KENTUCKY CONSTUCTION INDUSTRY INSURANCE TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KENTUCKY CONSTRUCTION INDUSTRY TRUST
| Measure | Date | Value |
|---|
| 2023 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-03-31 | $-25,377 |
| Total unrealized appreciation/depreciation of assets | 2023-03-31 | $-25,377 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $2,118,288 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-03-31 | $2,057,579 |
| Total income from all sources (including contributions) | 2023-03-31 | $57,669,876 |
| Total loss/gain on sale of assets | 2023-03-31 | $-148,323 |
| Total of all expenses incurred | 2023-03-31 | $58,160,535 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-03-31 | $57,442,855 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-03-31 | $57,976,890 |
| Value of total assets at end of year | 2023-03-31 | $7,489,705 |
| Value of total assets at beginning of year | 2023-03-31 | $7,919,655 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-03-31 | $717,680 |
| Total interest from all sources | 2023-03-31 | $7,025 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-03-31 | $153,402 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-03-31 | $129,888 |
| Administrative expenses professional fees incurred | 2023-03-31 | $32,360 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-03-31 | $1,497,295 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-03-31 | $1,361,677 |
| Liabilities. Value of operating payables at end of year | 2023-03-31 | $2,109,348 |
| Liabilities. Value of operating payables at beginning of year | 2023-03-31 | $2,056,623 |
| Total non interest bearing cash at end of year | 2023-03-31 | $301,315 |
| Total non interest bearing cash at beginning of year | 2023-03-31 | $254,104 |
| Value of net income/loss | 2023-03-31 | $-490,659 |
| Value of net assets at end of year (total assets less liabilities) | 2023-03-31 | $5,371,417 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-03-31 | $5,862,076 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-03-31 | No |
| Investment advisory and management fees | 2023-03-31 | $38,537 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-03-31 | $4,095,225 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-03-31 | $3,856,302 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-03-31 | $652,770 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-03-31 | $389,853 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-03-31 | $389,853 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-03-31 | $7,025 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-03-31 | $57,442,855 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-03-31 | $-293,741 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-03-31 | No |
| Contributions received in cash from employer | 2023-03-31 | $57,976,890 |
| Employer contributions (assets) at end of year | 2023-03-31 | $18,052 |
| Employer contributions (assets) at beginning of year | 2023-03-31 | $94,873 |
| Income. Dividends from common stock | 2023-03-31 | $23,514 |
| Contract administrator fees | 2023-03-31 | $646,783 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2023-03-31 | $925,048 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-03-31 | $1,962,846 |
| Liabilities. Value of benefit claims payable at end of year | 2023-03-31 | $8,940 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-03-31 | $956 |
| Did the plan have assets held for investment | 2023-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2023-03-31 | $1,145,799 |
| Aggregate carrying amount (costs) on sale of assets | 2023-03-31 | $1,294,122 |
| Opinion of an independent qualified public accountant for this plan | 2023-03-31 | Unqualified |
| Accountancy firm name | 2023-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2023-03-31 | 273858252 |
| 2022 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-03-31 | $69,736 |
| Total unrealized appreciation/depreciation of assets | 2022-03-31 | $69,736 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $2,057,579 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $2,413,022 |
| Total income from all sources (including contributions) | 2022-03-31 | $56,143,389 |
| Total loss/gain on sale of assets | 2022-03-31 | $12,224 |
| Total of all expenses incurred | 2022-03-31 | $56,234,726 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $55,507,561 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $55,978,213 |
| Value of total assets at end of year | 2022-03-31 | $7,919,655 |
| Value of total assets at beginning of year | 2022-03-31 | $8,366,435 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $727,165 |
| Total interest from all sources | 2022-03-31 | $5,405 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $109,966 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $89,138 |
| Administrative expenses professional fees incurred | 2022-03-31 | $20,020 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-03-31 | $1,361,677 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-03-31 | $1,760,237 |
| Liabilities. Value of operating payables at end of year | 2022-03-31 | $2,056,623 |
| Liabilities. Value of operating payables at beginning of year | 2022-03-31 | $2,390,237 |
| Total non interest bearing cash at end of year | 2022-03-31 | $254,104 |
| Total non interest bearing cash at beginning of year | 2022-03-31 | $173,767 |
| Value of net income/loss | 2022-03-31 | $-91,337 |
| Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $5,862,076 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $5,953,413 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
| Investment advisory and management fees | 2022-03-31 | $45,421 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $3,856,302 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $4,048,437 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-03-31 | $389,853 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-03-31 | $450,573 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-03-31 | $450,573 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-03-31 | $5,405 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-03-31 | $55,507,561 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $-32,155 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
| Contributions received in cash from employer | 2022-03-31 | $55,978,213 |
| Employer contributions (assets) at end of year | 2022-03-31 | $94,873 |
| Employer contributions (assets) at beginning of year | 2022-03-31 | $44,816 |
| Income. Dividends from common stock | 2022-03-31 | $20,828 |
| Contract administrator fees | 2022-03-31 | $661,724 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-03-31 | $1,962,846 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-03-31 | $1,888,605 |
| Liabilities. Value of benefit claims payable at end of year | 2022-03-31 | $956 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-03-31 | $22,785 |
| Did the plan have assets held for investment | 2022-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2022-03-31 | $461,461 |
| Aggregate carrying amount (costs) on sale of assets | 2022-03-31 | $449,237 |
| Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
| Accountancy firm name | 2022-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2022-03-31 | 273858252 |
| 2021 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-03-31 | $620,228 |
| Total unrealized appreciation/depreciation of assets | 2021-03-31 | $620,228 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $2,413,022 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $1,590,362 |
| Total income from all sources (including contributions) | 2021-03-31 | $56,288,778 |
| Total loss/gain on sale of assets | 2021-03-31 | $113,483 |
| Total of all expenses incurred | 2021-03-31 | $55,234,976 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $54,481,127 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $54,927,895 |
| Value of total assets at end of year | 2021-03-31 | $8,366,435 |
| Value of total assets at beginning of year | 2021-03-31 | $6,489,973 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $753,849 |
| Total interest from all sources | 2021-03-31 | $248 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $120,149 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $101,252 |
| Administrative expenses professional fees incurred | 2021-03-31 | $20,323 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-03-31 | $10,163 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-03-31 | $1,760,237 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-03-31 | $623,105 |
| Liabilities. Value of operating payables at end of year | 2021-03-31 | $2,390,237 |
| Liabilities. Value of operating payables at beginning of year | 2021-03-31 | $1,565,695 |
| Total non interest bearing cash at end of year | 2021-03-31 | $173,767 |
| Total non interest bearing cash at beginning of year | 2021-03-31 | $582,624 |
| Value of net income/loss | 2021-03-31 | $1,053,802 |
| Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $5,953,413 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $4,899,611 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
| Investment advisory and management fees | 2021-03-31 | $41,328 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $4,048,437 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $3,506,489 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-03-31 | $450,573 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-03-31 | $274,692 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-03-31 | $274,692 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-03-31 | $248 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-03-31 | $54,481,127 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $506,775 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
| Contributions received in cash from employer | 2021-03-31 | $54,927,895 |
| Employer contributions (assets) at end of year | 2021-03-31 | $44,816 |
| Employer contributions (assets) at beginning of year | 2021-03-31 | $174,761 |
| Income. Dividends from preferred stock | 2021-03-31 | $180 |
| Income. Dividends from common stock | 2021-03-31 | $18,717 |
| Contract administrator fees | 2021-03-31 | $692,198 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-03-31 | $1,888,605 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-03-31 | $1,318,139 |
| Liabilities. Value of benefit claims payable at end of year | 2021-03-31 | $22,785 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-03-31 | $24,667 |
| Did the plan have assets held for investment | 2021-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2021-03-31 | $614,224 |
| Aggregate carrying amount (costs) on sale of assets | 2021-03-31 | $500,741 |
| Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
| Accountancy firm name | 2021-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2021-03-31 | 273858252 |
| 2020 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-03-31 | $-184,019 |
| Total unrealized appreciation/depreciation of assets | 2020-03-31 | $-184,019 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $1,590,362 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $1,628,870 |
| Total income from all sources (including contributions) | 2020-03-31 | $53,902,958 |
| Total loss/gain on sale of assets | 2020-03-31 | $-12,070 |
| Total of all expenses incurred | 2020-03-31 | $54,419,845 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $53,650,502 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $54,125,101 |
| Value of total assets at end of year | 2020-03-31 | $6,489,973 |
| Value of total assets at beginning of year | 2020-03-31 | $7,045,368 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $769,343 |
| Total interest from all sources | 2020-03-31 | $3,882 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $151,399 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $128,315 |
| Administrative expenses professional fees incurred | 2020-03-31 | $19,445 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-03-31 | $10,163 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-03-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-03-31 | $623,105 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-03-31 | $22,527 |
| Liabilities. Value of operating payables at end of year | 2020-03-31 | $1,565,695 |
| Liabilities. Value of operating payables at beginning of year | 2020-03-31 | $1,411,531 |
| Total non interest bearing cash at end of year | 2020-03-31 | $582,624 |
| Total non interest bearing cash at beginning of year | 2020-03-31 | $237,319 |
| Value of net income/loss | 2020-03-31 | $-516,887 |
| Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $4,899,611 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $5,416,498 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
| Investment advisory and management fees | 2020-03-31 | $40,822 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $3,506,489 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $4,674,164 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-03-31 | $274,692 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-03-31 | $1,299,759 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-03-31 | $1,299,759 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-03-31 | $3,882 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-03-31 | $53,650,502 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-181,335 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
| Contributions received in cash from employer | 2020-03-31 | $54,125,101 |
| Employer contributions (assets) at end of year | 2020-03-31 | $174,761 |
| Employer contributions (assets) at beginning of year | 2020-03-31 | $89,103 |
| Income. Dividends from preferred stock | 2020-03-31 | $746 |
| Income. Dividends from common stock | 2020-03-31 | $22,338 |
| Contract administrator fees | 2020-03-31 | $709,076 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-03-31 | $1,318,139 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-03-31 | $722,496 |
| Liabilities. Value of benefit claims payable at end of year | 2020-03-31 | $24,667 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-03-31 | $217,339 |
| Did the plan have assets held for investment | 2020-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2020-03-31 | $570,072 |
| Aggregate carrying amount (costs) on sale of assets | 2020-03-31 | $582,142 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Unqualified |
| Accountancy firm name | 2020-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2020-03-31 | 273858252 |
| 2019 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-03-31 | $17,197 |
| Total unrealized appreciation/depreciation of assets | 2019-03-31 | $17,197 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $1,628,870 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $972,570 |
| Total income from all sources (including contributions) | 2019-03-31 | $52,331,324 |
| Total loss/gain on sale of assets | 2019-03-31 | $-1,534 |
| Total of all expenses incurred | 2019-03-31 | $52,555,524 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $51,809,936 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $52,096,505 |
| Value of total assets at end of year | 2019-03-31 | $7,045,368 |
| Value of total assets at beginning of year | 2019-03-31 | $6,613,268 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $745,588 |
| Total interest from all sources | 2019-03-31 | $2,666 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $236,800 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $227,948 |
| Administrative expenses professional fees incurred | 2019-03-31 | $17,818 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-03-31 | $22,527 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-03-31 | $126,619 |
| Liabilities. Value of operating payables at end of year | 2019-03-31 | $1,411,531 |
| Liabilities. Value of operating payables at beginning of year | 2019-03-31 | $942,584 |
| Total non interest bearing cash at end of year | 2019-03-31 | $237,319 |
| Total non interest bearing cash at beginning of year | 2019-03-31 | $332,930 |
| Value of net income/loss | 2019-03-31 | $-224,200 |
| Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $5,416,498 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $5,640,698 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
| Investment advisory and management fees | 2019-03-31 | $36,238 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $4,674,164 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $5,109,680 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-03-31 | $1,299,759 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-03-31 | $472,403 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-03-31 | $472,403 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-03-31 | $2,666 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-03-31 | $51,809,936 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $-20,310 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
| Contributions received in cash from employer | 2019-03-31 | $52,096,505 |
| Employer contributions (assets) at end of year | 2019-03-31 | $89,103 |
| Employer contributions (assets) at beginning of year | 2019-03-31 | $70,960 |
| Income. Dividends from common stock | 2019-03-31 | $8,852 |
| Contract administrator fees | 2019-03-31 | $691,532 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-03-31 | $722,496 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-03-31 | $500,676 |
| Liabilities. Value of benefit claims payable at end of year | 2019-03-31 | $217,339 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-03-31 | $29,986 |
| Did the plan have assets held for investment | 2019-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2019-03-31 | $123,856 |
| Aggregate carrying amount (costs) on sale of assets | 2019-03-31 | $125,390 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Unqualified |
| Accountancy firm name | 2019-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2019-03-31 | 273858252 |
| 2018 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-03-31 | $7,755 |
| Total unrealized appreciation/depreciation of assets | 2018-03-31 | $7,755 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $972,570 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $1,525,178 |
| Total income from all sources (including contributions) | 2018-03-31 | $48,498,159 |
| Total of all expenses incurred | 2018-03-31 | $48,512,185 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $47,805,900 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $48,118,238 |
| Value of total assets at end of year | 2018-03-31 | $6,613,268 |
| Value of total assets at beginning of year | 2018-03-31 | $7,179,902 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $706,285 |
| Total interest from all sources | 2018-03-31 | $7,986 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $198,568 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $198,358 |
| Administrative expenses professional fees incurred | 2018-03-31 | $21,032 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-03-31 | $126,619 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-03-31 | $799,324 |
| Liabilities. Value of operating payables at end of year | 2018-03-31 | $942,584 |
| Liabilities. Value of operating payables at beginning of year | 2018-03-31 | $1,495,492 |
| Total non interest bearing cash at end of year | 2018-03-31 | $332,930 |
| Total non interest bearing cash at beginning of year | 2018-03-31 | $277,538 |
| Value of net income/loss | 2018-03-31 | $-14,026 |
| Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $5,640,698 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $5,654,724 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
| Investment advisory and management fees | 2018-03-31 | $35,737 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $5,109,680 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $5,655,378 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-03-31 | $472,403 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-03-31 | $394,100 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-03-31 | $394,100 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-03-31 | $7,986 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-03-31 | $47,805,900 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $165,612 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
| Contributions received in cash from employer | 2018-03-31 | $48,118,238 |
| Employer contributions (assets) at end of year | 2018-03-31 | $70,960 |
| Employer contributions (assets) at beginning of year | 2018-03-31 | $41,158 |
| Income. Dividends from common stock | 2018-03-31 | $210 |
| Contract administrator fees | 2018-03-31 | $649,516 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-03-31 | $500,676 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-03-31 | $12,404 |
| Liabilities. Value of benefit claims payable at end of year | 2018-03-31 | $29,986 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-03-31 | $29,686 |
| Did the plan have assets held for investment | 2018-03-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Unqualified |
| Accountancy firm name | 2018-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2018-03-31 | 273858252 |
| 2017 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-03-31 | $1,979 |
| Total unrealized appreciation/depreciation of assets | 2017-03-31 | $1,979 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $1,525,178 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $2,478,326 |
| Total income from all sources (including contributions) | 2017-03-31 | $46,150,225 |
| Total loss/gain on sale of assets | 2017-03-31 | $71,305 |
| Total of all expenses incurred | 2017-03-31 | $46,051,821 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $45,376,891 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $45,666,197 |
| Value of total assets at end of year | 2017-03-31 | $7,179,902 |
| Value of total assets at beginning of year | 2017-03-31 | $8,034,646 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $674,930 |
| Total interest from all sources | 2017-03-31 | $2,596 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $145,481 |
| Administrative expenses professional fees incurred | 2017-03-31 | $16,770 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-03-31 | $799,324 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $574,889 |
| Administrative expenses (other) incurred | 2017-03-31 | $850 |
| Liabilities. Value of operating payables at end of year | 2017-03-31 | $1,495,492 |
| Liabilities. Value of operating payables at beginning of year | 2017-03-31 | $1,031,386 |
| Total non interest bearing cash at end of year | 2017-03-31 | $277,538 |
| Total non interest bearing cash at beginning of year | 2017-03-31 | $201,027 |
| Value of net income/loss | 2017-03-31 | $98,404 |
| Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $5,654,724 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $5,556,320 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
| Investment advisory and management fees | 2017-03-31 | $40,283 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $5,655,378 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $6,399,120 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-03-31 | $394,100 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-03-31 | $646,655 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-03-31 | $646,655 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-03-31 | $2,596 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-03-31 | $45,376,891 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $262,667 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
| Contributions received in cash from employer | 2017-03-31 | $45,666,197 |
| Employer contributions (assets) at end of year | 2017-03-31 | $41,158 |
| Employer contributions (assets) at beginning of year | 2017-03-31 | $73,965 |
| Income. Dividends from common stock | 2017-03-31 | $145,481 |
| Contract administrator fees | 2017-03-31 | $617,027 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-03-31 | $12,404 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-03-31 | $138,990 |
| Liabilities. Value of benefit claims payable at end of year | 2017-03-31 | $29,686 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-03-31 | $1,446,940 |
| Did the plan have assets held for investment | 2017-03-31 | Yes |
| Aggregate proceeds on sale of assets | 2017-03-31 | $117,093 |
| Aggregate carrying amount (costs) on sale of assets | 2017-03-31 | $45,788 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Unqualified |
| Accountancy firm name | 2017-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2017-03-31 | 273858252 |
| 2016 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-03-31 | $-15,420 |
| Total unrealized appreciation/depreciation of assets | 2016-03-31 | $-15,420 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $2,478,326 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-03-31 | $1,318,765 |
| Total income from all sources (including contributions) | 2016-03-31 | $47,704,833 |
| Total of all expenses incurred | 2016-03-31 | $49,391,240 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $48,666,729 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $47,759,545 |
| Value of total assets at end of year | 2016-03-31 | $8,034,646 |
| Value of total assets at beginning of year | 2016-03-31 | $8,561,492 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $724,511 |
| Total interest from all sources | 2016-03-31 | $573 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $276,909 |
| Administrative expenses professional fees incurred | 2016-03-31 | $18,122 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $574,889 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $432,602 |
| Administrative expenses (other) incurred | 2016-03-31 | $850 |
| Liabilities. Value of operating payables at end of year | 2016-03-31 | $1,031,386 |
| Liabilities. Value of operating payables at beginning of year | 2016-03-31 | $1,281,613 |
| Total non interest bearing cash at end of year | 2016-03-31 | $201,027 |
| Total non interest bearing cash at beginning of year | 2016-03-31 | $27,366 |
| Value of net income/loss | 2016-03-31 | $-1,686,407 |
| Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $5,556,320 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $7,242,727 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
| Investment advisory and management fees | 2016-03-31 | $41,214 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $6,399,120 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $6,790,717 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-03-31 | $646,655 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-03-31 | $1,105,263 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-03-31 | $1,105,263 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-03-31 | $573 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-03-31 | $48,666,729 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $-316,774 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
| Contributions received in cash from employer | 2016-03-31 | $47,759,545 |
| Employer contributions (assets) at end of year | 2016-03-31 | $73,965 |
| Employer contributions (assets) at beginning of year | 2016-03-31 | $51,134 |
| Income. Dividends from common stock | 2016-03-31 | $276,909 |
| Contract administrator fees | 2016-03-31 | $664,325 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-03-31 | $138,990 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-03-31 | $154,410 |
| Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $1,446,940 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-03-31 | $37,152 |
| Did the plan have assets held for investment | 2016-03-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
| Accountancy firm name | 2016-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2016-03-31 | 273858252 |
| 2015 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-03-31 | $54,860 |
| Total unrealized appreciation/depreciation of assets | 2015-03-31 | $54,860 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $1,318,765 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-03-31 | $1,286,006 |
| Total income from all sources (including contributions) | 2015-03-31 | $46,217,491 |
| Total of all expenses incurred | 2015-03-31 | $46,811,271 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $46,108,647 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $45,779,582 |
| Value of total assets at end of year | 2015-03-31 | $8,561,492 |
| Value of total assets at beginning of year | 2015-03-31 | $9,122,513 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $702,624 |
| Total interest from all sources | 2015-03-31 | $303 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $254,066 |
| Administrative expenses professional fees incurred | 2015-03-31 | $21,142 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $432,602 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $346,532 |
| Liabilities. Value of operating payables at end of year | 2015-03-31 | $1,281,613 |
| Liabilities. Value of operating payables at beginning of year | 2015-03-31 | $1,247,018 |
| Total non interest bearing cash at end of year | 2015-03-31 | $27,366 |
| Total non interest bearing cash at beginning of year | 2015-03-31 | $552,718 |
| Value of net income/loss | 2015-03-31 | $-593,780 |
| Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $7,242,727 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $7,836,507 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
| Investment advisory and management fees | 2015-03-31 | $44,224 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $6,790,717 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $7,634,863 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-03-31 | $1,105,263 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-03-31 | $296,832 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-03-31 | $296,832 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-03-31 | $303 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $46,108,647 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $128,680 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
| Contributions received in cash from employer | 2015-03-31 | $45,779,582 |
| Employer contributions (assets) at end of year | 2015-03-31 | $51,134 |
| Employer contributions (assets) at beginning of year | 2015-03-31 | $192,018 |
| Income. Dividends from common stock | 2015-03-31 | $254,066 |
| Contract administrator fees | 2015-03-31 | $637,258 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-03-31 | $154,410 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-03-31 | $99,550 |
| Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $37,152 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $38,988 |
| Did the plan have assets held for investment | 2015-03-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
| Accountancy firm name | 2015-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2015-03-31 | 273858252 |
| 2014 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-03-31 | $7,160 |
| Total unrealized appreciation/depreciation of assets | 2014-03-31 | $7,160 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $1,286,006 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-03-31 | $1,704,367 |
| Total income from all sources (including contributions) | 2014-03-31 | $11,651,099 |
| Total of all expenses incurred | 2014-03-31 | $11,675,043 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $11,481,950 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $11,586,268 |
| Value of total assets at end of year | 2014-03-31 | $9,122,513 |
| Value of total assets at beginning of year | 2014-03-31 | $9,564,818 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $193,093 |
| Total interest from all sources | 2014-03-31 | $96 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $22,776 |
| Administrative expenses professional fees incurred | 2014-03-31 | $14,129 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $346,532 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $882,267 |
| Liabilities. Value of operating payables at end of year | 2014-03-31 | $1,247,018 |
| Liabilities. Value of operating payables at beginning of year | 2014-03-31 | $1,629,907 |
| Total non interest bearing cash at end of year | 2014-03-31 | $552,718 |
| Total non interest bearing cash at beginning of year | 2014-03-31 | $215,732 |
| Value of net income/loss | 2014-03-31 | $-23,944 |
| Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $7,836,507 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $7,860,451 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
| Investment advisory and management fees | 2014-03-31 | $11,289 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $7,634,863 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $7,593,634 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-03-31 | $296,832 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-03-31 | $673,310 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-03-31 | $673,310 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-03-31 | $96 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-03-31 | $11,481,950 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $34,799 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
| Contributions received in cash from employer | 2014-03-31 | $11,586,268 |
| Employer contributions (assets) at end of year | 2014-03-31 | $192,018 |
| Employer contributions (assets) at beginning of year | 2014-03-31 | $107,485 |
| Income. Dividends from common stock | 2014-03-31 | $22,776 |
| Contract administrator fees | 2014-03-31 | $167,675 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-03-31 | $99,550 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-03-31 | $92,390 |
| Liabilities. Value of benefit claims payable at end of year | 2014-03-31 | $38,988 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-03-31 | $74,460 |
| Did the plan have assets held for investment | 2014-03-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Unqualified |
| Accountancy firm name | 2014-03-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2014-03-31 | 273858252 |
| 2013 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $31,470 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $31,470 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,704,367 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,534,568 |
| Total income from all sources (including contributions) | 2013-12-31 | $47,479,548 |
| Total of all expenses incurred | 2013-12-31 | $46,880,669 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $46,129,859 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $46,673,054 |
| Value of total assets at end of year | 2013-12-31 | $9,564,818 |
| Value of total assets at beginning of year | 2013-12-31 | $8,796,140 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $750,810 |
| Total interest from all sources | 2013-12-31 | $829 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $186,559 |
| Administrative expenses professional fees incurred | 2013-12-31 | $45,198 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $882,267 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $850,376 |
| Liabilities. Value of operating payables at end of year | 2013-12-31 | $1,629,907 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $1,484,708 |
| Total non interest bearing cash at end of year | 2013-12-31 | $215,732 |
| Total non interest bearing cash at beginning of year | 2013-12-31 | $380,998 |
| Value of net income/loss | 2013-12-31 | $598,879 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,860,451 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,261,572 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $44,926 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,593,634 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,138,459 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $673,310 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $296,172 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $296,172 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $829 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $46,129,859 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $587,636 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $46,673,054 |
| Employer contributions (assets) at end of year | 2013-12-31 | $107,485 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $69,215 |
| Income. Dividends from common stock | 2013-12-31 | $186,559 |
| Contract administrator fees | 2013-12-31 | $660,686 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $92,390 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $60,920 |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $74,460 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $49,860 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2013-12-31 | 273858252 |
| 2012 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $-5,330 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $-5,330 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,534,568 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,614,506 |
| Total income from all sources (including contributions) | 2012-12-31 | $48,403,243 |
| Total of all expenses incurred | 2012-12-31 | $48,275,422 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $47,556,711 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $47,982,819 |
| Value of total assets at end of year | 2012-12-31 | $8,796,140 |
| Value of total assets at beginning of year | 2012-12-31 | $8,748,257 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $718,711 |
| Total interest from all sources | 2012-12-31 | $814 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $195,249 |
| Administrative expenses professional fees incurred | 2012-12-31 | $26,980 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $850,376 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $790,740 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $1,484,708 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $1,561,447 |
| Total non interest bearing cash at end of year | 2012-12-31 | $380,998 |
| Total non interest bearing cash at beginning of year | 2012-12-31 | $167,328 |
| Value of net income/loss | 2012-12-31 | $127,821 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,261,572 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $7,133,751 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $45,337 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,138,459 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,595,930 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $296,172 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,032,164 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,032,164 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $814 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $47,556,711 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $229,691 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $47,982,819 |
| Employer contributions (assets) at end of year | 2012-12-31 | $69,215 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $95,845 |
| Income. Dividends from common stock | 2012-12-31 | $195,249 |
| Contract administrator fees | 2012-12-31 | $646,394 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $60,920 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $66,250 |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $49,860 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $53,059 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | DEAN DORTON ALLEN FORD, PLLC |
| Accountancy firm EIN | 2012-12-31 | 273858252 |
| 2011 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $9,390 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $9,390 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,614,506 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,986,342 |
| Total income from all sources (including contributions) | 2011-12-31 | $51,221,536 |
| Total of all expenses incurred | 2011-12-31 | $51,274,818 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $50,556,767 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $51,105,413 |
| Value of total assets at end of year | 2011-12-31 | $8,748,257 |
| Value of total assets at beginning of year | 2011-12-31 | $9,173,375 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $718,051 |
| Total interest from all sources | 2011-12-31 | $1,022 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $164,271 |
| Administrative expenses professional fees incurred | 2011-12-31 | $12,750 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $790,740 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,262,016 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $1,561,447 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $1,949,847 |
| Total non interest bearing cash at end of year | 2011-12-31 | $167,328 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $331,420 |
| Value of net income/loss | 2011-12-31 | $-53,282 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $7,133,751 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,187,033 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $16,428 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,595,930 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $6,744,846 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,032,164 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $704,128 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $704,128 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,022 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $50,556,767 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-58,560 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $51,105,413 |
| Employer contributions (assets) at end of year | 2011-12-31 | $95,845 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $74,105 |
| Income. Dividends from common stock | 2011-12-31 | $164,271 |
| Contract administrator fees | 2011-12-31 | $688,873 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $66,250 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $56,860 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $53,059 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $36,495 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | DEAN DORTON ALLEN FORD PLLC |
| Accountancy firm EIN | 2011-12-31 | 273858252 |
| 2010 : KENTUCKY CONSTRUCTION INDUSTRY TRUST 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $242,822 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $242,822 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,986,342 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,841,026 |
| Total income from all sources (including contributions) | 2010-12-31 | $53,583,105 |
| Total of all expenses incurred | 2010-12-31 | $53,324,767 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $52,527,903 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $53,156,603 |
| Value of total assets at end of year | 2010-12-31 | $9,173,375 |
| Value of total assets at beginning of year | 2010-12-31 | $8,769,721 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $796,864 |
| Total interest from all sources | 2010-12-31 | $876 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $182,804 |
| Administrative expenses professional fees incurred | 2010-12-31 | $12,750 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,262,016 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,409,101 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,949,847 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $1,800,353 |
| Total non interest bearing cash at end of year | 2010-12-31 | $331,420 |
| Total non interest bearing cash at beginning of year | 2010-12-31 | $121,220 |
| Value of net income/loss | 2010-12-31 | $258,338 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,187,033 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,928,695 |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $8,596 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $6,744,846 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,108,812 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $704,128 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $997,640 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $997,640 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $876 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $52,527,903 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $53,156,603 |
| Employer contributions (assets) at end of year | 2010-12-31 | $74,105 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $74,658 |
| Income. Dividends from common stock | 2010-12-31 | $182,804 |
| Contract administrator fees | 2010-12-31 | $775,518 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $56,860 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $58,290 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $36,495 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $40,673 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | DEAN DORTON ALLEN FORD PLLC |
| Accountancy firm EIN | 2010-12-31 | 273858252 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 821037 |
| Policy instance | 2 |
| Insurance contract or identification number | OK 821037 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $4,705 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | M00059 |
| Policy instance | 1 |
| Insurance contract or identification number | M00059 | | Number of Individuals Covered | 3136 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 8 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 40 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $319 | | Total amount of fees paid to insurance company | USD $162 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $5,371 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $319 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 162 | | Additional information about fees paid to insurance broker | MARKETING FEE |
|
| ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 ) |
| Policy contract number | ASGKYCIT |
| Policy instance | 3 |
| Insurance contract or identification number | ASGKYCIT | | Number of Individuals Covered | 9831 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $1,415,951 | | Total amount of fees paid to insurance company | USD $159 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $60,349,602 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $538,011 | | Amount paid for insurance broker fees | 159 | | Additional information about fees paid to insurance broker | BONUS, OVERRIDE AND NON MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | ASGKYCIT-G1400 |
| Policy instance | 4 |
| Insurance contract or identification number | ASGKYCIT-G1400 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 5 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 46 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $698 | | Total amount of fees paid to insurance company | USD $402 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,382 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $698 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 402 | | Additional information about fees paid to insurance broker | MARKETING FEE |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 6 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,365 | | Total amount of fees paid to insurance company | USD $413 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,976 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,365 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 413 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEE |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 7 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2022-01-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,070 | | Total amount of fees paid to insurance company | USD $297 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,203 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,070 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 297 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEE |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939660 |
| Policy instance | 27 |
| Insurance contract or identification number | 939660 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $42 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $234 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $42 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939661 |
| Policy instance | 28 |
| Insurance contract or identification number | 939661 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $891 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939663 |
| Policy instance | 29 |
| Insurance contract or identification number | 939663 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $493 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,724 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $493 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939659 |
| Policy instance | 26 |
| Insurance contract or identification number | 939659 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $187 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,105 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $187 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939664 |
| Policy instance | 30 |
| Insurance contract or identification number | 939664 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $397 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,141 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $397 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939667 |
| Policy instance | 31 |
| Insurance contract or identification number | 939667 | | Number of Individuals Covered | 30 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $453 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,457 | | 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 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939673 |
| Policy instance | 32 |
| Insurance contract or identification number | 939673 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $111 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $603 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $111 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939676 |
| Policy instance | 33 |
| Insurance contract or identification number | 939676 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $340 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939655 |
| Policy instance | 25 |
| Insurance contract or identification number | 939655 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $469 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939654 |
| Policy instance | 24 |
| Insurance contract or identification number | 939654 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,175 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939653 |
| Policy instance | 23 |
| Insurance contract or identification number | 939653 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,075 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939632 |
| Policy instance | 14 |
| Insurance contract or identification number | 939632 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $49 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $290 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $49 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939634 |
| Policy instance | 15 |
| Insurance contract or identification number | 939634 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $235 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,327 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $235 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939635 |
| Policy instance | 16 |
| Insurance contract or identification number | 939635 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $1,508 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $8,439 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,508 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939636 |
| Policy instance | 17 |
| Insurance contract or identification number | 939636 | | Number of Individuals Covered | 13 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,612 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939637 |
| Policy instance | 18 |
| Insurance contract or identification number | 939637 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $317 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,711 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $317 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939638 |
| Policy instance | 19 |
| Insurance contract or identification number | 939638 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,902 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939643 |
| Policy instance | 20 |
| Insurance contract or identification number | 939643 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,222 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939646 |
| Policy instance | 21 |
| Insurance contract or identification number | 939646 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $153 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $874 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $153 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939652 |
| Policy instance | 22 |
| Insurance contract or identification number | 939652 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $471 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,526 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $471 | | Insurance broker organization code? | 3 |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939678 |
| Policy instance | 34 |
| Insurance contract or identification number | 939678 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $350 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,933 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $350 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939679 |
| Policy instance | 35 |
| Insurance contract or identification number | 939679 | | Number of Individuals Covered | 17 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $324 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,695 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $324 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939719 |
| Policy instance | 48 |
| Insurance contract or identification number | 939719 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $229 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,330 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $229 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939727 |
| Policy instance | 49 |
| Insurance contract or identification number | 939727 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $5,517 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939735 |
| Policy instance | 50 |
| Insurance contract or identification number | 939735 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $410 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,237 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $410 | | Insurance broker organization code? | 3 |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939739 |
| Policy instance | 51 |
| Insurance contract or identification number | 939739 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $785 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $4,270 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $785 | | Insurance broker organization code? | 3 |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939758 |
| Policy instance | 53 |
| Insurance contract or identification number | 939758 | | Number of Individuals Covered | 22 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $3,775 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939759 |
| Policy instance | 54 |
| Insurance contract or identification number | 939759 | | Number of Individuals Covered | 86 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $10,636 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $61,023 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,636 | | Insurance broker organization code? | 3 |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939760 |
| Policy instance | 55 |
| Insurance contract or identification number | 939760 | | Number of Individuals Covered | 24 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,604 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939763 |
| Policy instance | 56 |
| Insurance contract or identification number | 939763 | | Number of Individuals Covered | 35 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $8,889 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939711 |
| Policy instance | 47 |
| Insurance contract or identification number | 939711 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $437 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,386 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $437 | | Insurance broker organization code? | 3 |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939710 |
| Policy instance | 46 |
| Insurance contract or identification number | 939710 | | Number of Individuals Covered | 12 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,187 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939707 |
| Policy instance | 45 |
| Insurance contract or identification number | 939707 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $483 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $483 | | Insurance broker organization code? | 3 |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939682 |
| Policy instance | 36 |
| Insurance contract or identification number | 939682 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $894 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939684 |
| Policy instance | 37 |
| Insurance contract or identification number | 939684 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $666 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939687 |
| Policy instance | 38 |
| Insurance contract or identification number | 939687 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $38 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $176 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $38 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939688 |
| Policy instance | 39 |
| Insurance contract or identification number | 939688 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $369 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,169 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $369 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939695 |
| Policy instance | 41 |
| Insurance contract or identification number | 939695 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $1,874 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $10,149 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,874 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939703 |
| Policy instance | 42 |
| Insurance contract or identification number | 939703 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $515 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $3,129 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $515 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939704 |
| Policy instance | 43 |
| Insurance contract or identification number | 939704 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,249 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939705 |
| Policy instance | 44 |
| Insurance contract or identification number | 939705 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $7,150 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939690 |
| Policy instance | 40 |
| Insurance contract or identification number | 939690 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,560 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939625 |
| Policy instance | 13 |
| Insurance contract or identification number | 939625 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,043 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939963 |
| Policy instance | 65 |
| Insurance contract or identification number | 939963 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $950 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $5,314 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $950 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939946 |
| Policy instance | 64 |
| Insurance contract or identification number | 939946 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $465 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,715 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $465 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939831 |
| Policy instance | 63 |
| Insurance contract or identification number | 939831 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $659 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939812 |
| Policy instance | 62 |
| Insurance contract or identification number | 939812 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $278 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,723 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $278 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939791 |
| Policy instance | 61 |
| Insurance contract or identification number | 939791 | | Number of Individuals Covered | 16 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,555 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939787 |
| Policy instance | 60 |
| Insurance contract or identification number | 939787 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $724 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $5,165 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $724 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939779 |
| Policy instance | 59 |
| Insurance contract or identification number | 939779 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $885 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939775 |
| Policy instance | 58 |
| Insurance contract or identification number | 939775 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $718 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $3,591 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $718 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939766 |
| Policy instance | 57 |
| Insurance contract or identification number | 939766 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $9,390 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939744 |
| Policy instance | 52 |
| Insurance contract or identification number | 939744 | | Number of Individuals Covered | 3 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,050 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | M00059 |
| Policy instance | 1 |
| Insurance contract or identification number | M00059 | | Number of Individuals Covered | 3336 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939614 |
| Policy instance | 2 |
| Insurance contract or identification number | 939614 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $712 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,191 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $712 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939622 |
| Policy instance | 12 |
| Insurance contract or identification number | 939622 | | Number of Individuals Covered | 10 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,204 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939618 |
| Policy instance | 11 |
| Insurance contract or identification number | 939618 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $95 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $561 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $95 | | Insurance broker organization code? | 3 |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 939617 |
| Policy instance | 10 |
| Insurance contract or identification number | 939617 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $320 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,923 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $320 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 9 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 47 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $424 | | Total amount of fees paid to insurance company | USD $348 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $6,327 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $424 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 348 | | Additional information about fees paid to insurance broker | MARKETING |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 8 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 27 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,720 | | Total amount of fees paid to insurance company | USD $721 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,100 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,720 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 721 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 7 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,921 | | Total amount of fees paid to insurance company | USD $856 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $15,557 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,921 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 856 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 6 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 53 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $1,165 | | Total amount of fees paid to insurance company | USD $965 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $17,552 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,165 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 965 | | Additional information about fees paid to insurance broker | MARKETING |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | ASGKYCIT-G1400 |
| Policy instance | 5 |
| Insurance contract or identification number | ASGKYCIT-G1400 | | Number of Individuals Covered | 37 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $10,455 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 ) |
| Policy contract number | ASGKYCIT |
| Policy instance | 4 |
| Insurance contract or identification number | ASGKYCIT | | Number of Individuals Covered | 9746 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $1,393,284 | | Total amount of fees paid to insurance company | USD $5,660 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $57,661,688 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $433,080 | | Amount paid for insurance broker fees | 800 | | Additional information about fees paid to insurance broker | BONUS, OVERRIDE AND NON MONETARY COMPENSATION. | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 821037 |
| Policy instance | 3 |
| Insurance contract or identification number | OK 821037 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-04-01 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | M00059 |
| Policy instance | 1 |
| Insurance contract or identification number | M00059 | | Number of Individuals Covered | 3192 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | G#0040044 |
| Policy instance | 2 |
| Insurance contract or identification number | G#0040044 | | Number of Individuals Covered | 1454 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $1,851 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $49,975 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1851 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEE | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 821037 |
| Policy instance | 3 |
| Insurance contract or identification number | OK 821037 | | Number of Individuals Covered | 59 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-04-01 | | Total amount of commissions paid to insurance broker | USD $699 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $4,025 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $699 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 ) |
| Policy contract number | ASGKYCIT |
| Policy instance | 4 |
| Insurance contract or identification number | ASGKYCIT | | Number of Individuals Covered | 10592 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $1,486,206 | | Total amount of fees paid to insurance company | USD $34,549 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $53,826,197 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $452,193 | | Amount paid for insurance broker fees | 2100 | | Additional information about fees paid to insurance broker | BONUS, OVERRIDE AND NON MONETARY COMPENSATION. | | Insurance broker organization code? | 3 |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | ASGKYCIT-G1400 |
| Policy instance | 5 |
| Insurance contract or identification number | ASGKYCIT-G1400 | | Number of Individuals Covered | 114 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $1,871 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $13,052 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $734 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 6 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 63 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $2,164 | | Total amount of fees paid to insurance company | USD $1,398 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 1398 | | Additional information about fees paid to insurance broker | MARKETING | | Insurance broker organization code? | 3 |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 7 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,431 | | Total amount of fees paid to insurance company | USD $1,147 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,760 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | ADMINISTRATION |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 8 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $3,149 | | Total amount of fees paid to insurance company | USD $991 | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,587 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | ADMINISTRATION |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 9 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $945 | | Total amount of fees paid to insurance company | USD $498 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $596 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | MARKETING |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 7 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 104 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 6 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 69 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | ASGKYCIT-G1400 |
| Policy instance | 5 |
| Insurance contract or identification number | ASGKYCIT-G1400 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $14,147 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 ) |
| Policy contract number | ASGKYCIT |
| Policy instance | 4 |
| Insurance contract or identification number | ASGKYCIT | | Number of Individuals Covered | 11677 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $1,451,853 | | Total amount of fees paid to insurance company | USD $11,877 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,262,928 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $393,641 | | Amount paid for insurance broker fees | 100 | | Additional information about fees paid to insurance broker | BONUS, OVERRIDE AND NON MONETARY COMPENSATION. | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 821037 |
| Policy instance | 3 |
| Insurance contract or identification number | OK 821037 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-04-01 | | Total amount of commissions paid to insurance broker | USD $633 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $3,159 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $633 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | M00059 |
| Policy instance | 1 |
| Insurance contract or identification number | M00059 | | Number of Individuals Covered | 3438 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 8 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 166408 |
| Policy instance | 9 |
| Insurance contract or identification number | 166408 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | G#0040044 |
| Policy instance | 2 |
| Insurance contract or identification number | G#0040044 | | Number of Individuals Covered | 1454 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $8,602 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $235,588 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 8602 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEE | | Insurance broker organization code? | 3 |
|
| UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 ) |
| Policy contract number | G#0040044 |
| Policy instance | 2 |
| Insurance contract or identification number | G#0040044 | | Number of Individuals Covered | 1454 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $9,387 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $353,151 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 9387 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEE | | Insurance broker organization code? | 3 |
|
| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 821037 |
| Policy instance | 3 |
| Insurance contract or identification number | OK 821037 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-04-01 | | Total amount of commissions paid to insurance broker | USD $746 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $3,725 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $746 | | Insurance broker organization code? | 3 |
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| ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 ) |
| Policy contract number | ASGKYCIT |
| Policy instance | 4 |
| Insurance contract or identification number | ASGKYCIT | | Number of Individuals Covered | 10826 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $990,391 | | Total amount of fees paid to insurance company | USD $71,794 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $48,164,091 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $295,612 | | Amount paid for insurance broker fees | 2300 | | Additional information about fees paid to insurance broker | BONUS, OVERRIDE AND NON MONETARY COMPENSATION. | | Insurance broker organization code? | 3 |
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| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | ASGKYCIT |
| Policy instance | 5 |
| Insurance contract or identification number | ASGKYCIT | | Number of Individuals Covered | 206 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $11,839 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | M00059 |
| Policy instance | 1 |
| Insurance contract or identification number | M00059 | | Number of Individuals Covered | 3278 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | 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 | G#0040044 |
| Policy instance | 2 |
| Insurance contract or identification number | G#0040044 | | Number of Individuals Covered | 1454 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $12,166 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $343,743 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 12166 | | Additional information about fees paid to insurance broker | ADMINISTRATION FEE | | Insurance broker organization code? | 3 | | Insurance broker name | ADMINISTRATIVE SERVICES GROUP |
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| LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 ) |
| Policy contract number | OK 821037 |
| Policy instance | 3 |
| Insurance contract or identification number | OK 821037 | | Number of Individuals Covered | 61 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-04-01 | | Total amount of commissions paid to insurance broker | USD $626 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH | | Welfare Benefit Premiums Paid to Carrier | USD $3,127 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $626 | | Insurance broker organization code? | 3 | | Insurance broker name | ACORDIA OF LEXINGTON |
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| ANTHEM HEALTH PLAN OF KENTUCKY D.B.A. ANTHEM BLUECROSS BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 95120 ) |
| Policy contract number | ASGIKYCIT |
| Policy instance | 4 |
| Insurance contract or identification number | ASGIKYCIT | | Number of Individuals Covered | 6204 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $55,710 | | Total amount of fees paid to insurance company | USD $893 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,613,930 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,380 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 845 | | Additional information about fees paid to insurance broker | BONUS, OVERRIDE, AND NON-MONETARY COMPENSATION | | Insurance broker name | INSURANCE SPECIALISTS LLC |
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| ANTHEM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61069 ) |
| Policy contract number | ASGIKYCIT |
| Policy instance | 5 |
| Insurance contract or identification number | ASGIKYCIT | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $2,501 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| DELTA DENTAL OF KENTUCKY (National Association of Insurance Commissioners NAIC id number: 54674 ) |
| Policy contract number | M00059 |
| Policy instance | 1 |
| Insurance contract or identification number | M00059 | | Number of Individuals Covered | 2677 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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