MTA INVESTMENTS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MONTROSE AUTO GROUP SECTION 125 PLAN
| Measure | Date | Value |
|---|
| 2022: MONTROSE AUTO GROUP SECTION 125 PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 87 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 80 |
| Total of all active and inactive participants | 2022-06-01 | 80 |
| 2021: MONTROSE AUTO GROUP SECTION 125 PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 264 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 87 |
| Total of all active and inactive participants | 2021-06-01 | 87 |
| 2020: MONTROSE AUTO GROUP SECTION 125 PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 213 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 264 |
| Number of retired or separated participants receiving benefits | 2020-06-01 | 3 |
| Total of all active and inactive participants | 2020-06-01 | 267 |
| 2019: MONTROSE AUTO GROUP SECTION 125 PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 271 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 213 |
| Total of all active and inactive participants | 2019-06-01 | 213 |
| 2018: MONTROSE AUTO GROUP SECTION 125 PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 271 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 271 |
| Total of all active and inactive participants | 2018-06-01 | 271 |
| 2017: MONTROSE AUTO GROUP SECTION 125 PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 315 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 271 |
| Total of all active and inactive participants | 2017-06-01 | 271 |
| 2016: MONTROSE AUTO GROUP SECTION 125 PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 481 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 315 |
| Total of all active and inactive participants | 2016-06-01 | 315 |
| 2015: MONTROSE AUTO GROUP SECTION 125 PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 444 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 481 |
| Total of all active and inactive participants | 2015-06-01 | 481 |
| 2014: MONTROSE AUTO GROUP SECTION 125 PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 435 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 444 |
| Total of all active and inactive participants | 2014-06-01 | 444 |
| 2013: MONTROSE AUTO GROUP SECTION 125 PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 482 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 435 |
| Total of all active and inactive participants | 2013-06-01 | 435 |
| 2012: MONTROSE AUTO GROUP SECTION 125 PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 386 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 482 |
| Total of all active and inactive participants | 2012-06-01 | 482 |
| 2011: MONTROSE AUTO GROUP SECTION 125 PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 230 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 386 |
| Total of all active and inactive participants | 2011-06-01 | 386 |
| 2010: MONTROSE AUTO GROUP SECTION 125 PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 230 |
| Total of all active and inactive participants | 2010-06-01 | 230 |
| 2022: MONTROSE AUTO GROUP SECTION 125 PLAN 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Multi-employer plan |
| 2022-06-01 | Plan is a collectively bargained plan | Yes |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: MONTROSE AUTO GROUP SECTION 125 PLAN 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Multi-employer plan |
| 2021-06-01 | Plan is a collectively bargained plan | Yes |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: MONTROSE AUTO GROUP SECTION 125 PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Multi-employer plan |
| 2020-06-01 | Plan is a collectively bargained plan | Yes |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: MONTROSE AUTO GROUP SECTION 125 PLAN 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Multi-employer plan |
| 2019-06-01 | Plan is a collectively bargained plan | Yes |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: MONTROSE AUTO GROUP SECTION 125 PLAN 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Multi-employer plan |
| 2018-06-01 | Plan is a collectively bargained plan | Yes |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: MONTROSE AUTO GROUP SECTION 125 PLAN 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Multi-employer plan |
| 2017-06-01 | Plan is a collectively bargained plan | Yes |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: MONTROSE AUTO GROUP SECTION 125 PLAN 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Multi-employer plan |
| 2016-06-01 | Plan is a collectively bargained plan | Yes |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: MONTROSE AUTO GROUP SECTION 125 PLAN 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Multi-employer plan |
| 2015-06-01 | Plan is a collectively bargained plan | Yes |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: MONTROSE AUTO GROUP SECTION 125 PLAN 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Multi-employer plan |
| 2014-06-01 | Plan is a collectively bargained plan | Yes |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: MONTROSE AUTO GROUP SECTION 125 PLAN 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Multi-employer plan |
| 2013-06-01 | Plan is a collectively bargained plan | Yes |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: MONTROSE AUTO GROUP SECTION 125 PLAN 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Multi-employer plan |
| 2012-06-01 | Plan is a collectively bargained plan | Yes |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: MONTROSE AUTO GROUP SECTION 125 PLAN 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Submission has been amended | Yes |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: MONTROSE AUTO GROUP SECTION 125 PLAN 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | First time form 5500 has been submitted | Yes |
| 2010-06-01 | Plan funding arrangement – Insurance | Yes |
| 2010-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
| Policy contract number | 0000020791 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000020791 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $4,373 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $23,685 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,767 | | Insurance broker organization code? | 3 |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 82-2723296 |
| Policy instance | 1 |
| Insurance contract or identification number | 82-2723296 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $8,151 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $54,160 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,009 | | Insurance broker organization code? | 3 |
|
| CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
| Policy contract number | 0000020791 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000020791 | | Number of Individuals Covered | 67 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $2,225 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,614 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,210 | | Insurance broker organization code? | 3 |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 82-2723296 |
| Policy instance | 1 |
| Insurance contract or identification number | 82-2723296 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $7,416 | | Total amount of fees paid to insurance company | USD $104 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $62,790 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,038 | | Amount paid for insurance broker fees | 69 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | ADDITIONAL FEES |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 82-2723296 |
| Policy instance | 1 |
| Insurance contract or identification number | 82-2723296 | | Number of Individuals Covered | 87 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $9,911 | | Total amount of fees paid to insurance company | USD $526 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $74,788 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,433 | | Amount paid for insurance broker fees | 376 | | Additional information about fees paid to insurance broker | FEES, AWARDS, PRIZES,BONUSES OR OTHER FORMS OF NON-MONETARY COMPENSTI | | Insurance broker organization code? | 3 |
|
| CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
| Policy contract number | 0000020791 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000020791 | | Number of Individuals Covered | 213 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $4,263 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $29,696 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,528 | | Insurance broker organization code? | 3 |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 82-2723296 |
| Policy instance | 1 |
| Insurance contract or identification number | 82-2723296 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $13,824 | | Total amount of fees paid to insurance company | USD $115 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $85,911 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $7,075 | | Amount paid for insurance broker fees | 97 | | Additional information about fees paid to insurance broker | FEES, AWARDS, PRIZES,BONUSES OR OTHER FORMS OF NON-MONETARY COMPENSTI | | Insurance broker organization code? | 3 |
|
| CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
| Policy contract number | 0000020791 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000020791 | | Number of Individuals Covered | 200 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $7,454 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $31,116 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,717 | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | 5995083 |
| Policy instance | 3 |
| Insurance contract or identification number | 5995083 | | Number of Individuals Covered | 428 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $13,826 | | Total amount of fees paid to insurance company | USD $2,016 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $137,436 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $13,826 | | Amount paid for insurance broker fees | 2016 | | Additional information about fees paid to insurance broker | SUPPLEMENTAL COMPENSATION, NON-MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
| Policy contract number | 0000020791 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000020791 | | Number of Individuals Covered | 200 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $3,575 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $32,617 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,995 | | Insurance broker organization code? | 3 |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 82-2723296 |
| Policy instance | 1 |
| Insurance contract or identification number | 82-2723296 | | Number of Individuals Covered | 130 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $12,508 | | Total amount of fees paid to insurance company | USD $592 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $92,189 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,459 | | Amount paid for insurance broker fees | 422 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
|
| CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 ) |
| Policy contract number | 0000020791 |
| Policy instance | 2 |
| Insurance contract or identification number | 0000020791 | | Number of Individuals Covered | 184 | | Insurance policy start date | 2016-07-01 | | Insurance policy end date | 2017-06-30 | | Total amount of commissions paid to insurance broker | USD $9,672 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,796 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 82-2723296 |
| Policy instance | 1 |
| Insurance contract or identification number | 82-2723296 | | Number of Individuals Covered | 149 | | Insurance policy start date | 2016-07-01 | | Insurance policy end date | 2017-06-30 | | Total amount of commissions paid to insurance broker | USD $16,417 | | Total amount of fees paid to insurance company | USD $442 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $107,623 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 58-0663085 |
| Policy instance | 1 |
| Insurance contract or identification number | 58-0663085 | | Number of Individuals Covered | 211 | | Insurance policy start date | 2014-10-01 | | Insurance policy end date | 2015-09-30 | | Total amount of commissions paid to insurance broker | USD $22,102 | | Total amount of fees paid to insurance company | USD $5,007 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $114,575 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,521 | | Amount paid for insurance broker fees | 2153 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 | | Insurance broker name | THOMAS BOSTON SR |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 58-0663085 |
| Policy instance | 1 |
| Insurance contract or identification number | 58-0663085 | | Number of Individuals Covered | 225 | | Insurance policy start date | 2013-10-01 | | Insurance policy end date | 2014-09-30 | | Total amount of commissions paid to insurance broker | USD $53,742 | | Total amount of fees paid to insurance company | USD $111 | | 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 $135,947 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $23,258 | | Amount paid for insurance broker fees | 111 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES | | Insurance broker organization code? | 3 | | Insurance broker name | THOMAS BOSTON SR |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 58-0663085 |
| Policy instance | 1 |
| Insurance contract or identification number | 58-0663085 | | Number of Individuals Covered | 435 | | Insurance policy start date | 2012-10-01 | | Insurance policy end date | 2013-09-30 | | Total amount of commissions paid to insurance broker | USD $5,379 | | 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 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $56,120 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,453 | | Insurance broker name | THOMAS BOSTON SR |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 58-0663085 |
| Policy instance | 1 |
| Insurance contract or identification number | 58-0663085 | | Number of Individuals Covered | 482 | | Insurance policy start date | 2011-10-01 | | Insurance policy end date | 2012-09-30 | | Total amount of commissions paid to insurance broker | USD $16,174 | | Total amount of fees paid to insurance company | USD $1,934 | | 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 $85,017 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,129 | | Amount paid for insurance broker fees | 846 | | Insurance broker organization code? | 3 | | Insurance broker name | KRISTEN R FAZIO |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | 58-0663085 |
| Policy instance | 1 |
| Insurance contract or identification number | 58-0663085 | | Number of Individuals Covered | 386 | | Insurance policy start date | 2010-10-01 | | Insurance policy end date | 2011-09-30 | | Total amount of commissions paid to insurance broker | USD $21,396 | | Total amount of fees paid to insurance company | USD $549 | | 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 $85,159 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AFLAC (National Association of Insurance Commissioners NAIC id number: 60380 ) |
| Policy contract number | |
| Policy instance | 1 |
| Number of Individuals Covered | 230 | | Insurance policy start date | 2009-10-01 | | Insurance policy end date | 2010-09-30 | | Total amount of commissions paid to insurance broker | USD $13,528 | | Total amount of fees paid to insurance company | USD $504 | | 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 $71,020 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
