KTBS LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KTBS, LLC EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2022: KTBS, LLC EMPLOYEE BENEFIT PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
| Total of all active and inactive participants | 2022-01-01 | 0 |
| 2021: KTBS, LLC EMPLOYEE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 74 |
| Total of all active and inactive participants | 2021-01-01 | 74 |
| 2020: KTBS, LLC EMPLOYEE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 80 |
| Total of all active and inactive participants | 2020-01-01 | 80 |
| 2019: KTBS, LLC EMPLOYEE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 84 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 80 |
| Total of all active and inactive participants | 2019-01-01 | 80 |
| 2018: KTBS, LLC EMPLOYEE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 84 |
| Total of all active and inactive participants | 2018-01-01 | 84 |
| 2017: KTBS, LLC EMPLOYEE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 80 |
| Total of all active and inactive participants | 2017-01-01 | 80 |
| 2016: KTBS, LLC EMPLOYEE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 82 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 81 |
| Total of all active and inactive participants | 2016-01-01 | 81 |
| 2015: KTBS, LLC EMPLOYEE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 82 |
| Total of all active and inactive participants | 2015-07-01 | 82 |
| 2014: KTBS, LLC EMPLOYEE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 86 |
| Total of all active and inactive participants | 2014-07-01 | 86 |
| Total participants | 2014-07-01 | 86 |
| 2013: KTBS, LLC EMPLOYEE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 76 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 80 |
| Total of all active and inactive participants | 2013-07-01 | 80 |
| 2012: KTBS, LLC EMPLOYEE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 76 |
| Total of all active and inactive participants | 2012-07-01 | 76 |
| 2011: KTBS, LLC EMPLOYEE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 66 |
| Total of all active and inactive participants | 2011-07-01 | 66 |
| Total participants | 2011-07-01 | 66 |
| 2010: KTBS, LLC EMPLOYEE BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 64 |
| Total of all active and inactive participants | 2010-07-01 | 64 |
| Total participants | 2010-07-01 | 64 |
| 2009: KTBS, LLC EMPLOYEE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 71 |
| Total of all active and inactive participants | 2009-07-01 | 71 |
| Measure | Date | Value |
|---|
| 2022 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $5,956 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $6,456 |
| Total income from all sources | 2022-12-31 | $140,360 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $151,847 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $151,758 |
| Total plan assets at beginning of year | 2022-12-31 | $11,987 |
| Other income received | 2022-12-31 | $125,412 |
| Net income (gross income less expenses) | 2022-12-31 | $-11,487 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,531 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $14,948 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $89 |
| 2021 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-12-31 | $6,456 |
| Total plan liabilities at beginning of year | 2021-12-31 | $6,456 |
| Total income from all sources | 2021-12-31 | $1,591,639 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $1,581,452 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,478,758 |
| Total plan assets at end of year | 2021-12-31 | $11,987 |
| Total plan assets at beginning of year | 2021-12-31 | $1,800 |
| Total contributions received or receivable from participants | 2021-12-31 | $194,124 |
| Other income received | 2021-12-31 | $1,226,850 |
| Net income (gross income less expenses) | 2021-12-31 | $10,187 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $-4,656 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $170,665 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $102,694 |
| 2020 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-12-31 | $6,456 |
| Total plan liabilities at beginning of year | 2020-12-31 | $6,456 |
| Total income from all sources | 2020-12-31 | $1,445,209 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $1,447,650 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $1,298,499 |
| Total plan assets at end of year | 2020-12-31 | $1,800 |
| Total plan assets at beginning of year | 2020-12-31 | $4,241 |
| Total contributions received or receivable from participants | 2020-12-31 | $186,113 |
| Other income received | 2020-12-31 | $150,687 |
| Net income (gross income less expenses) | 2020-12-31 | $-2,441 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $-4,656 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $-2,215 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $1,108,409 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $149,151 |
| 2019 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $6,456 |
| Total plan liabilities at beginning of year | 2019-12-31 | $6,456 |
| Total income from all sources | 2019-12-31 | $1,991,055 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $2,026,301 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $1,920,365 |
| Total plan assets at end of year | 2019-12-31 | $4,241 |
| Total plan assets at beginning of year | 2019-12-31 | $39,487 |
| Total contributions received or receivable from participants | 2019-12-31 | $166,863 |
| Other income received | 2019-12-31 | $88,453 |
| Net income (gross income less expenses) | 2019-12-31 | $-35,246 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $-2,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $33,031 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $1,735,739 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $105,936 |
| 2018 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $6,456 |
| Total plan liabilities at beginning of year | 2018-12-31 | $6,456 |
| Total income from all sources | 2018-12-31 | $1,782,557 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,743,570 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $1,601,391 |
| Total plan assets at end of year | 2018-12-31 | $39,487 |
| Total plan assets at beginning of year | 2018-12-31 | $500 |
| Total contributions received or receivable from participants | 2018-12-31 | $195,644 |
| Other income received | 2018-12-31 | $34,448 |
| Net income (gross income less expenses) | 2018-12-31 | $38,987 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $33,031 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $-5,956 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $1,552,465 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $142,179 |
| 2017 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-12-31 | $6,456 |
| Total plan liabilities at beginning of year | 2017-12-31 | $6,456 |
| Total income from all sources | 2017-12-31 | $1,096,403 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $1,096,695 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $1,015,047 |
| Total plan assets at end of year | 2017-12-31 | $500 |
| Total plan assets at beginning of year | 2017-12-31 | $792 |
| Total contributions received or receivable from participants | 2017-12-31 | $185,583 |
| Other income received | 2017-12-31 | $21,720 |
| Net income (gross income less expenses) | 2017-12-31 | $-292 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $-5,956 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $-5,664 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $889,100 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $81,648 |
| 2016 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $6,456 |
| Total plan liabilities at beginning of year | 2016-12-31 | $6,456 |
| Total income from all sources | 2016-12-31 | $1,065,793 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $1,072,684 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $950,006 |
| Total plan assets at end of year | 2016-12-31 | $792 |
| Total plan assets at beginning of year | 2016-12-31 | $7,683 |
| Total contributions received or receivable from participants | 2016-12-31 | $187,947 |
| Other income received | 2016-12-31 | $64,557 |
| Net income (gross income less expenses) | 2016-12-31 | $-6,891 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $-5,664 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,227 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $813,289 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $122,678 |
| 2015 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $6,456 |
| Total plan liabilities at beginning of year | 2015-12-31 | $6,456 |
| Total income from all sources | 2015-12-31 | $842,907 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $877,692 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $821,378 |
| Total plan assets at end of year | 2015-12-31 | $7,683 |
| Total plan assets at beginning of year | 2015-12-31 | $42,468 |
| Total contributions received or receivable from participants | 2015-12-31 | $77,279 |
| Other income received | 2015-12-31 | $259,247 |
| Net income (gross income less expenses) | 2015-12-31 | $-34,785 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,227 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $36,012 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $506,381 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $56,314 |
| Total plan liabilities at end of year | 2015-06-30 | $6,456 |
| Total plan liabilities at beginning of year | 2015-06-30 | $6,456 |
| Total income from all sources | 2015-06-30 | $1,280,743 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $1,252,203 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $1,172,988 |
| Total plan assets at end of year | 2015-06-30 | $42,468 |
| Total plan assets at beginning of year | 2015-06-30 | $13,928 |
| Total contributions received or receivable from participants | 2015-06-30 | $174,839 |
| Other income received | 2015-06-30 | $35,931 |
| Net income (gross income less expenses) | 2015-06-30 | $28,540 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $36,012 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $7,472 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $1,069,973 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $79,215 |
| 2014 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-06-30 | $6,456 |
| Total plan liabilities at beginning of year | 2014-06-30 | $6,456 |
| Total income from all sources | 2014-06-30 | $782,299 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $791,732 |
| Benefits paid (including direct rollovers) | 2014-06-30 | $717,915 |
| Total plan assets at end of year | 2014-06-30 | $13,928 |
| Total plan assets at beginning of year | 2014-06-30 | $23,361 |
| Total contributions received or receivable from participants | 2014-06-30 | $170,935 |
| Other income received | 2014-06-30 | $47,019 |
| Net income (gross income less expenses) | 2014-06-30 | $-9,433 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $7,472 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $16,905 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $564,345 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-06-30 | $73,817 |
| 2013 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-06-30 | $6,456 |
| Total plan liabilities at beginning of year | 2013-06-30 | $6,456 |
| Total income from all sources | 2013-06-30 | $713,526 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $717,474 |
| Benefits paid (including direct rollovers) | 2013-06-30 | $674,991 |
| Total plan assets at end of year | 2013-06-30 | $23,361 |
| Total plan assets at beginning of year | 2013-06-30 | $27,309 |
| Total contributions received or receivable from participants | 2013-06-30 | $155,832 |
| Other income received | 2013-06-30 | $113,482 |
| Net income (gross income less expenses) | 2013-06-30 | $-3,948 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $16,905 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $20,853 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $444,212 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-06-30 | $42,483 |
| 2012 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-06-30 | $6,456 |
| Total income from all sources | 2012-06-30 | $735,218 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $741,218 |
| Benefits paid (including direct rollovers) | 2012-06-30 | $710,535 |
| Total plan assets at end of year | 2012-06-30 | $27,309 |
| Total plan assets at beginning of year | 2012-06-30 | $26,853 |
| Total contributions received or receivable from participants | 2012-06-30 | $150,050 |
| Other income received | 2012-06-30 | $118,370 |
| Net income (gross income less expenses) | 2012-06-30 | $-6,000 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $20,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $26,853 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $466,798 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-06-30 | $30,683 |
| 2011 : KTBS, LLC EMPLOYEE BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-06-30 | $603,597 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $590,124 |
| Benefits paid (including direct rollovers) | 2011-06-30 | $563,353 |
| Total plan assets at end of year | 2011-06-30 | $26,853 |
| Total plan assets at beginning of year | 2011-06-30 | $13,380 |
| Total contributions received or receivable from participants | 2011-06-30 | $144,045 |
| Other income received | 2011-06-30 | $39,005 |
| Net income (gross income less expenses) | 2011-06-30 | $13,473 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $26,853 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $13,380 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $420,547 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-06-30 | $26,771 |
| 2022: KTBS, LLC EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | Yes |
| 2022-01-01 | Plan funding arrangement – Insurance | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: KTBS, LLC EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: KTBS, LLC EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: KTBS, LLC EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: KTBS, LLC EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: KTBS, LLC EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: KTBS, LLC EMPLOYEE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: KTBS, LLC EMPLOYEE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Single employer plan |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-07-01 | Plan funding arrangement – Insurance | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-07-01 | Plan benefit arrangement - Trust | Yes |
| 2014: KTBS, LLC EMPLOYEE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: KTBS, LLC EMPLOYEE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Single employer plan |
| 2013-07-01 | Plan funding arrangement – Insurance | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: KTBS, LLC EMPLOYEE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Single employer plan |
| 2012-07-01 | Plan funding arrangement – Insurance | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: KTBS, LLC EMPLOYEE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Single employer plan |
| 2011-07-01 | Plan funding arrangement – Insurance | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2010: KTBS, LLC EMPLOYEE BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-07-01 | Type of plan entity | Single employer plan |
| 2010-07-01 | Plan funding arrangement – Insurance | Yes |
| 2010-07-01 | Plan funding arrangement – Trust | Yes |
| 2010-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: KTBS, LLC EMPLOYEE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Single employer plan |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | Plan funding arrangement – Insurance | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KMO5956104 |
| Policy instance | 1 |
| Insurance contract or identification number | KMO5956104 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2021-01-01 | | Insurance policy end date | 2021-12-31 | | Total amount of commissions paid to insurance broker | USD $10,485 | | Total amount of fees paid to insurance company | USD $0 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,485 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KMO5956104 |
| Policy instance | 1 |
| Insurance contract or identification number | KMO5956104 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $10,767 | | Total amount of fees paid to insurance company | USD $1,785 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,767 | | Amount paid for insurance broker fees | 1785 | | Additional information about fees paid to insurance broker | OTHER COMPENSATION | | Insurance broker organization code? | 3 |
|
| METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
| Policy contract number | KMO5956104 |
| Policy instance | 1 |
| Insurance contract or identification number | KMO5956104 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $9,875 | | Total amount of fees paid to insurance company | USD $1,327 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,875 | | Amount paid for insurance broker fees | 1327 | | Additional information about fees paid to insurance broker | ADDITIONAL AND NON MONETARY COMPENSATION | | Insurance broker organization code? | 3 |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00523190 |
| Policy instance | 4 |
| Insurance contract or identification number | 00523190 | | Number of Individuals Covered | 80 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $5,880 | | Total amount of fees paid to insurance company | USD $2,142 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $58,797 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,880 | | Amount paid for insurance broker fees | 2142 | | Additional information about fees paid to insurance broker | BONUS | | Insurance broker organization code? | 3 |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161701 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010161701 | | Number of Individuals Covered | 98 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $3,959 | | Total amount of fees paid to insurance company | USD $2,421 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $26,391 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,959 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1320 | | Additional information about fees paid to insurance broker | ADMIN |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161700 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010161700 | | Number of Individuals Covered | 83 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $399 | | Total amount of fees paid to insurance company | USD $246 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,661 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $399 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 133 | | Additional information about fees paid to insurance broker | ADMIN |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 15 |
| Policy instance | 1 |
| Insurance contract or identification number | 000400001000 15 | | Number of Individuals Covered | 31 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $2,683 | | Total amount of fees paid to insurance company | USD $1,786 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $17,887 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,683 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 894 | | Additional information about fees paid to insurance broker | ADMIN |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 15 |
| Policy instance | 1 |
| Insurance contract or identification number | 000400001000 15 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $2,677 | | Total amount of fees paid to insurance company | USD $1,369 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $17,846 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,567 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1369 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker name | EDGAR L. CARTER, JR. |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161700 |
| Policy instance | 2 |
| Insurance contract or identification number | 000010161700 | | Number of Individuals Covered | 78 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $340 | | Total amount of fees paid to insurance company | USD $184 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,267 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $199 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 184 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker name | EDGAR L. CARTER, JR. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161701 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010161701 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $3,302 | | Total amount of fees paid to insurance company | USD $1,731 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $22,013 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,891 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1731 | | Additional information about fees paid to insurance broker | BROKER BONUS AND ADMIN | | Insurance broker name | EDGAR L. CARTER, JR. |
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| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 ) |
| Policy contract number | 00523190 |
| Policy instance | 4 |
| Insurance contract or identification number | 00523190 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $5,484 | | Total amount of fees paid to insurance company | USD $634 | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $54,381 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,625 | | Amount paid for insurance broker fees | 634 | | Additional information about fees paid to insurance broker | BROKER FEES | | Insurance broker organization code? | 3 | | Insurance broker name | OPES ONE ADVISORS LLC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161701 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010161701 | | Number of Individuals Covered | 92 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,256 | | Total amount of fees paid to insurance company | USD $952 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,373 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,256 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 952 | | Insurance broker name | STEALTH BNFT SOLUTIONS LLC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161700 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010161700 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $144 | | Total amount of fees paid to insurance company | USD $114 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $958 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $144 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 114 | | Insurance broker name | STEALTH BNFT SOLUTIONS LLC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 15 |
| Policy instance | 2 |
| Insurance contract or identification number | 000400001000 15 | | Number of Individuals Covered | 32 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,027 | | Total amount of fees paid to insurance company | USD $842 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $6,848 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,027 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 842 | | Insurance broker name | STEALTH BNFT SOLUTIONS LLC |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1044635 |
| Policy instance | 1 |
| Insurance contract or identification number | 1044635 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2015-07-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $1,947 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $19,566 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,947 | | Additional information about fees paid to insurance broker | COMMISSIONS | | Insurance broker organization code? | 3 | | Insurance broker name | EDGAR L. CARTER, JR. |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161701 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010161701 | | Number of Individuals Covered | 94 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $2,458 | | Total amount of fees paid to insurance company | USD $1,018 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $16,384 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,458 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 1018 | | Additional information about fees paid to insurance broker | OVERRIDES AND BROKER BONUS | | Insurance broker name | STEALTH BNFT SOLUTIONS LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161700 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010161700 | | Number of Individuals Covered | 82 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $288 | | Total amount of fees paid to insurance company | USD $122 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,918 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $288 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 122 | | Additional information about fees paid to insurance broker | OVERRIDES AND BROKER BONUS | | Insurance broker name | STEALTH BNFT SOLUTIONS LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 15 |
| Policy instance | 2 |
| Insurance contract or identification number | 000400001000 15 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $2,050 | | Total amount of fees paid to insurance company | USD $924 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $13,669 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,050 | | Insurance broker organization code? | 3 | | Amount paid for insurance broker fees | 924 | | Additional information about fees paid to insurance broker | OVERRIDES AND BROKER BONUS | | Insurance broker name | STEALTH BNFT SOLUTIONS LLC |
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| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1044635 |
| Policy instance | 1 |
| Insurance contract or identification number | 1044635 | | Number of Individuals Covered | 76 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-06-30 | | Total amount of commissions paid to insurance broker | USD $3,868 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,676 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,868 | | Insurance broker organization code? | 3 | | Insurance broker name | EDGAR L. CARTER, JR. |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 00001D024386 |
| Policy instance | 1 |
| Insurance contract or identification number | 00001D024386 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $3,860 | | Total amount of fees paid to insurance company | USD $1,444 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $38,595 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,860 | | Amount paid for insurance broker fees | 483 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | STHEALTH BNFT SOLUTIONS LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 15 |
| Policy instance | 2 |
| Insurance contract or identification number | 000400001000 15 | | Number of Individuals Covered | 34 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $1,860 | | Total amount of fees paid to insurance company | USD $918 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $12,397 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,860 | | Amount paid for insurance broker fees | 608 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | STHEALTH BNFT SOLUTIONS LLC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161700 |
| Policy instance | 3 |
| Insurance contract or identification number | 000010161700 | | Number of Individuals Covered | 77 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $199 | | Total amount of fees paid to insurance company | USD $102 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,329 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $199 | | Amount paid for insurance broker fees | 68 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | STHEALTH BNFT SOLUTIONS LLC |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161701 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010161701 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2013-07-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $1,563 | | Total amount of fees paid to insurance company | USD $793 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,422 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,563 | | Amount paid for insurance broker fees | 530 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | STHEALTH BNFT SOLUTIONS LLC |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161701 |
| Policy instance | 5 |
| Insurance contract or identification number | 000010161701 | | Number of Individuals Covered | 88 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $1,448 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,655 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,448 | | Insurance broker organization code? | 3 | | Insurance broker name | EDGAR CARTER |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010161700 |
| Policy instance | 4 |
| Insurance contract or identification number | 000010161700 | | Number of Individuals Covered | 74 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $196 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $1,306 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $196 | | Insurance broker organization code? | 3 | | Insurance broker name | EDGAR CARTER |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000400001000 15 |
| Policy instance | 3 |
| Insurance contract or identification number | 000400001000 15 | | Number of Individuals Covered | 38 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $1,687 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $11,244 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,687 | | Insurance broker organization code? | 3 | | Insurance broker name | EDGAR CARTER |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 00001D024386 |
| Policy instance | 2 |
| Insurance contract or identification number | 00001D024386 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $3,596 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $35,963 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,596 | | Insurance broker organization code? | 3 | | Insurance broker name | EDGAR CARTER |
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| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 213667 |
| Policy instance | 1 |
| Insurance contract or identification number | 213667 | | Number of Individuals Covered | 73 | | Insurance policy start date | 2012-07-01 | | Insurance policy end date | 2013-06-30 | | Total amount of commissions paid to insurance broker | USD $26,894 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $168,570 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $25,322 | | Insurance broker organization code? | 3 | | Insurance broker name | MERITAIN HEALTH INC |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 213667 |
| Policy instance | 3 |
| Insurance contract or identification number | 213667 | | Number of Individuals Covered | 70 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $24,334 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $157,413 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1019942 |
| Policy instance | 2 |
| Insurance contract or identification number | 1019942 | | Number of Individuals Covered | 137 | | Insurance policy start date | 2011-07-01 | | Insurance policy end date | 2012-06-30 | | Total amount of commissions paid to insurance broker | USD $6,087 | | Total amount of fees paid to insurance company | USD $1,296 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $51,622 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 213668 |
| Policy instance | 2 |
| Insurance contract or identification number | 213668 | | Number of Individuals Covered | 71 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $2,092 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,352 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) |
| Policy contract number | 01072 |
| Policy instance | 1 |
| Insurance contract or identification number | 01072 | | Number of Individuals Covered | 81 | | Insurance policy start date | 2010-07-01 | | Insurance policy end date | 2011-06-30 | | Total amount of commissions paid to insurance broker | USD $1,531 | | Total amount of fees paid to insurance company | USD $2 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,206 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
