MICHAEL SAUNDERS & COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN
Measure | Date | Value |
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2022: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-03-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-03-01 | 120 |
Total of all active and inactive participants | 2022-03-01 | 120 |
2021: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-03-01 | 131 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-03-01 | 126 |
Total of all active and inactive participants | 2021-03-01 | 126 |
2020: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-03-01 | 137 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-03-01 | 131 |
Total of all active and inactive participants | 2020-03-01 | 131 |
2019: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-03-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-03-01 | 137 |
Total of all active and inactive participants | 2019-03-01 | 137 |
2018: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-03-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-03-01 | 154 |
Total of all active and inactive participants | 2018-03-01 | 154 |
2017: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-03-01 | 154 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-03-01 | 163 |
Total of all active and inactive participants | 2017-03-01 | 163 |
2016: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-03-01 | 149 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-03-01 | 154 |
Total of all active and inactive participants | 2016-03-01 | 154 |
2015: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-03-01 | 153 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-03-01 | 149 |
Total of all active and inactive participants | 2015-03-01 | 149 |
2013: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-03-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-03-01 | 144 |
Total of all active and inactive participants | 2013-03-01 | 144 |
2012: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-03-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-03-01 | 119 |
Total of all active and inactive participants | 2012-03-01 | 119 |
2011: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-03-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-03-01 | 106 |
Total of all active and inactive participants | 2011-03-01 | 106 |
2009: MICHAEL SAUNDERS & COMPANY PREMIUM ONLY PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-03-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-03-01 | 100 |
Total of all active and inactive participants | 2009-03-01 | 100 |
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0176210 |
Policy instance | 5 |
Insurance contract or identification number | 0176210 | Number of Individuals Covered | 129 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $3,690 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $682,770 | 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 | 3690 | Additional information about fees paid to insurance broker | INCENTIVE RISK QUARTERLY FEE | Insurance broker organization code? | 3 |
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AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
Policy contract number | B1786 |
Policy instance | 4 |
Insurance contract or identification number | B1786 | Number of Individuals Covered | 70 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $7,307 | Total amount of fees paid to insurance company | USD $283 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $57,117 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,339 | Amount paid for insurance broker fees | 193 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 3 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 82 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $973 | Total amount of fees paid to insurance company | USD $16 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,159 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $973 | Amount paid for insurance broker fees | 16 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 ) |
Policy contract number | 765265 |
Policy instance | 2 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 22 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $436 | Total amount of fees paid to insurance company | USD $16 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,363 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $436 | Amount paid for insurance broker fees | 16 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 1 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 79 | Insurance policy start date | 2022-03-01 | Insurance policy end date | 2023-02-28 | Total amount of commissions paid to insurance broker | USD $4,599 | Total amount of fees paid to insurance company | USD $58 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $46,370 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,599 | Amount paid for insurance broker fees | 58 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 1 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 75 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $4,394 | Total amount of fees paid to insurance company | USD $653 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $45,844 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,379 | Amount paid for insurance broker fees | 653 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 ) |
Policy contract number | 765265 |
Policy instance | 2 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 22 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $418 | Total amount of fees paid to insurance company | USD $187 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,114 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $414 | Amount paid for insurance broker fees | 187 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 3 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 78 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $928 | Total amount of fees paid to insurance company | USD $139 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,810 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $913 | Amount paid for insurance broker fees | 139 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
Policy contract number | B1786 |
Policy instance | 5 |
Insurance contract or identification number | B1786 | Number of Individuals Covered | 77 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $9,580 | Total amount of fees paid to insurance company | USD $80 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $61,445 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,857 | Amount paid for insurance broker fees | 54 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
Policy contract number | J0028 |
Policy instance | 4 |
Insurance contract or identification number | J0028 | Number of Individuals Covered | 92 | Insurance policy start date | 2021-03-01 | Insurance policy end date | 2022-02-28 | Total amount of commissions paid to insurance broker | USD $41,172 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $823,436 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $41,172 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 1 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 75 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $4,461 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $45,392 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,461 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
Policy contract number | B1786 |
Policy instance | 5 |
Insurance contract or identification number | B1786 | Number of Individuals Covered | 85 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $9,332 | Total amount of fees paid to insurance company | USD $321 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $75,964 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,841 | Amount paid for insurance broker fees | 229 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 ) |
Policy contract number | 765265 |
Policy instance | 2 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 23 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $400 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,038 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $400 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 3 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 82 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $974 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,229 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $974 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
Policy contract number | J0028 |
Policy instance | 4 |
Insurance contract or identification number | J0028 | Number of Individuals Covered | 96 | Insurance policy start date | 2020-03-01 | Insurance policy end date | 2021-02-28 | Total amount of commissions paid to insurance broker | USD $43,420 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $856,235 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $43,420 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
Policy contract number | B1786 |
Policy instance | 5 |
Insurance contract or identification number | B1786 | Number of Individuals Covered | 101 | Insurance policy start date | 2019-03-01 | Insurance policy end date | 2020-02-29 | Total amount of commissions paid to insurance broker | USD $13,280 | Total amount of fees paid to insurance company | USD $784 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $86,178 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,140 | Amount paid for insurance broker fees | 562 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 ) |
Policy contract number | 765265 |
Policy instance | 2 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 22 | Insurance policy start date | 2019-03-01 | Insurance policy end date | 2020-02-29 | Total amount of commissions paid to insurance broker | USD $386 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,207 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $386 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 1 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 89 | Insurance policy start date | 2019-03-01 | Insurance policy end date | 2020-02-29 | Total amount of commissions paid to insurance broker | USD $4,451 | Total amount of fees paid to insurance company | USD $0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $49,393 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,451 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 95089 ) |
Policy contract number | J0028 |
Policy instance | 4 |
Insurance contract or identification number | J0028 | Number of Individuals Covered | 111 | Insurance policy start date | 2019-03-01 | Insurance policy end date | 2020-02-29 | Total amount of commissions paid to insurance broker | USD $47,460 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $951,435 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $47,460 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 3 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 90 | Insurance policy start date | 2019-03-01 | Insurance policy end date | 2020-02-29 | Total amount of commissions paid to insurance broker | USD $955 | Total amount of fees paid to insurance company | USD $0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,745 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $955 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 1 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 96 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2019-02-28 | Total amount of commissions paid to insurance broker | USD $4,613 | Total amount of fees paid to insurance company | USD $20 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $45,928 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,075 | Amount paid for insurance broker fees | 20 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | 0765975HNO |
Policy instance | 4 |
Insurance contract or identification number | 0765975HNO | Number of Individuals Covered | 150 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2019-02-28 | Total amount of commissions paid to insurance broker | USD $56,065 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $901,018 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,214 | Insurance broker organization code? | 3 |
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AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
Policy contract number | B1786 |
Policy instance | 5 |
Insurance contract or identification number | B1786 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2019-02-28 | Total amount of commissions paid to insurance broker | USD $15,573 | Total amount of fees paid to insurance company | USD $798 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $83,295 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,723 | Amount paid for insurance broker fees | 562 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 ) |
Policy contract number | 765265 |
Policy instance | 2 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 18 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2019-02-28 | Total amount of commissions paid to insurance broker | USD $352 | Total amount of fees paid to insurance company | USD $4 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,625 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $234 | Amount paid for insurance broker fees | 4 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 3 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 86 | Insurance policy start date | 2018-03-01 | Insurance policy end date | 2019-02-28 | Total amount of commissions paid to insurance broker | USD $965 | Total amount of fees paid to insurance company | USD $105 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $8,132 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $637 | Amount paid for insurance broker fees | 105 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 |
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AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
Policy contract number | B1786 |
Policy instance | 5 |
Insurance contract or identification number | B1786 | Number of Individuals Covered | 119 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $19,174 | Total amount of fees paid to insurance company | USD $794 | Temporary Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $97,881 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,460 | Amount paid for insurance broker fees | 566 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | RICARDO SORIANO |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | 0765975HNO |
Policy instance | 4 |
Insurance contract or identification number | 0765975HNO | Number of Individuals Covered | 149 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $48,052 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $825,615 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $48,052 | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE INC. |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 3 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 84 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $885 | Total amount of fees paid to insurance company | USD $223 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $7,520 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $885 | Amount paid for insurance broker fees | 223 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE INC. |
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COMPBENEFITS COMPANY (National Association of Insurance Commissioners NAIC id number: 52015 ) |
Policy contract number | 765265 |
Policy instance | 2 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 24 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $453 | Total amount of fees paid to insurance company | USD $254 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,541 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $453 | Amount paid for insurance broker fees | 254 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE INC. |
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HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 ) |
Policy contract number | 765265 |
Policy instance | 1 |
Insurance contract or identification number | 765265 | Number of Individuals Covered | 98 | Insurance policy start date | 2017-03-01 | Insurance policy end date | 2018-02-28 | Total amount of commissions paid to insurance broker | USD $3,778 | Total amount of fees paid to insurance company | USD $1,047 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $38,180 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,778 | Amount paid for insurance broker fees | 1047 | Additional information about fees paid to insurance broker | BONUS | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE INC. |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | 0474035-HNO |
Policy instance | 2 |
Insurance contract or identification number | 0474035-HNO | Number of Individuals Covered | 149 | Insurance policy start date | 2015-03-01 | Insurance policy end date | 2016-02-29 | Total amount of commissions paid to insurance broker | USD $37,665 | Total amount of fees paid to insurance company | USD $2,205 | Welfare Benefit Premiums Paid to Carrier | USD $716,917 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,665 | Amount paid for insurance broker fees | 2205 | Additional information about fees paid to insurance broker | 2014/2015 PPP ENGAGEMENT CREDIT | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE INC. |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 0474035 |
Policy instance | 1 |
Insurance contract or identification number | 0474035 | Number of Individuals Covered | 148 | Insurance policy start date | 2015-03-01 | Insurance policy end date | 2016-02-29 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $536 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $39,594 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 536 | Additional information about fees paid to insurance broker | 2014/2015 PPP ENGAGEMENT CREDIT | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE INC. |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00475914 |
Policy instance | 1 |
Insurance contract or identification number | 00475914 | Number of Individuals Covered | 104 | Insurance policy start date | 2013-03-01 | Insurance policy end date | 2014-02-28 | Total amount of commissions paid to insurance broker | USD $2,304 | Total amount of fees paid to insurance company | USD $1,807 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $30,367 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,259 | Amount paid for insurance broker fees | 1807 | Insurance broker organization code? | 3 | Insurance broker name | HARRISON-DAVIS INC |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | 474035-HNO |
Policy instance | 2 |
Insurance contract or identification number | 474035-HNO | Number of Individuals Covered | 140 | Insurance policy start date | 2013-03-01 | Insurance policy end date | 2014-02-28 | Total amount of commissions paid to insurance broker | USD $29,887 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $594,157 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $29,887 | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | US401129 |
Policy instance | 2 |
Insurance contract or identification number | US401129 | Number of Individuals Covered | 112 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $15,162 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $288,130 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,162 | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | 474035-HNO |
Policy instance | 3 |
Insurance contract or identification number | 474035-HNO | Number of Individuals Covered | 69 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $15,502 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $293,159 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,502 | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE |
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THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
Policy contract number | 00475914 |
Policy instance | 1 |
Insurance contract or identification number | 00475914 | Number of Individuals Covered | 94 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $2,453 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $31,285 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,282 | Insurance broker organization code? | 3 | Insurance broker name | HARRISON-DAVIS INC |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 004I02084 |
Policy instance | 2 |
Insurance contract or identification number | 004I02084 | Number of Individuals Covered | 64 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-29 | Total amount of commissions paid to insurance broker | USD $2,363 | Total amount of fees paid to insurance company | USD $238 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $23,633 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | 474035 |
Policy instance | 4 |
Insurance contract or identification number | 474035 | Number of Individuals Covered | 69 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-29 | Total amount of commissions paid to insurance broker | USD $16,641 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $321,267 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | US401129 |
Policy instance | 3 |
Insurance contract or identification number | US401129 | Number of Individuals Covered | 92 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-29 | Total amount of commissions paid to insurance broker | USD $12,705 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $245,993 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 004D04596 |
Policy instance | 1 |
Insurance contract or identification number | 004D04596 | Number of Individuals Covered | 60 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-29 | Total amount of commissions paid to insurance broker | USD $697 | Total amount of fees paid to insurance company | USD $72 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,969 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 004D04596 |
Policy instance | 1 |
Insurance contract or identification number | 004D04596 | Number of Individuals Covered | 53 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $631 | Total amount of fees paid to insurance company | USD $126 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Dental Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $6,306 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $631 | Amount paid for insurance broker fees | 126 | Additional information about fees paid to insurance broker | PRODUCER BONUS | Insurance broker organization code? | 3 | Insurance broker name | BOUCHARD INSURANCE INC. |
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UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
Policy contract number | 004I02084 |
Policy instance | 2 |
Insurance contract or identification number | 004I02084 | Number of Individuals Covered | 58 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $2,044 | Total amount of fees paid to insurance company | USD $399 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $20,444 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,044 | Amount paid for insurance broker fees | 399 | Additional information about fees paid to insurance broker | PRODUCER BONUS | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE |
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AETNA HEALTH INC (National Association of Insurance Commissioners NAIC id number: 95088 ) |
Policy contract number | US401129 |
Policy instance | 3 |
Insurance contract or identification number | US401129 | Number of Individuals Covered | 92 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $21,559 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Welfare Benefit Premiums Paid to Carrier | USD $224,000 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,559 | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE |
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AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
Policy contract number | 474035 |
Policy instance | 4 |
Insurance contract or identification number | 474035 | Number of Individuals Covered | 66 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $15,419 | Total amount of fees paid to insurance company | USD $4,120 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $310,351 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $15,419 | Amount paid for insurance broker fees | 4120 | Additional information about fees paid to insurance broker | 2009 NEW BUSINESS MEDICAL BONUS | Insurance broker organization code? | 3 | Insurance broker name | ROGER BOUCHARD INSURANCE |
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