MARKETING ALLIANCE GROUP, INC. has sponsored the creation of one or more 401k plans.
Additional information about MARKETING ALLIANCE GROUP, INC.
Submission information for form 5500 for 401k plan MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION
401k plan membership statisitcs for MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION
Measure | Date | Value |
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2022: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2022 401k membership |
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Total participants, beginning-of-year | 2022-05-01 | 1,033 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 1,041 |
Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 4 |
Total of all active and inactive participants | 2022-05-01 | 1,045 |
2021: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2021 401k membership |
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Total participants, beginning-of-year | 2021-05-01 | 818 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 811 |
Number of retired or separated participants receiving benefits | 2021-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-05-01 | 0 |
Total of all active and inactive participants | 2021-05-01 | 811 |
2020: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2020 401k membership |
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Total participants, beginning-of-year | 2020-05-01 | 971 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 818 |
Number of retired or separated participants receiving benefits | 2020-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-05-01 | 0 |
Total of all active and inactive participants | 2020-05-01 | 818 |
2019: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2019 401k membership |
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Total participants, beginning-of-year | 2019-05-01 | 602 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 971 |
Number of retired or separated participants receiving benefits | 2019-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-05-01 | 0 |
Total of all active and inactive participants | 2019-05-01 | 971 |
2018: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2018 401k membership |
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Total participants, beginning-of-year | 2018-05-01 | 585 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 602 |
Number of retired or separated participants receiving benefits | 2018-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-05-01 | 0 |
Total of all active and inactive participants | 2018-05-01 | 602 |
2017: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2017 401k membership |
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Total participants, beginning-of-year | 2017-05-01 | 557 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 585 |
Number of retired or separated participants receiving benefits | 2017-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-05-01 | 0 |
Total of all active and inactive participants | 2017-05-01 | 585 |
2016: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2016 401k membership |
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Total participants, beginning-of-year | 2016-05-01 | 569 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 557 |
Number of retired or separated participants receiving benefits | 2016-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-05-01 | 0 |
Total of all active and inactive participants | 2016-05-01 | 557 |
2015: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2015 401k membership |
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Total participants, beginning-of-year | 2015-05-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-05-01 | 0 |
Total of all active and inactive participants | 2015-05-01 | 0 |
2014: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2014 401k membership |
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Total participants, beginning-of-year | 2014-05-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 0 |
Number of retired or separated participants receiving benefits | 2014-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-05-01 | 0 |
Total of all active and inactive participants | 2014-05-01 | 0 |
2013: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2013 401k membership |
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Total participants, beginning-of-year | 2013-05-01 | 690 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 550 |
Total of all active and inactive participants | 2013-05-01 | 550 |
2012: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2012 401k membership |
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Total participants, beginning-of-year | 2012-05-01 | 690 |
Total of all active and inactive participants | 2012-05-01 | 0 |
2011: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2011 401k membership |
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Total participants, beginning-of-year | 2011-05-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 690 |
Number of retired or separated participants receiving benefits | 2011-05-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-05-01 | 0 |
Total of all active and inactive participants | 2011-05-01 | 690 |
2009: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2009 401k membership |
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Total participants, beginning-of-year | 2009-02-01 | 295 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-02-01 | 281 |
Number of retired or separated participants receiving benefits | 2009-02-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-02-01 | 0 |
Total of all active and inactive participants | 2009-02-01 | 282 |
Total participants | 2009-02-01 | 282 |
Measure | Date | Value |
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2022 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2022 401k financial data |
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Total income from all sources | 2022-04-30 | $0 |
Expenses. Total of all expenses incurred | 2022-04-30 | $0 |
Total plan assets at end of year | 2022-04-30 | $0 |
Total plan assets at beginning of year | 2022-04-30 | $0 |
Net income (gross income less expenses) | 2022-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $0 |
2021 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2021 401k financial data |
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Total income from all sources | 2021-04-30 | $0 |
Total plan assets at end of year | 2021-04-30 | $0 |
Total plan assets at beginning of year | 2021-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $0 |
2020 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2020 401k financial data |
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Total income from all sources | 2020-04-30 | $0 |
Total plan assets at end of year | 2020-04-30 | $0 |
Total plan assets at beginning of year | 2020-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $0 |
2018 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2018 401k financial data |
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Total income from all sources | 2018-04-30 | $0 |
Total plan assets at end of year | 2018-04-30 | $0 |
Total plan assets at beginning of year | 2018-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $0 |
2017 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2017 401k financial data |
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Total income from all sources | 2017-04-30 | $0 |
Total plan assets at end of year | 2017-04-30 | $0 |
Total plan assets at beginning of year | 2017-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $0 |
2016 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2016 401k financial data |
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Total income from all sources | 2016-04-30 | $0 |
Total plan assets at end of year | 2016-04-30 | $0 |
Total plan assets at beginning of year | 2016-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $0 |
2015 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2015 401k financial data |
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Total income from all sources | 2015-04-30 | $0 |
Total plan assets at end of year | 2015-04-30 | $0 |
Total plan assets at beginning of year | 2015-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $0 |
2014 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2014 401k financial data |
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Total income from all sources | 2014-04-30 | $0 |
Total plan assets at end of year | 2014-04-30 | $0 |
Total plan assets at beginning of year | 2014-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $0 |
2013 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2013 401k financial data |
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Total income from all sources | 2013-04-30 | $0 |
Total plan assets at end of year | 2013-04-30 | $0 |
Total plan assets at beginning of year | 2013-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $0 |
2012 : MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2012 401k financial data |
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Total income from all sources | 2012-04-30 | $0 |
Total plan assets at end of year | 2012-04-30 | $0 |
Total plan assets at beginning of year | 2012-04-30 | $0 |
Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $0 |
2022: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2022 form 5500 responses |
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2022-05-01 | Type of plan entity | Single employer plan |
2022-05-01 | Submission has been amended | Yes |
2022-05-01 | This submission is the final filing | No |
2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-05-01 | Plan is a collectively bargained plan | No |
2022-05-01 | Plan funding arrangement – Insurance | Yes |
2022-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-05-01 | Plan benefit arrangement – Insurance | Yes |
2022-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2021 form 5500 responses |
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2021-05-01 | Type of plan entity | Multi-employer plan |
2021-05-01 | Submission has been amended | Yes |
2021-05-01 | This submission is the final filing | No |
2021-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-05-01 | Plan is a collectively bargained plan | Yes |
2021-05-01 | Plan funding arrangement – Insurance | Yes |
2021-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-05-01 | Plan benefit arrangement – Insurance | Yes |
2021-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2020 form 5500 responses |
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2020-05-01 | Type of plan entity | Multi-employer plan |
2020-05-01 | Plan is a collectively bargained plan | Yes |
2020-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-05-01 | Plan benefit arrangement – Insurance | Yes |
2019: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2019 form 5500 responses |
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2019-05-01 | Type of plan entity | Multi-employer plan |
2019-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-05-01 | Plan benefit arrangement – Insurance | Yes |
2018: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2018 form 5500 responses |
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2018-05-01 | Type of plan entity | Multi-employer plan |
2018-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-05-01 | Plan benefit arrangement – Insurance | Yes |
2017: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2017 form 5500 responses |
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2017-05-01 | Type of plan entity | Multi-employer plan |
2017-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-05-01 | Plan benefit arrangement – Insurance | Yes |
2016: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2016 form 5500 responses |
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2016-05-01 | Type of plan entity | Multi-employer plan |
2016-05-01 | Submission has been amended | Yes |
2016-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-05-01 | Plan benefit arrangement – Insurance | Yes |
2015: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2015 form 5500 responses |
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2015-05-01 | Type of plan entity | Multi-employer plan |
2015-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-05-01 | Plan benefit arrangement – Insurance | Yes |
2014: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2014 form 5500 responses |
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2014-05-01 | Type of plan entity | Multi-employer plan |
2014-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-05-01 | Plan benefit arrangement – Insurance | Yes |
2013: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2013 form 5500 responses |
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2013-05-01 | Type of plan entity | Multi-employer plan |
2013-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-05-01 | Plan benefit arrangement – Insurance | Yes |
2012: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2012 form 5500 responses |
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2012-05-01 | Type of plan entity | Multi-employer plan |
2012-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-05-01 | Plan benefit arrangement – Insurance | Yes |
2011: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2011 form 5500 responses |
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2011-05-01 | Type of plan entity | Multi-employer plan |
2011-05-01 | First time form 5500 has been submitted | Yes |
2011-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-05-01 | Plan benefit arrangement – Insurance | Yes |
2009: MARKETING ALLIANCE GROUP WELFARE BENEFIT PLAN - HEALTH & VISION 2009 form 5500 responses |
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2009-02-01 | Type of plan entity | Single employer plan |
2009-02-01 | Submission has been amended | No |
2009-02-01 | This submission is the final filing | No |
2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-02-01 | Plan is a collectively bargained plan | No |
2009-02-01 | Plan funding arrangement – Insurance | Yes |
2009-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-02-01 | Plan benefit arrangement – Insurance | Yes |
2009-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3343578 |
Policy instance | 4 |
Insurance contract or identification number | 3343578 | Number of Individuals Covered | 782 | Insurance policy start date | 2022-05-01 | Insurance policy end date | 2023-04-30 | Total amount of commissions paid to insurance broker | USD $230,541 | Total amount of fees paid to insurance company | USD $7,920 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM, ACCIDENT, CRITICAL ILLNESS | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $1,139,727 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $230,541 | Amount paid for insurance broker fees | 7920 | Additional information about fees paid to insurance broker | SERVICE/GEN.AGENT FEES | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 74870 |
Policy instance | 3 |
Insurance contract or identification number | 74870 | Number of Individuals Covered | 15 | Insurance policy start date | 2022-05-01 | Insurance policy end date | 2023-04-30 | Total amount of commissions paid to insurance broker | USD $768 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | CANCER | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $5,243 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $768 | 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 | 00351493 |
Policy instance | 2 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 538 | Insurance policy start date | 2022-05-01 | Insurance policy end date | 2023-04-30 | Total amount of commissions paid to insurance broker | USD $53,958 | Total amount of fees paid to insurance company | USD $8,354 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT, CANCER | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $317,675 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $44,428 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 8354 | Additional information about fees paid to insurance broker | FEES PAID |
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BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
Policy contract number | GA8652 |
Policy instance | 1 |
Insurance contract or identification number | GA8652 | Number of Individuals Covered | 1458 | Insurance policy start date | 2022-05-01 | Insurance policy end date | 2023-04-30 | Total amount of commissions paid to insurance broker | USD $6,601 | Total amount of fees paid to insurance company | USD $404 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $55,017 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $6,601 | Amount paid for insurance broker fees | 404 | Additional information about fees paid to insurance broker | FEES PAID | Insurance broker organization code? | 3 |
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BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
Policy contract number | GA8652 |
Policy instance | 1 |
Insurance contract or identification number | GA8652 | Number of Individuals Covered | 852 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-04-30 | Total amount of commissions paid to insurance broker | USD $6,368 | Total amount of fees paid to insurance company | USD $470 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $53,052 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,368 | Amount paid for insurance broker fees | 470 | Insurance broker organization code? | 3 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Additional information about fees paid to insurance broker | FEES PAID |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00351493 |
Policy instance | 2 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 512 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-04-30 | Total amount of commissions paid to insurance broker | USD $46,751 | Total amount of fees paid to insurance company | USD $11,581 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER - CANCER | Welfare Benefit Premiums Paid to Carrier | USD $275,688 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $38,480 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 11581 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Additional information about fees paid to insurance broker | FEES PAID |
|
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 74870 |
Policy instance | 3 |
Insurance contract or identification number | 74870 | Number of Individuals Covered | 15 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-04-30 | Total amount of commissions paid to insurance broker | USD $847 | Other welfare benefits provided | CANCER | Welfare Benefit Premiums Paid to Carrier | USD $5,788 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $847 | Insurance broker organization code? | 3 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3343578 |
Policy instance | 4 |
Insurance contract or identification number | 3343578 | Number of Individuals Covered | 811 | Insurance policy start date | 2021-05-01 | Insurance policy end date | 2022-04-30 | Total amount of commissions paid to insurance broker | USD $409,160 | Total amount of fees paid to insurance company | USD $37,177 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,007,484 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $409,160 | Amount paid for insurance broker fees | 37177 | Insurance broker organization code? | 3 | Are there contracts with allocated funds for individual policies? | 0 | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Other welfare benefits provided | EMPLOYEE ASSISTANCE PROGRAM, ACCIDENT, CRITICAL ILLNESS | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Additional information about fees paid to insurance broker | FEES PAID |
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BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
Policy contract number | GA8652 |
Policy instance | 1 |
Insurance contract or identification number | GA8652 | Number of Individuals Covered | 818 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-04-30 | Total amount of commissions paid to insurance broker | USD $25,074 | Total amount of fees paid to insurance company | USD $9,989 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $54,017 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,074 | Amount paid for insurance broker fees | 9989 | 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 | 00351493 |
Policy instance | 2 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 519 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-04-30 | Total amount of commissions paid to insurance broker | USD $69,146 | Total amount of fees paid to insurance company | USD $7,202 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER - CANCER | Welfare Benefit Premiums Paid to Carrier | USD $384,970 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $55,307 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 7202 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 74870 |
Policy instance | 3 |
Insurance contract or identification number | 74870 | Number of Individuals Covered | 18 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-04-30 | Total amount of commissions paid to insurance broker | USD $1,162 | Other welfare benefits provided | CANCER | Welfare Benefit Premiums Paid to Carrier | USD $7,992 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,162 | Insurance broker organization code? | 3 |
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CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
Policy contract number | 3343578 |
Policy instance | 4 |
Insurance contract or identification number | 3343578 | Number of Individuals Covered | 802 | Insurance policy start date | 2020-05-01 | Insurance policy end date | 2021-04-30 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $970,507 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 ) |
Policy contract number | GA2915 |
Policy instance | 2 |
Insurance contract or identification number | GA2915 | Number of Individuals Covered | 579 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-04-30 | Total amount of commissions paid to insurance broker | USD $42,098 | Total amount of fees paid to insurance company | USD $11,438 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $324,490 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $42,098 | Amount paid for insurance broker fees | 11438 | 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 | 00351493 |
Policy instance | 3 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 41 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-04-30 | Total amount of commissions paid to insurance broker | USD $5,093 | Total amount of fees paid to insurance company | USD $1,784 | Other welfare benefits provided | OTHER - CANCER | Welfare Benefit Premiums Paid to Carrier | USD $31,377 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,362 | Amount paid for insurance broker fees | 1784 | Insurance broker organization code? | 3 |
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AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 ) |
Policy contract number | 74870 |
Policy instance | 4 |
Insurance contract or identification number | 74870 | Number of Individuals Covered | 23 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-04-30 | Total amount of commissions paid to insurance broker | USD $1,760 | Other welfare benefits provided | CANCER | Welfare Benefit Premiums Paid to Carrier | USD $11,932 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,760 | Insurance broker organization code? | 3 |
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BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
Policy contract number | GA8652 |
Policy instance | 1 |
Insurance contract or identification number | GA8652 | Number of Individuals Covered | 602 | Insurance policy start date | 2019-05-01 | Insurance policy end date | 2020-04-30 | Total amount of commissions paid to insurance broker | USD $285,151 | Total amount of fees paid to insurance company | USD $297 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,693,044 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $285,151 | Amount paid for insurance broker fees | 297 | Insurance broker organization code? | 3 |
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GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 ) |
Policy contract number | GA2915 |
Policy instance | 2 |
Insurance contract or identification number | GA2915 | Number of Individuals Covered | 579 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-04-30 | Total amount of commissions paid to insurance broker | USD $50,876 | Total amount of fees paid to insurance company | USD $3,184 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $358,257 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $26,721 | Amount paid for insurance broker fees | 3184 | 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 | 00351493 |
Policy instance | 3 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 41 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-04-30 | Total amount of commissions paid to insurance broker | USD $6,373 | Total amount of fees paid to insurance company | USD $2,497 | Other welfare benefits provided | OTHER - CANCER | Welfare Benefit Premiums Paid to Carrier | USD $33,700 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,442 | Amount paid for insurance broker fees | 2497 | Insurance broker organization code? | 3 |
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CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
Policy contract number | 0000022806 |
Policy instance | 4 |
Insurance contract or identification number | 0000022806 | Number of Individuals Covered | 544 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-04-30 | Total amount of commissions paid to insurance broker | USD $26,608 | Other welfare benefits provided | OTHER (AFLAC/VOLUNTARY BENEFITS) | Welfare Benefit Premiums Paid to Carrier | USD $115,195 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,088 | Insurance broker organization code? | 3 |
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BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
Policy contract number | GA8652 |
Policy instance | 1 |
Insurance contract or identification number | GA8652 | Number of Individuals Covered | 602 | Insurance policy start date | 2018-05-01 | Insurance policy end date | 2019-04-30 | Total amount of commissions paid to insurance broker | USD $258,955 | Total amount of fees paid to insurance company | USD $349 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,889,772 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $173,456 | Amount paid for insurance broker fees | 349 | Additional information about fees paid to insurance broker | ACCOUNT SERVICE | Insurance broker organization code? | 3 |
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CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
Policy contract number | 0000022806 |
Policy instance | 4 |
Insurance contract or identification number | 0000022806 | Number of Individuals Covered | 502 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-04-30 | Total amount of commissions paid to insurance broker | USD $44,763 | Other welfare benefits provided | OTHER (AFLAC/VOLUNTARY BENEFITS) | Welfare Benefit Premiums Paid to Carrier | USD $144,009 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $17,246 | Insurance broker organization code? | 3 | Insurance broker name | ANDY GLENN |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00351493 |
Policy instance | 3 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 44 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-04-30 | Total amount of commissions paid to insurance broker | USD $3,836 | Total amount of fees paid to insurance company | USD $189 | Other welfare benefits provided | OTHER - CANCER | Welfare Benefit Premiums Paid to Carrier | USD $22,534 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,707 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 189 | Insurance broker name | PEACHTREE PLANNING OF GEORGIA |
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GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 ) |
Policy contract number | GA2915 |
Policy instance | 2 |
Insurance contract or identification number | GA2915 | Number of Individuals Covered | 579 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-04-30 | Total amount of commissions paid to insurance broker | USD $32,032 | Total amount of fees paid to insurance company | USD $8,317 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $240,993 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,032 | Amount paid for insurance broker fees | 8317 | Additional information about fees paid to insurance broker | ACCOUNT SERVICE | Insurance broker organization code? | 3 | Insurance broker name | ADCOCK FINANCIAL GROUP |
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BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
Policy contract number | GA8652 |
Policy instance | 1 |
Insurance contract or identification number | GA8652 | Number of Individuals Covered | 585 | Insurance policy start date | 2017-05-01 | Insurance policy end date | 2018-04-30 | Total amount of commissions paid to insurance broker | USD $253,007 | Total amount of fees paid to insurance company | USD $8,041 | Health Insurance Welfare Benefit | Yes | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,656,087 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $187,722 | Amount paid for insurance broker fees | 8041 | Additional information about fees paid to insurance broker | ACCOUNT SERVICE 3 | Insurance broker organization code? | 3 | Insurance broker name | MARSH & MCLENNAN AGENCY, LLC |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00351493 |
Policy instance | 2 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 569 | Insurance policy start date | 2015-05-01 | Insurance policy end date | 2016-04-30 | Total amount of commissions paid to insurance broker | USD $45,094 | Total amount of fees paid to insurance company | USD $9,409 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (SPECIFY) | Welfare Benefit Premiums Paid to Carrier | USD $504,731 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $44,952 | Amount paid for insurance broker fees | 9409 | Insurance broker name | ASHFORD ADVISORS INC. |
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BLUE CROSS BLUE SHIELD OF GEORGIA INC. (G0386) (National Association of Insurance Commissioners NAIC id number: 96962 ) |
Policy contract number | GA8652 |
Policy instance | 1 |
Insurance contract or identification number | GA8652 | Number of Individuals Covered | 560 | Insurance policy start date | 2015-05-01 | Insurance policy end date | 2016-04-30 | Total amount of commissions paid to insurance broker | USD $196,653 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,623,243 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $196,653 | Additional information about fees paid to insurance broker | ACCOUNT SERVICE 3 | Insurance broker name | DON W. ADCOCK |
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ALLIANT HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 11256 ) |
Policy contract number | A13440001 |
Policy instance | 2 |
Insurance contract or identification number | A13440001 | Number of Individuals Covered | 581 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $86,740 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,927,565 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $86,740 | Additional information about fees paid to insurance broker | ACCOUNT SERVICE 3 | Insurance broker name | DON W. ADCOCK |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 647931 |
Policy instance | 1 |
Insurance contract or identification number | 647931 | Number of Individuals Covered | 366 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $4,855 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $48,552 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,855 | Additional information about fees paid to insurance broker | 3 | Insurance broker name | ADCOCK FINANCIAL GROUP |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00351493 |
Policy instance | 3 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 515 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $32,558 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (SPECIFY) | Welfare Benefit Premiums Paid to Carrier | USD $422,835 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $32,425 | Insurance broker name | ASHFORD ADVISORS INC. |
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GREATER GEORGIA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97217 ) |
Policy contract number | GA2660 |
Policy instance | 5 |
Insurance contract or identification number | GA2660 | Number of Individuals Covered | 95 | Insurance policy start date | 2014-03-01 | Insurance policy end date | 2015-02-28 | Total amount of commissions paid to insurance broker | USD $2,649 | Welfare Benefit Premiums Paid to Carrier | USD $49,962 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,649 | Insurance broker name | ADCOCK FINANCIAL GROUP |
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ALLIANT HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 11256 ) |
Policy contract number | A13440002 |
Policy instance | 4 |
Insurance contract or identification number | A13440002 | Number of Individuals Covered | 332 | Insurance policy start date | 2014-05-01 | Insurance policy end date | 2015-04-30 | Total amount of commissions paid to insurance broker | USD $43,961 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $976,902 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $43,961 | Insurance broker organization code? | 3 | Insurance broker name | ADCOCK FINANCIAL GROUP |
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ALLIANT HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 11256 ) |
Policy contract number | A13440001 |
Policy instance | 2 |
Insurance contract or identification number | A13440001 | Number of Individuals Covered | 550 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $111,571 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,479,346 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $111,571 | Additional information about fees paid to insurance broker | ACCOUNT SERVICE 3 | Insurance broker name | DON W. ADCOCK |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 647931 |
Policy instance | 1 |
Insurance contract or identification number | 647931 | Number of Individuals Covered | 357 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $4,727 | 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 $4,727 | Additional information about fees paid to insurance broker | 3 | Insurance broker name | ADCOCK FINANCIAL GROUP |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00351493 |
Policy instance | 3 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 488 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $34,719 | Total amount of fees paid to insurance company | USD $6,997 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (SPECIFY) | Welfare Benefit Premiums Paid to Carrier | USD $418,235 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $34,587 | Amount paid for insurance broker fees | 6997 | Insurance broker name | ASHFORD ADVISORS INC. |
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ALLIANT HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 11256 ) |
Policy contract number | A13440002 |
Policy instance | 4 |
Insurance contract or identification number | A13440002 | Number of Individuals Covered | 300 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2014-04-30 | Total amount of commissions paid to insurance broker | USD $49,348 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,096,619 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $49,348 | Insurance broker organization code? | 3 | Insurance broker name | ADCOCK FINANCIAL GROUP |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00351493 |
Policy instance | 3 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 487 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $24,432 | Total amount of fees paid to insurance company | USD $8,373 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (SPECIFY) | Welfare Benefit Premiums Paid to Carrier | USD $339,575 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $24,309 | Amount paid for insurance broker fees | 8373 | Insurance broker name | ASHFORD ADVISORS INC. |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 647931 |
Policy instance | 1 |
Insurance contract or identification number | 647931 | Number of Individuals Covered | 311 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $4,056 | 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 $4,056 | Additional information about fees paid to insurance broker | 3 | Insurance broker name | ADCOCK FINANCIAL GROUP |
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ALLIANT HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 11256 ) |
Policy contract number | A13440001 |
Policy instance | 2 |
Insurance contract or identification number | A13440001 | Number of Individuals Covered | 690 | Insurance policy start date | 2012-05-01 | Insurance policy end date | 2013-04-30 | Total amount of commissions paid to insurance broker | USD $101,183 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,248,505 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $101,183 | Additional information about fees paid to insurance broker | ACCOUNT SERVICE 3 | Insurance broker name | DON W. ADCOCK |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00351493 |
Policy instance | 3 |
Insurance contract or identification number | 00351493 | Number of Individuals Covered | 471 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $25,657 | Total amount of fees paid to insurance company | USD $11,849 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | OTHER (SPECIFY) | Welfare Benefit Premiums Paid to Carrier | USD $363,552 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,517 | Amount paid for insurance broker fees | 11849 | Insurance broker name | ASHFORD ADVISORS INC. |
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ALLIANT HEALTH PLANS (National Association of Insurance Commissioners NAIC id number: 11256 ) |
Policy contract number | A13440001 |
Policy instance | 2 |
Insurance contract or identification number | A13440001 | Number of Individuals Covered | 690 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $104,949 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,354,946 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $104,949 | Additional information about fees paid to insurance broker | ACCOUNT SERVICE 3 | Insurance broker name | DON W. ADCOCK |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 647931 |
Policy instance | 1 |
Insurance contract or identification number | 647931 | Number of Individuals Covered | 320 | Insurance policy start date | 2011-05-01 | Insurance policy end date | 2012-04-30 | Total amount of commissions paid to insurance broker | USD $4,246 | 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 $4,246 | Additional information about fees paid to insurance broker | 3 | Insurance broker name | ADCOCK FINANCIAL GROUP |
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