2015-06-30$5,190,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-190,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$23,290,607
Employer contributions (assets) at end of year2015-06-30$3,963,657
Employer contributions (assets) at beginning of year2015-06-30$3,784,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$36,565,061
Contract administrator fees2015-06-30$2,352,360
Liabilities. Value of benefit claims payable at end of year2015-06-30$211,084
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$1,270,975
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Aggregate proceeds on sale of assets2015-06-30$1,500,000
Aggregate carrying amount (costs) on sale of assets2015-06-30$1,544,045
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30JOHNSON & FIELDS, LLC
Accountancy firm EIN2015-06-30452260375
2014 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$5,659,136
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$4,484,544
Total income from all sources (including contributions)2014-06-30$42,146,269
Total of all expenses incurred2014-06-30$44,358,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$41,943,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$41,617,030
Value of total assets at end of year2014-06-30$13,337,742
Value of total assets at beginning of year2014-06-30$14,375,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$2,415,745
Total interest from all sources2014-06-30$12,921
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$195,670
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$195,670
Administrative expenses professional fees incurred2014-06-30$21,085
Was this plan covered by a fidelity bond2014-06-30No
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$21,979,132
Participant contributions at end of year2014-06-30$1,702,263
Participant contributions at beginning of year2014-06-30$1,552,567
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-06-30$197,754
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$44,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$41,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$377,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$376,769
Administrative expenses (other) incurred2014-06-30$9,040
Liabilities. Value of operating payables at end of year2014-06-30$4,010,374
Liabilities. Value of operating payables at beginning of year2014-06-30$3,016,525
Total non interest bearing cash at end of year2014-06-30$5,616
Total non interest bearing cash at beginning of year2014-06-30$5,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-2,212,543
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,678,606
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$9,891,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$6,467,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$5,041,996
Value of interest in common/collective trusts at end of year2014-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$1,332,593
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$4,415,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$4,415,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$12,921
Expenses. Payments to insurance carriers foe the provision of benefits2014-06-30$4,488,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$320,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$19,637,898
Employer contributions (assets) at end of year2014-06-30$3,784,860
Employer contributions (assets) at beginning of year2014-06-30$3,319,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$37,256,444
Contract administrator fees2014-06-30$2,385,620
Liabilities. Value of benefit claims payable at end of year2014-06-30$1,270,975
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$1,091,250
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30JOHNSON & FIELDS, LLC
Accountancy firm EIN2014-06-30452260375
2013 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$4,484,544
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$4,955,986
Total income from all sources (including contributions)2013-06-30$40,134,328
Total of all expenses incurred2013-06-30$40,751,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$38,150,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$40,070,888
Value of total assets at end of year2013-06-30$14,375,693
Value of total assets at beginning of year2013-06-30$15,464,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$2,600,500
Total interest from all sources2013-06-30$11,644
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$46,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$46,274
Administrative expenses professional fees incurred2013-06-30$18,045
Was this plan covered by a fidelity bond2013-06-30No
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$21,105,636
Participant contributions at end of year2013-06-30$1,552,567
Participant contributions at beginning of year2013-06-30$1,460,940
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$169,916
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$41,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$201,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$376,769
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$129,802
Administrative expenses (other) incurred2013-06-30$424
Liabilities. Value of operating payables at end of year2013-06-30$3,016,525
Liabilities. Value of operating payables at beginning of year2013-06-30$3,353,050
Total non interest bearing cash at end of year2013-06-30$5,000
Total non interest bearing cash at beginning of year2013-06-30$640,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-616,971
Value of net assets at end of year (total assets less liabilities)2013-06-30$9,891,149
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$10,508,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$5,041,996
Value of interest in common/collective trusts at end of year2013-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$4,415,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$11,689,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$11,689,646
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$11,644
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$4,276,066
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$5,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$18,965,252
Employer contributions (assets) at end of year2013-06-30$3,319,033
Employer contributions (assets) at beginning of year2013-06-30$1,471,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$33,704,817
Contract administrator fees2013-06-30$2,582,031
Liabilities. Value of benefit claims payable at end of year2013-06-30$1,091,250
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$1,473,134
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30JOHNSON & FIELDS, LLC
Accountancy firm EIN2013-06-30452260375
2012 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$4,955,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$4,094,792
Total income from all sources (including contributions)2012-06-30$39,554,170
Total of all expenses incurred2012-06-30$38,866,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$36,116,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$39,545,653
Value of total assets at end of year2012-06-30$15,464,107
Value of total assets at beginning of year2012-06-30$13,914,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$2,749,326
Total interest from all sources2012-06-30$8,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$35,128
Was this plan covered by a fidelity bond2012-06-30No
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$15,222,717
Participant contributions at end of year2012-06-30$1,460,940
Participant contributions at beginning of year2012-06-30$2,740,265
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$3,889,199
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$173,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$201,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$335,600
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$129,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$326,203
Administrative expenses (other) incurred2012-06-30$318
Liabilities. Value of operating payables at end of year2012-06-30$3,353,050
Liabilities. Value of operating payables at beginning of year2012-06-30$3,285,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$688,015
Value of net assets at end of year (total assets less liabilities)2012-06-30$10,508,121
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$9,820,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$12,330,536
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$6,999,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$6,999,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$8,517
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$3,913,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$20,433,737
Employer contributions (assets) at end of year2012-06-30$1,471,509
Employer contributions (assets) at beginning of year2012-06-30$3,840,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$32,030,185
Contract administrator fees2012-06-30$2,713,880
Liabilities. Value of benefit claims payable at end of year2012-06-30$1,473,134
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$482,616
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30JOHNSON & FIELDS, LLC
Accountancy firm EIN2012-06-30452260375
2011 : PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,094,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$4,226,682
Total income from all sources (including contributions)2011-06-30$38,106,599
Total of all expenses incurred2011-06-30$30,960,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$28,133,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$38,105,431
Value of total assets at end of year2011-06-30$13,914,898
Value of total assets at beginning of year2011-06-30$6,900,351
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$2,826,806
Total interest from all sources2011-06-30$1,168
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$10,580
Was this plan covered by a fidelity bond2011-06-30No
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$13,550,790
Participant contributions at end of year2011-06-30$2,740,265
Participant contributions at beginning of year2011-06-30$1,782,014
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$1,781,124
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$242,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$335,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$41,122
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$326,203
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$22,351
Administrative expenses (other) incurred2011-06-30$210
Liabilities. Value of operating payables at end of year2011-06-30$3,285,973
Liabilities. Value of operating payables at beginning of year2011-06-30$2,736,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$7,146,437
Value of net assets at end of year (total assets less liabilities)2011-06-30$9,820,106
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,673,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$6,999,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,498,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,498,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$1,168
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$1,798,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$22,773,517
Employer contributions (assets) at end of year2011-06-30$3,840,003
Employer contributions (assets) at beginning of year2011-06-30$3,578,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$26,092,385
Contract administrator fees2011-06-30$2,816,016
Liabilities. Value of benefit claims payable at end of year2011-06-30$482,616
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$1,468,130
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30JOHNSON & FIELDS, LLC
Accountancy firm EIN2011-06-30452260375

Form 5500 Responses for PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN

2021: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedYes
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: PRUITT CORPORATION EMPLOYEE WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30085008
Policy instance 5
Insurance contract or identification number30085008
Number of Individuals Covered5173
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $461,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 4
Insurance contract or identification number203431
Number of Individuals Covered5410
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,963,330
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberNA
Policy instance 3
Insurance contract or identification numberNA
Number of Individuals Covered4019
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number16179
Policy instance 2
Insurance contract or identification number16179
Number of Individuals Covered8934
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $120,359
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,407,966
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,983
Insurance broker organization code?3
BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 )
Policy contract number174523
Policy instance 1
Insurance contract or identification number174523
Number of Individuals Covered4366
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $171,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number16179
Policy instance 1
Insurance contract or identification number16179
Number of Individuals Covered9836
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $247,381
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,808,430
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $247,381
Insurance broker organization code?3
UNICO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUSLP0001
Policy instance 4
Insurance contract or identification numberUSLP0001
Number of Individuals Covered3607
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $189,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 3
Insurance contract or identification number203431
Number of Individuals Covered4772
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,981,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30085008
Policy instance 5
Insurance contract or identification number30085008
Number of Individuals Covered5454
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $473,292
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NAVITUS HEALTH SOLUTIONS (National Association of Insurance Commissioners NAIC id number: )
Policy contract numberNA
Policy instance 2
Insurance contract or identification numberNA
Number of Individuals Covered4227
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $4,235,699
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 2
Insurance contract or identification number203431
Number of Individuals Covered4901
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,869,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30085008
Policy instance 4
Insurance contract or identification number30085008
Number of Individuals Covered5726
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $496,842
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number16179
Policy instance 1
Insurance contract or identification number16179
Number of Individuals Covered10579
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $239,485
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,660,947
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $239,485
Insurance broker organization code?3
UNICO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUSLP0001
Policy instance 3
Insurance contract or identification numberUSLP0001
Number of Individuals Covered3607
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $123,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNICO INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberUSLP0001
Policy instance 4
Insurance contract or identification numberUSLP0001
Number of Individuals Covered3607
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $195,000
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 number
Policy instance 1
Number of Individuals Covered10619
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $451,860
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number16179
Policy instance 2
Insurance contract or identification number16179
Number of Individuals Covered11544
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $215,924
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,606,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $215,924
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 3
Insurance contract or identification number203431
Number of Individuals Covered4797
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,703,047
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL32878
Policy instance 4
Insurance contract or identification numberHCL32878
Number of Individuals Covered6751
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $191,897
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 3
Insurance contract or identification number203431
Number of Individuals Covered5444
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,695,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number16179
Policy instance 2
Insurance contract or identification number16179
Number of Individuals Covered11660
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $272,239
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $2,722,389
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 number
Policy instance 1
Number of Individuals Covered10251
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare 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 $514,867
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 2
Insurance contract or identification number203431
Number of Individuals Covered4323
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $604,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number201105
Policy instance 3
Insurance contract or identification number201105
Number of Individuals Covered6314
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Welfare Benefit Premiums Paid to CarrierUSD $178,624
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number16179
Policy instance 4
Insurance contract or identification number16179
Number of Individuals Covered10762
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $243,023
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,532,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $243,023
Insurance broker organization code?3
Insurance broker nameMCFRIFF, SEIBELS & WILLIAMS
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350640
Policy instance 1
Insurance contract or identification number010-350640
Number of Individuals Covered13173
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of fees paid to insurance companyUSD $9,904
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $486,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9904
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameMCGRIFF SEIBELS & WILLIAMS OF GA
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number16179
Policy instance 6
Insurance contract or identification number16179
Number of Individuals Covered10747
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $77,558
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,532,573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77,558
Insurance broker organization code?3
Insurance broker nameMCFRIFF, SEIBELS & WILLIAMS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number201105
Policy instance 5
Insurance contract or identification number201105
Number of Individuals Covered5877
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Welfare Benefit Premiums Paid to CarrierUSD $139,636
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 3
Insurance contract or identification number203431
Number of Individuals Covered690
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $196,093
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC-GA
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 2
Insurance contract or identification number203431
Number of Individuals Covered14
Insurance policy start date2013-01-01
Insurance policy end date2014-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $623,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350640
Policy instance 1
Insurance contract or identification number010-350640
Number of Individuals Covered13085
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $25,843
Total amount of fees paid to insurance companyUSD $8,015
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $411,732
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,843
Amount paid for insurance broker fees8015
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameMCGRIFF SEIBELS & WILLIAMS OF GA
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 4
Insurance contract or identification number203431
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $34,758
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,528,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,758
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS OF GA
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 4
Insurance contract or identification number203431
Number of Individuals Covered1195
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $207,949
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,385,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $207,949
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 3
Insurance contract or identification number203431
Number of Individuals Covered1195
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $35,485
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $236,334
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,485
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS OF GA
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number16179
Policy instance 6
Insurance contract or identification number16179
Number of Individuals Covered10242
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $288,557
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,439,458
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $288,557
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350640
Policy instance 1
Insurance contract or identification number010-350640
Number of Individuals Covered5679
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $62,215
Total amount of fees paid to insurance companyUSD $20,259
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $589,666
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,215
Amount paid for insurance broker fees20259
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameMCGRIFF SEIBELS & WILLIAMS OF GA
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 2
Insurance contract or identification number203431
Number of Individuals Covered1201
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $104,882
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $696,048
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $104,882
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC-GA
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number201105
Policy instance 5
Insurance contract or identification number201105
Number of Individuals Covered5938
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $19,584
Welfare Benefit Premiums Paid to CarrierUSD $205,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,584
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 2
Insurance contract or identification number203431
Number of Individuals Covered1170
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $197,475
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,316,497
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $197,475
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number201105
Policy instance 1
Insurance contract or identification number201105
Number of Individuals Covered5921
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,150
Welfare Benefit Premiums Paid to CarrierUSD $91,499
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,150
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS OF GA
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350640
Policy instance 5
Insurance contract or identification number010-350640
Number of Individuals Covered25554
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $295,270
Total amount of fees paid to insurance companyUSD $16,415
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,521,295
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $295,270
Amount paid for insurance broker fees16415
Additional information about fees paid to insurance brokerADMINISTRATIVE
Insurance broker organization code?3
Insurance broker nameMCGRIFF SEIBELS & WILLIAMS OF GA
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 4
Insurance contract or identification number203431
Number of Individuals Covered1157
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $95,164
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $630,966
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $95,164
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC-GA
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 3
Insurance contract or identification number203431
Number of Individuals Covered1170
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $33,807
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $225,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,807
Insurance broker organization code?3
Insurance broker nameMCGRIFF, SEIBELS & WILLIAMS, INC
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract number9702770
Policy instance 7
Insurance contract or identification number9702770
Number of Individuals Covered31
Insurance policy start date2011-01-01
Insurance policy end date2011-05-11
Total amount of commissions paid to insurance brokerUSD $36
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $596
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number201105
Policy instance 1
Insurance contract or identification number201105
Number of Individuals Covered6039
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $25,633
Welfare Benefit Premiums Paid to CarrierUSD $256,328
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract number9687427
Policy instance 8
Insurance contract or identification number9687427
Number of Individuals Covered8332
Insurance policy start date2011-01-01
Insurance policy end date2011-05-11
Total amount of commissions paid to insurance brokerUSD $15,891
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $264,845
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 )
Policy contract number9812835
Policy instance 2
Insurance contract or identification number9812835
Number of Individuals Covered24
Insurance policy start date2011-05-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $21
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $790
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 62146 )
Policy contract number9812843
Policy instance 3
Insurance contract or identification number9812843
Number of Individuals Covered6609
Insurance policy start date2011-05-01
Insurance policy end date2011-12-31
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $214,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 4
Insurance contract or identification number203431
Number of Individuals Covered1127
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $141,901
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $810,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 5
Insurance contract or identification number203431
Number of Individuals Covered1127
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $22,264
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $138,834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 6
Insurance contract or identification number203431
Number of Individuals Covered1120
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $93,977
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $607,670
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350640
Policy instance 9
Insurance contract or identification number010-350640
Number of Individuals Covered12966
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $294,544
Total amount of fees paid to insurance companyUSD $7,875
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,231,807
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 146267
Policy instance 4
Insurance contract or identification numberGL 146267
Number of Individuals Covered934
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,990
Other welfare benefits providedGROUP LIFE AND ADD
Welfare Benefit Premiums Paid to CarrierUSD $113,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-350640
Policy instance 11
Insurance contract or identification number010-350640
Number of Individuals Covered12546
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $127,173
Total amount of fees paid to insurance companyUSD $1,375
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberLTD 118713
Policy instance 7
Insurance contract or identification numberLTD 118713
Number of Individuals Covered939
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $17,526
Total amount of fees paid to insurance companyUSD $2,877
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $116,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract number9687427
Policy instance 10
Insurance contract or identification number9687427
Number of Individuals Covered7843
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,402
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $306,706
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number201105
Policy instance 1
Insurance contract or identification number201105
Number of Individuals Covered6506
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $26,223
Welfare Benefit Premiums Paid to CarrierUSD $246,305
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number203431
Policy instance 2
Insurance contract or identification number203431
Number of Individuals Covered2520
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $95,967
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $453,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 128326
Policy instance 3
Insurance contract or identification numberGL 128326
Number of Individuals Covered455
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $93
Other welfare benefits providedGROUP LIFE & ADD
Welfare Benefit Premiums Paid to CarrierUSD $4,630
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SECURITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68721 )
Policy contract number9702770
Policy instance 9
Insurance contract or identification number9702770
Number of Individuals Covered61
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $94
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,421
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberG 159997
Policy instance 8
Insurance contract or identification numberG 159997
Number of Individuals Covered939
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $37,005
Total amount of fees paid to insurance companyUSD $5,783
Other welfare benefits providedWEEKLY INCOME
Welfare Benefit Premiums Paid to CarrierUSD $207,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberVPS 325226
Policy instance 6
Insurance contract or identification numberVPS 325226
Number of Individuals Covered2861
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $110,273
Total amount of fees paid to insurance companyUSD $30,353
Other welfare benefits providedVOLUNTARY SHORT TERM DISABILITY
Welfare Benefit Premiums Paid to CarrierUSD $1,102,733
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract numberGL 146567
Policy instance 5
Insurance contract or identification numberGL 146567
Number of Individuals Covered16
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $215
Other welfare benefits providedGROUP LIFE AND ADD
Welfare Benefit Premiums Paid to CarrierUSD $1,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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