401k Plan data: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN plan

COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 401k Plan overview

Plan Name	COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN
Plan identification number	501

COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Long-term disability cover Other welfare benefit cover

401k Sponsoring company profile

COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. has sponsored the creation of one or more 401k plans.

Company Name: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC.

Employer identification number (EIN): 680589116

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-09-01
501 2020-09-01
501 2019-09-01
501 2018-09-01
501 2017-09-01
501 2016-09-01 SCOTT KIEDAISCH
501 2015-09-01 SCOTT KIEDAISCH
501 2014-09-01 SCOTT KIEDAISCH
501 2013-09-01 SCOTT KIEDAISCH
501 2012-09-01 SCOTT KIEDAISCH
501 2011-09-01 MARY JO HATCH
501 2010-09-01 MARY JO HATCH
501 2009-09-01 MARY JO HATCH
501 2009-09-01 MARY JO HATCH

Plan Statistics for COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN

401k plan membership statisitcs for COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN

Measure Date Value
2021: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 670
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 548
Number of retired or separated participants receiving benefits 2021-09-01 32
Number of other retired or separated participants entitled to future benefits 2021-09-01 50
Total of all active and inactive participants 2021-09-01 630
2020: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 670
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 645
Number of retired or separated participants receiving benefits 2020-09-01 25
Total of all active and inactive participants 2020-09-01 670
2019: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year 2019-09-01 608
Total number of active participants reported on line 7a of the Form 5500 2019-09-01 658
Number of retired or separated participants receiving benefits 2019-09-01 12
Total of all active and inactive participants 2019-09-01 670
2018: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year 2018-09-01 615
Total number of active participants reported on line 7a of the Form 5500 2018-09-01 598
Number of retired or separated participants receiving benefits 2018-09-01 10
Total of all active and inactive participants 2018-09-01 608
Total participants 2018-09-01 608
2017: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 0
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 596
Number of retired or separated participants receiving benefits 2017-09-01 19
Total of all active and inactive participants 2017-09-01 615
Total participants 2017-09-01 615
2016: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 2,522
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 2,460
Number of retired or separated participants receiving benefits 2016-09-01 73
Total of all active and inactive participants 2016-09-01 2,533
Total participants 2016-09-01 2,533
2015: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 2,410
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 2,439
Number of retired or separated participants receiving benefits 2015-09-01 83
Total of all active and inactive participants 2015-09-01 2,522
Total participants 2015-09-01 0
2014: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-09-01 2,347
Total number of active participants reported on line 7a of the Form 5500 2014-09-01 2,323
Number of retired or separated participants receiving benefits 2014-09-01 87
Total of all active and inactive participants 2014-09-01 2,410
Total participants 2014-09-01 0
2013: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-09-01 2,352
Total number of active participants reported on line 7a of the Form 5500 2013-09-01 2,256
Number of retired or separated participants receiving benefits 2013-09-01 91
Total of all active and inactive participants 2013-09-01 2,347
Total participants 2013-09-01 0
2012: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-09-01 2,533
Total number of active participants reported on line 7a of the Form 5500 2012-09-01 2,209
Number of retired or separated participants receiving benefits 2012-09-01 143
Total of all active and inactive participants 2012-09-01 2,352
Total participants 2012-09-01 0
2011: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-09-01 2,458
Total number of active participants reported on line 7a of the Form 5500 2011-09-01 2,132
Number of retired or separated participants receiving benefits 2011-09-01 401
Total of all active and inactive participants 2011-09-01 2,533
Total participants 2011-09-01 2,533
2010: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year 2010-09-01 2,373
Total number of active participants reported on line 7a of the Form 5500 2010-09-01 2,056
Number of retired or separated participants receiving benefits 2010-09-01 402
Total of all active and inactive participants 2010-09-01 2,458
Total participants 2010-09-01 2,458
2009: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-09-01 2,294
Total number of active participants reported on line 7a of the Form 5500 2009-09-01 2,048
Number of retired or separated participants receiving benefits 2009-09-01 325
Total of all active and inactive participants 2009-09-01 2,373
Total participants 2009-09-01 2,373

Measure	Date	Value
2021: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	670
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	548
Number of retired or separated participants receiving benefits	2021-09-01	32
Number of other retired or separated participants entitled to future benefits	2021-09-01	50
Total of all active and inactive participants	2021-09-01	630
2020: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	670
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	645
Number of retired or separated participants receiving benefits	2020-09-01	25
Total of all active and inactive participants	2020-09-01	670
2019: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year	2019-09-01	608
Total number of active participants reported on line 7a of the Form 5500	2019-09-01	658
Number of retired or separated participants receiving benefits	2019-09-01	12
Total of all active and inactive participants	2019-09-01	670
2018: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year	2018-09-01	615
Total number of active participants reported on line 7a of the Form 5500	2018-09-01	598
Number of retired or separated participants receiving benefits	2018-09-01	10
Total of all active and inactive participants	2018-09-01	608
Total participants	2018-09-01	608
2017: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	0
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	596
Number of retired or separated participants receiving benefits	2017-09-01	19
Total of all active and inactive participants	2017-09-01	615
Total participants	2017-09-01	615
2016: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	2,522
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	2,460
Number of retired or separated participants receiving benefits	2016-09-01	73
Total of all active and inactive participants	2016-09-01	2,533
Total participants	2016-09-01	2,533
2015: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	2,410
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	2,439
Number of retired or separated participants receiving benefits	2015-09-01	83
Total of all active and inactive participants	2015-09-01	2,522
Total participants	2015-09-01	0
2014: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-09-01	2,347
Total number of active participants reported on line 7a of the Form 5500	2014-09-01	2,323
Number of retired or separated participants receiving benefits	2014-09-01	87
Total of all active and inactive participants	2014-09-01	2,410
Total participants	2014-09-01	0
2013: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-09-01	2,352
Total number of active participants reported on line 7a of the Form 5500	2013-09-01	2,256
Number of retired or separated participants receiving benefits	2013-09-01	91
Total of all active and inactive participants	2013-09-01	2,347
Total participants	2013-09-01	0
2012: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-09-01	2,533
Total number of active participants reported on line 7a of the Form 5500	2012-09-01	2,209
Number of retired or separated participants receiving benefits	2012-09-01	143
Total of all active and inactive participants	2012-09-01	2,352
Total participants	2012-09-01	0
2011: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-09-01	2,458
Total number of active participants reported on line 7a of the Form 5500	2011-09-01	2,132
Number of retired or separated participants receiving benefits	2011-09-01	401
Total of all active and inactive participants	2011-09-01	2,533
Total participants	2011-09-01	2,533
2010: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year	2010-09-01	2,373
Total number of active participants reported on line 7a of the Form 5500	2010-09-01	2,056
Number of retired or separated participants receiving benefits	2010-09-01	402
Total of all active and inactive participants	2010-09-01	2,458
Total participants	2010-09-01	2,458
2009: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-09-01	2,294
Total number of active participants reported on line 7a of the Form 5500	2009-09-01	2,048
Number of retired or separated participants receiving benefits	2009-09-01	325
Total of all active and inactive participants	2009-09-01	2,373
Total participants	2009-09-01	2,373

Financial Data on COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN

Measure	Date	Value
2022 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-08-31	$-19,108
Total unrealized appreciation/depreciation of assets	2022-08-31	$-19,108
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$710,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-31	$706,003
Total income from all sources (including contributions)	2022-08-31	$6,998,712
Total of all expenses incurred	2022-08-31	$8,092,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-31	$7,297,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-31	$7,014,187
Value of total assets at end of year	2022-08-31	$5,030,353
Value of total assets at beginning of year	2022-08-31	$6,119,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-31	$794,331
Total interest from all sources	2022-08-31	$3,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-31	No
Administrative expenses professional fees incurred	2022-08-31	$204,621
Was this plan covered by a fidelity bond	2022-08-31	Yes
Value of fidelity bond cover	2022-08-31	$500,000
If this is an individual account plan, was there a blackout period	2022-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-08-31	$158,536
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-08-31	$140,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-08-31	$4,138
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-08-31	$3,894
Administrative expenses (other) incurred	2022-08-31	$233,380
Liabilities. Value of operating payables at end of year	2022-08-31	$148,917
Liabilities. Value of operating payables at beginning of year	2022-08-31	$117,109
Total non interest bearing cash at end of year	2022-08-31	$2,149,770
Total non interest bearing cash at beginning of year	2022-08-31	$2,648,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Value of net income/loss	2022-08-31	$-1,093,492
Value of net assets at end of year (total assets less liabilities)	2022-08-31	$4,320,298
Value of net assets at beginning of year (total assets less liabilities)	2022-08-31	$5,413,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-31	No
Were any leases to which the plan was party in default or uncollectible	2022-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-31	$2,480,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-31	$3,330,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-31	$3,330,334
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-08-31	$3,633
Expenses. Payments to insurance carriers foe the provision of benefits	2022-08-31	$820,261
Asset value of US Government securities at end of year	2022-08-31	$241,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-31	No
Was there a failure to transmit to the plan any participant contributions	2022-08-31	No
Has the plan failed to provide any benefit when due under the plan	2022-08-31	No
Contributions received in cash from employer	2022-08-31	$7,014,187
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-31	$6,477,612
Contract administrator fees	2022-08-31	$356,330
Liabilities. Value of benefit claims payable at end of year	2022-08-31	$557,000
Liabilities. Value of benefit claims payable at beginning of year	2022-08-31	$585,000
Did the plan have assets held for investment	2022-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-31	No
Opinion of an independent qualified public accountant for this plan	2022-08-31	Unqualified
Accountancy firm name	2022-08-31	LANE GORMAN TRUBITT LLC
Accountancy firm EIN	2022-08-31	751044330
2021 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$706,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-08-31	$677,472
Total income from all sources (including contributions)	2021-08-31	$8,308,692
Total of all expenses incurred	2021-08-31	$8,668,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-08-31	$7,873,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-08-31	$8,300,842
Value of total assets at end of year	2021-08-31	$6,119,793
Value of total assets at beginning of year	2021-08-31	$6,451,264
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-08-31	$795,426
Total interest from all sources	2021-08-31	$7,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-08-31	No
Administrative expenses professional fees incurred	2021-08-31	$176,355
Was this plan covered by a fidelity bond	2021-08-31	Yes
Value of fidelity bond cover	2021-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2021-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-08-31	$140,645
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-08-31	$280,512
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-08-31	$3,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-08-31	$4,030
Administrative expenses (other) incurred	2021-08-31	$225,941
Liabilities. Value of operating payables at end of year	2021-08-31	$117,109
Liabilities. Value of operating payables at beginning of year	2021-08-31	$40,442
Total non interest bearing cash at end of year	2021-08-31	$2,648,814
Total non interest bearing cash at beginning of year	2021-08-31	$3,596,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Value of net income/loss	2021-08-31	$-360,002
Value of net assets at end of year (total assets less liabilities)	2021-08-31	$5,413,790
Value of net assets at beginning of year (total assets less liabilities)	2021-08-31	$5,773,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-08-31	No
Were any leases to which the plan was party in default or uncollectible	2021-08-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-08-31	$3,330,334
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-08-31	$2,574,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-08-31	$2,574,627
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-08-31	$7,850
Expenses. Payments to insurance carriers foe the provision of benefits	2021-08-31	$855,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-08-31	No
Was there a failure to transmit to the plan any participant contributions	2021-08-31	No
Has the plan failed to provide any benefit when due under the plan	2021-08-31	No
Contributions received in cash from employer	2021-08-31	$8,300,842
Employer contributions (assets) at beginning of year	2021-08-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-08-31	$7,017,305
Contract administrator fees	2021-08-31	$393,130
Liabilities. Value of benefit claims payable at end of year	2021-08-31	$585,000
Liabilities. Value of benefit claims payable at beginning of year	2021-08-31	$633,000
Did the plan have assets held for investment	2021-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-08-31	No
Opinion of an independent qualified public accountant for this plan	2021-08-31	Unqualified
Accountancy firm name	2021-08-31	LANE GORMAN TRUBITT LLC
Accountancy firm EIN	2021-08-31	751044330
2020 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$677,472
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-08-31	$654,530
Total income from all sources (including contributions)	2020-08-31	$8,287,288
Total of all expenses incurred	2020-08-31	$7,860,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-08-31	$7,012,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-08-31	$8,269,474
Value of total assets at end of year	2020-08-31	$6,451,264
Value of total assets at beginning of year	2020-08-31	$6,001,998
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-08-31	$848,909
Total interest from all sources	2020-08-31	$17,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-08-31	No
Administrative expenses professional fees incurred	2020-08-31	$211,426
Was this plan covered by a fidelity bond	2020-08-31	Yes
Value of fidelity bond cover	2020-08-31	$500,000
If this is an individual account plan, was there a blackout period	2020-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-08-31	$280,512
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-08-31	$166,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-08-31	$4,030
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-08-31	$3,721
Administrative expenses (other) incurred	2020-08-31	$231,694
Liabilities. Value of operating payables at end of year	2020-08-31	$40,442
Liabilities. Value of operating payables at beginning of year	2020-08-31	$35,809
Total non interest bearing cash at end of year	2020-08-31	$3,596,125
Total non interest bearing cash at beginning of year	2020-08-31	$2,927,466
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Value of net income/loss	2020-08-31	$426,324
Value of net assets at end of year (total assets less liabilities)	2020-08-31	$5,773,792
Value of net assets at beginning of year (total assets less liabilities)	2020-08-31	$5,347,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-08-31	No
Were any leases to which the plan was party in default or uncollectible	2020-08-31	No
Value of interest in pooled separate accounts at beginning of year	2020-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-08-31	$2,574,627
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-08-31	$2,556,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-08-31	$2,556,858
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-08-31	$17,814
Expenses. Payments to insurance carriers foe the provision of benefits	2020-08-31	$755,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-08-31	No
Was there a failure to transmit to the plan any participant contributions	2020-08-31	No
Has the plan failed to provide any benefit when due under the plan	2020-08-31	No
Contributions received in cash from employer	2020-08-31	$8,269,474
Employer contributions (assets) at end of year	2020-08-31	$0
Employer contributions (assets) at beginning of year	2020-08-31	$351,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-08-31	$6,256,861
Contract administrator fees	2020-08-31	$405,789
Liabilities. Value of benefit claims payable at end of year	2020-08-31	$633,000
Liabilities. Value of benefit claims payable at beginning of year	2020-08-31	$615,000
Did the plan have assets held for investment	2020-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-08-31	No
Opinion of an independent qualified public accountant for this plan	2020-08-31	Unqualified
Accountancy firm name	2020-08-31	LANE GORMAN TRUBITT LLC
Accountancy firm EIN	2020-08-31	751044330
2019 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$654,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-08-31	$667,482
Total income from all sources (including contributions)	2019-08-31	$9,559,486
Total of all expenses incurred	2019-08-31	$8,981,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-08-31	$8,003,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-08-31	$9,534,076
Value of total assets at end of year	2019-08-31	$6,001,998
Value of total assets at beginning of year	2019-08-31	$5,437,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-08-31	$978,655
Total interest from all sources	2019-08-31	$25,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-08-31	No
Administrative expenses professional fees incurred	2019-08-31	$174,711
Was this plan covered by a fidelity bond	2019-08-31	Yes
Value of fidelity bond cover	2019-08-31	$500,000
If this is an individual account plan, was there a blackout period	2019-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-08-31	$166,219
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-08-31	$357,336
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-08-31	$3,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-08-31	$3,136
Administrative expenses (other) incurred	2019-08-31	$386,515
Liabilities. Value of operating payables at end of year	2019-08-31	$35,809
Liabilities. Value of operating payables at beginning of year	2019-08-31	$34,346
Total non interest bearing cash at end of year	2019-08-31	$2,927,466
Total non interest bearing cash at beginning of year	2019-08-31	$2,073,972
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Value of net income/loss	2019-08-31	$577,796
Value of net assets at end of year (total assets less liabilities)	2019-08-31	$5,347,468
Value of net assets at beginning of year (total assets less liabilities)	2019-08-31	$4,769,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-08-31	No
Were any leases to which the plan was party in default or uncollectible	2019-08-31	No
Value of interest in pooled separate accounts at end of year	2019-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-08-31	$2,556,858
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-08-31	$2,529,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-08-31	$2,529,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-08-31	$25,410
Expenses. Payments to insurance carriers foe the provision of benefits	2019-08-31	$802,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-08-31	No
Was there a failure to transmit to the plan any participant contributions	2019-08-31	No
Has the plan failed to provide any benefit when due under the plan	2019-08-31	No
Contributions received in cash from employer	2019-08-31	$9,534,076
Employer contributions (assets) at end of year	2019-08-31	$351,455
Employer contributions (assets) at beginning of year	2019-08-31	$476,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-08-31	$7,200,864
Contract administrator fees	2019-08-31	$417,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-08-31	No
Liabilities. Value of benefit claims payable at end of year	2019-08-31	$615,000
Liabilities. Value of benefit claims payable at beginning of year	2019-08-31	$630,000
Did the plan have assets held for investment	2019-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-08-31	No
Opinion of an independent qualified public accountant for this plan	2019-08-31	Unqualified
Accountancy firm name	2019-08-31	BROWN, CHISM & THOMPSON, PLLC
Accountancy firm EIN	2019-08-31	814498561
2018 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$667,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-08-31	$3,027,279
Total income from all sources (including contributions)	2018-08-31	$16,613,527
Total of all expenses incurred	2018-08-31	$20,115,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-08-31	$18,755,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-08-31	$16,595,825
Value of total assets at end of year	2018-08-31	$5,437,154
Value of total assets at beginning of year	2018-08-31	$11,298,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-08-31	$1,359,958
Total interest from all sources	2018-08-31	$17,702
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-08-31	No
Administrative expenses professional fees incurred	2018-08-31	$228,887
Was this plan covered by a fidelity bond	2018-08-31	Yes
Value of fidelity bond cover	2018-08-31	$500,000
If this is an individual account plan, was there a blackout period	2018-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-08-31	No
Assets. Other investments not covered elsewhere at beginning of year	2018-08-31	$33,101
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-08-31	$357,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-08-31	$313,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-08-31	$3,136
Administrative expenses (other) incurred	2018-08-31	$269,289
Liabilities. Value of operating payables at end of year	2018-08-31	$34,346
Liabilities. Value of operating payables at beginning of year	2018-08-31	$139,279
Total non interest bearing cash at end of year	2018-08-31	$2,073,972
Total non interest bearing cash at beginning of year	2018-08-31	$10,952,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Value of net income/loss	2018-08-31	$-3,502,029
Value of net assets at end of year (total assets less liabilities)	2018-08-31	$4,769,672
Value of net assets at beginning of year (total assets less liabilities)	2018-08-31	$8,271,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-08-31	No
Were any leases to which the plan was party in default or uncollectible	2018-08-31	No
Value of interest in common/collective trusts at end of year	2018-08-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-08-31	$2,529,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-08-31	$17,702
Expenses. Payments to insurance carriers foe the provision of benefits	2018-08-31	$642,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-08-31	No
Was there a failure to transmit to the plan any participant contributions	2018-08-31	No
Has the plan failed to provide any benefit when due under the plan	2018-08-31	No
Contributions received in cash from employer	2018-08-31	$16,595,825
Employer contributions (assets) at end of year	2018-08-31	$476,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-08-31	$18,112,799
Contract administrator fees	2018-08-31	$861,782
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-08-31	No
Liabilities. Value of benefit claims payable at end of year	2018-08-31	$630,000
Liabilities. Value of benefit claims payable at beginning of year	2018-08-31	$2,888,000
Did the plan have assets held for investment	2018-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-08-31	No
Opinion of an independent qualified public accountant for this plan	2018-08-31	Unqualified
Accountancy firm name	2018-08-31	BROWN, CHISM & THOMPSON, PLLC
Accountancy firm EIN	2018-08-31	814498561
2017 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$3,027,279
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$2,833,253
Total income from all sources (including contributions)	2017-08-31	$35,804,380
Total of all expenses incurred	2017-08-31	$39,692,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$37,150,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$35,804,380
Value of total assets at end of year	2017-08-31	$11,298,980
Value of total assets at beginning of year	2017-08-31	$14,992,615
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$2,541,927
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Administrative expenses professional fees incurred	2017-08-31	$269,701
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Assets. Other investments not covered elsewhere at end of year	2017-08-31	$33,101
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-08-31	$313,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-08-31	$212,861
Administrative expenses (other) incurred	2017-08-31	$574,278
Liabilities. Value of operating payables at end of year	2017-08-31	$139,279
Liabilities. Value of operating payables at beginning of year	2017-08-31	$137,253
Total non interest bearing cash at end of year	2017-08-31	$10,952,823
Total non interest bearing cash at beginning of year	2017-08-31	$14,779,754
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$-3,887,661
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$8,271,701
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$12,159,362
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Value of interest in common/collective trusts at end of year	2017-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-08-31	$1,282,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$35,804,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$35,867,481
Contract administrator fees	2017-08-31	$1,697,948
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-08-31	No
Liabilities. Value of benefit claims payable at end of year	2017-08-31	$2,888,000
Liabilities. Value of benefit claims payable at beginning of year	2017-08-31	$2,696,000
Did the plan have assets held for investment	2017-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	No
Opinion of an independent qualified public accountant for this plan	2017-08-31	Unqualified
Accountancy firm name	2017-08-31	BROWN, CHISM & THOMPSON, PLLC
Accountancy firm EIN	2017-08-31	814498561
2016 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$2,833,253
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$2,746,596
Total income from all sources (including contributions)	2016-08-31	$34,532,998
Total of all expenses incurred	2016-08-31	$31,615,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$29,075,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$34,532,998
Value of total assets at end of year	2016-08-31	$14,992,615
Value of total assets at beginning of year	2016-08-31	$11,988,003
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$2,539,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Administrative expenses professional fees incurred	2016-08-31	$195,158
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-08-31	$212,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-08-31	$500,000
Administrative expenses (other) incurred	2016-08-31	$689,566
Liabilities. Value of operating payables at end of year	2016-08-31	$137,253
Liabilities. Value of operating payables at beginning of year	2016-08-31	$126,596
Total non interest bearing cash at end of year	2016-08-31	$14,779,754
Total non interest bearing cash at beginning of year	2016-08-31	$11,488,003
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$2,917,955
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$12,159,362
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$9,241,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Value of interest in common/collective trusts at end of year	2016-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-08-31	$1,034,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$34,532,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$28,041,113
Contract administrator fees	2016-08-31	$1,654,656
Liabilities. Value of benefit claims payable at end of year	2016-08-31	$2,696,000
Liabilities. Value of benefit claims payable at beginning of year	2016-08-31	$2,620,000
Did the plan have assets held for investment	2016-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	No
Opinion of an independent qualified public accountant for this plan	2016-08-31	Unqualified
Accountancy firm name	2016-08-31	BROWN, CHISM & THOMPSON, PLLC
Accountancy firm EIN	2016-08-31	814498561
2015 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$2,746,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-08-31	$2,929,156
Total income from all sources (including contributions)	2015-08-31	$30,913,887
Total of all expenses incurred	2015-08-31	$32,649,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-08-31	$30,081,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-08-31	$30,913,887
Value of total assets at end of year	2015-08-31	$11,988,003
Value of total assets at beginning of year	2015-08-31	$13,906,253
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-08-31	$2,568,475
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-08-31	No
Administrative expenses professional fees incurred	2015-08-31	$174,937
Was this plan covered by a fidelity bond	2015-08-31	Yes
Value of fidelity bond cover	2015-08-31	$500,000
If this is an individual account plan, was there a blackout period	2015-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-08-31	$500,000
Administrative expenses (other) incurred	2015-08-31	$836,185
Liabilities. Value of operating payables at end of year	2015-08-31	$126,596
Liabilities. Value of operating payables at beginning of year	2015-08-31	$120,156
Total non interest bearing cash at end of year	2015-08-31	$11,488,003
Total non interest bearing cash at beginning of year	2015-08-31	$11,751,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Value of net income/loss	2015-08-31	$-1,735,690
Value of net assets at end of year (total assets less liabilities)	2015-08-31	$9,241,407
Value of net assets at beginning of year (total assets less liabilities)	2015-08-31	$10,977,097
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-08-31	No
Were any leases to which the plan was party in default or uncollectible	2015-08-31	No
Value of interest in common/collective trusts at end of year	2015-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-08-31	$635,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-08-31	No
Was there a failure to transmit to the plan any participant contributions	2015-08-31	No
Has the plan failed to provide any benefit when due under the plan	2015-08-31	No
Contributions received in cash from employer	2015-08-31	$30,913,887
Employer contributions (assets) at beginning of year	2015-08-31	$2,154,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-08-31	$29,445,148
Contract administrator fees	2015-08-31	$1,557,353
Liabilities. Value of benefit claims payable at end of year	2015-08-31	$2,620,000
Liabilities. Value of benefit claims payable at beginning of year	2015-08-31	$2,809,000
Did the plan have assets held for investment	2015-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-08-31	No
Opinion of an independent qualified public accountant for this plan	2015-08-31	Unqualified
Accountancy firm name	2015-08-31	GAYNOR & MORRIS, P.C.
Accountancy firm EIN	2015-08-31	731307750
2014 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$2,929,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-08-31	$2,276,447
Total income from all sources (including contributions)	2014-08-31	$28,822,701
Total of all expenses incurred	2014-08-31	$29,803,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-08-31	$27,842,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-08-31	$28,822,701
Value of total assets at end of year	2014-08-31	$13,906,253
Value of total assets at beginning of year	2014-08-31	$14,234,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-08-31	$1,961,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-08-31	No
Administrative expenses professional fees incurred	2014-08-31	$198,727
Was this plan covered by a fidelity bond	2014-08-31	Yes
Value of fidelity bond cover	2014-08-31	$500,000
If this is an individual account plan, was there a blackout period	2014-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-08-31	No
Assets. Other investments not covered elsewhere at beginning of year	2014-08-31	$22,960
Administrative expenses (other) incurred	2014-08-31	$371,247
Liabilities. Value of operating payables at end of year	2014-08-31	$120,156
Liabilities. Value of operating payables at beginning of year	2014-08-31	$111,447
Total non interest bearing cash at end of year	2014-08-31	$11,751,847
Total non interest bearing cash at beginning of year	2014-08-31	$14,211,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Value of net income/loss	2014-08-31	$-980,798
Value of net assets at end of year (total assets less liabilities)	2014-08-31	$10,977,097
Value of net assets at beginning of year (total assets less liabilities)	2014-08-31	$11,957,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-08-31	No
Were any leases to which the plan was party in default or uncollectible	2014-08-31	No
Value of interest in common/collective trusts at end of year	2014-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-08-31	$614,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-08-31	No
Was there a failure to transmit to the plan any participant contributions	2014-08-31	No
Has the plan failed to provide any benefit when due under the plan	2014-08-31	No
Contributions received in cash from employer	2014-08-31	$28,822,701
Employer contributions (assets) at end of year	2014-08-31	$2,154,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-08-31	$27,227,478
Contract administrator fees	2014-08-31	$1,391,358
Liabilities. Value of benefit claims payable at end of year	2014-08-31	$2,809,000
Liabilities. Value of benefit claims payable at beginning of year	2014-08-31	$2,165,000
Did the plan have assets held for investment	2014-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-08-31	No
Opinion of an independent qualified public accountant for this plan	2014-08-31	Unqualified
Accountancy firm name	2014-08-31	GAYNOR & MORRIS, P.C.
Accountancy firm EIN	2014-08-31	731307750
2013 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$2,276,447
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-08-31	$2,212,774
Total income from all sources (including contributions)	2013-08-31	$26,559,877
Total of all expenses incurred	2013-08-31	$27,254,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-08-31	$25,205,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-08-31	$26,559,877
Value of total assets at end of year	2013-08-31	$14,234,342
Value of total assets at beginning of year	2013-08-31	$14,865,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-08-31	$2,048,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-08-31	No
Administrative expenses professional fees incurred	2013-08-31	$234,727
Was this plan covered by a fidelity bond	2013-08-31	Yes
Value of fidelity bond cover	2013-08-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-08-31	No
Assets. Other investments not covered elsewhere at end of year	2013-08-31	$22,960
Administrative expenses (other) incurred	2013-08-31	$361,686
Liabilities. Value of operating payables at end of year	2013-08-31	$111,447
Liabilities. Value of operating payables at beginning of year	2013-08-31	$115,774
Total non interest bearing cash at end of year	2013-08-31	$14,211,382
Total non interest bearing cash at beginning of year	2013-08-31	$13,137,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Value of net income/loss	2013-08-31	$-694,417
Value of net assets at end of year (total assets less liabilities)	2013-08-31	$11,957,895
Value of net assets at beginning of year (total assets less liabilities)	2013-08-31	$12,652,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-08-31	No
Were any leases to which the plan was party in default or uncollectible	2013-08-31	No
Value of interest in common/collective trusts at end of year	2013-08-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-08-31	$660,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-08-31	No
Was there a failure to transmit to the plan any participant contributions	2013-08-31	No
Has the plan failed to provide any benefit when due under the plan	2013-08-31	No
Contributions received in cash from employer	2013-08-31	$26,559,877
Employer contributions (assets) at beginning of year	2013-08-31	$1,727,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-08-31	$24,544,930
Contract administrator fees	2013-08-31	$1,452,228
Liabilities. Value of benefit claims payable at end of year	2013-08-31	$2,165,000
Liabilities. Value of benefit claims payable at beginning of year	2013-08-31	$2,097,000
Did the plan have assets held for investment	2013-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-08-31	No
Opinion of an independent qualified public accountant for this plan	2013-08-31	Unqualified
Accountancy firm name	2013-08-31	GAYNOR & MORRIS, P.C.
Accountancy firm EIN	2013-08-31	731307750
2012 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$2,212,774
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-08-31	$2,228,410
Total income from all sources (including contributions)	2012-08-31	$27,005,336
Total of all expenses incurred	2012-08-31	$24,673,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-08-31	$22,621,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-08-31	$27,005,336
Value of total assets at end of year	2012-08-31	$14,865,086
Value of total assets at beginning of year	2012-08-31	$12,549,148
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-08-31	$2,052,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-08-31	No
Administrative expenses professional fees incurred	2012-08-31	$195,304
Was this plan covered by a fidelity bond	2012-08-31	Yes
Value of fidelity bond cover	2012-08-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2012-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-08-31	$22,145
Administrative expenses (other) incurred	2012-08-31	$256,528
Liabilities. Value of operating payables at end of year	2012-08-31	$115,774
Liabilities. Value of operating payables at beginning of year	2012-08-31	$192,410
Total non interest bearing cash at end of year	2012-08-31	$13,137,266
Total non interest bearing cash at beginning of year	2012-08-31	$12,219,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Value of net income/loss	2012-08-31	$2,331,574
Value of net assets at end of year (total assets less liabilities)	2012-08-31	$12,652,312
Value of net assets at beginning of year (total assets less liabilities)	2012-08-31	$10,320,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-08-31	No
Were any leases to which the plan was party in default or uncollectible	2012-08-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2012-08-31	$651,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-08-31	No
Was there a failure to transmit to the plan any participant contributions	2012-08-31	No
Has the plan failed to provide any benefit when due under the plan	2012-08-31	No
Contributions received in cash from employer	2012-08-31	$27,005,336
Employer contributions (assets) at end of year	2012-08-31	$1,727,820
Employer contributions (assets) at beginning of year	2012-08-31	$307,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-08-31	$21,969,626
Contract administrator fees	2012-08-31	$1,600,868
Liabilities. Value of benefit claims payable at end of year	2012-08-31	$2,097,000
Liabilities. Value of benefit claims payable at beginning of year	2012-08-31	$2,036,000
Did the plan have assets held for investment	2012-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-08-31	No
Opinion of an independent qualified public accountant for this plan	2012-08-31	Unqualified
Accountancy firm name	2012-08-31	GAYNOR & MORRIS, P.C.
Accountancy firm EIN	2012-08-31	731307750
2011 : COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$2,228,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-08-31	$1,923,260
Total income from all sources (including contributions)	2011-08-31	$24,781,344
Total of all expenses incurred	2011-08-31	$23,067,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-08-31	$20,787,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-08-31	$24,780,804
Value of total assets at end of year	2011-08-31	$12,549,148
Value of total assets at beginning of year	2011-08-31	$10,530,353
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-08-31	$2,280,276
Total interest from all sources	2011-08-31	$540
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-08-31	No
Administrative expenses professional fees incurred	2011-08-31	$190,487
Was this plan covered by a fidelity bond	2011-08-31	Yes
Value of fidelity bond cover	2011-08-31	$5,000,000
Were there any nonexempt tranactions with any party-in-interest	2011-08-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-08-31	$22,145
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-08-31	$158,058
Administrative expenses (other) incurred	2011-08-31	$251,077
Liabilities. Value of operating payables at end of year	2011-08-31	$192,410
Liabilities. Value of operating payables at beginning of year	2011-08-31	$53,260
Total non interest bearing cash at end of year	2011-08-31	$12,219,244
Total non interest bearing cash at beginning of year	2011-08-31	$3,372,155
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Value of net income/loss	2011-08-31	$1,713,645
Value of net assets at end of year (total assets less liabilities)	2011-08-31	$10,320,738
Value of net assets at beginning of year (total assets less liabilities)	2011-08-31	$8,607,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-08-31	No
Were any leases to which the plan was party in default or uncollectible	2011-08-31	No
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-08-31	$7,000,140
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-08-31	$7,000,140
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-08-31	$540
Expenses. Payments to insurance carriers foe the provision of benefits	2011-08-31	$625,677
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-08-31	No
Was there a failure to transmit to the plan any participant contributions	2011-08-31	No
Has the plan failed to provide any benefit when due under the plan	2011-08-31	No
Contributions received in cash from employer	2011-08-31	$24,780,804
Employer contributions (assets) at end of year	2011-08-31	$307,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-08-31	$20,161,746
Contract administrator fees	2011-08-31	$1,838,712
Liabilities. Value of benefit claims payable at end of year	2011-08-31	$2,036,000
Liabilities. Value of benefit claims payable at beginning of year	2011-08-31	$1,870,000
Did the plan have assets held for investment	2011-08-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-08-31	No
Opinion of an independent qualified public accountant for this plan	2011-08-31	Unqualified
Accountancy firm name	2011-08-31	GAYNOR & MORRIS, P.C.
Accountancy firm EIN	2011-08-31	731307750

Form 5500 Responses for COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN

2021: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Mulitple employer plan
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan funding arrangement – Trust	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement - Trust	Yes
2020: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Mulitple employer plan
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan funding arrangement – Trust	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement - Trust	Yes
2019: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2019 form 5500 responses
2019-09-01	Type of plan entity	Mulitple employer plan
2019-09-01	Plan funding arrangement – Insurance	Yes
2019-09-01	Plan funding arrangement – Trust	Yes
2019-09-01	Plan benefit arrangement – Insurance	Yes
2019-09-01	Plan benefit arrangement - Trust	Yes
2018: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2018 form 5500 responses
2018-09-01	Type of plan entity	Mulitple employer plan
2018-09-01	Plan funding arrangement – Insurance	Yes
2018-09-01	Plan funding arrangement – Trust	Yes
2018-09-01	Plan benefit arrangement – Insurance	Yes
2018-09-01	Plan benefit arrangement - Trust	Yes
2017: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Mulitple employer plan
2017-09-01	Plan funding arrangement – Insurance	Yes
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement – Insurance	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Mulitple employer plan
2016-09-01	Plan funding arrangement – Insurance	Yes
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement – Insurance	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Mulitple employer plan
2015-09-01	Plan funding arrangement – Insurance	Yes
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement – Insurance	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes
2014: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2014 form 5500 responses
2014-09-01	Type of plan entity	Mulitple employer plan
2014-09-01	Plan funding arrangement – Insurance	Yes
2014-09-01	Plan funding arrangement – Trust	Yes
2014-09-01	Plan benefit arrangement – Insurance	Yes
2014-09-01	Plan benefit arrangement - Trust	Yes
2013: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2013 form 5500 responses
2013-09-01	Type of plan entity	Mulitple employer plan
2013-09-01	Plan funding arrangement – Insurance	Yes
2013-09-01	Plan funding arrangement – Trust	Yes
2013-09-01	Plan benefit arrangement – Insurance	Yes
2013-09-01	Plan benefit arrangement - Trust	Yes
2012: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2012 form 5500 responses
2012-09-01	Type of plan entity	Mulitple employer plan
2012-09-01	Plan funding arrangement – Insurance	Yes
2012-09-01	Plan funding arrangement – Trust	Yes
2012-09-01	Plan benefit arrangement – Insurance	Yes
2012-09-01	Plan benefit arrangement - Trust	Yes
2011: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2011 form 5500 responses
2011-09-01	Type of plan entity	Mulitple employer plan
2011-09-01	Plan funding arrangement – Insurance	Yes
2011-09-01	Plan funding arrangement – Trust	Yes
2011-09-01	Plan benefit arrangement – Insurance	Yes
2011-09-01	Plan benefit arrangement - Trust	Yes
2010: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2010 form 5500 responses
2010-09-01	Type of plan entity	Mulitple employer plan
2010-09-01	Plan funding arrangement – Insurance	Yes
2010-09-01	Plan funding arrangement – Trust	Yes
2010-09-01	Plan benefit arrangement – Insurance	Yes
2010-09-01	Plan benefit arrangement - Trust	Yes
2009: COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC. HEALTH PLAN 2009 form 5500 responses
2009-09-01	Type of plan entity	Mulitple employer plan
2009-09-01	Submission has been amended	Yes
2009-09-01	Plan funding arrangement – Insurance	Yes
2009-09-01	Plan funding arrangement – Trust	Yes
2009-09-01	Plan benefit arrangement – Insurance	Yes
2009-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CIGNA DENTAL HEALTH OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95037 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	130
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $3,684
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $36,833
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,684
Insurance broker organization code?	3

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G 00621621

Policy instance

Insurance contract or identification number	G 00621621
Number of Individuals Covered	574
Insurance policy start date	2022-01-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $23,542
Total amount of fees paid to insurance company	USD $3,139
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	A D & D
Welfare Benefit Premiums Paid to Carrier	USD $156,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23,542
Insurance broker organization code?	3
Amount paid for insurance broker fees	3139
Additional information about fees paid to insurance broker	OTHER COMPENSATION

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-013519-000

Policy instance

Insurance contract or identification number	16-013519-000
Number of Individuals Covered	511
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of fees paid to insurance company	USD $18,890
Welfare Benefit Premiums Paid to Carrier	USD $510,027
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	18890
Additional information about fees paid to insurance broker	GROUP VOLUME BONUS & MKTG SUPPORT
Insurance broker organization code?	3

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	446
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $12,914
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $347,300
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,914
Insurance broker organization code?	3

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

1018824001/02

Policy instance

Insurance contract or identification number	1018824001/02
Number of Individuals Covered	828
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $2,376
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $31,508
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,376
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GLTD0B53V

Policy instance

Insurance contract or identification number	GLTD0B53V
Number of Individuals Covered	641
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $1,722
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,125
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,515
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GLUG0B53V

Policy instance

Insurance contract or identification number	GLUG0B53V
Number of Individuals Covered	881
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $3,331
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	A D & D
Welfare Benefit Premiums Paid to Carrier	USD $19,589
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,931
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GUD0B53V

Policy instance

Insurance contract or identification number	GUD0B53V
Number of Individuals Covered	330
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $1,476
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $8,684
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,299
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GVTL0B53V

Policy instance

Insurance contract or identification number	GVTL0B53V
Number of Individuals Covered	207
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $5,527
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	A D & D
Welfare Benefit Premiums Paid to Carrier	USD $32,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,864
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GUC 0B53V

Policy instance

Insurance contract or identification number	GUC 0B53V
Number of Individuals Covered	74
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $1,902
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $11,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,674
Insurance broker organization code?	3

CIGNA DENTAL HEALTH OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95037 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	164
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $4,552
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $45,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,552
Insurance broker organization code?	3

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	483
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $14,313
Total amount of fees paid to insurance company	USD $1
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $373,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,313
Amount paid for insurance broker fees	1
Additional information about fees paid to insurance broker	GENERAL AGENT PAYMENTSS
Insurance broker organization code?	3

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-013519-000

Policy instance

Insurance contract or identification number	16-013519-000
Number of Individuals Covered	531
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of fees paid to insurance company	USD $24,223
Welfare Benefit Premiums Paid to Carrier	USD $444,869
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	24223
Additional information about fees paid to insurance broker	GROUP MARKETING SUPPORT FEE
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GUC 0B53V

Policy instance

Insurance contract or identification number	GUC 0B53V
Number of Individuals Covered	69
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $5,517
Total amount of fees paid to insurance company	USD $1,056
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $32,454
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,855
Amount paid for insurance broker fees	1056
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

1018824001/02

Policy instance

Insurance contract or identification number	1018824001/02
Number of Individuals Covered	451
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $3,553
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $35,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,553

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GLTD0B53V

Policy instance

Insurance contract or identification number	GLTD0B53V
Number of Individuals Covered	645
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $5,054
Total amount of fees paid to insurance company	USD $788
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $29,730
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,448
Amount paid for insurance broker fees	788
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GLUG0B53V

Policy instance

Insurance contract or identification number	GLUG0B53V
Number of Individuals Covered	877
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $10,214
Total amount of fees paid to insurance company	USD $1,951
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	A D & D
Welfare Benefit Premiums Paid to Carrier	USD $60,077
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,988
Amount paid for insurance broker fees	1951
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GUD0B53V

Policy instance

Insurance contract or identification number	GUD0B53V
Number of Individuals Covered	322
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $5,050
Total amount of fees paid to insurance company	USD $1,030
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $29,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,444
Amount paid for insurance broker fees	1030
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GVTL0B53V

Policy instance

Insurance contract or identification number	GVTL0B53V
Number of Individuals Covered	210
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $17,266
Total amount of fees paid to insurance company	USD $3,338
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	A D & D
Welfare Benefit Premiums Paid to Carrier	USD $101,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,194
Amount paid for insurance broker fees	3338
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

CIGNA DENTAL HEALTH OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95037 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	182
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $4,479
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $44,787
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,479
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GUC 0B53V

Policy instance

Insurance contract or identification number	GUC 0B53V
Number of Individuals Covered	78
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $5,218
Total amount of fees paid to insurance company	USD $1,008
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $30,692
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,592
Amount paid for insurance broker fees	1008
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GVTL0B53V

Policy instance

Insurance contract or identification number	GVTL0B53V
Number of Individuals Covered	239
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $17,178
Total amount of fees paid to insurance company	USD $2,572
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	A D & D
Welfare Benefit Premiums Paid to Carrier	USD $101,044
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,116
Amount paid for insurance broker fees	2572
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GUD0B53V

Policy instance

Insurance contract or identification number	GUD0B53V
Number of Individuals Covered	377
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $5,430
Total amount of fees paid to insurance company	USD $1,014
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $31,948
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,779
Amount paid for insurance broker fees	1014
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GLUG0B53V

Policy instance

Insurance contract or identification number	GLUG0B53V
Number of Individuals Covered	943
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $10,543
Total amount of fees paid to insurance company	USD $1,617
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	A D & D
Welfare Benefit Premiums Paid to Carrier	USD $62,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,278
Amount paid for insurance broker fees	1617
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-013519-000

Policy instance

Insurance contract or identification number	16-013519-000
Number of Individuals Covered	590
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of fees paid to insurance company	USD $20,351
Welfare Benefit Premiums Paid to Carrier	USD $421,168
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	20351
Additional information about fees paid to insurance broker	GROUP MARKETING SUPPORT FEE
Insurance broker organization code?	3

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	519
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $13,082
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $334,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,082
Insurance broker organization code?	3

CIGNA DENTAL HEALTH OF VIRGINIA, INC. (National Association of Insurance Commissioners NAIC id number: 52617 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	1
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $4
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $43
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4
Insurance broker organization code?	3

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

1018824001

Policy instance

Insurance contract or identification number	1018824001
Number of Individuals Covered	76
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,704
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

10188241002

Policy instance

Insurance contract or identification number	10188241002
Number of Individuals Covered	373
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $3,611
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $33,182
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,611
Insurance broker organization code?	4

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GLTD0B53V

Policy instance

Insurance contract or identification number	GLTD0B53V
Number of Individuals Covered	658
Insurance policy start date	2019-09-01
Insurance policy end date	2020-08-31
Total amount of commissions paid to insurance broker	USD $4,509
Total amount of fees paid to insurance company	USD $489
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $26,523
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,065
Amount paid for insurance broker fees	489
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-013519-000

Policy instance

Insurance contract or identification number	16-013519-000
Number of Individuals Covered	595
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of fees paid to insurance company	USD $15,664
Welfare Benefit Premiums Paid to Carrier	USD $432,043
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	8706
Additional information about fees paid to insurance broker	GROUP VOLUME BONUS
Insurance broker organization code?	3

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	351
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $9,346
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $314,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,346
Insurance broker organization code?	3

CIGNA DENTAL HEALTH OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95037 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	168
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $4,455
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $44,549
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,455
Insurance broker organization code?	3

CIGNA DENTAL HEALTH OF VIRGINIA, INC. (National Association of Insurance Commissioners NAIC id number: 52617 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	1
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $23
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $23
Insurance broker organization code?	3

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

1018824001

Policy instance

Insurance contract or identification number	1018824001
Number of Individuals Covered	72
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $163
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,852
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $163
Insurance broker organization code?	3

EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 )

Policy contract number

10188241002

Policy instance

Insurance contract or identification number	10188241002
Number of Individuals Covered	410
Insurance policy start date	2018-09-01
Insurance policy end date	2019-08-31
Total amount of commissions paid to insurance broker	USD $1,875
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $21,516
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,875
Insurance broker organization code?	4

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )

Policy contract number

16-013519-000

Policy instance

Insurance contract or identification number	16-013519-000
Number of Individuals Covered	614
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of fees paid to insurance company	USD $9,995
Welfare Benefit Premiums Paid to Carrier	USD $399,302
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	486
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $6,313
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $212,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CIGNA DENTAL HEALTH OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95037 )

Policy contract number

3341345

Policy instance

Insurance contract or identification number	3341345
Number of Individuals Covered	47
Insurance policy start date	2017-09-01
Insurance policy end date	2018-08-31
Total amount of commissions paid to insurance broker	USD $3,074
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $30,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BCS INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 38245 )

Policy contract number

EXL-30306

Policy instance

Insurance contract or identification number	EXL-30306
Number of Individuals Covered	2494
Insurance policy start date	2015-09-01
Insurance policy end date	2016-08-31
Welfare Benefit Premiums Paid to Carrier	USD $1,034,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL13600

Policy instance

Insurance contract or identification number	HCL13600
Insurance policy start date	2014-09-01
Insurance policy end date	2015-08-31
Welfare Benefit Premiums Paid to Carrier	USD $635,954
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL13600

Policy instance

Insurance contract or identification number	HCL13600
Number of Individuals Covered	2347
Insurance policy start date	2013-09-01
Insurance policy end date	2014-08-31
Welfare Benefit Premiums Paid to Carrier	USD $614,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL13600

Policy instance

Insurance contract or identification number	HCL13600
Number of Individuals Covered	2347
Insurance policy start date	2012-09-01
Insurance policy end date	2013-08-31
Welfare Benefit Premiums Paid to Carrier	USD $660,723
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL13600

Policy instance

Insurance contract or identification number	HCL13600
Number of Individuals Covered	2477
Insurance policy start date	2011-09-01
Insurance policy end date	2012-08-31
Welfare Benefit Premiums Paid to Carrier	USD $651,436
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )

Policy contract number

HCL13600

Policy instance

Insurance contract or identification number	HCL13600
Insurance policy start date	2010-09-01
Insurance policy end date	2011-08-31
Welfare Benefit Premiums Paid to Carrier	USD $625,677
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	COLLEGIATE ASSOCIATION RESOURCE OF THE SOUTHWEST, INC.
Employer identification number (EIN):	680589116
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds