WINDERWEEDLE, HAINES, WARD & WOODMAN P.A. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST
401k plan membership statisitcs for WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST
| Measure | Date | Value |
|---|
| 2022: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 45 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 1 |
| Total of all active and inactive participants | 2022-05-01 | 46 |
| Total participants | 2022-05-01 | 46 |
| 2021: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 48 |
| Total of all active and inactive participants | 2021-05-01 | 48 |
| Total participants | 2021-05-01 | 48 |
| 2020: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 54 |
| 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 | 54 |
| Total participants | 2020-05-01 | 54 |
| 2019: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 54 |
| 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 | 54 |
| Total participants | 2019-05-01 | 54 |
| 2018: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 54 |
| 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 | 54 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-05-01 | 1 |
| Total participants | 2018-05-01 | 55 |
| Number of participants with account balances | 2018-05-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-05-01 | 0 |
| 2017: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 47 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 48 |
| 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 | 48 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-05-01 | 1 |
| Total participants | 2017-05-01 | 49 |
| Number of participants with account balances | 2017-05-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-05-01 | 0 |
| 2016: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 47 |
| 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 | 47 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-05-01 | 1 |
| Total participants | 2016-05-01 | 48 |
| Number of participants with account balances | 2016-05-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-05-01 | 0 |
| 2015: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 51 |
| 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 | 51 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-05-01 | 1 |
| Total participants | 2015-05-01 | 52 |
| Number of participants with account balances | 2015-05-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-05-01 | 0 |
| 2014: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 56 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 52 |
| 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 | 52 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-05-01 | 0 |
| Total participants | 2014-05-01 | 52 |
| Number of participants with account balances | 2014-05-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-05-01 | 0 |
| 2013: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 56 |
| Number of retired or separated participants receiving benefits | 2013-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-05-01 | 0 |
| Total of all active and inactive participants | 2013-05-01 | 57 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-05-01 | 0 |
| Total participants | 2013-05-01 | 57 |
| Number of participants with account balances | 2013-05-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-05-01 | 0 |
| 2012: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 61 |
| Number of retired or separated participants receiving benefits | 2012-05-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-05-01 | 0 |
| Total of all active and inactive participants | 2012-05-01 | 62 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-05-01 | 0 |
| Total participants | 2012-05-01 | 62 |
| Number of participants with account balances | 2012-05-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-05-01 | 0 |
| 2011: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 60 |
| Number of retired or separated participants receiving benefits | 2011-05-01 | 1 |
| Total of all active and inactive participants | 2011-05-01 | 61 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-05-01 | 0 |
| Total participants | 2011-05-01 | 61 |
| 2009: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 63 |
| Number of retired or separated participants receiving benefits | 2009-05-01 | 3 |
| Total of all active and inactive participants | 2009-05-01 | 66 |
| Total participants | 2009-05-01 | 66 |
| Measure | Date | Value |
|---|
| 2023 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-04-30 | $1,018,054 |
| Expenses. Total of all expenses incurred | 2023-04-30 | $1,012,536 |
| Benefits paid (including direct rollovers) | 2023-04-30 | $558,397 |
| Total plan assets at end of year | 2023-04-30 | $6,468 |
| Total plan assets at beginning of year | 2023-04-30 | $950 |
| Total contributions received or receivable from participants | 2023-04-30 | $307,187 |
| Expenses. Other expenses not covered elsewhere | 2023-04-30 | $454,139 |
| Other income received | 2023-04-30 | $74 |
| Net income (gross income less expenses) | 2023-04-30 | $5,518 |
| Net plan assets at end of year (total assets less liabilities) | 2023-04-30 | $6,468 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-04-30 | $950 |
| Total contributions received or receivable from employer(s) | 2023-04-30 | $710,793 |
| 2022 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-04-30 | $987,651 |
| Expenses. Total of all expenses incurred | 2022-04-30 | $988,408 |
| Benefits paid (including direct rollovers) | 2022-04-30 | $518,561 |
| Total plan assets at end of year | 2022-04-30 | $950 |
| Total plan assets at beginning of year | 2022-04-30 | $1,707 |
| Total contributions received or receivable from participants | 2022-04-30 | $328,969 |
| Expenses. Other expenses not covered elsewhere | 2022-04-30 | $469,847 |
| Other income received | 2022-04-30 | $71 |
| Net income (gross income less expenses) | 2022-04-30 | $-757 |
| Net plan assets at end of year (total assets less liabilities) | 2022-04-30 | $950 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-04-30 | $1,707 |
| Total contributions received or receivable from employer(s) | 2022-04-30 | $658,611 |
| 2021 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2021 401k financial data |
|---|
| Transfers to/from the plan | 2021-04-30 | $0 |
| Total income from all sources | 2021-04-30 | $948,209 |
| Expenses. Total of all expenses incurred | 2021-04-30 | $950,104 |
| Benefits paid (including direct rollovers) | 2021-04-30 | $477,273 |
| Total plan assets at end of year | 2021-04-30 | $1,707 |
| Total plan assets at beginning of year | 2021-04-30 | $3,602 |
| Total contributions received or receivable from participants | 2021-04-30 | $333,342 |
| Expenses. Other expenses not covered elsewhere | 2021-04-30 | $472,831 |
| Other income received | 2021-04-30 | $84 |
| Net income (gross income less expenses) | 2021-04-30 | $-1,895 |
| Net plan assets at end of year (total assets less liabilities) | 2021-04-30 | $1,707 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-04-30 | $3,602 |
| Total contributions received or receivable from employer(s) | 2021-04-30 | $614,783 |
| 2020 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2020 401k financial data |
|---|
| Transfers to/from the plan | 2020-04-30 | $0 |
| Total income from all sources | 2020-04-30 | $935,566 |
| Expenses. Total of all expenses incurred | 2020-04-30 | $932,667 |
| Benefits paid (including direct rollovers) | 2020-04-30 | $472,021 |
| Total plan assets at end of year | 2020-04-30 | $3,602 |
| Total plan assets at beginning of year | 2020-04-30 | $703 |
| Total contributions received or receivable from participants | 2020-04-30 | $333,727 |
| Expenses. Other expenses not covered elsewhere | 2020-04-30 | $460,646 |
| Other income received | 2020-04-30 | $65 |
| Net income (gross income less expenses) | 2020-04-30 | $2,899 |
| Net plan assets at end of year (total assets less liabilities) | 2020-04-30 | $3,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-04-30 | $703 |
| Total contributions received or receivable from employer(s) | 2020-04-30 | $601,774 |
| 2018 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2018 401k financial data |
|---|
| Transfers to/from the plan | 2018-04-30 | $0 |
| Total plan liabilities at end of year | 2018-04-30 | $0 |
| Total plan liabilities at beginning of year | 2018-04-30 | $0 |
| Total income from all sources | 2018-04-30 | $678,950 |
| Expenses. Total of all expenses incurred | 2018-04-30 | $682,187 |
| Benefits paid (including direct rollovers) | 2018-04-30 | $322,330 |
| Total plan assets at end of year | 2018-04-30 | $3,437 |
| Total plan assets at beginning of year | 2018-04-30 | $6,674 |
| Total contributions received or receivable from participants | 2018-04-30 | $314,845 |
| Expenses. Other expenses not covered elsewhere | 2018-04-30 | $359,857 |
| Other income received | 2018-04-30 | $57 |
| Net income (gross income less expenses) | 2018-04-30 | $-3,237 |
| Net plan assets at end of year (total assets less liabilities) | 2018-04-30 | $3,437 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-04-30 | $6,674 |
| Total contributions received or receivable from employer(s) | 2018-04-30 | $364,048 |
| 2017 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2017 401k financial data |
|---|
| Transfers to/from the plan | 2017-04-30 | $0 |
| Total plan liabilities at end of year | 2017-04-30 | $0 |
| Total plan liabilities at beginning of year | 2017-04-30 | $0 |
| Total income from all sources | 2017-04-30 | $655,462 |
| Expenses. Total of all expenses incurred | 2017-04-30 | $681,443 |
| Benefits paid (including direct rollovers) | 2017-04-30 | $342,878 |
| Total plan assets at end of year | 2017-04-30 | $6,674 |
| Total plan assets at beginning of year | 2017-04-30 | $32,655 |
| Total contributions received or receivable from participants | 2017-04-30 | $280,168 |
| Expenses. Other expenses not covered elsewhere | 2017-04-30 | $338,565 |
| Other income received | 2017-04-30 | $69 |
| Net income (gross income less expenses) | 2017-04-30 | $-25,981 |
| Net plan assets at end of year (total assets less liabilities) | 2017-04-30 | $6,674 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-04-30 | $32,655 |
| Total contributions received or receivable from employer(s) | 2017-04-30 | $375,225 |
| 2016 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-04-30 | $0 |
| Total plan liabilities at end of year | 2016-04-30 | $0 |
| Total plan liabilities at beginning of year | 2016-04-30 | $0 |
| Total income from all sources | 2016-04-30 | $656,012 |
| Expenses. Total of all expenses incurred | 2016-04-30 | $638,343 |
| Benefits paid (including direct rollovers) | 2016-04-30 | $319,970 |
| Total plan assets at end of year | 2016-04-30 | $32,655 |
| Total plan assets at beginning of year | 2016-04-30 | $14,986 |
| Total contributions received or receivable from participants | 2016-04-30 | $285,078 |
| Expenses. Other expenses not covered elsewhere | 2016-04-30 | $318,373 |
| Other income received | 2016-04-30 | $83 |
| Net income (gross income less expenses) | 2016-04-30 | $17,669 |
| Net plan assets at end of year (total assets less liabilities) | 2016-04-30 | $32,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-04-30 | $14,986 |
| Total contributions received or receivable from employer(s) | 2016-04-30 | $370,851 |
| 2015 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2015 401k financial data |
|---|
| Transfers to/from the plan | 2015-04-30 | $0 |
| Total plan liabilities at end of year | 2015-04-30 | $0 |
| Total plan liabilities at beginning of year | 2015-04-30 | $0 |
| Total income from all sources | 2015-04-30 | $800,089 |
| Expenses. Total of all expenses incurred | 2015-04-30 | $800,791 |
| Benefits paid (including direct rollovers) | 2015-04-30 | $522,381 |
| Total plan assets at end of year | 2015-04-30 | $14,986 |
| Total plan assets at beginning of year | 2015-04-30 | $15,688 |
| Total contributions received or receivable from participants | 2015-04-30 | $291,878 |
| Expenses. Other expenses not covered elsewhere | 2015-04-30 | $278,410 |
| Noncash contributions received | 2015-04-30 | $89 |
| Net income (gross income less expenses) | 2015-04-30 | $-702 |
| Net plan assets at end of year (total assets less liabilities) | 2015-04-30 | $14,986 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-04-30 | $15,688 |
| Total contributions received or receivable from employer(s) | 2015-04-30 | $508,122 |
| 2014 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-04-30 | $0 |
| Total plan liabilities at end of year | 2014-04-30 | $0 |
| Total plan liabilities at beginning of year | 2014-04-30 | $0 |
| Total income from all sources | 2014-04-30 | $929,687 |
| Expenses. Total of all expenses incurred | 2014-04-30 | $918,336 |
| Benefits paid (including direct rollovers) | 2014-04-30 | $552,840 |
| Total plan assets at end of year | 2014-04-30 | $15,688 |
| Total plan assets at beginning of year | 2014-04-30 | $4,337 |
| Total contributions received or receivable from participants | 2014-04-30 | $305,039 |
| Expenses. Other expenses not covered elsewhere | 2014-04-30 | $365,496 |
| Other income received | 2014-04-30 | $91 |
| Net income (gross income less expenses) | 2014-04-30 | $11,351 |
| Net plan assets at end of year (total assets less liabilities) | 2014-04-30 | $15,688 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-04-30 | $4,337 |
| Total contributions received or receivable from employer(s) | 2014-04-30 | $624,557 |
| 2013 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2013 401k financial data |
|---|
| Transfers to/from the plan | 2013-04-30 | $0 |
| Total plan liabilities at end of year | 2013-04-30 | $0 |
| Total plan liabilities at beginning of year | 2013-04-30 | $0 |
| Total income from all sources | 2013-04-30 | $838,840 |
| Expenses. Total of all expenses incurred | 2013-04-30 | $837,937 |
| Benefits paid (including direct rollovers) | 2013-04-30 | $588,216 |
| Total plan assets at end of year | 2013-04-30 | $4,337 |
| Total plan assets at beginning of year | 2013-04-30 | $3,434 |
| Total contributions received or receivable from participants | 2013-04-30 | $254,668 |
| Expenses. Other expenses not covered elsewhere | 2013-04-30 | $249,721 |
| Other income received | 2013-04-30 | $57 |
| Net income (gross income less expenses) | 2013-04-30 | $903 |
| Net plan assets at end of year (total assets less liabilities) | 2013-04-30 | $4,337 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-04-30 | $3,434 |
| Total contributions received or receivable from employer(s) | 2013-04-30 | $584,115 |
| 2012 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2012 401k financial data |
|---|
| Transfers to/from the plan | 2012-04-30 | $0 |
| Total plan liabilities at end of year | 2012-04-30 | $0 |
| Total plan liabilities at beginning of year | 2012-04-30 | $0 |
| Total income from all sources | 2012-04-30 | $884,401 |
| Expenses. Total of all expenses incurred | 2012-04-30 | $926,456 |
| Benefits paid (including direct rollovers) | 2012-04-30 | $676,198 |
| Total plan assets at end of year | 2012-04-30 | $3,434 |
| Total plan assets at beginning of year | 2012-04-30 | $45,489 |
| Total contributions received or receivable from participants | 2012-04-30 | $247,518 |
| Expenses. Other expenses not covered elsewhere | 2012-04-30 | $250,258 |
| Other income received | 2012-04-30 | $90 |
| Net income (gross income less expenses) | 2012-04-30 | $-42,055 |
| Net plan assets at end of year (total assets less liabilities) | 2012-04-30 | $3,434 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-04-30 | $45,489 |
| Total contributions received or receivable from employer(s) | 2012-04-30 | $636,793 |
| 2011 : WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2011 401k financial data |
|---|
| Transfers to/from the plan | 2011-04-30 | $0 |
| Total plan liabilities at end of year | 2011-04-30 | $0 |
| Total plan liabilities at beginning of year | 2011-04-30 | $0 |
| Total income from all sources | 2011-04-30 | $697,434 |
| Expenses. Total of all expenses incurred | 2011-04-30 | $680,577 |
| Benefits paid (including direct rollovers) | 2011-04-30 | $443,777 |
| Total plan assets at end of year | 2011-04-30 | $45,489 |
| Total plan assets at beginning of year | 2011-04-30 | $28,632 |
| Total contributions received or receivable from participants | 2011-04-30 | $238,001 |
| Expenses. Other expenses not covered elsewhere | 2011-04-30 | $236,800 |
| Other income received | 2011-04-30 | $96 |
| Net income (gross income less expenses) | 2011-04-30 | $16,857 |
| Net plan assets at end of year (total assets less liabilities) | 2011-04-30 | $45,489 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-04-30 | $28,632 |
| Total contributions received or receivable from employer(s) | 2011-04-30 | $459,337 |
| 2022: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | No |
| 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 – Trust | Yes |
| 2022-05-01 | Plan benefit arrangement - Trust | Yes |
| 2021: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Submission has been amended | No |
| 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 | No |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan funding arrangement – Trust | Yes |
| 2021-05-01 | Plan benefit arrangement - Trust | Yes |
| 2020: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Submission has been amended | No |
| 2020-05-01 | This submission is the final filing | No |
| 2020-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-05-01 | Plan is a collectively bargained plan | No |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan funding arrangement – Trust | Yes |
| 2020-05-01 | Plan benefit arrangement - Trust | Yes |
| 2019: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Submission has been amended | No |
| 2019-05-01 | This submission is the final filing | No |
| 2019-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-05-01 | Plan is a collectively bargained plan | No |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan funding arrangement – Trust | Yes |
| 2019-05-01 | Plan benefit arrangement - Trust | Yes |
| 2018: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Submission has been amended | No |
| 2018-05-01 | This submission is the final filing | No |
| 2018-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-05-01 | Plan is a collectively bargained plan | No |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan funding arrangement – Trust | Yes |
| 2018-05-01 | Plan benefit arrangement - Trust | Yes |
| 2017: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Submission has been amended | No |
| 2017-05-01 | This submission is the final filing | No |
| 2017-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-05-01 | Plan is a collectively bargained plan | No |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan funding arrangement – Trust | Yes |
| 2017-05-01 | Plan benefit arrangement - Trust | Yes |
| 2016: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Submission has been amended | No |
| 2016-05-01 | This submission is the final filing | No |
| 2016-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-05-01 | Plan is a collectively bargained plan | No |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan funding arrangement – Trust | Yes |
| 2016-05-01 | Plan benefit arrangement - Trust | Yes |
| 2015: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Submission has been amended | No |
| 2015-05-01 | This submission is the final filing | No |
| 2015-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-05-01 | Plan is a collectively bargained plan | No |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan funding arrangement – Trust | Yes |
| 2015-05-01 | Plan benefit arrangement - Trust | Yes |
| 2014: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Submission has been amended | No |
| 2014-05-01 | This submission is the final filing | No |
| 2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-05-01 | Plan is a collectively bargained plan | No |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan funding arrangement – Trust | Yes |
| 2014-05-01 | Plan benefit arrangement - Trust | Yes |
| 2013: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Submission has been amended | No |
| 2013-05-01 | This submission is the final filing | No |
| 2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-05-01 | Plan is a collectively bargained plan | No |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan funding arrangement – Trust | Yes |
| 2013-05-01 | Plan benefit arrangement - Trust | Yes |
| 2012: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Submission has been amended | No |
| 2012-05-01 | This submission is the final filing | No |
| 2012-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-05-01 | Plan is a collectively bargained plan | No |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan funding arrangement – Trust | Yes |
| 2012-05-01 | Plan benefit arrangement - Trust | Yes |
| 2011: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Submission has been amended | No |
| 2011-05-01 | This submission is the final filing | No |
| 2011-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-05-01 | Plan is a collectively bargained plan | No |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan funding arrangement – Trust | Yes |
| 2011-05-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WINDERWEEDLE, HAINES, WARD & WOODMAN, P.A. EMPLOYEE BENEFIT HEALTH PLAN TRUST 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | Yes |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan funding arrangement – Trust | Yes |
| 2009-05-01 | Plan benefit arrangement - Trust | Yes |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611203 |
| Policy instance | 1 |
| Insurance contract or identification number | 00611203 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2023-04-30 | | Total amount of commissions paid to insurance broker | USD $31,387 | | Total amount of fees paid to insurance company | USD $42,595 | | 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 | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $387,409 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 42595 | | Additional information about fees paid to insurance broker | PLAN ADMINISTRATIVE COSTS | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $31,387 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611203 |
| Policy instance | 1 |
| Insurance contract or identification number | 00611203 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $35,170 | | Total amount of fees paid to insurance company | USD $44,333 | | 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 | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $396,088 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $35,170 | | Additional information about fees paid to insurance broker | CONSULTING SERVICES | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 44333 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611203 |
| Policy instance | 1 |
| Insurance contract or identification number | 00611203 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $38,717 | | Total amount of fees paid to insurance company | USD $49,517 | | 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 | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $392,143 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 49517 | | Additional information about fees paid to insurance broker | PLAN ADMINISTRATIVE COSTS | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $38,717 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611203 |
| Policy instance | 1 |
| Insurance contract or identification number | 00611203 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $38,599 | | Total amount of fees paid to insurance company | USD $46,674 | | 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 | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $380,053 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $38,599 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | CONSULTING SERVICES | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611203 |
| Policy instance | 1 |
| Insurance contract or identification number | 00611203 | | Number of Individuals Covered | 54 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $37,121 | | Total amount of fees paid to insurance company | USD $46,430 | | 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 | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $345,346 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,121 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | CONSULTING SERVICES | | Insurance broker organization code? | 3 |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611203 |
| Policy instance | 1 |
| Insurance contract or identification number | 00611203 | | Number of Individuals Covered | 48 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $34,047 | | Total amount of fees paid to insurance company | USD $40,926 | | 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 | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $292,102 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,047 | | Additional information about fees paid to insurance broker | CONSULTING SERVICES | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 40926 | | Insurance broker name | CIGNA HEALTH AND LIFE INSURANCE CO |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611203 |
| Policy instance | 1 |
| Insurance contract or identification number | 00611203 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $36,885 | | Total amount of fees paid to insurance company | USD $32,298 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $253,309 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,885 | | Additional information about fees paid to insurance broker | CONSULTING SERVICES | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 32298 | | Insurance broker name | CIGNA HEALTH AND LIFE INSURANCE CO. |
|
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 ) |
| Policy contract number | 00611203 |
| Policy instance | 1 |
| Insurance contract or identification number | 00611203 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $39,545 | | Total amount of fees paid to insurance company | USD $22,340 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $217,283 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 22340 | | Additional information about fees paid to insurance broker | PLAN ADMINISTRATIVE COSTS | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $39,545 | | Insurance broker name | DIGITAL BENEFIT ADVISORS |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-201112 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-201112 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2013-05-01 | | Insurance policy end date | 2014-04-30 | | Total amount of commissions paid to insurance broker | USD $32,845 | | Total amount of fees paid to insurance company | USD $36,688 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating 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 | 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 | | Welfare Benefit Premiums Paid to Carrier | USD $328,454 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 12803 | | Additional information about fees paid to insurance broker | PPO & UTILIZATION REVIEW FEES | | Insurance broker organization code? | 5 | | Insurance broker name | JAMES J. COATES & ASSOCIATES |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-201112 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-201112 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2012-05-01 | | Insurance policy end date | 2013-04-30 | | Total amount of commissions paid to insurance broker | USD $19,521 | | Total amount of fees paid to insurance company | USD $30,764 | | Health Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Welfare Benefit Premiums Paid to Carrier | USD $195,213 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,761 | | Amount paid for insurance broker fees | 3847 | | Additional information about fees paid to insurance broker | CONSULTING SERVICES | | Insurance broker organization code? | 3 | | Insurance broker name | FIRST HEALTH PPO NETWORK |
|
| UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 ) |
| Policy contract number | UNI-201112 |
| Policy instance | 1 |
| Insurance contract or identification number | UNI-201112 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2011-05-01 | | Insurance policy end date | 2012-04-30 | | Total amount of commissions paid to insurance broker | USD $20,244 | | Total amount of fees paid to insurance company | USD $30,369 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $202,437 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
