MEYER, MEYER, LACROIX & HIXSON, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST
401k plan membership statisitcs for MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2022: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-06-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 31 |
| Total of all active and inactive participants | 2022-06-01 | 31 |
| 2021: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-06-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 32 |
| Total of all active and inactive participants | 2021-06-01 | 32 |
| 2020: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-06-01 | 37 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 36 |
| Total of all active and inactive participants | 2020-06-01 | 36 |
| 2019: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-06-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 37 |
| Total of all active and inactive participants | 2019-06-01 | 37 |
| 2018: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-06-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 34 |
| Total of all active and inactive participants | 2018-06-01 | 34 |
| 2017: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-06-01 | 34 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 34 |
| Total of all active and inactive participants | 2017-06-01 | 34 |
| 2016: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-06-01 | 39 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 34 |
| Total of all active and inactive participants | 2016-06-01 | 34 |
| 2015: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-06-01 | 36 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 39 |
| Total of all active and inactive participants | 2015-06-01 | 39 |
| 2014: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-06-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 36 |
| Total of all active and inactive participants | 2014-06-01 | 36 |
| 2013: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-06-01 | 41 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 41 |
| Total of all active and inactive participants | 2013-06-01 | 41 |
| 2012: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-06-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 41 |
| Total of all active and inactive participants | 2012-06-01 | 41 |
| 2011: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-06-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 52 |
| Total of all active and inactive participants | 2011-06-01 | 52 |
| 2010: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-06-01 | 58 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 61 |
| Total of all active and inactive participants | 2010-06-01 | 61 |
| 2009: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-06-01 | 53 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 58 |
| Total of all active and inactive participants | 2009-06-01 | 58 |
| Measure | Date | Value |
|---|
| 2023 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-05-31 | $431,991 |
| Expenses. Total of all expenses incurred | 2023-05-31 | $396,169 |
| Benefits paid (including direct rollovers) | 2023-05-31 | $373,718 |
| Total plan assets at end of year | 2023-05-31 | $116,334 |
| Total plan assets at beginning of year | 2023-05-31 | $80,512 |
| Expenses. Other expenses not covered elsewhere | 2023-05-31 | $22,451 |
| Net income (gross income less expenses) | 2023-05-31 | $35,822 |
| Net plan assets at end of year (total assets less liabilities) | 2023-05-31 | $116,334 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-05-31 | $80,512 |
| Total contributions received or receivable from employer(s) | 2023-05-31 | $431,991 |
| 2022 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-05-31 | $342,848 |
| Expenses. Total of all expenses incurred | 2022-05-31 | $402,991 |
| Benefits paid (including direct rollovers) | 2022-05-31 | $379,499 |
| Total plan assets at end of year | 2022-05-31 | $80,512 |
| Total plan assets at beginning of year | 2022-05-31 | $140,655 |
| Expenses. Other expenses not covered elsewhere | 2022-05-31 | $23,492 |
| Net income (gross income less expenses) | 2022-05-31 | $-60,143 |
| Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $80,512 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $140,655 |
| Total contributions received or receivable from employer(s) | 2022-05-31 | $342,848 |
| 2021 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-05-31 | $487,323 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $414,055 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $390,412 |
| Total plan assets at end of year | 2021-05-31 | $140,655 |
| Total plan assets at beginning of year | 2021-05-31 | $67,387 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $23,643 |
| Net income (gross income less expenses) | 2021-05-31 | $73,268 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $140,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $67,387 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $487,323 |
| 2020 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-05-31 | $116,373 |
| Total income from all sources | 2020-05-31 | $569,516 |
| Expenses. Total of all expenses incurred | 2020-05-31 | $385,756 |
| Benefits paid (including direct rollovers) | 2020-05-31 | $364,135 |
| Total plan assets at end of year | 2020-05-31 | $67,387 |
| Expenses. Other expenses not covered elsewhere | 2020-05-31 | $21,621 |
| Other income received | 2020-05-31 | $6,994 |
| Net income (gross income less expenses) | 2020-05-31 | $183,760 |
| Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $67,387 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $-116,373 |
| Total contributions received or receivable from employer(s) | 2020-05-31 | $562,522 |
| 2019 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-05-31 | $116,373 |
| Total income from all sources | 2019-05-31 | $1,022,402 |
| Expenses. Total of all expenses incurred | 2019-05-31 | $1,156,902 |
| Benefits paid (including direct rollovers) | 2019-05-31 | $1,138,969 |
| Total plan assets at end of year | 2019-05-31 | $0 |
| Total plan assets at beginning of year | 2019-05-31 | $18,127 |
| Expenses. Other expenses not covered elsewhere | 2019-05-31 | $17,933 |
| Other income received | 2019-05-31 | $581,211 |
| Net income (gross income less expenses) | 2019-05-31 | $-134,500 |
| Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $-116,373 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $18,127 |
| Total contributions received or receivable from employer(s) | 2019-05-31 | $441,191 |
| 2018 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-05-31 | $330,115 |
| Expenses. Total of all expenses incurred | 2018-05-31 | $383,279 |
| Benefits paid (including direct rollovers) | 2018-05-31 | $365,717 |
| Total plan assets at end of year | 2018-05-31 | $18,127 |
| Total plan assets at beginning of year | 2018-05-31 | $71,291 |
| Expenses. Other expenses not covered elsewhere | 2018-05-31 | $17,562 |
| Other income received | 2018-05-31 | $64,644 |
| Net income (gross income less expenses) | 2018-05-31 | $-53,164 |
| Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $18,127 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $71,291 |
| Total contributions received or receivable from employer(s) | 2018-05-31 | $265,471 |
| 2017 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-05-31 | $787,337 |
| Expenses. Total of all expenses incurred | 2017-05-31 | $747,666 |
| Benefits paid (including direct rollovers) | 2017-05-31 | $727,080 |
| Total plan assets at end of year | 2017-05-31 | $71,291 |
| Total plan assets at beginning of year | 2017-05-31 | $31,620 |
| Expenses. Other expenses not covered elsewhere | 2017-05-31 | $20,586 |
| Other income received | 2017-05-31 | $285,535 |
| Net income (gross income less expenses) | 2017-05-31 | $39,671 |
| Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $71,291 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $31,620 |
| Total contributions received or receivable from employer(s) | 2017-05-31 | $501,802 |
| 2016 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2016 401k financial data |
|---|
| Total income from all sources | 2016-05-31 | $416,697 |
| Expenses. Total of all expenses incurred | 2016-05-31 | $386,132 |
| Benefits paid (including direct rollovers) | 2016-05-31 | $363,521 |
| Total plan assets at end of year | 2016-05-31 | $31,620 |
| Total plan assets at beginning of year | 2016-05-31 | $1,055 |
| Expenses. Other expenses not covered elsewhere | 2016-05-31 | $22,611 |
| Other income received | 2016-05-31 | $31,191 |
| Net income (gross income less expenses) | 2016-05-31 | $30,565 |
| Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $31,620 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $1,055 |
| Total contributions received or receivable from employer(s) | 2016-05-31 | $385,506 |
| 2015 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2015 401k financial data |
|---|
| Total income from all sources | 2015-05-31 | $427,079 |
| Expenses. Total of all expenses incurred | 2015-05-31 | $436,724 |
| Benefits paid (including direct rollovers) | 2015-05-31 | $409,174 |
| Total plan assets at end of year | 2015-05-31 | $1,055 |
| Total plan assets at beginning of year | 2015-05-31 | $10,700 |
| Expenses. Other expenses not covered elsewhere | 2015-05-31 | $27,550 |
| Net income (gross income less expenses) | 2015-05-31 | $-9,645 |
| Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $1,055 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $10,700 |
| Total contributions received or receivable from employer(s) | 2015-05-31 | $427,079 |
| 2014 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2014 401k financial data |
|---|
| Total income from all sources | 2014-05-31 | $285,602 |
| Expenses. Total of all expenses incurred | 2014-05-31 | $352,539 |
| Benefits paid (including direct rollovers) | 2014-05-31 | $302,618 |
| Total plan assets at end of year | 2014-05-31 | $10,700 |
| Total plan assets at beginning of year | 2014-05-31 | $77,637 |
| Expenses. Other expenses not covered elsewhere | 2014-05-31 | $49,921 |
| Other income received | 2014-05-31 | $8,283 |
| Net income (gross income less expenses) | 2014-05-31 | $-66,937 |
| Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $10,700 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $77,637 |
| Total contributions received or receivable from employer(s) | 2014-05-31 | $277,319 |
| 2013 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-05-31 | $411,566 |
| Expenses. Total of all expenses incurred | 2013-05-31 | $449,584 |
| Benefits paid (including direct rollovers) | 2013-05-31 | $402,971 |
| Total plan assets at end of year | 2013-05-31 | $77,637 |
| Total plan assets at beginning of year | 2013-05-31 | $115,655 |
| Expenses. Other expenses not covered elsewhere | 2013-05-31 | $46,613 |
| Other income received | 2013-05-31 | $61,468 |
| Net income (gross income less expenses) | 2013-05-31 | $-38,018 |
| Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $77,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $115,655 |
| Total contributions received or receivable from employer(s) | 2013-05-31 | $350,098 |
| 2012 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2012 401k financial data |
|---|
| Total income from all sources | 2012-05-31 | $627,567 |
| Expenses. Total of all expenses incurred | 2012-05-31 | $655,360 |
| Benefits paid (including direct rollovers) | 2012-05-31 | $611,278 |
| Total plan assets at end of year | 2012-05-31 | $115,655 |
| Total plan assets at beginning of year | 2012-05-31 | $143,448 |
| Other income received | 2012-05-31 | $34,122 |
| Net income (gross income less expenses) | 2012-05-31 | $-27,793 |
| Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $115,655 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $143,448 |
| Total contributions received or receivable from employer(s) | 2012-05-31 | $593,445 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $44,082 |
| 2011 : MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2011 401k financial data |
|---|
| Total income from all sources | 2011-05-31 | $509,809 |
| Expenses. Total of all expenses incurred | 2011-05-31 | $376,800 |
| Benefits paid (including direct rollovers) | 2011-05-31 | $339,157 |
| Total plan assets at end of year | 2011-05-31 | $143,448 |
| Total plan assets at beginning of year | 2011-05-31 | $10,439 |
| Total contributions received or receivable from participants | 2011-05-31 | $73,488 |
| Net income (gross income less expenses) | 2011-05-31 | $133,009 |
| Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $143,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $10,439 |
| Total contributions received or receivable from employer(s) | 2011-05-31 | $436,321 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $37,643 |
| 2022: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2022 form 5500 responses |
|---|
| 2022-06-01 | Type of plan entity | Single employer plan |
| 2022-06-01 | Plan funding arrangement – Insurance | Yes |
| 2022-06-01 | Plan funding arrangement – Trust | Yes |
| 2022-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-06-01 | Plan benefit arrangement - Trust | Yes |
| 2021: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2021 form 5500 responses |
|---|
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
| 2019: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2019 form 5500 responses |
|---|
| 2019-06-01 | Type of plan entity | Single employer plan |
| 2019-06-01 | Plan funding arrangement – Insurance | Yes |
| 2019-06-01 | Plan funding arrangement – Trust | Yes |
| 2019-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-06-01 | Plan benefit arrangement - Trust | Yes |
| 2018: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2018 form 5500 responses |
|---|
| 2018-06-01 | Type of plan entity | Single employer plan |
| 2018-06-01 | Plan funding arrangement – Insurance | Yes |
| 2018-06-01 | Plan funding arrangement – Trust | Yes |
| 2018-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-06-01 | Plan benefit arrangement - Trust | Yes |
| 2017: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2017 form 5500 responses |
|---|
| 2017-06-01 | Type of plan entity | Single employer plan |
| 2017-06-01 | Plan funding arrangement – Insurance | Yes |
| 2017-06-01 | Plan funding arrangement – Trust | Yes |
| 2017-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-06-01 | Plan benefit arrangement - Trust | Yes |
| 2016: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2016 form 5500 responses |
|---|
| 2016-06-01 | Type of plan entity | Single employer plan |
| 2016-06-01 | Plan funding arrangement – Insurance | Yes |
| 2016-06-01 | Plan funding arrangement – Trust | Yes |
| 2016-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-06-01 | Plan benefit arrangement - Trust | Yes |
| 2015: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2015 form 5500 responses |
|---|
| 2015-06-01 | Type of plan entity | Single employer plan |
| 2015-06-01 | Plan funding arrangement – Insurance | Yes |
| 2015-06-01 | Plan funding arrangement – Trust | Yes |
| 2015-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-06-01 | Plan benefit arrangement - Trust | Yes |
| 2014: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2014 form 5500 responses |
|---|
| 2014-06-01 | Type of plan entity | Single employer plan |
| 2014-06-01 | Submission has been amended | Yes |
| 2014-06-01 | Plan funding arrangement – Insurance | Yes |
| 2014-06-01 | Plan funding arrangement – Trust | Yes |
| 2014-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-06-01 | Plan benefit arrangement - Trust | Yes |
| 2013: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2013 form 5500 responses |
|---|
| 2013-06-01 | Type of plan entity | Single employer plan |
| 2013-06-01 | Plan funding arrangement – Insurance | Yes |
| 2013-06-01 | Plan funding arrangement – Trust | Yes |
| 2013-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-06-01 | Plan benefit arrangement - Trust | Yes |
| 2012: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2012 form 5500 responses |
|---|
| 2012-06-01 | Type of plan entity | Single employer plan |
| 2012-06-01 | Plan funding arrangement – Insurance | Yes |
| 2012-06-01 | Plan funding arrangement – Trust | Yes |
| 2012-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-06-01 | Plan benefit arrangement - Trust | Yes |
| 2011: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2011 form 5500 responses |
|---|
| 2011-06-01 | Type of plan entity | Single employer plan |
| 2011-06-01 | Plan funding arrangement – Insurance | Yes |
| 2011-06-01 | Plan funding arrangement – Trust | Yes |
| 2011-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-06-01 | Plan benefit arrangement - Trust | Yes |
| 2010: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2010 form 5500 responses |
|---|
| 2010-06-01 | Type of plan entity | Single employer plan |
| 2010-06-01 | Plan funding arrangement – Insurance | Yes |
| 2010-06-01 | Plan funding arrangement – Trust | Yes |
| 2010-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-06-01 | Plan benefit arrangement - Trust | Yes |
| 2009: MEYER, MEYER, LACROIX & HIXSON, LLC EMPLOYEES BENEFIT PLAN AND TRUST 2009 form 5500 responses |
|---|
| 2009-06-01 | Type of plan entity | Single employer plan |
| 2009-06-01 | This submission is the final filing | No |
| 2009-06-01 | Plan funding arrangement – Insurance | Yes |
| 2009-06-01 | Plan funding arrangement – Trust | Yes |
| 2009-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-06-01 | Plan benefit arrangement - Trust | Yes |
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 31 | | Insurance policy start date | 2022-06-01 | | Insurance policy end date | 2023-05-31 | | Total amount of commissions paid to insurance broker | USD $12,888 | | Total amount of fees paid to insurance company | USD $19,629 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $349,399 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,888 | | Amount paid for insurance broker fees | 19629 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 32 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2022-05-31 | | Total amount of commissions paid to insurance broker | USD $9,908 | | Total amount of fees paid to insurance company | USD $21,127 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $336,042 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,908 | | Amount paid for insurance broker fees | 21127 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 36 | | Insurance policy start date | 2020-06-01 | | Insurance policy end date | 2021-05-31 | | Total amount of commissions paid to insurance broker | USD $10,859 | | Total amount of fees paid to insurance company | USD $21,632 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $349,219 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,859 | | Amount paid for insurance broker fees | 21632 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| BLUE CROSS BLUE SHIELD OF LOUISIANA (National Association of Insurance Commissioners NAIC id number: 81200 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 37 | | Insurance policy start date | 2019-06-01 | | Insurance policy end date | 2020-05-31 | | Total amount of commissions paid to insurance broker | USD $10,715 | | Total amount of fees paid to insurance company | USD $20,746 | | Health Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $305,019 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,715 | | Amount paid for insurance broker fees | 20746 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| VERITY HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 34 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $1,747 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $5,240 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,747 | | Insurance broker organization code? | 5 |
|
| AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 34 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $633 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | PRECERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $1,706 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $633 | | Insurance broker organization code? | 5 |
|
| PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 34 | | Insurance policy start date | 2018-06-01 | | Insurance policy end date | 2019-05-31 | | Total amount of commissions paid to insurance broker | USD $20,620 | | Total amount of fees paid to insurance company | USD $14,292 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $137,460 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,620 | | Amount paid for insurance broker fees | 14292 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 34 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $571 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | PRECERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $1,650 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 34 | | Insurance policy start date | 2017-06-01 | | Insurance policy end date | 2018-05-31 | | Total amount of commissions paid to insurance broker | USD $18,937 | | Total amount of fees paid to insurance company | USD $14,483 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $126,233 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 39 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $15,983 | | Total amount of fees paid to insurance company | USD $17,384 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE | | Welfare Benefit Premiums Paid to Carrier | USD $106,175 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,983 | | Amount paid for insurance broker fees | 14894 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 | | Insurance broker name | JOHN BREWER |
|
| PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 5 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 39 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $415 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $2,905 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $415 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 39 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $227 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | PRECERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $1,195 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $227 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| ACTIVENET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 39 | | Insurance policy start date | 2015-06-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $1,369 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $2,542 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,369 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 36 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $17,248 | | Total amount of fees paid to insurance company | USD $20,100 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE FEES | | Welfare Benefit Premiums Paid to Carrier | USD $114,966 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,248 | | Amount paid for insurance broker fees | 17256 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 | | Insurance broker name | JOHN BREWER |
|
| PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 5 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 36 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $474 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $3,318 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $474 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| ACTIVENET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 36 | | Insurance policy start date | 2014-06-01 | | Insurance policy end date | 2015-05-31 | | Total amount of commissions paid to insurance broker | USD $1,551 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $2,880 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,551 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $17,586 | | Total amount of fees paid to insurance company | USD $20,389 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE FEES | | Welfare Benefit Premiums Paid to Carrier | USD $117,243 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $17,586 | | Amount paid for insurance broker fees | 17491 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 | | Insurance broker name | JOHN BREWER |
|
| IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $266 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | PRECERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $1,280 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $266 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| ACTIVENET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $1,584 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | HEALTH CLINIC | | Welfare Benefit Premiums Paid to Carrier | USD $3,400 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,584 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| IHEALTH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 3 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $725 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | HEALTH BENEFIT MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,656 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $725 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 5 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2013-09-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $524 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $3,143 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $524 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| CENLA FAMILY MEDICINE ASSOCIATES, LLC (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 6 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2013-06-01 | | Insurance policy end date | 2014-05-31 | | Total amount of commissions paid to insurance broker | USD $4,818 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | HEALTH CLINIC | | Welfare Benefit Premiums Paid to Carrier | USD $14,691 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $4,818 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 5 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-09-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $543 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $3,260 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $543 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $16,941 | | Total amount of fees paid to insurance company | USD $21,674 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE FEES | | Welfare Benefit Premiums Paid to Carrier | USD $112,957 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $16,941 | | Amount paid for insurance broker fees | 18416 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 | | Insurance broker name | JOHN BREWER |
|
| CENLA FAMILY MEDICINE ASSOCIATES, LLC (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 6 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | HEALTH CLINIC | | Welfare Benefit Premiums Paid to Carrier | USD $49 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $299 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | PRECERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $1,439 | | 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 | IMA, INC. |
|
| ACTIVENET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $8,280 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | HEALTH CLINIC | | Welfare Benefit Premiums Paid to Carrier | USD $14,418 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,280 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| IHEALTH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 3 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 41 | | Insurance policy start date | 2012-06-01 | | Insurance policy end date | 2013-05-31 | | Total amount of commissions paid to insurance broker | USD $815 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | HEALTH BENEFIT MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $2,987 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $815 | | Insurance broker organization code? | 5 | | Insurance broker name | IMA, INC. |
|
| PPO PLUS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 6 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 52 | | Insurance policy start date | 2011-09-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $534 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $3,071 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| ACTIVENET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 5 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 52 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $2,160 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $4,011 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| IHEALTH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 52 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $1,071 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | HEALTH BENEFIT MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $3,927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| BEECHSTREET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 3 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 52 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2011-08-31 | | Total amount of commissions paid to insurance broker | USD $207 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $927 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 52 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $393 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | PRECERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $1,892 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 52 | | Insurance policy start date | 2011-06-01 | | Insurance policy end date | 2012-05-31 | | Total amount of commissions paid to insurance broker | USD $22,937 | | Total amount of fees paid to insurance company | USD $27,411 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE FEES | | Welfare Benefit Premiums Paid to Carrier | USD $152,904 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| IHEALTH (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 61 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $1,009 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | HEALTH BENEFIT MANAGEMENT | | Welfare Benefit Premiums Paid to Carrier | USD $3,911 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,009 | | Insurance broker organization code? | 5 | | Insurance broker name | INSURANCE MANAGEMENT ADMINISTRATORS |
|
| IPROCERT (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 61 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $391 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Other welfare benefits provided | PRECERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $1,884 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $391 | | Insurance broker organization code? | 5 | | Insurance broker name | INSURANCE MANAGEMENT ADMINISTRATORS |
|
| BEECHSTREET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 3 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 61 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $818 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $3,662 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $818 | | Insurance broker organization code? | 5 | | Insurance broker name | INSURANCE MANAGEMENT ADMINISTRATORS |
|
| ACTIVENET (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 5 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 61 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $917 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,703 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $917 | | Insurance broker organization code? | 5 | | Insurance broker name | INSURANCE MANAGEMENT ADMINISTRATORS |
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| AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 61 | | Insurance policy start date | 2010-06-01 | | Insurance policy end date | 2011-05-31 | | Total amount of commissions paid to insurance broker | USD $20,128 | | Total amount of fees paid to insurance company | USD $23,767 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Other welfare benefits provided | COMPLIANCE FEES | | Welfare Benefit Premiums Paid to Carrier | USD $134,180 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $20,128 | | Amount paid for insurance broker fees | 20212 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 | | Insurance broker name | JOHN BREWER |
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