HUNTER, MACLEAN, EXLEY & DUNN, P.C. has sponsored the creation of one or more 401k plans.
Additional information about HUNTER, MACLEAN, EXLEY & DUNN, P.C.
Submission information for form 5500 for 401k plan 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 |
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2021: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-07-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 78 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 0 |
Total of all active and inactive participants | 2021-07-01 | 78 |
2020: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-07-01 | 94 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 88 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 0 |
Total of all active and inactive participants | 2020-07-01 | 89 |
2019: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-07-01 | 97 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 93 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 0 |
Total of all active and inactive participants | 2019-07-01 | 94 |
2018: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-07-01 | 98 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 97 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 0 |
Total of all active and inactive participants | 2018-07-01 | 97 |
2017: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 92 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 98 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 98 |
2016: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 93 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 92 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 92 |
2015: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-07-01 | 90 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 93 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 0 |
Total of all active and inactive participants | 2015-07-01 | 93 |
2014: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-07-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 90 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
Total of all active and inactive participants | 2014-07-01 | 91 |
2013: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-07-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 107 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 0 |
Total of all active and inactive participants | 2013-07-01 | 107 |
2012: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-07-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 107 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 0 |
Total of all active and inactive participants | 2012-07-01 | 107 |
2011: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-07-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 117 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 4 |
Total of all active and inactive participants | 2011-07-01 | 121 |
2009: HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-07-01 | 102 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 108 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 3 |
Total of all active and inactive participants | 2009-07-01 | 111 |
Measure | Date | Value |
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2022 : HUNTER, MACLEAN, EXLEY & DUNN, P.C. MEDICAL AND DENTAL PLAN 2022 401k financial data |
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Total income from all sources | 2022-06-30 | $1,815,471 |
Expenses. Total of all expenses incurred | 2022-06-30 | $1,806,232 |
Benefits paid (including direct rollovers) | 2022-06-30 | $1,799,460 |
Total plan assets at end of year | 2022-06-30 | $39,673 |
Total plan assets at beginning of year | 2022-06-30 | $30,434 |
Value of fidelity bond covering the plan | 2022-06-30 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2022-06-30 | $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 |
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Total income from all sources | 2021-06-30 | $1,071,664 |
Expenses. Total of all expenses incurred | 2021-06-30 | $1,071,524 |
Benefits paid (including direct rollovers) | 2021-06-30 | $1,044,421 |
Total plan assets at end of year | 2021-06-30 | $30,434 |
Total plan assets at beginning of year | 2021-06-30 | $30,294 |
Expenses. Other expenses not covered elsewhere | 2021-06-30 | $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 |
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Total income from all sources | 2020-06-30 | $1,187,437 |
Expenses. Total of all expenses incurred | 2020-06-30 | $1,208,160 |
Benefits paid (including direct rollovers) | 2020-06-30 | $1,181,376 |
Total plan assets at end of year | 2020-06-30 | $30,294 |
Total plan assets at beginning of year | 2020-06-30 | $51,017 |
Total contributions received or receivable from participants | 2020-06-30 | $2,133 |
Expenses. Other expenses not covered elsewhere | 2020-06-30 | $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 |
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Total income from all sources | 2019-06-30 | $1,230,904 |
Expenses. Total of all expenses incurred | 2019-06-30 | $1,212,468 |
Benefits paid (including direct rollovers) | 2019-06-30 | $997,428 |
Total plan assets at end of year | 2019-06-30 | $51,017 |
Total plan assets at beginning of year | 2019-06-30 | $32,581 |
Expenses. Other expenses not covered elsewhere | 2019-06-30 | $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 |
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Total income from all sources | 2017-06-30 | $1,374,149 |
Expenses. Total of all expenses incurred | 2017-06-30 | $1,357,114 |
Benefits paid (including direct rollovers) | 2017-06-30 | $1,174,784 |
Total plan assets at end of year | 2017-06-30 | $17,404 |
Total plan assets at beginning of year | 2017-06-30 | $369 |
Expenses. Other expenses not covered elsewhere | 2017-06-30 | $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 |
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Total income from all sources | 2016-06-30 | $1,063,579 |
Expenses. Total of all expenses incurred | 2016-06-30 | $1,070,109 |
Benefits paid (including direct rollovers) | 2016-06-30 | $839,517 |
Total plan assets at end of year | 2016-06-30 | $369 |
Total plan assets at beginning of year | 2016-06-30 | $6,899 |
Expenses. Other expenses not covered elsewhere | 2016-06-30 | $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 |
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Total income from all sources | 2015-06-30 | $1,156,552 |
Expenses. Total of all expenses incurred | 2015-06-30 | $1,151,064 |
Benefits paid (including direct rollovers) | 2015-06-30 | $909,315 |
Total plan assets at end of year | 2015-06-30 | $6,899 |
Total plan assets at beginning of year | 2015-06-30 | $1,411 |
Expenses. Other expenses not covered elsewhere | 2015-06-30 | $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 |
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Total income from all sources | 2014-06-30 | $1,274,917 |
Expenses. Total of all expenses incurred | 2014-06-30 | $1,274,389 |
Benefits paid (including direct rollovers) | 2014-06-30 | $1,029,030 |
Total plan assets at end of year | 2014-06-30 | $1,411 |
Total plan assets at beginning of year | 2014-06-30 | $883 |
Expenses. Other expenses not covered elsewhere | 2014-06-30 | $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 |
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Total income from all sources | 2013-06-30 | $1,214,559 |
Expenses. Total of all expenses incurred | 2013-06-30 | $1,214,006 |
Benefits paid (including direct rollovers) | 2013-06-30 | $969,300 |
Total plan assets at end of year | 2013-06-30 | $883 |
Total plan assets at beginning of year | 2013-06-30 | $330 |
Expenses. Other expenses not covered elsewhere | 2013-06-30 | $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 |
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Total income from all sources | 2012-06-30 | $939,305 |
Expenses. Total of all expenses incurred | 2012-06-30 | $939,743 |
Benefits paid (including direct rollovers) | 2012-06-30 | $666,351 |
Total plan assets at end of year | 2012-06-30 | $330 |
Total plan assets at beginning of year | 2012-06-30 | $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 |
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 2 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 92 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-04-30 | Total amount of commissions paid to insurance broker | USD $9,902 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $61,643 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,902 | Insurance broker organization code? | 3 |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00568235 |
Policy instance | 6 |
Insurance contract or identification number | 00568235 | Number of Individuals Covered | 82 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $891 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $92,784 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $891 |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E9956020 |
Policy instance | 5 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 13 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $1,007 | Other welfare benefits provided | SUPPLEMENTAL & CAFETERIA | Welfare Benefit Premiums Paid to Carrier | USD $13,383 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $292 | Insurance broker organization code? | 3 |
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AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-040881 |
Policy instance | 4 |
Insurance contract or identification number | 010-040881 | Number of Individuals Covered | 69 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $1,545 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $14,340 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,545 | Insurance broker organization code? | 3 |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 7028-20210-C |
Policy instance | 3 |
Insurance contract or identification number | 7028-20210-C | Number of Individuals Covered | 82 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of fees paid to insurance company | USD $18,695 | Welfare Benefit Premiums Paid to Carrier | USD $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 fees | 18695 | Insurance broker organization code? | 3 |
|
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | 8623444, ETC. |
Policy instance | 7 |
Insurance contract or identification number | 8623444, ETC. | Number of Individuals Covered | 8 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-06-30 | Total amount of commissions paid to insurance broker | USD $737 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,850 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $636 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 1 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 94 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-04-30 | Total amount of commissions paid to insurance broker | USD $7,712 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $69,703 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,712 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 2 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 94 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $10,772 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $68,593 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,772 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 1 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 95 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $8,398 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $78,315 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,398 | Insurance broker organization code? | 3 |
|
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-040881 |
Policy instance | 5 |
Insurance contract or identification number | 010-040881 | Number of Individuals Covered | 145 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2021-06-30 | Total amount of commissions paid to insurance broker | USD $1,364 | Total amount of fees paid to insurance company | USD $304 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $13,643 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,364 | Amount paid for insurance broker fees | 304 | Insurance broker organization code? | 3 |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 7028-20210-C |
Policy instance | 3 |
Insurance contract or identification number | 7028-20210-C | Number of Individuals Covered | 81 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $32,352 | Welfare Benefit Premiums Paid to Carrier | USD $215,683 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,352 | Insurance broker organization code? | 3 |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 104779 |
Policy instance | 4 |
Insurance contract or identification number | 104779 | Number of Individuals Covered | 1 | Insurance policy start date | 2020-09-18 | Insurance policy end date | 2021-09-17 | 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 contract | WHOLE LIFE |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E9956020 |
Policy instance | 6 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 14 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $1,295 | Other welfare benefits provided | SUPPLEMENTAL & CAFETERIA | Welfare Benefit Premiums Paid to Carrier | USD $17,468 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $383 | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00568235 |
Policy instance | 7 |
Insurance contract or identification number | 00568235 | Number of Individuals Covered | 84 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 154612 |
Policy instance | 2 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 93 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $10,353 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,353 | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 1 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 93 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $8,119 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,119 | Insurance broker organization code? | 3 |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 05917852 |
Policy instance | 6 |
Insurance contract or identification number | 05917852 | Number of Individuals Covered | 82 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $5,647 | Total amount of fees paid to insurance company | USD $92 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,647 | Amount paid for insurance broker fees | 46 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 7028-2019-C |
Policy instance | 3 |
Insurance contract or identification number | 7028-2019-C | Number of Individuals Covered | 77 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $31,953 | Welfare Benefit Premiums Paid to Carrier | USD $213,020 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,953 | Insurance broker organization code? | 3 |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 104779 |
Policy instance | 4 |
Insurance contract or identification number | 104779 | Number of Individuals Covered | 2 | Insurance policy start date | 2019-09-18 | Insurance policy end date | 2020-09-17 | 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 contract | WHOLE LIFE |
|
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-040881 |
Policy instance | 5 |
Insurance contract or identification number | 010-040881 | Number of Individuals Covered | 154 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $1,542 | Total amount of fees paid to insurance company | USD $181 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $15,417 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,542 | Amount paid for insurance broker fees | 60 | Insurance broker organization code? | 3 |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E9956020 |
Policy instance | 7 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 19 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $1,493 | Other welfare benefits provided | SUPPLEMENTAL & CAFETERIA | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $437 | Insurance broker organization code? | 3 |
|
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00568235 |
Policy instance | 8 |
Insurance contract or identification number | 00568235 | Number of Individuals Covered | 82 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 154612 |
Policy instance | 1 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 100 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-04-30 | Total amount of commissions paid to insurance broker | USD $6,891 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $69,209 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $510 | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | Insurance broker organization code? | 3 |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 2 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 100 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-04-30 | Total amount of commissions paid to insurance broker | USD $8,348 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $57,321 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,924 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | CONTINGENT COMPESATION |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 7028-2018-C |
Policy instance | 3 |
Insurance contract or identification number | 7028-2018-C | Number of Individuals Covered | 74 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $26,000 | Welfare Benefit Premiums Paid to Carrier | USD $173,336 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $26,000 | Insurance broker organization code? | 3 |
|
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-040881 |
Policy instance | 5 |
Insurance contract or identification number | 010-040881 | Number of Individuals Covered | 151 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $1,217 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,166 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,217 | Insurance broker organization code? | 3 |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 104779 |
Policy instance | 4 |
Insurance contract or identification number | 104779 | Number of Individuals Covered | 2 | Insurance policy start date | 2018-09-18 | Insurance policy end date | 2019-09-17 | 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 contract | WHOLE LIFE |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 05917852 |
Policy instance | 6 |
Insurance contract or identification number | 05917852 | Number of Individuals Covered | 224 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-06-30 | Total amount of commissions paid to insurance broker | USD $4,884 | Total amount of fees paid to insurance company | USD $193 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $76,108 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,046 | Amount paid for insurance broker fees | 193 | Additional information about fees paid to insurance broker | SUPPLEMENTAL 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 number | E9956020 |
Policy instance | 7 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 21 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,842 | Total amount of fees paid to insurance company | USD $182 | Other welfare benefits provided | SUPPLEMENTAL & CAFETERIA | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $542 | Amount paid for insurance broker fees | 58 | Insurance broker organization code? | 3 |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E9956020 |
Policy instance | 7 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 21 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $1,842 | Total amount of fees paid to insurance company | USD $182 | Other welfare benefits provided | SUPPLEMENTAL & 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 number | TM05917852 |
Policy instance | 6 |
Insurance contract or identification number | TM05917852 | Number of Individuals Covered | 248 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $7,464 | Total amount of fees paid to insurance company | USD $623 | Dental Insurance Welfare Benefit | Yes | 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 number | 010-040881 |
Policy instance | 5 |
Insurance contract or identification number | 010-040881 | Number of Individuals Covered | 69 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $1,283 | Total amount of fees paid to insurance company | USD $77 | Vision Insurance Welfare Benefit | Yes | 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 number | 104779 |
Policy instance | 4 |
Insurance contract or identification number | 104779 | Number of Individuals Covered | 2 | Insurance policy start date | 2017-09-16 | Insurance policy end date | 2018-09-17 | 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 contract | WHOLE LIFE |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 7028-20160-C |
Policy instance | 3 |
Insurance contract or identification number | 7028-20160-C | Number of Individuals Covered | 74 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-12-31 | Total amount of commissions paid to insurance broker | USD $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 number | 154612 |
Policy instance | 2 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 94 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $7,856 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 154612 |
Policy instance | 1 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 94 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $6,735 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | 154612 |
Policy instance | 2 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 93 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $6,922 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,086 | Insurance broker organization code? | 3 | Insurance broker name | NATIONAL BENEFIT CENTER LLC |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 7028-2014-C |
Policy instance | 3 |
Insurance contract or identification number | 7028-2014-C | Number of Individuals Covered | 80 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $27,379 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,379 | Insurance broker organization code? | 3 | Insurance broker name | SEACREST PARTNERS INC |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 104779 |
Policy instance | 4 |
Insurance contract or identification number | 104779 | Number of Individuals Covered | 2 | Insurance policy start date | 2015-09-18 | Insurance policy end date | 2016-09-17 | 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 contract | WHOLE LIFE |
|
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 010-040881 |
Policy instance | 5 |
Insurance contract or identification number | 010-040881 | Number of Individuals Covered | 59 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $982 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $982 | Insurance broker organization code? | 3 | Insurance broker name | SEACREST PARTNERS INC |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05917852 |
Policy instance | 6 |
Insurance contract or identification number | TM05917852 | Number of Individuals Covered | 270 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $6,802 | Total amount of fees paid to insurance company | USD $627 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,915 | Amount paid for insurance broker fees | 627 | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION NON-MONETARY COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | ASSUREX AGENCY INC |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E9956020 |
Policy instance | 7 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 22 | Insurance policy start date | 2016-01-01 | Insurance policy end date | 2016-12-31 | Total amount of commissions paid to insurance broker | USD $1,957 | Total amount of fees paid to insurance company | USD $133 | Other welfare benefits provided | SUPPLEMENTAL & CAFETERIA | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $75 | Amount paid for insurance broker fees | 34 | Insurance broker organization code? | 3 | Insurance broker name | WILSON EMPLOYEE BENEFITS EDUCATION |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 1 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 93 | Insurance policy start date | 2015-07-01 | Insurance policy end date | 2016-06-30 | Total amount of commissions paid to insurance broker | USD $6,278 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,151 | Insurance broker organization code? | 3 | Insurance broker name | NATIONAL BENEFIT CENTER LLC |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 104779 |
Policy instance | 5 |
Insurance contract or identification number | 104779 | Number of Individuals Covered | 2 | Insurance policy start date | 2014-09-18 | Insurance policy end date | 2015-09-17 | 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 contract | WHOLE LIFE |
|
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 ) |
Policy contract number | GA6850 |
Policy instance | 6 |
Insurance contract or identification number | GA6850 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $1 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1 | Insurance broker organization code? | 3 | Insurance broker name | SEACREST PARTNERS INC |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 7028-2014-C |
Policy instance | 4 |
Insurance contract or identification number | 7028-2014-C | Number of Individuals Covered | 76 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $27,425 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,425 | Insurance broker organization code? | 3 | Insurance broker name | SEACREST PARTNERS INC |
|
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 ) |
Policy contract number | 154612 |
Policy instance | 3 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 127 | Insurance policy start date | 2014-07-01 | Insurance policy end date | 2015-06-30 | Total amount of commissions paid to insurance broker | USD $920 | Vision Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $920 | Insurance broker organization code? | 3 | Insurance broker name | SEACREST PARTNERS INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 2 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 90 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $5,819 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,819 | Insurance broker organization code? | 3 | Insurance broker name | SEACREST PARTNERS INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 1 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 90 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $4,933 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,933 | Insurance broker organization code? | 3 | Insurance broker name | SEACREST PARTNERS INC |
|
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | TM05917852 |
Policy instance | 7 |
Insurance contract or identification number | TM05917852 | Number of Individuals Covered | 190 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $7,217 | Total amount of fees paid to insurance company | USD $2,750 | Dental Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,956 | Amount paid for insurance broker fees | 2750 | Insurance broker organization code? | 3 | Insurance broker name | ASSUREX AGENCY INC |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E9956020 |
Policy instance | 8 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 23 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2,056 | Total amount of fees paid to insurance company | USD $116 | Other welfare benefits provided | SUPPLEMENTAL & CAFETERIA | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $600 | Amount paid for insurance broker fees | 55 | Insurance broker organization code? | 3 | Insurance broker name | PROFESSIONAL ENROLLMENTS INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 4 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 110 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $7,858 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,997 | Insurance broker organization code? | 4 | Insurance broker name | NATIONAL BENEFIT CENTER |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 104779 |
Policy instance | 5 |
Insurance contract or identification number | 104779 | Number of Individuals Covered | 2 | Insurance policy start date | 2013-09-18 | Insurance policy end date | 2014-09-17 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | WHOLE LIFE |
|
BLUE CROSS AND BLUE SHIELD OF GEORGIA, INC/ (G0385) (National Association of Insurance Commissioners NAIC id number: 54801 ) |
Policy contract number | GA6850 |
Policy instance | 6 |
Insurance contract or identification number | GA6850 | Number of Individuals Covered | 54 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $491 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,914 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $491 | Insurance broker name | SEACREST PARTNERS, INC |
|
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 ) |
Policy contract number | 7028-2013-C |
Policy instance | 2 |
Insurance contract or identification number | 7028-2013-C | Number of Individuals Covered | 89 | Insurance policy start date | 2013-07-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $33,997 | Total amount of fees paid to insurance company | USD $10 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | STOP LOSS | Welfare Benefit Premiums Paid to Carrier | USD $226,647 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $33,997 | Amount paid for insurance broker fees | 10 | Additional information about fees paid to insurance broker | GROWTH AND PERSISTENCY INCENTIVE | Insurance broker organization code? | 5 | Insurance broker name | MERITAIN HEALTH |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E9956020 |
Policy instance | 1 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 24 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $4,037 | Total amount of fees paid to insurance company | USD $983 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | SUPPLEMENTAL INSURANCE & CAFETERIA | Welfare Benefit Premiums Paid to Carrier | USD $24,020 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,185 | Amount paid for insurance broker fees | 389 | Insurance broker organization code? | 3 | Insurance broker name | ROBERT FENN |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 3 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 110 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-06-30 | Total amount of commissions paid to insurance broker | USD $7,382 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,345 | Insurance broker organization code? | 3 | Insurance broker name | NATIONAL BENEFIT CENTER |
|
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
Policy contract number | UNI-201578 |
Policy instance | 5 |
Insurance contract or identification number | UNI-201578 | Number of Individuals Covered | 89 | Insurance policy start date | 2012-07-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $34,613 | Total amount of fees paid to insurance company | USD $5,769 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | STOP LOSS | Welfare Benefit Premiums Paid to Carrier | USD $230,752 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34,613 | Amount paid for insurance broker fees | 5769 | Insurance broker name | MERITAIN HEALTH - NEW YORK |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 104779 |
Policy instance | 4 |
Insurance contract or identification number | 104779 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-09-18 | Insurance policy end date | 2013-09-17 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | 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 number | 154612 |
Policy instance | 3 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 110 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2013-06-30 | Total amount of commissions paid to insurance broker | USD $6,043 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,043 | Insurance broker name | SEACREST PARTNERS, INC |
|
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 2 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 110 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $4,441 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,441 | Insurance broker name | SEACREST PARTNERS, INC |
|
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E9956020 |
Policy instance | 1 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 27 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $1,826 | Total amount of fees paid to insurance company | USD $290 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | SUPPLEMENTAL INSURANCE & CAFETERIA | Welfare Benefit Premiums Paid to Carrier | USD $22,567 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $590 | Amount paid for insurance broker fees | 143 | Insurance broker organization code? | 3 | Insurance broker name | KRISTINE SASSER GUYMON |
|
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 104779 |
Policy instance | 7 |
Insurance contract or identification number | 104779 | Number of Individuals Covered | 2 | Insurance policy start date | 2011-09-18 | Insurance policy end date | 2012-09-17 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | 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 number | 154612 |
Policy instance | 6 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 112 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $583 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 154612 |
Policy instance | 5 |
Insurance contract or identification number | 154612 | Number of Individuals Covered | 115 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $303 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 213660 |
Policy instance | 4 |
Insurance contract or identification number | 213660 | Number of Individuals Covered | 91 | Insurance policy start date | 2011-07-01 | Insurance policy end date | 2012-06-30 | Total amount of commissions paid to insurance broker | USD $30,501 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | STOP LOSS | Welfare Benefit Premiums Paid to Carrier | USD $243,538 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 201533 |
Policy instance | 3 |
Insurance contract or identification number | 201533 | Number of Individuals Covered | 105 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $4,587 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $58,711 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 ) |
Policy contract number | E9956020 |
Policy instance | 2 |
Insurance contract or identification number | E9956020 | Number of Individuals Covered | 29 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $2,542 | Total amount of fees paid to insurance company | USD $317 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | SUPPLEMENTAL INSURANCE & CAFETERIA | Welfare Benefit Premiums Paid to Carrier | USD $23,580 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 201533 |
Policy instance | 1 |
Insurance contract or identification number | 201533 | Number of Individuals Covered | 109 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $2,880 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $48,301 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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