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APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 401k Plan overview

Plan NameAPARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST
Plan identification number 502

APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST Benefits

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

401k Sponsoring company profile

APARTMENT HOUSE BUILDERS has sponsored the creation of one or more 401k plans.

Company Name:APARTMENT HOUSE BUILDERS
Employer identification number (EIN):710649991
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022024-04-01JIM KINCANNON
5022023-04-01
5022023-04-01JIM KINCANNON
5022022-04-01
5022022-04-01JIM KINCANNON
5022021-04-01
5022021-04-01JIM KINCANNON
5022020-04-01
5022019-04-01
5022017-04-01JIM KINCANNON
5022016-04-01JIM KINCANNON
5022015-04-01JIM KINCANNON
5022014-04-01JIM KINCANNON
5022013-04-01JIM KINCANNON
5022012-04-01JIM KINCANNON
5022011-04-01JIM KINCANNON
5022009-04-01JAMES KINCANNON

Plan Statistics for APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST

401k plan membership statisitcs for APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST

Measure Date Value
2023: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-04-0142
Total number of active participants reported on line 7a of the Form 55002023-04-0142
Total of all active and inactive participants2023-04-0142
2022: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-04-0143
Total number of active participants reported on line 7a of the Form 55002022-04-0142
Total of all active and inactive participants2022-04-0142
2021: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-04-0147
Total number of active participants reported on line 7a of the Form 55002021-04-0143
Total of all active and inactive participants2021-04-0143
2020: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-04-0147
Total number of active participants reported on line 7a of the Form 55002020-04-0147
Total of all active and inactive participants2020-04-0147
2019: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-04-0144
Total number of active participants reported on line 7a of the Form 55002019-04-0147
Total of all active and inactive participants2019-04-0147
2017: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-0163
Total number of active participants reported on line 7a of the Form 55002017-04-0146
Total of all active and inactive participants2017-04-0146
2016: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-0159
Total number of active participants reported on line 7a of the Form 55002016-04-0163
Total of all active and inactive participants2016-04-0163
2015: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-0175
Total number of active participants reported on line 7a of the Form 55002015-04-0159
Total of all active and inactive participants2015-04-0159
2014: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-0174
Total number of active participants reported on line 7a of the Form 55002014-04-0175
Total of all active and inactive participants2014-04-0175
2013: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-0183
Total number of active participants reported on line 7a of the Form 55002013-04-0174
Total of all active and inactive participants2013-04-0174
2012: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-0194
Total number of active participants reported on line 7a of the Form 55002012-04-0183
Total of all active and inactive participants2012-04-0183
2011: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-0198
Total number of active participants reported on line 7a of the Form 55002011-04-0194
Total of all active and inactive participants2011-04-0194
2009: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-01105
Total number of active participants reported on line 7a of the Form 55002009-04-01102
Total of all active and inactive participants2009-04-01102

Financial Data on APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST

Measure Date Value
2024 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2024 401k financial data
Total income from all sources2024-03-31$1,323,568
Expenses. Total of all expenses incurred2024-03-31$1,323,340
Benefits paid (including direct rollovers)2024-03-31$1,298,399
Total plan assets at end of year2024-03-31$2,754
Total plan assets at beginning of year2024-03-31$2,526
Expenses. Other expenses not covered elsewhere2024-03-31$24,941
Other income received2024-03-31$712,931
Net income (gross income less expenses)2024-03-31$228
Net plan assets at end of year (total assets less liabilities)2024-03-31$2,754
Net plan assets at beginning of year (total assets less liabilities)2024-03-31$2,526
Total contributions received or receivable from employer(s)2024-03-31$610,637
2023 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2023 401k financial data
Total income from all sources2023-03-31$665,421
Expenses. Total of all expenses incurred2023-03-31$678,261
Benefits paid (including direct rollovers)2023-03-31$652,661
Total plan assets at end of year2023-03-31$2,526
Total plan assets at beginning of year2023-03-31$15,366
Expenses. Other expenses not covered elsewhere2023-03-31$25,600
Other income received2023-03-31$16,901
Net income (gross income less expenses)2023-03-31$-12,840
Net plan assets at end of year (total assets less liabilities)2023-03-31$2,526
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$15,366
Total contributions received or receivable from employer(s)2023-03-31$648,520
2022 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2022 401k financial data
Total income from all sources2022-03-31$747,354
Expenses. Total of all expenses incurred2022-03-31$737,886
Benefits paid (including direct rollovers)2022-03-31$712,962
Total plan assets at end of year2022-03-31$15,366
Total plan assets at beginning of year2022-03-31$5,898
Expenses. Other expenses not covered elsewhere2022-03-31$24,924
Other income received2022-03-31$59,255
Net income (gross income less expenses)2022-03-31$9,468
Net plan assets at end of year (total assets less liabilities)2022-03-31$15,366
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$5,898
Total contributions received or receivable from employer(s)2022-03-31$688,099
2021 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2021 401k financial data
Total income from all sources2021-03-31$668,194
Expenses. Total of all expenses incurred2021-03-31$663,316
Benefits paid (including direct rollovers)2021-03-31$636,362
Total plan assets at end of year2021-03-31$5,898
Total plan assets at beginning of year2021-03-31$1,020
Expenses. Other expenses not covered elsewhere2021-03-31$26,954
Other income received2021-03-31$71,013
Net income (gross income less expenses)2021-03-31$4,878
Net plan assets at end of year (total assets less liabilities)2021-03-31$5,898
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$1,020
Total contributions received or receivable from employer(s)2021-03-31$597,181
2020 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2020 401k financial data
Total income from all sources2020-03-31$590,106
Expenses. Total of all expenses incurred2020-03-31$592,991
Benefits paid (including direct rollovers)2020-03-31$568,936
Total plan assets at end of year2020-03-31$1,020
Total plan assets at beginning of year2020-03-31$3,905
Expenses. Other expenses not covered elsewhere2020-03-31$24,055
Other income received2020-03-31$53,314
Net income (gross income less expenses)2020-03-31$-2,885
Net plan assets at end of year (total assets less liabilities)2020-03-31$1,020
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$3,905
Total contributions received or receivable from employer(s)2020-03-31$536,792
2018 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2018 401k financial data
Total income from all sources2018-03-31$904,034
Expenses. Total of all expenses incurred2018-03-31$905,209
Benefits paid (including direct rollovers)2018-03-31$876,768
Total plan assets at end of year2018-03-31$3,039
Total plan assets at beginning of year2018-03-31$4,214
Expenses. Other expenses not covered elsewhere2018-03-31$28,441
Other income received2018-03-31$21,333
Net income (gross income less expenses)2018-03-31$-1,175
Net plan assets at end of year (total assets less liabilities)2018-03-31$3,039
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$4,214
Total contributions received or receivable from employer(s)2018-03-31$882,701
2017 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-03-31$892,985
Expenses. Total of all expenses incurred2017-03-31$890,796
Benefits paid (including direct rollovers)2017-03-31$856,678
Total plan assets at end of year2017-03-31$4,214
Total plan assets at beginning of year2017-03-31$2,025
Expenses. Other expenses not covered elsewhere2017-03-31$34,118
Net income (gross income less expenses)2017-03-31$2,189
Net plan assets at end of year (total assets less liabilities)2017-03-31$4,214
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$2,025
Total contributions received or receivable from employer(s)2017-03-31$892,985
2016 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2016 401k financial data
Total income from all sources2016-03-31$894,730
Expenses. Total of all expenses incurred2016-03-31$895,702
Benefits paid (including direct rollovers)2016-03-31$857,151
Total plan assets at end of year2016-03-31$2,025
Total plan assets at beginning of year2016-03-31$2,997
Expenses. Other expenses not covered elsewhere2016-03-31$38,551
Net income (gross income less expenses)2016-03-31$-972
Net plan assets at end of year (total assets less liabilities)2016-03-31$2,025
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$2,997
Total contributions received or receivable from employer(s)2016-03-31$894,730
2015 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-03-31$718,698
Expenses. Total of all expenses incurred2015-03-31$719,102
Benefits paid (including direct rollovers)2015-03-31$677,878
Total plan assets at end of year2015-03-31$2,997
Total plan assets at beginning of year2015-03-31$3,401
Expenses. Other expenses not covered elsewhere2015-03-31$41,224
Net income (gross income less expenses)2015-03-31$-404
Net plan assets at end of year (total assets less liabilities)2015-03-31$2,997
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$3,401
Total contributions received or receivable from employer(s)2015-03-31$718,698
2014 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-03-31$686,573
Expenses. Total of all expenses incurred2014-03-31$685,527
Benefits paid (including direct rollovers)2014-03-31$646,588
Total plan assets at end of year2014-03-31$3,401
Total plan assets at beginning of year2014-03-31$2,355
Expenses. Other expenses not covered elsewhere2014-03-31$38,939
Net income (gross income less expenses)2014-03-31$1,046
Net plan assets at end of year (total assets less liabilities)2014-03-31$3,401
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$2,355
Total contributions received or receivable from employer(s)2014-03-31$686,573
2013 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2013 401k financial data
Total plan liabilities at beginning of year2013-03-31$87,952
Total income from all sources2013-03-31$744,312
Expenses. Total of all expenses incurred2013-03-31$741,957
Benefits paid (including direct rollovers)2013-03-31$687,752
Total plan assets at end of year2013-03-31$2,355
Total plan assets at beginning of year2013-03-31$87,952
Expenses. Other expenses not covered elsewhere2013-03-31$54,205
Other income received2013-03-31$131,620
Net income (gross income less expenses)2013-03-31$2,355
Net plan assets at end of year (total assets less liabilities)2013-03-31$2,355
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$0
Total contributions received or receivable from employer(s)2013-03-31$612,692
2012 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-03-31$87,952
Total plan liabilities at beginning of year2012-03-31$15,882
Total income from all sources2012-03-31$925,066
Expenses. Total of all expenses incurred2012-03-31$925,066
Benefits paid (including direct rollovers)2012-03-31$868,334
Total plan assets at end of year2012-03-31$87,952
Total plan assets at beginning of year2012-03-31$15,882
Total contributions received or receivable from participants2012-03-31$0
Net income (gross income less expenses)2012-03-31$0
Net plan assets at end of year (total assets less liabilities)2012-03-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$0
Total contributions received or receivable from employer(s)2012-03-31$925,066
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$56,732
2011 : APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$15,882
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$65,497
Total income from all sources (including contributions)2011-03-31$688,125
Total of all expenses incurred2011-03-31$688,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$647,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$688,125
Value of total assets at end of year2011-03-31$15,882
Value of total assets at beginning of year2011-03-31$65,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$40,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$18,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$116
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$15,392
Administrative expenses (other) incurred2011-03-31$8,782
Total non interest bearing cash at end of year2011-03-31$888
Total non interest bearing cash at beginning of year2011-03-31$42,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$0
Value of net assets at end of year (total assets less liabilities)2011-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Expenses. Payments to insurance carriers foe the provision of benefits2011-03-31$165,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$669,725
Employer contributions (assets) at end of year2011-03-31$14,878
Employer contributions (assets) at beginning of year2011-03-31$7,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$481,594
Contract administrator fees2011-03-31$32,141
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Liabilities. Value of benefit claims payable at end of year2011-03-31$15,882
Liabilities. Value of benefit claims payable at beginning of year2011-03-31$65,497
Did the plan have assets held for investment2011-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31BROUSSARD AND COMPANY CPA'S LLC
Accountancy firm EIN2011-03-31721447940

Form 5500 Responses for APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST

2023: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2023 form 5500 responses
2023-04-01Type of plan entitySingle employer plan
2023-04-01Plan funding arrangement – InsuranceYes
2023-04-01Plan funding arrangement – TrustYes
2023-04-01Plan benefit arrangement – InsuranceYes
2023-04-01Plan benefit arrangement - TrustYes
2022: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2017: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2014: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement - TrustYes
2013: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement - TrustYes
2012: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement - TrustYes
2011: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement - TrustYes
2009: APARTMENT HOUSE BUILDERS EMPLOYEE BENEFIT PLAN & TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered42
Insurance policy start date2023-04-01
Insurance policy end date2024-03-31
Total amount of commissions paid to insurance brokerUSD $512
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered42
Insurance policy start date2023-04-01
Insurance policy end date2024-03-31
Total amount of commissions paid to insurance brokerUSD $11,927
Total amount of fees paid to insurance companyUSD $20,132
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $79,509
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered42
Insurance policy start date2023-04-01
Insurance policy end date2024-03-31
Total amount of commissions paid to insurance brokerUSD $954
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $4,762
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 2
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered42
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $545
Total amount of fees paid to insurance companyUSD $0
Welfare Benefit Premiums Paid to CarrierUSD $3,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberNOT AVAILABLE
Policy instance 3
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered42
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $1,023
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
Insurance contract or identification numberNOT AVAILABLE
Number of Individuals Covered42
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $12,317
Total amount of fees paid to insurance companyUSD $21,139
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Other welfare benefits providedCOMPLIANCE
Welfare Benefit Premiums Paid to CarrierUSD $82,127
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberNOT AVAILABLE
Policy instance 3
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 2
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberNOT AVAILABLE
Policy instance 3
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberNOT AVAILABLE
Policy instance 3
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 2
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberNOT AVAILABLE
Policy instance 4
AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 3
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 2
PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 3
AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 4
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10090771
Policy instance 2
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 4
ARKANSAS MANAGED CARE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10090771
Policy instance 2
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
IHEALTH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 5
IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 4
ARKANSAS MANAGED CARE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberNOT AVAILABLE
Policy instance 2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberNOT AVAILABLE
Policy instance 2
IHEALTH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 5
IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 4
ARKANSAS MANAGED CARE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 3
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
IHEALTH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 5
IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 4
ARKANSAS MANAGED CARE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberNOT AVAILABLE
Policy instance 2
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
IHEALTH (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 5
IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 4
ARKANSAS MANAGED CARE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 3
PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberNOT AVAILABLE
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberNOT AVAILABLE
Policy instance 2

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