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COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 401k Plan overview

Plan NameCOLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN
Plan identification number 510

COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Supplemental unemployment
  • Dental
  • Vision
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

COLLIER HEALTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:COLLIER HEALTH SERVICES, INC.
Employer identification number (EIN):591741277
NAIC Classification:621399
NAIC Description:Offices of All Other Miscellaneous Health Practitioners

Additional information about COLLIER HEALTH SERVICES, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1977-05-17
Company Identification Number: 739050
Legal Registered Office Address: 1454 MADISON AVENUE WEST

IMMOKALEE

34142

More information about COLLIER HEALTH SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102024-05-01JULIE BLAUMAN
5102023-05-01
5102023-05-01JULIE BLAUMAN
5102022-05-01
5102022-05-01JULIE BLAUMAN
5102021-05-01
5102021-05-01JULIE BLAUMAN
5102020-05-01
5102019-05-01
5102018-05-01
5102017-05-01SANDRA STEELE
5102016-05-01SANDRA STEELE
5102015-05-01SANDRA STEELE
5102014-05-01SANDRA STEELE
5102013-05-15SANDRA STEELE
5102012-05-15SANDRA STEELE SANDRA STEELE2013-12-19
5102011-05-15SANDRA STEELE
5102010-05-15SANDRA STEELE
5102009-05-15SANDRA STEELE
5102008-05-15SANDRA STEELE
5102007-05-15SANDRA STEELE
5102006-05-15SANDRA STEELE
5102005-05-15SANDRA STEELE
5102004-05-15SANDRA STEELE
5102003-05-15SANDRA STEELE
5102002-05-15SANDRA STEELE
5102001-05-15SANDRA STEELE

Plan Statistics for COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN

401k plan membership statisitcs for COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN

Measure Date Value
2023: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-05-01353
Total number of active participants reported on line 7a of the Form 55002023-05-01379
Number of retired or separated participants receiving benefits2023-05-010
Number of other retired or separated participants entitled to future benefits2023-05-010
Total of all active and inactive participants2023-05-01379
2022: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01339
Total number of active participants reported on line 7a of the Form 55002022-05-01353
Number of retired or separated participants receiving benefits2022-05-010
Number of other retired or separated participants entitled to future benefits2022-05-010
Total of all active and inactive participants2022-05-01353
2021: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01314
Total number of active participants reported on line 7a of the Form 55002021-05-01339
Number of retired or separated participants receiving benefits2021-05-010
Number of other retired or separated participants entitled to future benefits2021-05-010
Total of all active and inactive participants2021-05-01339
2020: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01320
Total number of active participants reported on line 7a of the Form 55002020-05-01314
Number of retired or separated participants receiving benefits2020-05-010
Number of other retired or separated participants entitled to future benefits2020-05-010
Total of all active and inactive participants2020-05-01314
2019: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01355
Total number of active participants reported on line 7a of the Form 55002019-05-01320
Number of retired or separated participants receiving benefits2019-05-010
Number of other retired or separated participants entitled to future benefits2019-05-010
Total of all active and inactive participants2019-05-01320
2018: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-05-01396
Total number of active participants reported on line 7a of the Form 55002018-05-01355
Number of retired or separated participants receiving benefits2018-05-010
Number of other retired or separated participants entitled to future benefits2018-05-010
Total of all active and inactive participants2018-05-01355
2017: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01392
Total number of active participants reported on line 7a of the Form 55002017-05-01396
Number of retired or separated participants receiving benefits2017-05-010
Number of other retired or separated participants entitled to future benefits2017-05-010
Total of all active and inactive participants2017-05-01396
2016: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-05-01362
Total number of active participants reported on line 7a of the Form 55002016-05-01392
Number of retired or separated participants receiving benefits2016-05-010
Number of other retired or separated participants entitled to future benefits2016-05-010
Total of all active and inactive participants2016-05-01392
2015: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-05-01362
Total number of active participants reported on line 7a of the Form 55002015-05-01362
Number of retired or separated participants receiving benefits2015-05-010
Number of other retired or separated participants entitled to future benefits2015-05-010
Total of all active and inactive participants2015-05-01362
2014: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-05-01315
Total number of active participants reported on line 7a of the Form 55002014-05-01362
Number of retired or separated participants receiving benefits2014-05-010
Number of other retired or separated participants entitled to future benefits2014-05-010
Total of all active and inactive participants2014-05-01362
2013: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-05-15301
Total number of active participants reported on line 7a of the Form 55002013-05-15315
Number of retired or separated participants receiving benefits2013-05-150
Number of other retired or separated participants entitled to future benefits2013-05-150
Total of all active and inactive participants2013-05-15315
2012: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-05-15266
Total number of active participants reported on line 7a of the Form 55002012-05-15301
Number of retired or separated participants receiving benefits2012-05-150
Number of other retired or separated participants entitled to future benefits2012-05-150
Total of all active and inactive participants2012-05-15301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-150
Total participants2012-05-15301
2011: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-05-15259
Total number of active participants reported on line 7a of the Form 55002011-05-15266
Number of retired or separated participants receiving benefits2011-05-150
Number of other retired or separated participants entitled to future benefits2011-05-150
Total of all active and inactive participants2011-05-15266
Total participants2011-05-15266
2010: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-05-15233
Total number of active participants reported on line 7a of the Form 55002010-05-15259
Number of retired or separated participants receiving benefits2010-05-150
Number of other retired or separated participants entitled to future benefits2010-05-150
Total of all active and inactive participants2010-05-15259
Total participants2010-05-15259
2009: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-05-15227
Total number of active participants reported on line 7a of the Form 55002009-05-15233
Number of retired or separated participants receiving benefits2009-05-150
Number of other retired or separated participants entitled to future benefits2009-05-150
Total of all active and inactive participants2009-05-15233
2008: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2008 401k membership
Total participants, beginning-of-year2008-05-15227
Total number of active participants reported on line 7a of the Form 55002008-05-15227
Number of retired or separated participants receiving benefits2008-05-150
Number of other retired or separated participants entitled to future benefits2008-05-150
Total of all active and inactive participants2008-05-15227
2007: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2007 401k membership
Total participants, beginning-of-year2007-05-15206
Total number of active participants reported on line 7a of the Form 55002007-05-15227
Number of retired or separated participants receiving benefits2007-05-150
Number of other retired or separated participants entitled to future benefits2007-05-150
Total of all active and inactive participants2007-05-15227
2006: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2006 401k membership
Total participants, beginning-of-year2006-05-15178
Total number of active participants reported on line 7a of the Form 55002006-05-15206
Number of retired or separated participants receiving benefits2006-05-150
Number of other retired or separated participants entitled to future benefits2006-05-150
Total of all active and inactive participants2006-05-15206
2005: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2005 401k membership
Total participants, beginning-of-year2005-05-15175
Total number of active participants reported on line 7a of the Form 55002005-05-15178
Number of retired or separated participants receiving benefits2005-05-150
Number of other retired or separated participants entitled to future benefits2005-05-150
Total of all active and inactive participants2005-05-15178
2004: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2004 401k membership
Total participants, beginning-of-year2004-05-15164
Total number of active participants reported on line 7a of the Form 55002004-05-15175
Number of retired or separated participants receiving benefits2004-05-150
Number of other retired or separated participants entitled to future benefits2004-05-150
Total of all active and inactive participants2004-05-15175
2003: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2003 401k membership
Total participants, beginning-of-year2003-05-15130
Total number of active participants reported on line 7a of the Form 55002003-05-15164
Number of retired or separated participants receiving benefits2003-05-150
Number of other retired or separated participants entitled to future benefits2003-05-150
Total of all active and inactive participants2003-05-15164
2002: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2002 401k membership
Total participants, beginning-of-year2002-05-15120
Total number of active participants reported on line 7a of the Form 55002002-05-15130
Number of retired or separated participants receiving benefits2002-05-150
Number of other retired or separated participants entitled to future benefits2002-05-150
Total of all active and inactive participants2002-05-15130
2001: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2001 401k membership
Total participants, beginning-of-year2001-05-15108
Total number of active participants reported on line 7a of the Form 55002001-05-15120
Number of retired or separated participants receiving benefits2001-05-150
Number of other retired or separated participants entitled to future benefits2001-05-150
Total of all active and inactive participants2001-05-15120

Form 5500 Responses for COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN

2023: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2023 form 5500 responses
2023-05-01Type of plan entitySingle employer plan
2023-05-01Submission has been amendedNo
2023-05-01This submission is the final filingNo
2023-05-01This return/report is a short plan year return/report (less than 12 months)No
2023-05-01Plan is a collectively bargained planNo
2023-05-01Plan funding arrangement – InsuranceYes
2023-05-01Plan benefit arrangement – InsuranceYes
2022: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – InsuranceYes
2021: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planNo
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – InsuranceYes
2020: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planNo
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – InsuranceYes
2019: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planNo
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – InsuranceYes
2018: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2018 form 5500 responses
2018-05-01Type of plan entitySingle employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planNo
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan benefit arrangement – InsuranceYes
2017: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planNo
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes
2016: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2016 form 5500 responses
2016-05-01Type of plan entitySingle employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planNo
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan benefit arrangement – InsuranceYes
2015: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2015 form 5500 responses
2015-05-01Type of plan entitySingle employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planNo
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan benefit arrangement – InsuranceYes
2014: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2014 form 5500 responses
2014-05-01Type of plan entitySingle employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planNo
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan benefit arrangement – InsuranceYes
2013: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2013 form 5500 responses
2013-05-15Type of plan entitySingle employer plan
2013-05-15Submission has been amendedNo
2013-05-15This submission is the final filingNo
2013-05-15This return/report is a short plan year return/report (less than 12 months)Yes
2013-05-15Plan is a collectively bargained planNo
2013-05-15Plan funding arrangement – InsuranceYes
2013-05-15Plan benefit arrangement – InsuranceYes
2012: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2012 form 5500 responses
2012-05-15Type of plan entitySingle employer plan
2012-05-15Submission has been amendedNo
2012-05-15This submission is the final filingNo
2012-05-15This return/report is a short plan year return/report (less than 12 months)No
2012-05-15Plan is a collectively bargained planNo
2012-05-15Plan funding arrangement – InsuranceYes
2012-05-15Plan benefit arrangement – InsuranceYes
2011: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2011 form 5500 responses
2011-05-15Type of plan entitySingle employer plan
2011-05-15Submission has been amendedNo
2011-05-15This submission is the final filingNo
2011-05-15This return/report is a short plan year return/report (less than 12 months)No
2011-05-15Plan is a collectively bargained planNo
2011-05-15Plan funding arrangement – InsuranceYes
2011-05-15Plan benefit arrangement – InsuranceYes
2010: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2010 form 5500 responses
2010-05-15Type of plan entitySingle employer plan
2010-05-15Submission has been amendedNo
2010-05-15This submission is the final filingNo
2010-05-15This return/report is a short plan year return/report (less than 12 months)No
2010-05-15Plan is a collectively bargained planNo
2010-05-15Plan funding arrangement – InsuranceYes
2010-05-15Plan benefit arrangement – InsuranceYes
2009: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2009 form 5500 responses
2009-05-15Type of plan entitySingle employer plan
2009-05-15Submission has been amendedNo
2009-05-15This submission is the final filingNo
2009-05-15This return/report is a short plan year return/report (less than 12 months)No
2009-05-15Plan is a collectively bargained planNo
2009-05-15Plan funding arrangement – InsuranceYes
2009-05-15Plan benefit arrangement – InsuranceYes
2008: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2008 form 5500 responses
2008-05-15Type of plan entitySingle employer plan
2008-05-15Submission has been amendedNo
2008-05-15This submission is the final filingNo
2008-05-15This return/report is a short plan year return/report (less than 12 months)No
2008-05-15Plan is a collectively bargained planNo
2008-05-15Plan funding arrangement – InsuranceYes
2008-05-15Plan benefit arrangement – InsuranceYes
2007: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2007 form 5500 responses
2007-05-15Type of plan entitySingle employer plan
2007-05-15Submission has been amendedNo
2007-05-15This submission is the final filingNo
2007-05-15This return/report is a short plan year return/report (less than 12 months)No
2007-05-15Plan is a collectively bargained planNo
2007-05-15Plan funding arrangement – InsuranceYes
2007-05-15Plan benefit arrangement – InsuranceYes
2006: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2006 form 5500 responses
2006-05-15Type of plan entitySingle employer plan
2006-05-15Submission has been amendedNo
2006-05-15This submission is the final filingNo
2006-05-15This return/report is a short plan year return/report (less than 12 months)No
2006-05-15Plan is a collectively bargained planNo
2006-05-15Plan funding arrangement – InsuranceYes
2006-05-15Plan benefit arrangement – InsuranceYes
2005: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2005 form 5500 responses
2005-05-15Type of plan entitySingle employer plan
2005-05-15Submission has been amendedNo
2005-05-15This submission is the final filingNo
2005-05-15This return/report is a short plan year return/report (less than 12 months)No
2005-05-15Plan is a collectively bargained planNo
2005-05-15Plan funding arrangement – InsuranceYes
2005-05-15Plan benefit arrangement – InsuranceYes
2004: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2004 form 5500 responses
2004-05-15Type of plan entitySingle employer plan
2004-05-15Submission has been amendedNo
2004-05-15This submission is the final filingNo
2004-05-15This return/report is a short plan year return/report (less than 12 months)No
2004-05-15Plan is a collectively bargained planNo
2004-05-15Plan funding arrangement – InsuranceYes
2004-05-15Plan benefit arrangement – InsuranceYes
2003: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2003 form 5500 responses
2003-05-15Type of plan entitySingle employer plan
2003-05-15Submission has been amendedNo
2003-05-15This submission is the final filingNo
2003-05-15This return/report is a short plan year return/report (less than 12 months)No
2003-05-15Plan is a collectively bargained planNo
2003-05-15Plan funding arrangement – InsuranceYes
2003-05-15Plan benefit arrangement – InsuranceYes
2002: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2002 form 5500 responses
2002-05-15Type of plan entitySingle employer plan
2002-05-15Submission has been amendedNo
2002-05-15This submission is the final filingNo
2002-05-15This return/report is a short plan year return/report (less than 12 months)No
2002-05-15Plan is a collectively bargained planNo
2002-05-15Plan funding arrangement – InsuranceYes
2002-05-15Plan benefit arrangement – InsuranceYes
2001: COLLIER HEALTH SERVICES, INC. EMPLOYEE WELFARE BENEFIT PLAN 2001 form 5500 responses
2001-05-15Type of plan entitySingle employer plan
2001-05-15First time form 5500 has been submittedYes
2001-05-15Submission has been amendedNo
2001-05-15This submission is the final filingNo
2001-05-15This return/report is a short plan year return/report (less than 12 months)No
2001-05-15Plan is a collectively bargained planNo
2001-05-15Plan funding arrangement – InsuranceYes
2001-05-15Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract number716101N-99
Policy instance 8
Insurance contract or identification number716101N-99
Number of Individuals Covered265
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $3,487,527
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number663538
Policy instance 1
Insurance contract or identification number663538
Number of Individuals Covered78
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Total amount of commissions paid to insurance brokerUSD $5,866
Total amount of fees paid to insurance companyUSD $1,465
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00511811
Policy instance 2
Insurance contract or identification number00511811
Number of Individuals Covered282
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Total amount of commissions paid to insurance brokerUSD $19,766
Total amount of fees paid to insurance companyUSD $958
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY CRITICALL ILLNESS, VOLUNTARY HOPISTAL INDEMNITY, ACCIDENT
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 CarrierUSD $86,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30046959
Policy instance 3
Insurance contract or identification number30046959
Number of Individuals Covered206
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Total amount of commissions paid to insurance brokerUSD $1,404
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $41,372
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTHJOY, LLC (National Association of Insurance Commissioners NAIC id number: 51121 )
Policy contract number00001547
Policy instance 4
Insurance contract or identification number00001547
Number of Individuals Covered306
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedTELEHEALTH
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 CarrierUSD $30,120
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000C4F9
Policy instance 5
Insurance contract or identification numberG000C4F9
Number of Individuals Covered63
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Total amount of commissions paid to insurance brokerUSD $3,887
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $38,872
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0C4F9
Policy instance 6
Insurance contract or identification numberGVTL0C4F9
Number of Individuals Covered128
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Total amount of commissions paid to insurance brokerUSD $4,752
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 CarrierUSD $47,521
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0C4F9
Policy instance 7
Insurance contract or identification numberGLUG0C4F9
Number of Individuals Covered379
Insurance policy start date2023-05-01
Insurance policy end date2024-04-30
Total amount of commissions paid to insurance brokerUSD $4,002
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
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 CarrierUSD $40,023
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number663538
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00511811
Policy instance 2
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30046959
Policy instance 3
HEALTHJOY, LLC (National Association of Insurance Commissioners NAIC id number: 51121 )
Policy contract numberN/A
Policy instance 4
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000C4F9
Policy instance 5
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGVTL0C4F9
Policy instance 6
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberGLUG0C4F9
Policy instance 7
ALLY HEALTH (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberALH065902
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30046959
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00511811
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number663538
Policy instance 1
ALLY HEALTH (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberALH065902
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30046959
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00511811
Policy instance 2
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number663538
Policy instance 1
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract number405544 0010
Policy instance 1
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number663538
Policy instance 2
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberV5456 ACC
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00511811
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30046959
Policy instance 5
ALLY HEALTH (National Association of Insurance Commissioners NAIC id number: 54199 )
Policy contract numberALH065902
Policy instance 6
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number663538
Policy instance 2
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract number405544 0010
Policy instance 1
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberV5456 ACC
Policy instance 3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30046959
Policy instance 5
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00511811
Policy instance 4
NORTHWESTERN MUTUAL (National Association of Insurance Commissioners NAIC id number: 67091 )
Policy contract number663538
Policy instance 2
AMERICAN HERITAGE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60534 )
Policy contract numberV5456 ACC
Policy instance 3
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number00511811
Policy instance 4
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 32395 )
Policy contract number30046959
Policy instance 5
BLUE CROSS BLUE SHIELD OF FLORIDA (National Association of Insurance Commissioners NAIC id number: 98167 )
Policy contract number405544 0010
Policy instance 1

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