WHC LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN
Measure | Date | Value |
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2022: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 370 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 255 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 255 |
Number of employers contributing to the scheme | 2022-01-01 | 0 |
2021: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 401 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 284 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 284 |
Number of employers contributing to the scheme | 2021-01-01 | 0 |
2020: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 865 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 411 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 411 |
Number of employers contributing to the scheme | 2020-01-01 | 0 |
2019: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 625 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 850 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 865 |
Number of employers contributing to the scheme | 2019-01-01 | 0 |
2018: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-04-01 | 965 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 625 |
Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
Total of all active and inactive participants | 2018-04-01 | 625 |
Number of employers contributing to the scheme | 2018-04-01 | 0 |
2017: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-04-01 | 802 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 965 |
Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
Total of all active and inactive participants | 2017-04-01 | 965 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-04-01 | 0 |
Total participants | 2017-04-01 | 965 |
2016: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-04-01 | 493 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 802 |
Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
Total of all active and inactive participants | 2016-04-01 | 802 |
Total participants | 2016-04-01 | 802 |
2015: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-04-01 | 333 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 493 |
Total of all active and inactive participants | 2015-04-01 | 493 |
Total participants | 2015-04-01 | 493 |
2014: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-04-01 | 247 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 333 |
Total of all active and inactive participants | 2014-04-01 | 333 |
Total participants | 2014-04-01 | 333 |
2013: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-04-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 247 |
Total of all active and inactive participants | 2013-04-01 | 247 |
Total participants | 2013-04-01 | 247 |
2012: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-04-01 | 62 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 78 |
Total of all active and inactive participants | 2012-04-01 | 78 |
Total participants | 2012-04-01 | 78 |
2011: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-04-01 | 68 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 62 |
Total of all active and inactive participants | 2011-04-01 | 62 |
Total participants | 2011-04-01 | 62 |
2009: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-04-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 62 |
Total of all active and inactive participants | 2009-04-01 | 62 |
Total participants | 2009-04-01 | 62 |
Measure | Date | Value |
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2016 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-03-31 | $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 assets | 2016-03-31 | $0 |
Total of all expenses incurred | 2016-03-31 | $2,390,770 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $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 year | 2016-03-31 | $0 |
Value of total assets at beginning of year | 2016-03-31 | $728,353 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $972,660 |
Total interest from all sources | 2016-03-31 | $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 year | 2016-03-31 | No |
Was this plan covered by a fidelity bond | 2016-03-31 | No |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Contributions received from participants | 2016-03-31 | $1,230,119 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $12,097 |
Other income not declared elsewhere | 2016-03-31 | $150,668 |
Administrative expenses (other) incurred | 2016-03-31 | $1,364 |
Total non interest bearing cash at end of year | 2016-03-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-03-31 | $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 appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $-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) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Interest earned on other investments | 2016-03-31 | $11,105 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-03-31 | $1,418,110 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $513,193 |
Employer contributions (assets) at end of year | 2016-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-03-31 | $351,000 |
Contract administrator fees | 2016-03-31 | $971,296 |
Liabilities. Value of benefit claims payable at end of year | 2016-03-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-03-31 | $242,668 |
Did the plan have assets held for investment | 2016-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Unqualified |
Accountancy firm name | 2016-03-31 | DARNALL SIKES GARDES & FREDERICK |
Accountancy firm EIN | 2016-03-31 | 720738838 |
2015 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-03-31 | $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 assets | 2015-03-31 | $0 |
Total of all expenses incurred | 2015-03-31 | $3,283,937 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $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 year | 2015-03-31 | $728,353 |
Value of total assets at beginning of year | 2015-03-31 | $89,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $1,153,818 |
Total interest from all sources | 2015-03-31 | $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 year | 2015-03-31 | No |
Was this plan covered by a fidelity bond | 2015-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Contributions received from participants | 2015-03-31 | $812,237 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $12,097 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $9,058 |
Administrative expenses (other) incurred | 2015-03-31 | $983 |
Total non interest bearing cash at end of year | 2015-03-31 | $365,256 |
Total non interest bearing cash at beginning of year | 2015-03-31 | $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 appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $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) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-03-31 | $2,130,119 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $2,890,363 |
Employer contributions (assets) at end of year | 2015-03-31 | $351,000 |
Contract administrator fees | 2015-03-31 | $1,152,835 |
Liabilities. Value of benefit claims payable at end of year | 2015-03-31 | $242,668 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-03-31 | $22,757 |
Did the plan have assets held for investment | 2015-03-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Unqualified |
Accountancy firm name | 2015-03-31 | DARNALL SIKES GARDES & FREDERICK |
Accountancy firm EIN | 2015-03-31 | 720738838 |
2014 : WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-03-31 | $22,758 |
Total income from all sources | 2014-03-31 | $1,970,716 |
Expenses. Total of all expenses incurred | 2014-03-31 | $1,937,308 |
Benefits paid (including direct rollovers) | 2014-03-31 | $1,443,024 |
Total plan assets at end of year | 2014-03-31 | $89,780 |
Total plan assets at beginning of year | 2014-03-31 | $33,614 |
Value of fidelity bond covering the plan | 2014-03-31 | $500,000 |
Total contributions received or receivable from participants | 2014-03-31 | $366,668 |
Expenses. Other expenses not covered elsewhere | 2014-03-31 | $494,284 |
Other income received | 2014-03-31 | $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 |
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Total plan liabilities at end of year | 2013-03-31 | $0 |
Total plan liabilities at beginning of year | 2013-03-31 | $69,985 |
Total income from all sources | 2013-03-31 | $1,399,233 |
Expenses. Total of all expenses incurred | 2013-03-31 | $1,422,205 |
Benefits paid (including direct rollovers) | 2013-03-31 | $1,156,251 |
Total plan assets at end of year | 2013-03-31 | $33,614 |
Total plan assets at beginning of year | 2013-03-31 | $126,750 |
Total contributions received or receivable from participants | 2013-03-31 | $215,738 |
Expenses. Other expenses not covered elsewhere | 2013-03-31 | $265,954 |
Other income received | 2013-03-31 | $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 |
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Total plan liabilities at end of year | 2012-03-31 | $69,985 |
Total plan liabilities at beginning of year | 2012-03-31 | $0 |
Total income from all sources | 2012-03-31 | $1,014,507 |
Expenses. Total of all expenses incurred | 2012-03-31 | $966,764 |
Benefits paid (including direct rollovers) | 2012-03-31 | $750,667 |
Total plan assets at end of year | 2012-03-31 | $126,570 |
Total plan assets at beginning of year | 2012-03-31 | $8,842 |
Total contributions received or receivable from participants | 2012-03-31 | $199,668 |
Expenses. Other expenses not covered elsewhere | 2012-03-31 | $216,097 |
Other income received | 2012-03-31 | $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 |
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Total plan liabilities at end of year | 2011-03-31 | $0 |
Total plan liabilities at beginning of year | 2011-03-31 | $35,335 |
Total income from all sources | 2011-03-31 | $1,146,960 |
Expenses. Total of all expenses incurred | 2011-03-31 | $1,167,522 |
Benefits paid (including direct rollovers) | 2011-03-31 | $971,382 |
Total plan assets at end of year | 2011-03-31 | $8,842 |
Total plan assets at beginning of year | 2011-03-31 | $64,739 |
Total contributions received or receivable from participants | 2011-03-31 | $164,495 |
Expenses. Other expenses not covered elsewhere | 2011-03-31 | $196,140 |
Other income received | 2011-03-31 | $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 |
2022: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Insurance | Yes |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement – Insurance | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Insurance | Yes |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement – Insurance | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Insurance | Yes |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement – Insurance | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Insurance | Yes |
2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-01-01 | Plan benefit arrangement – Insurance | Yes |
2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2018 form 5500 responses |
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2018-04-01 | Type of plan entity | Single employer plan |
2018-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-04-01 | Plan funding arrangement – Insurance | Yes |
2018-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-04-01 | Plan benefit arrangement – Insurance | Yes |
2018-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2017 form 5500 responses |
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2017-04-01 | Type of plan entity | Single employer plan |
2017-04-01 | Submission has been amended | No |
2017-04-01 | This submission is the final filing | No |
2017-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-04-01 | Plan is a collectively bargained plan | No |
2017-04-01 | Plan funding arrangement – Insurance | Yes |
2017-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-04-01 | Plan benefit arrangement – Insurance | Yes |
2017-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2016 form 5500 responses |
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2016-04-01 | Type of plan entity | Single employer plan |
2016-04-01 | Submission has been amended | No |
2016-04-01 | This submission is the final filing | No |
2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-04-01 | Plan is a collectively bargained plan | No |
2016-04-01 | Plan funding arrangement – Insurance | Yes |
2016-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-04-01 | Plan benefit arrangement – Insurance | Yes |
2016-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2015 form 5500 responses |
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2015-04-01 | Type of plan entity | Single employer plan |
2015-04-01 | Submission has been amended | No |
2015-04-01 | This submission is the final filing | No |
2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-04-01 | Plan is a collectively bargained plan | No |
2015-04-01 | Plan funding arrangement – Insurance | Yes |
2015-04-01 | Plan funding arrangement – Trust | Yes |
2015-04-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-04-01 | Plan benefit arrangement – Insurance | Yes |
2015-04-01 | Plan benefit arrangement - Trust | Yes |
2015-04-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2014 form 5500 responses |
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2014-04-01 | Type of plan entity | Single employer plan |
2014-04-01 | Submission has been amended | No |
2014-04-01 | This submission is the final filing | No |
2014-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-04-01 | Plan is a collectively bargained plan | No |
2014-04-01 | Plan funding arrangement – Insurance | Yes |
2014-04-01 | Plan funding arrangement – Trust | Yes |
2014-04-01 | Plan benefit arrangement – Insurance | Yes |
2014-04-01 | Plan benefit arrangement - Trust | Yes |
2013: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2013 form 5500 responses |
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2013-04-01 | Type of plan entity | Single employer plan |
2013-04-01 | Submission has been amended | No |
2013-04-01 | This submission is the final filing | No |
2013-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-04-01 | Plan is a collectively bargained plan | No |
2013-04-01 | Plan funding arrangement – Insurance | Yes |
2013-04-01 | Plan funding arrangement – Trust | Yes |
2013-04-01 | Plan benefit arrangement – Insurance | Yes |
2013-04-01 | Plan benefit arrangement - Trust | Yes |
2012: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2012 form 5500 responses |
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2012-04-01 | Type of plan entity | Single employer plan |
2012-04-01 | Submission has been amended | No |
2012-04-01 | This submission is the final filing | No |
2012-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-04-01 | Plan is a collectively bargained plan | No |
2012-04-01 | Plan funding arrangement – Insurance | Yes |
2012-04-01 | Plan funding arrangement – Trust | Yes |
2012-04-01 | Plan benefit arrangement – Insurance | Yes |
2012-04-01 | Plan benefit arrangement - Trust | Yes |
2011: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2011 form 5500 responses |
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2011-04-01 | Type of plan entity | Single employer plan |
2011-04-01 | Submission has been amended | No |
2011-04-01 | This submission is the final filing | No |
2011-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-04-01 | Plan is a collectively bargained plan | No |
2011-04-01 | Plan funding arrangement – Insurance | Yes |
2011-04-01 | Plan funding arrangement – Trust | Yes |
2011-04-01 | Plan benefit arrangement – Insurance | Yes |
2011-04-01 | Plan benefit arrangement - Trust | Yes |
2009: WHC ENERGY SERVICES, LLC GOUP BENEFIT PLAN 2009 form 5500 responses |
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2009-04-01 | Type of plan entity | Single employer plan |
2009-04-01 | Submission has been amended | No |
2009-04-01 | This submission is the final filing | No |
2009-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-04-01 | Plan is a collectively bargained plan | No |
2009-04-01 | Plan funding arrangement – Insurance | Yes |
2009-04-01 | Plan funding arrangement – Trust | Yes |
2009-04-01 | Plan benefit arrangement – Insurance | Yes |
2009-04-01 | Plan benefit arrangement - Trust | Yes |
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G00617911 |
Policy instance | 3 |
Insurance contract or identification number | G00617911 | Number of Individuals Covered | 244 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $42,720 | Total amount of fees paid to insurance company | USD $17,088 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $284,800 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $42,720 | Amount paid for insurance broker fees | 17088 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
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UNITED HEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 ) |
Policy contract number | AF15-0197-22 |
Policy instance | 2 |
Insurance contract or identification number | AF15-0197-22 | Number of Individuals Covered | 255 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $139,898 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $209,327 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $139,898 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5948716 |
Policy instance | 1 |
Insurance contract or identification number | 5948716 | Number of Individuals Covered | 846 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $22,865 | Total amount of fees paid to insurance company | USD $8,020 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $228,424 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,865 | Amount paid for insurance broker fees | 4632 | Additional information about fees paid to insurance broker | PRODUCER SERVICE FEES, NON-MONETARY COMPENSATION | Insurance broker organization code? | 3 |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G00617911 |
Policy instance | 3 |
Insurance contract or identification number | G00617911 | Number of Individuals Covered | 269 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $43,716 | Total amount of fees paid to insurance company | USD $17,486 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $291,442 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $43,716 | Amount paid for insurance broker fees | 17486 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | 949-4303 |
Policy instance | 2 |
Insurance contract or identification number | 949-4303 | Number of Individuals Covered | 374 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $4,800 | Total amount of fees paid to insurance company | USD $2,570 | Other welfare benefits provided | SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $47,999 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,800 | Amount paid for insurance broker fees | 2570 | Additional information about fees paid to insurance broker | OVERRIDE | Insurance broker organization code? | 3 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5948716 |
Policy instance | 1 |
Insurance contract or identification number | 5948716 | Number of Individuals Covered | 892 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $21,690 | Total amount of fees paid to insurance company | USD $7,266 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $212,299 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $21,690 | Amount paid for insurance broker fees | 4384 | Additional information about fees paid to insurance broker | PRODUCER SERVICE FEES, NON-MONETARY COMPENSATION | Insurance broker organization code? | 3 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5948716 |
Policy instance | 1 |
Insurance contract or identification number | 5948716 | Number of Individuals Covered | 1196 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $40,637 | Total amount of fees paid to insurance company | USD $14,220 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $387,663 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $40,637 | Amount paid for insurance broker fees | 8149 | Additional information about fees paid to insurance broker | SERVICE FEES NON-MONETARY COMPENSATION | Insurance broker organization code? | 3 |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | 949-4303 |
Policy instance | 2 |
Insurance contract or identification number | 949-4303 | Number of Individuals Covered | 369 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $9,279 | Total amount of fees paid to insurance company | USD $4,176 | Other welfare benefits provided | SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $92,791 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $9,279 | Amount paid for insurance broker fees | 0 | Insurance broker organization code? | 3 | Additional information about fees paid to insurance broker | OVERRIDE |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G00617911 |
Policy instance | 3 |
Insurance contract or identification number | G00617911 | Number of Individuals Covered | 556 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $60,145 | Total amount of fees paid to insurance company | USD $24,058 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $400,970 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $60,145 | Amount paid for insurance broker fees | 24058 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
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AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
Policy contract number | G00617911 |
Policy instance | 3 |
Insurance contract or identification number | G00617911 | Number of Individuals Covered | 838 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $59,727 | Total amount of fees paid to insurance company | USD $23,890 | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | Welfare Benefit Premiums Paid to Carrier | USD $398,179 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes | Commission paid to Insurance Broker | USD $59,727 | Amount paid for insurance broker fees | 23890 | Additional information about fees paid to insurance broker | OTHER COMPENSATION | Insurance broker organization code? | 3 |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | 949-4303 |
Policy instance | 2 |
Insurance contract or identification number | 949-4303 | Number of Individuals Covered | 974 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $10,013 | Total amount of fees paid to insurance company | USD $4,506 | Other welfare benefits provided | SPECIFIED DISEASE | Welfare Benefit Premiums Paid to Carrier | USD $100,129 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,013 | Amount paid for insurance broker fees | 4467 | Additional information about fees paid to insurance broker | OTHER COMMISSION OVERRIDE | Insurance broker organization code? | 3 |
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METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 ) |
Policy contract number | 5948716 |
Policy instance | 1 |
Insurance contract or identification number | 5948716 | Number of Individuals Covered | 2050 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $38,550 | Total amount of fees paid to insurance company | USD $12,821 | Dental Insurance Welfare Benefit | Yes | Vision Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $396,401 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $38,550 | Amount paid for insurance broker fees | 7764 | Additional information about fees paid to insurance broker | SERVICE FEE NON-MONETARY COMPENSATION | 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 | 000400001000193 |
Policy instance | 2 |
Insurance contract or identification number | 000400001000193 | Number of Individuals Covered | 221 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $14,822 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | Yes | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $98,815 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,822 | Amount paid for insurance broker fees | 1279 | Additional information about fees paid to insurance broker | BROKER BONUS | Insurance broker organization code? | 3 | Insurance broker name | HUB INTERNATIONAL MIDWEST LIMITED |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 904336 |
Policy instance | 1 |
Insurance contract or identification number | 904336 | Number of Individuals Covered | 965 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $35,939 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $275,895 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $35,939 | Amount paid for insurance broker fees | 0 | Additional information about fees paid to insurance broker | NA | Insurance broker organization code? | 3 | Insurance broker name | HUB INTERNATIONAL MIDWEST LTD (LA) |
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NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 947-0954 |
Policy instance | 2 |
Insurance contract or identification number | 947-0954 | Number of Individuals Covered | 493 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | Total amount of commissions paid to insurance broker | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $60,112 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,010 | Insurance broker organization code? | 3 | Insurance broker name | HUB INTERNATIONAL |
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ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
Policy contract number | N10843236 |
Policy instance | 1 |
Insurance contract or identification number | N10843236 | Number of Individuals Covered | 493 | Insurance policy start date | 2015-04-01 | Insurance policy end date | 2016-03-31 | Total amount of commissions paid to insurance broker | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $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 Broker | USD $22,965 | Insurance broker organization code? | 5 | Insurance broker name | HUB INTERNATIONAL |
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NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 947-0954 |
Policy instance | 3 |
Insurance contract or identification number | 947-0954 | Number of Individuals Covered | 333 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,085 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $10,850 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,085 | Insurance broker organization code? | 3 | Insurance broker name | HUB INTERNATIONAL |
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NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 949-7443 |
Policy instance | 4 |
Insurance contract or identification number | 949-7443 | Number of Individuals Covered | 248 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $2,931 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $37,228 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,931 | Insurance broker organization code? | 3 | Insurance broker name | LANDRY HARRIS & COMPANY |
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ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
Policy contract number | N06530096 |
Policy instance | 2 |
Insurance contract or identification number | N06530096 | Number of Individuals Covered | 249 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $189,768 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $691,958 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,865 | Insurance broker organization code? | 5 | Insurance broker name | LANDRY HARRIS & COMPANY |
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ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
Policy contract number | N10843236 |
Policy instance | 1 |
Insurance contract or identification number | N10843236 | Number of Individuals Covered | 333 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $43,587 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $263,005 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,136 | Insurance broker organization code? | 5 | Insurance broker name | HUB INTERNATIONAL |
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NATIONAL UNION (National Association of Insurance Commissioners NAIC id number: 19445 ) |
Policy contract number | 949-7443 |
Policy instance | 1 |
Insurance contract or identification number | 949-7443 | Number of Individuals Covered | 247 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $7,498 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) |
Policy contract number | N06530096 |
Policy instance | 2 |
Insurance contract or identification number | N06530096 | Number of Individuals Covered | 247 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $146,174 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL19326 |
Policy instance | 3 |
Insurance contract or identification number | HCL19326 | Number of Individuals Covered | 100 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $208,382 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,716 | Insurance broker organization code? | 5 | Insurance broker name | LANDRY HARRIS & COMPANY |
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HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
Policy contract number | HCL19326 |
Policy instance | 1 |
Insurance contract or identification number | HCL19326 | Number of Individuals Covered | 71 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of fees paid to insurance company | USD $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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 Benefit | Yes | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 Carrier | USD $194,884 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $299 | Insurance broker organization code? | 5 | Insurance broker name | LANDRY HARRIS & COMPANY |
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PERICO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85561 ) |
Policy contract number | PX00943 |
Policy instance | 1 |
Insurance contract or identification number | PX00943 | Number of Individuals Covered | 62 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $23,806 | Total amount of fees paid to insurance company | USD $136,500 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $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 number | HCL19326 |
Policy instance | 2 |
Insurance contract or identification number | HCL19326 | Number of Individuals Covered | 62 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-03-31 | Total amount of commissions paid to insurance broker | USD $9,259 | Total amount of fees paid to insurance company | USD $52,951 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $52,951 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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PERICO LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 85561 ) |
Policy contract number | PX00943 |
Policy instance | 1 |
Insurance contract or identification number | PX00943 | Number of Individuals Covered | 68 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $38,646 | Total amount of fees paid to insurance company | USD $171,205 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $171,205 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,910 | Insurance broker organization code? | 3 | Insurance broker name | STOP LOSS INSURANCE SERVICES |
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