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WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 401k Plan overview

Plan NameWHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN
Plan identification number 501

WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 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
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

WHC LLC has sponsored the creation of one or more 401k plans.

Company Name:WHC LLC
Employer identification number (EIN):720495581
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01PAM ROMERO2023-05-08
5012021-01-01PAM ROMERO2022-07-28
5012020-01-01PAM ROMERO2021-06-24
5012019-01-01PAM ROMERO2020-07-23
5012018-04-01PAM ROMERO2019-08-08
5012017-04-01PAM ROMERO PAM ROMERO2018-10-24
5012016-04-01PAM ROMERO PAM ROMERO2017-12-27
5012015-04-01PAM ROMERO PAM ROMERO2017-01-17
5012014-04-01GEORGE CRAIN GEORGE CRAIN2016-01-15
5012013-04-01GEORGE CRAIN GEORGE CRAIN2014-10-30
5012012-04-01GEORGE CRAIN GEORGE CRAIN2014-01-06
5012011-04-01GEORGE CRAIN GEORGE CRAIN2013-01-02
5012009-04-01 GEORGE CRAIN2010-10-07
5012009-04-01 GEORGE CRAIN2010-09-28
5012009-04-01GEORGE CRAIN

Plan Statistics for WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN

401k plan membership statisitcs for WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN

Measure Date Value
2022: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01370
Total number of active participants reported on line 7a of the Form 55002022-01-01255
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01255
Number of employers contributing to the scheme2022-01-010
2021: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01401
Total number of active participants reported on line 7a of the Form 55002021-01-01284
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01284
Number of employers contributing to the scheme2021-01-010
2020: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01865
Total number of active participants reported on line 7a of the Form 55002020-01-01411
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01411
Number of employers contributing to the scheme2020-01-010
2019: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01625
Total number of active participants reported on line 7a of the Form 55002019-01-01850
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01865
Number of employers contributing to the scheme2019-01-010
2018: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01965
Total number of active participants reported on line 7a of the Form 55002018-04-01625
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-01625
Number of employers contributing to the scheme2018-04-010
2017: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01802
Total number of active participants reported on line 7a of the Form 55002017-04-01965
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01965
2016: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01493
Total number of active participants reported on line 7a of the Form 55002016-04-01802
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-01802
Total participants2016-04-01802
2015: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01333
Total number of active participants reported on line 7a of the Form 55002015-04-01493
Total of all active and inactive participants2015-04-01493
Total participants2015-04-01493
2014: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01247
Total number of active participants reported on line 7a of the Form 55002014-04-01333
Total of all active and inactive participants2014-04-01333
Total participants2014-04-01333
2013: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0178
Total number of active participants reported on line 7a of the Form 55002013-04-01247
Total of all active and inactive participants2013-04-01247
Total participants2013-04-01247
2012: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0162
Total number of active participants reported on line 7a of the Form 55002012-04-0178
Total of all active and inactive participants2012-04-0178
Total participants2012-04-0178
2011: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0168
Total number of active participants reported on line 7a of the Form 55002011-04-0162
Total of all active and inactive participants2011-04-0162
Total participants2011-04-0162
2009: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-0167
Total number of active participants reported on line 7a of the Form 55002009-04-0162
Total of all active and inactive participants2009-04-0162
Total participants2009-04-0162

Financial Data on WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN

Measure Date Value
2016 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$242,668
Total income from all sources (including contributions)2016-03-31$1,905,085
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$2,390,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$1,418,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$1,743,312
Value of total assets at end of year2016-03-31$0
Value of total assets at beginning of year2016-03-31$728,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$972,660
Total interest from all sources2016-03-31$11,105
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Was this plan covered by a fidelity bond2016-03-31No
If this is an individual account plan, was there a blackout period2016-03-31No
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$1,230,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$12,097
Other income not declared elsewhere2016-03-31$150,668
Administrative expenses (other) incurred2016-03-31$1,364
Total non interest bearing cash at end of year2016-03-31$0
Total non interest bearing cash at beginning of year2016-03-31$365,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-485,685
Value of net assets at end of year (total assets less liabilities)2016-03-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$485,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Interest earned on other investments2016-03-31$11,105
Expenses. Payments to insurance carriers foe the provision of benefits2016-03-31$1,418,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$513,193
Employer contributions (assets) at end of year2016-03-31$0
Employer contributions (assets) at beginning of year2016-03-31$351,000
Contract administrator fees2016-03-31$971,296
Liabilities. Value of benefit claims payable at end of year2016-03-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-03-31$242,668
Did the plan have assets held for investment2016-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31DARNALL SIKES GARDES & FREDERICK
Accountancy firm EIN2016-03-31720738838
2015 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$242,668
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$22,757
Total income from all sources (including contributions)2015-03-31$3,702,600
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$3,283,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$2,130,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$3,702,600
Value of total assets at end of year2015-03-31$728,353
Value of total assets at beginning of year2015-03-31$89,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,153,818
Total interest from all sources2015-03-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Was this plan covered by a fidelity bond2015-03-31No
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$812,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$12,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$9,058
Administrative expenses (other) incurred2015-03-31$983
Total non interest bearing cash at end of year2015-03-31$365,256
Total non interest bearing cash at beginning of year2015-03-31$80,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$418,663
Value of net assets at end of year (total assets less liabilities)2015-03-31$485,685
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$67,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Expenses. Payments to insurance carriers foe the provision of benefits2015-03-31$2,130,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$2,890,363
Employer contributions (assets) at end of year2015-03-31$351,000
Contract administrator fees2015-03-31$1,152,835
Liabilities. Value of benefit claims payable at end of year2015-03-31$242,668
Liabilities. Value of benefit claims payable at beginning of year2015-03-31$22,757
Did the plan have assets held for investment2015-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31DARNALL SIKES GARDES & FREDERICK
Accountancy firm EIN2015-03-31720738838
2014 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2014 401k financial data
Total plan liabilities at end of year2014-03-31$22,758
Total income from all sources2014-03-31$1,970,716
Expenses. Total of all expenses incurred2014-03-31$1,937,308
Benefits paid (including direct rollovers)2014-03-31$1,443,024
Total plan assets at end of year2014-03-31$89,780
Total plan assets at beginning of year2014-03-31$33,614
Value of fidelity bond covering the plan2014-03-31$500,000
Total contributions received or receivable from participants2014-03-31$366,668
Expenses. Other expenses not covered elsewhere2014-03-31$494,284
Other income received2014-03-31$72,416
Net income (gross income less expenses)2014-03-31$33,408
Net plan assets at end of year (total assets less liabilities)2014-03-31$67,022
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$33,614
Total contributions received or receivable from employer(s)2014-03-31$1,531,632
2013 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$69,985
Total income from all sources2013-03-31$1,399,233
Expenses. Total of all expenses incurred2013-03-31$1,422,205
Benefits paid (including direct rollovers)2013-03-31$1,156,251
Total plan assets at end of year2013-03-31$33,614
Total plan assets at beginning of year2013-03-31$126,750
Total contributions received or receivable from participants2013-03-31$215,738
Expenses. Other expenses not covered elsewhere2013-03-31$265,954
Other income received2013-03-31$404,233
Net income (gross income less expenses)2013-03-31$-22,972
Net plan assets at end of year (total assets less liabilities)2013-03-31$33,614
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$56,765
Total contributions received or receivable from employer(s)2013-03-31$779,262
2012 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-03-31$69,985
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$1,014,507
Expenses. Total of all expenses incurred2012-03-31$966,764
Benefits paid (including direct rollovers)2012-03-31$750,667
Total plan assets at end of year2012-03-31$126,570
Total plan assets at beginning of year2012-03-31$8,842
Total contributions received or receivable from participants2012-03-31$199,668
Expenses. Other expenses not covered elsewhere2012-03-31$216,097
Other income received2012-03-31$120,206
Net income (gross income less expenses)2012-03-31$47,743
Net plan assets at end of year (total assets less liabilities)2012-03-31$56,585
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$8,842
Total contributions received or receivable from employer(s)2012-03-31$694,633
2011 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$35,335
Total income from all sources2011-03-31$1,146,960
Expenses. Total of all expenses incurred2011-03-31$1,167,522
Benefits paid (including direct rollovers)2011-03-31$971,382
Total plan assets at end of year2011-03-31$8,842
Total plan assets at beginning of year2011-03-31$64,739
Total contributions received or receivable from participants2011-03-31$164,495
Expenses. Other expenses not covered elsewhere2011-03-31$196,140
Other income received2011-03-31$320,385
Net income (gross income less expenses)2011-03-31$-20,562
Net plan assets at end of year (total assets less liabilities)2011-03-31$8,842
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$29,404
Total contributions received or receivable from employer(s)2011-03-31$662,080

Form 5500 Responses for WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN

2022: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
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: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
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: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
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: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – General assets of the sponsorYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – General assets of the sponsorYes
2017: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2016: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – General assets of the sponsorYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – General assets of the sponsorYes
2015: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan funding arrangement – General assets of the sponsorYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement - TrustYes
2015-04-01Plan benefit arrangement – General assets of the sponsorYes
2014: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
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: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
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: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
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: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
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: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
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

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00617911
Policy instance 3
Insurance contract or identification numberG00617911
Number of Individuals Covered244
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $42,720
Total amount of fees paid to insurance companyUSD $17,088
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $284,800
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $42,720
Amount paid for insurance broker fees17088
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberAF15-0197-22
Policy instance 2
Insurance contract or identification numberAF15-0197-22
Number of Individuals Covered255
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $139,898
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedSPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $209,327
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $139,898
Amount paid for insurance broker fees0
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5948716
Policy instance 1
Insurance contract or identification number5948716
Number of Individuals Covered846
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $22,865
Total amount of fees paid to insurance companyUSD $8,020
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $228,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,865
Amount paid for insurance broker fees4632
Additional information about fees paid to insurance brokerPRODUCER SERVICE FEES, NON-MONETARY COMPENSATION
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00617911
Policy instance 3
Insurance contract or identification numberG00617911
Number of Individuals Covered269
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $43,716
Total amount of fees paid to insurance companyUSD $17,486
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $291,442
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $43,716
Amount paid for insurance broker fees17486
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number949-4303
Policy instance 2
Insurance contract or identification number949-4303
Number of Individuals Covered374
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $4,800
Total amount of fees paid to insurance companyUSD $2,570
Other welfare benefits providedSPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $47,999
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,800
Amount paid for insurance broker fees2570
Additional information about fees paid to insurance brokerOVERRIDE
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5948716
Policy instance 1
Insurance contract or identification number5948716
Number of Individuals Covered892
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $21,690
Total amount of fees paid to insurance companyUSD $7,266
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $212,299
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,690
Amount paid for insurance broker fees4384
Additional information about fees paid to insurance brokerPRODUCER SERVICE FEES, NON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5948716
Policy instance 1
Insurance contract or identification number5948716
Number of Individuals Covered1196
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $40,637
Total amount of fees paid to insurance companyUSD $14,220
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $387,663
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,637
Amount paid for insurance broker fees8149
Additional information about fees paid to insurance brokerSERVICE FEES NON-MONETARY COMPENSATION
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number949-4303
Policy instance 2
Insurance contract or identification number949-4303
Number of Individuals Covered369
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $9,279
Total amount of fees paid to insurance companyUSD $4,176
Other welfare benefits providedSPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $92,791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,279
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerOVERRIDE
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00617911
Policy instance 3
Insurance contract or identification numberG00617911
Number of Individuals Covered556
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $60,145
Total amount of fees paid to insurance companyUSD $24,058
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $400,970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,145
Amount paid for insurance broker fees24058
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00617911
Policy instance 3
Insurance contract or identification numberG00617911
Number of Individuals Covered838
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $59,727
Total amount of fees paid to insurance companyUSD $23,890
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $398,179
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $59,727
Amount paid for insurance broker fees23890
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number949-4303
Policy instance 2
Insurance contract or identification number949-4303
Number of Individuals Covered974
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,013
Total amount of fees paid to insurance companyUSD $4,506
Other welfare benefits providedSPECIFIED DISEASE
Welfare Benefit Premiums Paid to CarrierUSD $100,129
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,013
Amount paid for insurance broker fees4467
Additional information about fees paid to insurance brokerOTHER COMMISSION OVERRIDE
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5948716
Policy instance 1
Insurance contract or identification number5948716
Number of Individuals Covered2050
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $38,550
Total amount of fees paid to insurance companyUSD $12,821
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $396,401
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,550
Amount paid for insurance broker fees7764
Additional information about fees paid to insurance brokerSERVICE FEE NON-MONETARY COMPENSATION
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000400001000193
Policy instance 2
Insurance contract or identification number000400001000193
Number of Individuals Covered221
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $14,822
Total amount of fees paid to insurance companyUSD $1,279
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $98,815
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,822
Amount paid for insurance broker fees1279
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number904336
Policy instance 1
Insurance contract or identification number904336
Number of Individuals Covered965
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $35,939
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $275,895
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,939
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerNA
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LTD (LA)
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-0954
Policy instance 2
Insurance contract or identification number947-0954
Number of Individuals Covered493
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $6,010
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $60,112
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,010
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN10843236
Policy instance 1
Insurance contract or identification numberN10843236
Number of Individuals Covered493
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $242,251
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $1,461,821
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,965
Insurance broker organization code?5
Insurance broker nameHUB INTERNATIONAL
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number947-0954
Policy instance 3
Insurance contract or identification number947-0954
Number of Individuals Covered333
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,085
Total amount of fees paid to insurance companyUSD $10,850
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,850
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,085
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-7443
Policy instance 4
Insurance contract or identification number949-7443
Number of Individuals Covered248
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $2,931
Total amount of fees paid to insurance companyUSD $37,228
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $37,228
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,931
Insurance broker organization code?3
Insurance broker nameLANDRY HARRIS & COMPANY
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN06530096
Policy instance 2
Insurance contract or identification numberN06530096
Number of Individuals Covered249
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $189,768
Total amount of fees paid to insurance companyUSD $691,958
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $691,958
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,865
Insurance broker organization code?5
Insurance broker nameLANDRY HARRIS & COMPANY
ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract numberN10843236
Policy instance 1
Insurance contract or identification numberN10843236
Number of Individuals Covered333
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $43,587
Total amount of fees paid to insurance companyUSD $263,005
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $263,005
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,136
Insurance broker organization code?5
Insurance broker nameHUB INTERNATIONAL
NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 )
Policy contract number949-7443
Policy instance 1
Insurance contract or identification number949-7443
Number of Individuals Covered247
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $7,498
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $7,498
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 numberN06530096
Policy instance 2
Insurance contract or identification numberN06530096
Number of Individuals Covered247
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of fees paid to insurance companyUSD $146,174
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $146,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL19326
Policy instance 3
Insurance contract or identification numberHCL19326
Number of Individuals Covered100
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of fees paid to insurance companyUSD $208,382
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $208,382
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,716
Insurance broker organization code?5
Insurance broker nameLANDRY HARRIS & COMPANY
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL19326
Policy instance 1
Insurance contract or identification numberHCL19326
Number of Individuals Covered71
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of fees paid to insurance companyUSD $194,884
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $194,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $299
Insurance broker organization code?5
Insurance broker nameLANDRY HARRIS & COMPANY
PERICO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract numberPX00943
Policy instance 1
Insurance contract or identification numberPX00943
Number of Individuals Covered62
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,806
Total amount of fees paid to insurance companyUSD $136,500
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $136,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract numberHCL19326
Policy instance 2
Insurance contract or identification numberHCL19326
Number of Individuals Covered62
Insurance policy start date2012-01-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $9,259
Total amount of fees paid to insurance companyUSD $52,951
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PERICO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85561 )
Policy contract numberPX00943
Policy instance 1
Insurance contract or identification numberPX00943
Number of Individuals Covered68
Insurance policy start date2010-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $38,646
Total amount of fees paid to insurance companyUSD $171,205
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $171,205
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,910
Insurance broker organization code?3
Insurance broker nameSTOP LOSS INSURANCE SERVICES

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