?>
Logo

HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 401k Plan overview

Plan NameHUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN
Plan identification number 502

HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Long-term disability cover

401k Sponsoring company profile

HUNTER, MACLEAN, EXLEY & DUNN, P.C. has sponsored the creation of one or more 401k plans.

Company Name:HUNTER, MACLEAN, EXLEY & DUNN, P.C.
Employer identification number (EIN):582211993
NAIC Classification:541110
NAIC Description:Offices of Lawyers

Additional information about HUNTER, MACLEAN, EXLEY & DUNN, P.C.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date: 1995-08-11
Company Identification Number: 952117
Legal Registered Office Address: 200 E SAINT JULIAN ST

SAVANNAH
United States of America (USA)
31401-2700

More information about HUNTER, MACLEAN, EXLEY & DUNN, P.C.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-07-01
5022020-07-01
5022019-07-01
5022018-07-01
5022017-07-01
5022016-07-01JOHN VANDAVEER
5022015-07-01JOHN VANDAVEER
5022015-07-01JOHN VANDAVEER JOHN VANDAVEER
5022015-07-01JOHN VANDAVEER ARNOLD YOUNG
5022015-07-01 JOHN VANDAVEER
5022014-07-01JOHN A. VANDAVEER
5022013-07-01JOHN VANDAVEER
5022012-07-01JOHN VANDAVEER
5022011-07-01JOHN VANDAVEER
5022009-07-01ARNOLD YOUNG
5022009-07-01JOHN A. VANDAVEER
5022009-07-01JOHN A. VANDAVEER

Plan Statistics for HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN

401k plan membership statisitcs for HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN

Measure Date Value
2021: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-0189
Total number of active participants reported on line 7a of the Form 55002021-07-0178
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-0178
2020: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-0194
Total number of active participants reported on line 7a of the Form 55002020-07-0188
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-0189
2019: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-0197
Total number of active participants reported on line 7a of the Form 55002019-07-0193
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-0194
2018: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-0198
Total number of active participants reported on line 7a of the Form 55002018-07-0197
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 participants2018-07-0197
2017: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-0192
Total number of active participants reported on line 7a of the Form 55002017-07-0198
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-0198
2016: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-0193
Total number of active participants reported on line 7a of the Form 55002016-07-0192
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-0192
2015: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-0190
Total number of active participants reported on line 7a of the Form 55002015-07-0193
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-0193
2014: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01107
Total number of active participants reported on line 7a of the Form 55002014-07-0190
Number of retired or separated participants receiving benefits2014-07-011
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-0191
2013: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01107
Total number of active participants reported on line 7a of the Form 55002013-07-01107
Number of retired or separated participants receiving benefits2013-07-010
Total of all active and inactive participants2013-07-01107
2012: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01121
Total number of active participants reported on line 7a of the Form 55002012-07-01107
Number of retired or separated participants receiving benefits2012-07-010
Total of all active and inactive participants2012-07-01107
2011: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01112
Total number of active participants reported on line 7a of the Form 55002011-07-01117
Number of retired or separated participants receiving benefits2011-07-014
Total of all active and inactive participants2011-07-01121
2009: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01102
Total number of active participants reported on line 7a of the Form 55002009-07-01108
Number of retired or separated participants receiving benefits2009-07-013
Total of all active and inactive participants2009-07-01111

Financial Data on HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN

Measure Date Value
2022 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2022 401k financial data
Total income from all sources2022-06-30$1,815,471
Expenses. Total of all expenses incurred2022-06-30$1,806,232
Benefits paid (including direct rollovers)2022-06-30$1,799,460
Total plan assets at end of year2022-06-30$39,673
Total plan assets at beginning of year2022-06-30$30,434
Value of fidelity bond covering the plan2022-06-30$500,000
Expenses. Other expenses not covered elsewhere2022-06-30$600
Net income (gross income less expenses)2022-06-30$9,239
Net plan assets at end of year (total assets less liabilities)2022-06-30$39,673
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$30,434
Total contributions received or receivable from employer(s)2022-06-30$1,815,471
Expenses. Administrative service providers (salaries,fees and commissions)2022-06-30$6,172
2021 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2021 401k financial data
Total income from all sources2021-06-30$1,071,664
Expenses. Total of all expenses incurred2021-06-30$1,071,524
Benefits paid (including direct rollovers)2021-06-30$1,044,421
Total plan assets at end of year2021-06-30$30,434
Total plan assets at beginning of year2021-06-30$30,294
Expenses. Other expenses not covered elsewhere2021-06-30$640
Net income (gross income less expenses)2021-06-30$140
Net plan assets at end of year (total assets less liabilities)2021-06-30$30,434
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$30,294
Total contributions received or receivable from employer(s)2021-06-30$1,071,664
Expenses. Administrative service providers (salaries,fees and commissions)2021-06-30$26,463
2020 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2020 401k financial data
Total income from all sources2020-06-30$1,187,437
Expenses. Total of all expenses incurred2020-06-30$1,208,160
Benefits paid (including direct rollovers)2020-06-30$1,181,376
Total plan assets at end of year2020-06-30$30,294
Total plan assets at beginning of year2020-06-30$51,017
Total contributions received or receivable from participants2020-06-30$2,133
Expenses. Other expenses not covered elsewhere2020-06-30$4,342
Net income (gross income less expenses)2020-06-30$-20,723
Net plan assets at end of year (total assets less liabilities)2020-06-30$30,294
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$51,017
Total contributions received or receivable from employer(s)2020-06-30$1,185,304
Expenses. Administrative service providers (salaries,fees and commissions)2020-06-30$22,442
2019 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2019 401k financial data
Total income from all sources2019-06-30$1,230,904
Expenses. Total of all expenses incurred2019-06-30$1,212,468
Benefits paid (including direct rollovers)2019-06-30$997,428
Total plan assets at end of year2019-06-30$51,017
Total plan assets at beginning of year2019-06-30$32,581
Expenses. Other expenses not covered elsewhere2019-06-30$33,096
Net income (gross income less expenses)2019-06-30$18,436
Net plan assets at end of year (total assets less liabilities)2019-06-30$51,017
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$32,581
Total contributions received or receivable from employer(s)2019-06-30$1,230,904
Expenses. Administrative service providers (salaries,fees and commissions)2019-06-30$181,944
2017 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2017 401k financial data
Total income from all sources2017-06-30$1,374,149
Expenses. Total of all expenses incurred2017-06-30$1,357,114
Benefits paid (including direct rollovers)2017-06-30$1,174,784
Total plan assets at end of year2017-06-30$17,404
Total plan assets at beginning of year2017-06-30$369
Expenses. Other expenses not covered elsewhere2017-06-30$19,082
Net income (gross income less expenses)2017-06-30$17,035
Net plan assets at end of year (total assets less liabilities)2017-06-30$17,404
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$369
Total contributions received or receivable from employer(s)2017-06-30$1,374,149
Expenses. Administrative service providers (salaries,fees and commissions)2017-06-30$163,248
2016 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2016 401k financial data
Total income from all sources2016-06-30$1,063,579
Expenses. Total of all expenses incurred2016-06-30$1,070,109
Benefits paid (including direct rollovers)2016-06-30$839,517
Total plan assets at end of year2016-06-30$369
Total plan assets at beginning of year2016-06-30$6,899
Expenses. Other expenses not covered elsewhere2016-06-30$39,961
Net income (gross income less expenses)2016-06-30$-6,530
Net plan assets at end of year (total assets less liabilities)2016-06-30$369
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$6,899
Total contributions received or receivable from employer(s)2016-06-30$1,063,579
Expenses. Administrative service providers (salaries,fees and commissions)2016-06-30$190,631
2015 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2015 401k financial data
Total income from all sources2015-06-30$1,156,552
Expenses. Total of all expenses incurred2015-06-30$1,151,064
Benefits paid (including direct rollovers)2015-06-30$909,315
Total plan assets at end of year2015-06-30$6,899
Total plan assets at beginning of year2015-06-30$1,411
Expenses. Other expenses not covered elsewhere2015-06-30$36,579
Net income (gross income less expenses)2015-06-30$5,488
Net plan assets at end of year (total assets less liabilities)2015-06-30$6,899
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$1,411
Total contributions received or receivable from employer(s)2015-06-30$1,156,552
Expenses. Administrative service providers (salaries,fees and commissions)2015-06-30$205,170
2014 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2014 401k financial data
Total income from all sources2014-06-30$1,274,917
Expenses. Total of all expenses incurred2014-06-30$1,274,389
Benefits paid (including direct rollovers)2014-06-30$1,029,030
Total plan assets at end of year2014-06-30$1,411
Total plan assets at beginning of year2014-06-30$883
Expenses. Other expenses not covered elsewhere2014-06-30$245,359
Contributions received from other sources (not participants or employers)2014-06-30$1,274,917
Net income (gross income less expenses)2014-06-30$528
Net plan assets at end of year (total assets less liabilities)2014-06-30$1,411
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$883
2013 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2013 401k financial data
Total income from all sources2013-06-30$1,214,559
Expenses. Total of all expenses incurred2013-06-30$1,214,006
Benefits paid (including direct rollovers)2013-06-30$969,300
Total plan assets at end of year2013-06-30$883
Total plan assets at beginning of year2013-06-30$330
Expenses. Other expenses not covered elsewhere2013-06-30$244,706
Contributions received from other sources (not participants or employers)2013-06-30$1,214,559
Net income (gross income less expenses)2013-06-30$553
Net plan assets at end of year (total assets less liabilities)2013-06-30$883
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$330
2012 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2012 401k financial data
Total income from all sources2012-06-30$939,305
Expenses. Total of all expenses incurred2012-06-30$939,743
Benefits paid (including direct rollovers)2012-06-30$666,351
Total plan assets at end of year2012-06-30$330
Total plan assets at beginning of year2012-06-30$768
Contributions received from other sources (not participants or employers)2012-06-30$939,305
Net income (gross income less expenses)2012-06-30$-438
Net plan assets at end of year (total assets less liabilities)2012-06-30$330
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$768
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$273,392

Form 5500 Responses for HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN

2021: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedYes
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – Section 412(e)(3) insurance ContractsYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 2
Insurance contract or identification number154612
Number of Individuals Covered92
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $9,902
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,902
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00568235
Policy instance 6
Insurance contract or identification number00568235
Number of Individuals Covered82
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $891
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,784
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $891
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 5
Insurance contract or identification numberE9956020
Number of Individuals Covered13
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,007
Other welfare benefits providedSUPPLEMENTAL & CAFETERIA
Welfare Benefit Premiums Paid to CarrierUSD $13,383
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $292
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-040881
Policy instance 4
Insurance contract or identification number010-040881
Number of Individuals Covered69
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,545
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,545
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number7028-20210-C
Policy instance 3
Insurance contract or identification number7028-20210-C
Number of Individuals Covered82
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of fees paid to insurance companyUSD $18,695
Welfare Benefit Premiums Paid to CarrierUSD $225,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees18695
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number8623444, ETC.
Policy instance 7
Insurance contract or identification number8623444, ETC.
Number of Individuals Covered8
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $737
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $636
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 1
Insurance contract or identification number154612
Number of Individuals Covered94
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
Total amount of commissions paid to insurance brokerUSD $7,712
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,703
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,712
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 2
Insurance contract or identification number154612
Number of Individuals Covered94
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $10,772
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $68,593
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,772
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 1
Insurance contract or identification number154612
Number of Individuals Covered95
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $8,398
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $78,315
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,398
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-040881
Policy instance 5
Insurance contract or identification number010-040881
Number of Individuals Covered145
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $1,364
Total amount of fees paid to insurance companyUSD $304
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $13,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,364
Amount paid for insurance broker fees304
Insurance broker organization code?3
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number7028-20210-C
Policy instance 3
Insurance contract or identification number7028-20210-C
Number of Individuals Covered81
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $32,352
Welfare Benefit Premiums Paid to CarrierUSD $215,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,352
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number104779
Policy instance 4
Insurance contract or identification number104779
Number of Individuals Covered1
Insurance policy start date2020-09-18
Insurance policy end date2021-09-17
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractWHOLE LIFE
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 6
Insurance contract or identification numberE9956020
Number of Individuals Covered14
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,295
Other welfare benefits providedSUPPLEMENTAL & CAFETERIA
Welfare Benefit Premiums Paid to CarrierUSD $17,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $383
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00568235
Policy instance 7
Insurance contract or identification number00568235
Number of Individuals Covered84
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $89,117
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 2
Insurance contract or identification number154612
Number of Individuals Covered93
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $10,353
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,353
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 1
Insurance contract or identification number154612
Number of Individuals Covered93
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $8,119
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,119
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number05917852
Policy instance 6
Insurance contract or identification number05917852
Number of Individuals Covered82
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $5,647
Total amount of fees paid to insurance companyUSD $92
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,647
Amount paid for insurance broker fees46
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number7028-2019-C
Policy instance 3
Insurance contract or identification number7028-2019-C
Number of Individuals Covered77
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $31,953
Welfare Benefit Premiums Paid to CarrierUSD $213,020
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,953
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number104779
Policy instance 4
Insurance contract or identification number104779
Number of Individuals Covered2
Insurance policy start date2019-09-18
Insurance policy end date2020-09-17
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractWHOLE LIFE
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-040881
Policy instance 5
Insurance contract or identification number010-040881
Number of Individuals Covered154
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $1,542
Total amount of fees paid to insurance companyUSD $181
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,542
Amount paid for insurance broker fees60
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 7
Insurance contract or identification numberE9956020
Number of Individuals Covered19
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,493
Other welfare benefits providedSUPPLEMENTAL & CAFETERIA
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $437
Insurance broker organization code?3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00568235
Policy instance 8
Insurance contract or identification number00568235
Number of Individuals Covered82
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 1
Insurance contract or identification number154612
Number of Individuals Covered100
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $6,891
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $69,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $510
Additional information about fees paid to insurance brokerCONTINGENT COMPENSATION
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 2
Insurance contract or identification number154612
Number of Individuals Covered100
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
Total amount of commissions paid to insurance brokerUSD $8,348
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $57,321
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,924
Insurance broker organization code?3
Additional information about fees paid to insurance brokerCONTINGENT COMPESATION
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number7028-2018-C
Policy instance 3
Insurance contract or identification number7028-2018-C
Number of Individuals Covered74
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $26,000
Welfare Benefit Premiums Paid to CarrierUSD $173,336
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,000
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-040881
Policy instance 5
Insurance contract or identification number010-040881
Number of Individuals Covered151
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $1,217
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,166
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,217
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number104779
Policy instance 4
Insurance contract or identification number104779
Number of Individuals Covered2
Insurance policy start date2018-09-18
Insurance policy end date2019-09-17
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractWHOLE LIFE
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number05917852
Policy instance 6
Insurance contract or identification number05917852
Number of Individuals Covered224
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $4,884
Total amount of fees paid to insurance companyUSD $193
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $76,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,046
Amount paid for insurance broker fees193
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 7
Insurance contract or identification numberE9956020
Number of Individuals Covered21
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,842
Total amount of fees paid to insurance companyUSD $182
Other welfare benefits providedSUPPLEMENTAL & CAFETERIA
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $542
Amount paid for insurance broker fees58
Insurance broker organization code?3
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 7
Insurance contract or identification numberE9956020
Number of Individuals Covered21
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $1,842
Total amount of fees paid to insurance companyUSD $182
Other welfare benefits providedSUPPLEMENTAL & CAFETERIA
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05917852
Policy instance 6
Insurance contract or identification numberTM05917852
Number of Individuals Covered248
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $7,464
Total amount of fees paid to insurance companyUSD $623
Dental Insurance Welfare BenefitYes
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 number010-040881
Policy instance 5
Insurance contract or identification number010-040881
Number of Individuals Covered69
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $1,283
Total amount of fees paid to insurance companyUSD $77
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number104779
Policy instance 4
Insurance contract or identification number104779
Number of Individuals Covered2
Insurance policy start date2017-09-16
Insurance policy end date2018-09-17
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractWHOLE LIFE
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number7028-20160-C
Policy instance 3
Insurance contract or identification number7028-20160-C
Number of Individuals Covered74
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $26,000
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 2
Insurance contract or identification number154612
Number of Individuals Covered94
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $7,856
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,013
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 1
Insurance contract or identification number154612
Number of Individuals Covered94
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $6,735
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,875
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 2
Insurance contract or identification number154612
Number of Individuals Covered93
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $6,922
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,086
Insurance broker organization code?3
Insurance broker nameNATIONAL BENEFIT CENTER LLC
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number7028-2014-C
Policy instance 3
Insurance contract or identification number7028-2014-C
Number of Individuals Covered80
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $27,379
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,379
Insurance broker organization code?3
Insurance broker nameSEACREST PARTNERS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number104779
Policy instance 4
Insurance contract or identification number104779
Number of Individuals Covered2
Insurance policy start date2015-09-18
Insurance policy end date2016-09-17
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractWHOLE LIFE
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-040881
Policy instance 5
Insurance contract or identification number010-040881
Number of Individuals Covered59
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $982
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $982
Insurance broker organization code?3
Insurance broker nameSEACREST PARTNERS INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05917852
Policy instance 6
Insurance contract or identification numberTM05917852
Number of Individuals Covered270
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $6,802
Total amount of fees paid to insurance companyUSD $627
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,915
Amount paid for insurance broker fees627
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameASSUREX AGENCY INC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 7
Insurance contract or identification numberE9956020
Number of Individuals Covered22
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $1,957
Total amount of fees paid to insurance companyUSD $133
Other welfare benefits providedSUPPLEMENTAL & CAFETERIA
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75
Amount paid for insurance broker fees34
Insurance broker organization code?3
Insurance broker nameWILSON EMPLOYEE BENEFITS EDUCATION
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 1
Insurance contract or identification number154612
Number of Individuals Covered93
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $6,278
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,151
Insurance broker organization code?3
Insurance broker nameNATIONAL BENEFIT CENTER LLC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number104779
Policy instance 5
Insurance contract or identification number104779
Number of Individuals Covered2
Insurance policy start date2014-09-18
Insurance policy end date2015-09-17
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractWHOLE LIFE
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA6850
Policy instance 6
Insurance contract or identification numberGA6850
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $1
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1
Insurance broker organization code?3
Insurance broker nameSEACREST PARTNERS INC
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number7028-2014-C
Policy instance 4
Insurance contract or identification number7028-2014-C
Number of Individuals Covered76
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $27,425
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,425
Insurance broker organization code?3
Insurance broker nameSEACREST PARTNERS INC
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number154612
Policy instance 3
Insurance contract or identification number154612
Number of Individuals Covered127
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $920
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $920
Insurance broker organization code?3
Insurance broker nameSEACREST PARTNERS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 2
Insurance contract or identification number154612
Number of Individuals Covered90
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $5,819
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,819
Insurance broker organization code?3
Insurance broker nameSEACREST PARTNERS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 1
Insurance contract or identification number154612
Number of Individuals Covered90
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
Total amount of commissions paid to insurance brokerUSD $4,933
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,933
Insurance broker organization code?3
Insurance broker nameSEACREST PARTNERS INC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05917852
Policy instance 7
Insurance contract or identification numberTM05917852
Number of Individuals Covered190
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,217
Total amount of fees paid to insurance companyUSD $2,750
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,956
Amount paid for insurance broker fees2750
Insurance broker organization code?3
Insurance broker nameASSUREX AGENCY INC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 8
Insurance contract or identification numberE9956020
Number of Individuals Covered23
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,056
Total amount of fees paid to insurance companyUSD $116
Other welfare benefits providedSUPPLEMENTAL & CAFETERIA
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $600
Amount paid for insurance broker fees55
Insurance broker organization code?3
Insurance broker namePROFESSIONAL ENROLLMENTS INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 4
Insurance contract or identification number154612
Number of Individuals Covered110
Insurance policy start date2013-05-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $7,858
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,997
Insurance broker organization code?4
Insurance broker nameNATIONAL BENEFIT CENTER
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number104779
Policy instance 5
Insurance contract or identification number104779
Number of Individuals Covered2
Insurance policy start date2013-09-18
Insurance policy end date2014-09-17
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 types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractWHOLE LIFE
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 )
Policy contract numberGA6850
Policy instance 6
Insurance contract or identification numberGA6850
Number of Individuals Covered54
Insurance policy start date2014-01-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $491
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,914
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $491
Insurance broker nameSEACREST PARTNERS, INC
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number7028-2013-C
Policy instance 2
Insurance contract or identification number7028-2013-C
Number of Individuals Covered89
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $33,997
Total amount of fees paid to insurance companyUSD $10
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $226,647
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,997
Amount paid for insurance broker fees10
Additional information about fees paid to insurance brokerGROWTH AND PERSISTENCY INCENTIVE
Insurance broker organization code?5
Insurance broker nameMERITAIN HEALTH
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 1
Insurance contract or identification numberE9956020
Number of Individuals Covered24
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $4,037
Total amount of fees paid to insurance companyUSD $983
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedSUPPLEMENTAL INSURANCE & CAFETERIA
Welfare Benefit Premiums Paid to CarrierUSD $24,020
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,185
Amount paid for insurance broker fees389
Insurance broker organization code?3
Insurance broker nameROBERT FENN
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 3
Insurance contract or identification number154612
Number of Individuals Covered110
Insurance policy start date2013-05-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $7,382
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,345
Insurance broker organization code?3
Insurance broker nameNATIONAL BENEFIT CENTER
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-201578
Policy instance 5
Insurance contract or identification numberUNI-201578
Number of Individuals Covered89
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $34,613
Total amount of fees paid to insurance companyUSD $5,769
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $230,752
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,613
Amount paid for insurance broker fees5769
Insurance broker nameMERITAIN HEALTH - NEW YORK
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number104779
Policy instance 4
Insurance contract or identification number104779
Number of Individuals Covered2
Insurance policy start date2012-09-18
Insurance policy end date2013-09-17
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 3
Insurance contract or identification number154612
Number of Individuals Covered110
Insurance policy start date2013-05-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $6,043
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,043
Insurance broker nameSEACREST PARTNERS, INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 2
Insurance contract or identification number154612
Number of Individuals Covered110
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
Total amount of commissions paid to insurance brokerUSD $4,441
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,441
Insurance broker nameSEACREST PARTNERS, INC
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 1
Insurance contract or identification numberE9956020
Number of Individuals Covered27
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,826
Total amount of fees paid to insurance companyUSD $290
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedSUPPLEMENTAL INSURANCE & CAFETERIA
Welfare Benefit Premiums Paid to CarrierUSD $22,567
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $590
Amount paid for insurance broker fees143
Insurance broker organization code?3
Insurance broker nameKRISTINE SASSER GUYMON
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number104779
Policy instance 7
Insurance contract or identification number104779
Number of Individuals Covered2
Insurance policy start date2011-09-18
Insurance policy end date2012-09-17
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 6
Insurance contract or identification number154612
Number of Individuals Covered112
Insurance policy start date2012-05-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $583
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number154612
Policy instance 5
Insurance contract or identification number154612
Number of Individuals Covered115
Insurance policy start date2012-05-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $303
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
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 number213660
Policy instance 4
Insurance contract or identification number213660
Number of Individuals Covered91
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $30,501
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedSTOP LOSS
Welfare Benefit Premiums Paid to CarrierUSD $243,538
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 number201533
Policy instance 3
Insurance contract or identification number201533
Number of Individuals Covered105
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $4,587
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE9956020
Policy instance 2
Insurance contract or identification numberE9956020
Number of Individuals Covered29
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,542
Total amount of fees paid to insurance companyUSD $317
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedSUPPLEMENTAL INSURANCE & CAFETERIA
Welfare Benefit Premiums Paid to CarrierUSD $23,580
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 number201533
Policy instance 1
Insurance contract or identification number201533
Number of Individuals Covered109
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $2,880
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,301
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3