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STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 401k Plan overview

Plan NameSTEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC.
Plan identification number 501

STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Other welfare benefit cover

401k Sponsoring company profile

STEPHENS INC. has sponsored the creation of one or more 401k plans.

Company Name:STEPHENS INC.
Employer identification number (EIN):710641478
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about STEPHENS INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1987-05-28
Company Identification Number: 0007296706
Legal Registered Office Address: PO BOX 3507

LITTLE ROCK
United States of America (USA)
72203

More information about STEPHENS INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-01-01
5012020-01-01
5012019-01-01
5012018-01-01
5012017-01-01ABE BOGOSLAVSKY ABE BOGOSLAVSKY2018-10-11
5012016-01-01ABE BOGOSLAVSKY ABE BOGOSLAVSKY2017-10-16
5012015-01-01ABE BOGOSLAVSKY ABE BOGOSLAVSKY2016-10-12
5012014-01-01ABE BOGOSLAVSKY ABE BOGOSLAVSKY2015-10-14
5012013-01-01ABE BOGOSLAVSKY ABE BOGOSLAVSKY2014-10-15
5012012-01-01ABE BOGOSLAVSKY ABE BOGOSLAVSKY2013-10-15
5012011-01-01ABE BOGOSLAVSKY ABE BOGOSLAVSKY2012-10-10
5012010-01-01ELLEN GRAY ELLEN GRAY2011-10-12
5012009-01-01ELLEN GRAY ELLEN GRAY2010-10-14

Plan Statistics for STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC.

401k plan membership statisitcs for STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC.

Measure Date Value
2021: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2021 401k membership
Total participants, beginning-of-year2021-01-011,214
Total number of active participants reported on line 7a of the Form 55002021-01-011,176
Number of retired or separated participants receiving benefits2021-01-0113
Total of all active and inactive participants2021-01-011,189
2020: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2020 401k membership
Total participants, beginning-of-year2020-01-011,249
Total number of active participants reported on line 7a of the Form 55002020-01-011,214
Number of retired or separated participants receiving benefits2020-01-0120
Total of all active and inactive participants2020-01-011,234
2019: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2019 401k membership
Total participants, beginning-of-year2019-01-011,266
Total number of active participants reported on line 7a of the Form 55002019-01-011,249
Number of retired or separated participants receiving benefits2019-01-0118
Total of all active and inactive participants2019-01-011,267
2018: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2018 401k membership
Total participants, beginning-of-year2018-01-011,254
Total number of active participants reported on line 7a of the Form 55002018-01-011,255
Number of retired or separated participants receiving benefits2018-01-0111
Total of all active and inactive participants2018-01-011,266
2017: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2017 401k membership
Total participants, beginning-of-year2017-01-011,234
Total number of active participants reported on line 7a of the Form 55002017-01-011,240
Number of retired or separated participants receiving benefits2017-01-0114
Total of all active and inactive participants2017-01-011,254
2016: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2016 401k membership
Total participants, beginning-of-year2016-01-011,221
Total number of active participants reported on line 7a of the Form 55002016-01-011,224
Number of retired or separated participants receiving benefits2016-01-0110
Total of all active and inactive participants2016-01-011,234
2015: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2015 401k membership
Total participants, beginning-of-year2015-01-011,201
Total number of active participants reported on line 7a of the Form 55002015-01-011,212
Number of retired or separated participants receiving benefits2015-01-019
Total of all active and inactive participants2015-01-011,221
2014: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2014 401k membership
Total participants, beginning-of-year2014-01-011,173
Total number of active participants reported on line 7a of the Form 55002014-01-011,190
Number of retired or separated participants receiving benefits2014-01-0111
Total of all active and inactive participants2014-01-011,201
2013: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2013 401k membership
Total participants, beginning-of-year2013-01-011,172
Total number of active participants reported on line 7a of the Form 55002013-01-011,150
Number of retired or separated participants receiving benefits2013-01-0123
Total of all active and inactive participants2013-01-011,173
2012: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2012 401k membership
Total participants, beginning-of-year2012-01-011,058
Total number of active participants reported on line 7a of the Form 55002012-01-011,147
Number of retired or separated participants receiving benefits2012-01-0123
Total of all active and inactive participants2012-01-011,170
2011: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2011 401k membership
Total participants, beginning-of-year2011-01-011,042
Total number of active participants reported on line 7a of the Form 55002011-01-011,040
Number of retired or separated participants receiving benefits2011-01-0117
Total of all active and inactive participants2011-01-011,057
2010: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2010 401k membership
Total participants, beginning-of-year2010-01-011,031
Total number of active participants reported on line 7a of the Form 55002010-01-011,020
Number of retired or separated participants receiving benefits2010-01-0121
Total of all active and inactive participants2010-01-011,041
2009: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01984
Total number of active participants reported on line 7a of the Form 55002009-01-01992
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-011,031

Form 5500 Responses for STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC.

2021: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: STEPHENS INC FLEXIBLE BENEFITS PLAN FKA GROUP HOSPITALIZATION & LIFE INSURANCE FOR THE EMPLOYEES OF STEPHENS INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number923089
Policy instance 3
Insurance contract or identification number923089
Number of Individuals Covered1051
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,662
Total amount of fees paid to insurance companyUSD $8,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,662
Insurance broker organization code?3
Amount paid for insurance broker fees8324
Additional information about fees paid to insurance brokerBONUS
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number000001076
Policy instance 1
Insurance contract or identification number000001076
Number of Individuals Covered2102
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $42,060
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,648
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number136413172
Policy instance 2
Insurance contract or identification number136413172
Number of Individuals Covered1711
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $3,478
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $98,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,450
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228018 00000
Policy instance 8
Insurance contract or identification number10228018 00000
Number of Individuals Covered1110
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $28,406
Total amount of fees paid to insurance companyUSD $4,030
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $177,538
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,631
Amount paid for insurance broker fees4030
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228020 00000
Policy instance 4
Insurance contract or identification number10228020 00000
Number of Individuals Covered275
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $16,010
Total amount of fees paid to insurance companyUSD $2,120
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $145,551
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,555
Amount paid for insurance broker fees2120
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228019 00000
Policy instance 5
Insurance contract or identification number10228019 00000
Number of Individuals Covered1176
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $82,765
Total amount of fees paid to insurance companyUSD $11,250
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $767,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,765
Amount paid for insurance broker fees11250
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number403006585 00000
Policy instance 6
Insurance contract or identification number403006585 00000
Number of Individuals Covered1718
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,953
Total amount of fees paid to insurance companyUSD $992
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $45,030
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,503
Amount paid for insurance broker fees992
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 22532
Policy instance 7
Insurance contract or identification number400001000 22532
Number of Individuals Covered1718
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $45,575
Total amount of fees paid to insurance companyUSD $9,129
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $414,316
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,432
Amount paid for insurance broker fees9129
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number136413172
Policy instance 2
Insurance contract or identification number136413172
Number of Individuals Covered1722
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,647
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $105,892
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,118
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number923089
Policy instance 3
Insurance contract or identification number923089
Number of Individuals Covered1041
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,957
Total amount of fees paid to insurance companyUSD $9,235
Welfare Benefit Premiums Paid to CarrierUSD $1,376,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,957
Insurance broker organization code?3
Amount paid for insurance broker fees9235
Additional information about fees paid to insurance brokerBONUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228020 00000
Policy instance 4
Insurance contract or identification number10228020 00000
Number of Individuals Covered200
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $10,362
Total amount of fees paid to insurance companyUSD $2,474
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $94,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,420
Amount paid for insurance broker fees2474
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number000001076
Policy instance 1
Insurance contract or identification number000001076
Number of Individuals Covered2208
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $41,875
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,500
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 22532
Policy instance 7
Insurance contract or identification number400001000 22532
Number of Individuals Covered1214
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $44,633
Total amount of fees paid to insurance companyUSD $18,640
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $405,753
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,575
Amount paid for insurance broker fees18640
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228019 00000
Policy instance 5
Insurance contract or identification number10228019 00000
Number of Individuals Covered1214
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $81,710
Total amount of fees paid to insurance companyUSD $22,500
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $757,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75,710
Amount paid for insurance broker fees22500
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228018 00000
Policy instance 8
Insurance contract or identification number10228018 00000
Number of Individuals Covered1141
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $28,660
Total amount of fees paid to insurance companyUSD $8,190
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $179,128
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,869
Amount paid for insurance broker fees8190
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number403006585 00000
Policy instance 6
Insurance contract or identification number403006585 00000
Number of Individuals Covered1214
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,851
Total amount of fees paid to insurance companyUSD $2,026
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $44,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,410
Amount paid for insurance broker fees2026
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number403006585 00000
Policy instance 7
Insurance contract or identification number403006585 00000
Number of Individuals Covered1249
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,953
Total amount of fees paid to insurance companyUSD $1,972
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $45,029
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,503
Amount paid for insurance broker fees1972
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228019 00000
Policy instance 6
Insurance contract or identification number10228019 00000
Number of Individuals Covered1249
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $81,956
Total amount of fees paid to insurance companyUSD $22,500
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $759,555
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75,956
Amount paid for insurance broker fees22500
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228020 00000
Policy instance 4
Insurance contract or identification number10228020 00000
Number of Individuals Covered171
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,048
Total amount of fees paid to insurance companyUSD $1,938
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $54,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,498
Amount paid for insurance broker fees1938
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number923089
Policy instance 3
Insurance contract or identification number923089
Number of Individuals Covered1084
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $48,843
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,176,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,843
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 22532
Policy instance 8
Insurance contract or identification number400001000 22532
Number of Individuals Covered1249
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $45,565
Total amount of fees paid to insurance companyUSD $18,139
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $414,226
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $41,423
Amount paid for insurance broker fees18139
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number136413172
Policy instance 2
Insurance contract or identification number136413172
Number of Individuals Covered1731
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,190
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $87,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,752
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number1076-0001
Policy instance 1
Insurance contract or identification number1076-0001
Number of Individuals Covered2191
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $42,377
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,902
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 22535
Policy instance 9
Insurance contract or identification number400001000 22535
Number of Individuals Covered103
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $813
Total amount of fees paid to insurance companyUSD $375
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,390
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $739
Amount paid for insurance broker fees375
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228018 00000
Policy instance 5
Insurance contract or identification number10228018 00000
Number of Individuals Covered1160
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $29,121
Total amount of fees paid to insurance companyUSD $8,217
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $182,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,301
Amount paid for insurance broker fees8217
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30172
Policy instance 6
Insurance contract or identification number30172
Number of Individuals Covered1476
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $4,609
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $92,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,609
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28917
Policy instance 4
Insurance contract or identification number28917
Number of Individuals Covered38
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $6,690
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedGROUP LONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $44,352
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,820
Insurance broker organization code?3
Insurance broker nameM FINANCIAL HOLDINGS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 3
Insurance contract or identification number121985
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $25,345
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $253,447
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,345
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228019 00000
Policy instance 11
Insurance contract or identification number10228019 00000
Number of Individuals Covered1225
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $73,315
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $673,147
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $67,315
Insurance broker nameBENEFIT ADVISORS SVCS GRP LLC
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number1076-0001
Policy instance 1
Insurance contract or identification number1076-0001
Number of Individuals Covered2217
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $39,639
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,639
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract numberUNI-202259
Policy instance 7
Insurance contract or identification numberUNI-202259
Number of Individuals Covered1082
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $41,948
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $1,048,689
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,513
Insurance broker organization code?3
Insurance broker nameHEALTHSMART
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number400001000 22532
Policy instance 9
Insurance contract or identification number400001000 22532
Number of Individuals Covered1224
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $43,586
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $396,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $39,624
Insurance broker organization code?3
Insurance broker nameBENEFIT ADVISORS SVCS GRP LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228020 00000
Policy instance 10
Insurance contract or identification number10228020 00000
Number of Individuals Covered119
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $4,327
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,934
Insurance broker nameBENEFIT ADVISORS SVCS GRP LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10228018 00000
Policy instance 12
Insurance contract or identification number10228018 00000
Number of Individuals Covered1159
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $28,883
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $180,520
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,078
Insurance broker nameBENEFIT ADVISORS SVCS GRP LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05574953
Policy instance 2
Insurance contract or identification numberTM05574953
Number of Individuals Covered2230
Insurance policy start date2017-01-01
Insurance policy end date2017-02-28
Total amount of commissions paid to insurance brokerUSD $13,777
Total amount of fees paid to insurance companyUSD $1,661
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $60,067
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,777
Amount paid for insurance broker fees1661
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 5
Insurance contract or identification number121985
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $839
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,385
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $839
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number403006585 00000
Policy instance 8
Insurance contract or identification number403006585 00000
Number of Individuals Covered1224
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $4,738
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $43,069
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,307
Insurance broker organization code?3
Insurance broker nameBENEFIT ADVISORS SVCS GRP LLC
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30172
Policy instance 7
Insurance contract or identification number30172
Number of Individuals Covered1252
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,938
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $79,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,938
Insurance broker nameSTEPHENS INSURANCE, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05574953-0002
Policy instance 6
Insurance contract or identification numberTM05574953-0002
Number of Individuals Covered1209
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,454
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $417,162
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,454
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 5
Insurance contract or identification number121985
Number of Individuals Covered97
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,531
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,120
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number405380 0010 AGG
Policy instance 8
Insurance contract or identification number405380 0010 AGG
Number of Individuals Covered1046
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $756,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Insurance broker organization code?3
Insurance broker nameHEALTHSMART BFT SLTN
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 3
Insurance contract or identification number121985
Number of Individuals Covered1208
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $106,184
Total amount of fees paid to insurance companyUSD $0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $94,658
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28917
Policy instance 4
Insurance contract or identification number28917
Number of Individuals Covered41
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $6,733
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedGROUP LONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $42,347
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,858
Insurance broker organization code?3
Insurance broker nameM FINANCIAL HOLDINGS
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number1076-0001
Policy instance 1
Insurance contract or identification number1076-0001
Number of Individuals Covered2129
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37,753
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,753
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05574953-0001
Policy instance 2
Insurance contract or identification numberTM05574953-0001
Number of Individuals Covered1151
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $29,751
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $258,655
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,751
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05574953-0001
Policy instance 2
Insurance contract or identification numberTM05574953-0001
Number of Individuals Covered1140
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,027
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $214,350
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,027
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number1076-0001
Policy instance 1
Insurance contract or identification number1076-0001
Number of Individuals Covered2124
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,321
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,321
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 7
Insurance contract or identification number121985
Number of Individuals Covered101
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,667
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,264
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 3
Insurance contract or identification number121985
Number of Individuals Covered1190
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $101,619
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $90,943
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28917
Policy instance 4
Insurance contract or identification number28917
Number of Individuals Covered43
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,582
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedGROUP LONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $57,203
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,466
Insurance broker organization code?3
Insurance broker nameM FINANCIAL HOLDINGS
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N04849358
Policy instance 5
Insurance contract or identification numberADD N04849358
Number of Individuals Covered58
Insurance policy start date2013-10-12
Insurance policy end date2014-10-12
Total amount of commissions paid to insurance brokerUSD $1,117
Total amount of fees paid to insurance companyUSD $1,117
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,117
Amount paid for insurance broker fees1117
Additional information about fees paid to insurance brokerSERVICES
Insurance broker nameREUBEN WARNER ASSOCIATES
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05574953-0002
Policy instance 8
Insurance contract or identification numberTM05574953-0002
Number of Individuals Covered2054
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,989
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $392,204
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,989
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
NATIONAL GUARDIAN LIFE (National Association of Insurance Commissioners NAIC id number: 66583 )
Policy contract number30172
Policy instance 9
Insurance contract or identification number30172
Number of Individuals Covered1203
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,633
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,864
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,633
Insurance broker nameSTEPHENS INSURANCE, LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number216111
Policy instance 6
Insurance contract or identification number216111
Number of Individuals Covered1031
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $693,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28917
Policy instance 4
Insurance contract or identification number28917
Number of Individuals Covered45
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,911
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedGROUP LONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $58,762
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,753
Insurance broker organization code?3
Insurance broker nameM FINANCIAL HOLDINGS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05574953
Policy instance 2
Insurance contract or identification numberTM05574953
Number of Individuals Covered2126
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $77,431
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $623,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $77,431
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 3
Insurance contract or identification number121985
Number of Individuals Covered1175
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $99,102
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88,426
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number1076-0001
Policy instance 1
Insurance contract or identification number1076-0001
Number of Individuals Covered2086
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,574
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,574
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 7
Insurance contract or identification number121985
Number of Individuals Covered98
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $3,672
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,269
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number216111
Policy instance 6
Insurance contract or identification number216111
Number of Individuals Covered1029
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,889
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $629,640
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,889
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N04849358
Policy instance 5
Insurance contract or identification numberADD N04849358
Number of Individuals Covered73
Insurance policy start date2013-10-12
Insurance policy end date2014-10-12
Total amount of commissions paid to insurance brokerUSD $1,054
Total amount of fees paid to insurance companyUSD $1,054
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,024
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,054
Amount paid for insurance broker fees1054
Additional information about fees paid to insurance brokerSERVICES
Insurance broker nameREUBEN WARNER ASSOCIATES
HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95442 )
Policy contract number150036
Policy instance 1
Insurance contract or identification number150036
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $73,484
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,484
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number216111
Policy instance 8
Insurance contract or identification number216111
Number of Individuals Covered567
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $121,990
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $772,132
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $121,990
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N04849358
Policy instance 7
Insurance contract or identification numberADD N04849358
Number of Individuals Covered58
Insurance policy start date2012-10-12
Insurance policy end date2013-10-11
Total amount of commissions paid to insurance brokerUSD $914
Total amount of fees paid to insurance companyUSD $914
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $6,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $914
Amount paid for insurance broker fees914
Additional information about fees paid to insurance brokerSERVICES
Insurance broker nameREUBEN WARNER ASSOCIATES
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N04158647
Policy instance 6
Insurance contract or identification numberADD N04158647
Number of Individuals Covered4
Insurance policy start date2012-07-17
Insurance policy end date2013-07-17
Total amount of commissions paid to insurance brokerUSD $815
Total amount of fees paid to insurance companyUSD $815
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $815
Insurance broker organization code?3
Amount paid for insurance broker fees815
Additional information about fees paid to insurance brokerSERVICES
Insurance broker nameREUBEN WARNER ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28917
Policy instance 5
Insurance contract or identification number28917
Number of Individuals Covered47
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,027
Total amount of fees paid to insurance companyUSD $1,498
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedGROUP LONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $66,813
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,027
Insurance broker organization code?3
Amount paid for insurance broker fees1498
Additional information about fees paid to insurance brokerFEES
Insurance broker nameM FINANCIAL HOLDINGS
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 4
Insurance contract or identification number121985
Number of Individuals Covered1156
Insurance policy start date2012-09-01
Insurance policy end date2013-08-31
Total amount of commissions paid to insurance brokerUSD $97,135
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $97,135
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number1076-0001
Policy instance 2
Insurance contract or identification number1076-0001
Number of Individuals Covered2036
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $32,258
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,258
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05 574953
Policy instance 3
Insurance contract or identification numberTM05 574953
Number of Individuals Covered2163
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Total amount of commissions paid to insurance brokerUSD $71,647
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $622,514
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,647
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95442 )
Policy contract number150036
Policy instance 1
Insurance contract or identification number150036
Number of Individuals Covered1136
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $67,098
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number1076-0001
Policy instance 2
Insurance contract or identification number1076-0001
Number of Individuals Covered1802
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $29,560
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 4
Insurance contract or identification number121985
Number of Individuals Covered1132
Insurance policy start date2011-09-01
Insurance policy end date2012-08-31
Total amount of commissions paid to insurance brokerUSD $80,126
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberGLM N04156845
Policy instance 6
Insurance contract or identification numberGLM N04156845
Number of Individuals Covered8
Insurance policy start date2011-07-17
Insurance policy end date2012-07-17
Total amount of commissions paid to insurance brokerUSD $815
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N04849358
Policy instance 7
Insurance contract or identification numberADD N04849358
Number of Individuals Covered58
Insurance policy start date2011-10-12
Insurance policy end date2012-10-11
Total amount of commissions paid to insurance brokerUSD $914
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $6,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number216111
Policy instance 8
Insurance contract or identification number216111
Number of Individuals Covered526
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $112,686
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $617,909
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05 574953
Policy instance 3
Insurance contract or identification numberTM05 574953
Number of Individuals Covered1956
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Total amount of commissions paid to insurance brokerUSD $55,867
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $460,979
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28917
Policy instance 5
Insurance contract or identification number28917
Number of Individuals Covered51
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,639
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedGROUP LONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $61,679
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH ADVANTAGE (National Association of Insurance Commissioners NAIC id number: 95442 )
Policy contract number150036
Policy instance 1
Insurance contract or identification number150036
Number of Individuals Covered1142
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $62,828
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,828
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberTM05 574953
Policy instance 3
Insurance contract or identification numberTM05 574953
Number of Individuals Covered1799
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Total amount of commissions paid to insurance brokerUSD $58,286
Total amount of fees paid to insurance companyUSD $4,702
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $449,580
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,286
Amount paid for insurance broker fees4702
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number121985
Policy instance 4
Insurance contract or identification number121985
Number of Individuals Covered1028
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $82,361
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $82,361
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number28917
Policy instance 5
Insurance contract or identification number28917
Number of Individuals Covered52
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,993
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedGROUP LONG-TERM CARE
Welfare Benefit Premiums Paid to CarrierUSD $57,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,993
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract numberM103600
Policy instance 6
Insurance contract or identification numberM103600
Number of Individuals Covered171
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $12,901
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $149,830
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,901
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberGLM N04156845
Policy instance 7
Insurance contract or identification numberGLM N04156845
Number of Individuals Covered8
Insurance policy start date2010-07-17
Insurance policy end date2011-07-17
Total amount of commissions paid to insurance brokerUSD $815
Total amount of fees paid to insurance companyUSD $815
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $815
Amount paid for insurance broker fees815
Additional information about fees paid to insurance brokerSERVICES
Insurance broker nameRUEBEN WARNER ASSOCIATES
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberADD N04849358
Policy instance 8
Insurance contract or identification numberADD N04849358
Number of Individuals Covered2
Insurance policy start date2010-10-12
Insurance policy end date2011-10-11
Total amount of commissions paid to insurance brokerUSD $867
Total amount of fees paid to insurance companyUSD $867
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $5,781
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $867
Amount paid for insurance broker fees867
Additional information about fees paid to insurance brokerSERVICES
Insurance broker nameRUEBEN WARNER ASSOCIATES
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract numberAFASLP2008135TR
Policy instance 9
Insurance contract or identification numberAFASLP2008135TR
Number of Individuals Covered513
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $81,519
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $539,564
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,519
Insurance broker nameMUTUAL ASSURANCE ADMINISTRATORS,INC
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 47155 )
Policy contract number1076-0001
Policy instance 2
Insurance contract or identification number1076-0001
Number of Individuals Covered1724
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $27,141
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,141
Insurance broker organization code?3
Insurance broker nameSTEPHENS INSURANCE SERVICES, LLC

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