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ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 401k Plan overview

Plan NameROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN
Plan identification number 501

ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

ROUSE'S ENTERPRISES, L.L.C. has sponsored the creation of one or more 401k plans.

Company Name:ROUSE'S ENTERPRISES, L.L.C.
Employer identification number (EIN):720799611
NAIC Classification:445110
NAIC Description:Supermarkets and Other Grocery (except Convenience) Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01
5012021-04-01
5012020-04-01
5012019-04-01
5012018-04-01
5012017-04-01ALLISON R. ROYSTER
5012016-04-01ALLISON ROYSTER
5012015-04-01THOMAS ROUSE
5012014-04-01THOMAS ROUSE
5012013-04-01THOMAS ROUSE
5012012-04-01THOMAS ROUSE
5012011-04-01THOMAS ROUSE
5012009-04-01THOMAS ROUSE

Plan Statistics for ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN

401k plan membership statisitcs for ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN

Measure Date Value
2022: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-012,046
Total number of active participants reported on line 7a of the Form 55002022-04-011,894
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-011,894
2021: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-012,304
Total number of active participants reported on line 7a of the Form 55002021-04-012,061
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-012,061
2020: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-012,709
Total number of active participants reported on line 7a of the Form 55002020-04-012,343
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-012,343
2019: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-013,141
Total number of active participants reported on line 7a of the Form 55002019-04-012,760
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-012,760
2018: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-012,870
Total number of active participants reported on line 7a of the Form 55002018-04-012,894
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-012,894
2017: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-012,752
Total number of active participants reported on line 7a of the Form 55002017-04-012,596
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-012,596
2016: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-012,617
Total number of active participants reported on line 7a of the Form 55002016-04-012,806
Total of all active and inactive participants2016-04-012,806
Total participants2016-04-012,806
2015: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-012,602
Total number of active participants reported on line 7a of the Form 55002015-04-012,461
Total of all active and inactive participants2015-04-012,461
Total participants2015-04-010
2014: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-011,855
Total number of active participants reported on line 7a of the Form 55002014-04-012,328
Total of all active and inactive participants2014-04-012,328
Total participants2014-04-010
2013: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-011,729
Total number of active participants reported on line 7a of the Form 55002013-04-011,954
Total of all active and inactive participants2013-04-011,954
Total participants2013-04-010
2012: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-011,753
Total number of active participants reported on line 7a of the Form 55002012-04-011,885
Total of all active and inactive participants2012-04-011,885
Total participants2012-04-010
2011: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-011,281
Total number of active participants reported on line 7a of the Form 55002011-04-011,549
Total of all active and inactive participants2011-04-011,549
Total participants2011-04-011,549
2009: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-011,359
Total number of active participants reported on line 7a of the Form 55002009-04-011,485
Total of all active and inactive participants2009-04-011,485
Total participants2009-04-011,485

Form 5500 Responses for ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN

2022: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – General assets of the sponsorYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – General assets of the sponsorYes
2021: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – General assets of the sponsorYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – General assets of the sponsorYes
2020: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – General assets of the sponsorYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – General assets of the sponsorYes
2019: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – General assets of the sponsorYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – General assets of the sponsorYes
2018: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – General assets of the sponsorYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – General assets of the sponsorYes
2017: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2016: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – General assets of the sponsorYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – General assets of the sponsorYes
2015: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – General assets of the sponsorYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – General assets of the sponsorYes
2014: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – General assets of the sponsorYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – General assets of the sponsorYes
2013: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – General assets of the sponsorYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – General assets of the sponsorYes
2012: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – General assets of the sponsorYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – General assets of the sponsorYes
2011: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – General assets of the sponsorYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – General assets of the sponsorYes
2009: ROUSE'S ENTERPRISES, L.L.C. GROUP EMPLOYEE BENEFIT PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – General assets of the sponsorYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911056
Policy instance 8
Insurance contract or identification number911056
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $7,023
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $81,241
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,023
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911056
Policy instance 1
Insurance contract or identification number911056
Number of Individuals Covered2713
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $59,912
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $696,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,912
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911056
Policy instance 2
Insurance contract or identification number911056
Number of Individuals Covered1664
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $52,889
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $615,140
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,889
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220742
Policy instance 3
Insurance contract or identification number0220742
Number of Individuals Covered9
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $5,908
Total amount of fees paid to insurance companyUSD $15
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,338
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,311
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220743
Policy instance 4
Insurance contract or identification number0220743
Number of Individuals Covered3
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $7,610
Total amount of fees paid to insurance companyUSD $15
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $797
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,360
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220675
Policy instance 5
Insurance contract or identification number0220675
Number of Individuals Covered26
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $8,927
Total amount of fees paid to insurance companyUSD $15
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,106
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,518
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-0174242-00
Policy instance 6
Insurance contract or identification number01-0174242-00
Number of Individuals Covered1418
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $52,607
Total amount of fees paid to insurance companyUSD $42,834
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $956,492
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,607
Amount paid for insurance broker fees42834
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number417006412841
Policy instance 7
Insurance contract or identification number417006412841
Number of Individuals Covered1602
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Welfare Benefit Premiums Paid to CarrierUSD $1,237,052
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911056
Policy instance 1
Insurance contract or identification number911056
Number of Individuals Covered2923
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $45,272
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $700,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,272
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911056
Policy instance 2
Insurance contract or identification number911056
Number of Individuals Covered1777
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $45,272
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $612,565
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,272
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220742
Policy instance 3
Insurance contract or identification number0220742
Number of Individuals Covered1362
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $14,170
Total amount of fees paid to insurance companyUSD $11
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $141,276
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,171
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220743
Policy instance 4
Insurance contract or identification number0220743
Number of Individuals Covered747
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $23,286
Total amount of fees paid to insurance companyUSD $9
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $199,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,286
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220675
Policy instance 5
Insurance contract or identification number0220675
Number of Individuals Covered1283
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $35,102
Total amount of fees paid to insurance companyUSD $64
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $387,190
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,236
Amount paid for insurance broker fees13
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-0174242-00
Policy instance 6
Insurance contract or identification number01-0174242-00
Number of Individuals Covered1586
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $59,559
Total amount of fees paid to insurance companyUSD $26,881
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $917,521
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $44,701
Insurance broker organization code?3
Amount paid for insurance broker fees26881
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number417006412841
Policy instance 7
Insurance contract or identification number417006412841
Number of Individuals Covered1710
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Welfare Benefit Premiums Paid to CarrierUSD $1,156,258
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911056
Policy instance 8
Insurance contract or identification number911056
Number of Individuals Covered1617
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $6,463
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $87,697
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,463
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017242-00
Policy instance 1
Insurance contract or identification number01-017242-00
Number of Individuals Covered1907
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $123,777
Total amount of fees paid to insurance companyUSD $92,455
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,326,484
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $117,464
Amount paid for insurance broker fees59796
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220743
Policy instance 2
Insurance contract or identification number0220743
Number of Individuals Covered850
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $61,059
Total amount of fees paid to insurance companyUSD $1,409
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $226,154
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,096
Insurance broker organization code?3
Amount paid for insurance broker fees1409
Additional information about fees paid to insurance brokerSERVICE FEE NON-MONETARY COMPENSATION
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0911056
Policy instance 3
Insurance contract or identification number0911056
Number of Individuals Covered1825
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $8,603
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $115,235
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,603
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number417003412841
Policy instance 4
Insurance contract or identification number417003412841
Number of Individuals Covered1935
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Welfare Benefit Premiums Paid to CarrierUSD $1,305,239
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0911056
Policy instance 5
Insurance contract or identification number0911056
Number of Individuals Covered1999
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $54,788
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $741,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $54,788
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number0911056
Policy instance 6
Insurance contract or identification number0911056
Number of Individuals Covered3824
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $68,579
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $857,218
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,579
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-0174242-00
Policy instance 6
Insurance contract or identification number01-0174242-00
Number of Individuals Covered2177
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $108,346
Total amount of fees paid to insurance companyUSD $51,448
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedA D & D
Welfare Benefit Premiums Paid to CarrierUSD $1,271,896
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $108,346
Amount paid for insurance broker fees51448
Additional information about fees paid to insurance brokerGROUP VOLUMNE BONUS
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220675
Policy instance 5
Insurance contract or identification number0220675
Number of Individuals Covered1807
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $264,660
Total amount of fees paid to insurance companyUSD $13,514
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $450,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $182,615
Insurance broker organization code?3
Amount paid for insurance broker fees52
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220743
Policy instance 4
Insurance contract or identification number0220743
Number of Individuals Covered1029
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $157,759
Total amount of fees paid to insurance companyUSD $8,075
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $268,534
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $108,853
Insurance broker organization code?3
Amount paid for insurance broker fees52
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0220742
Policy instance 3
Insurance contract or identification number0220742
Number of Individuals Covered1853
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $114,856
Total amount of fees paid to insurance companyUSD $5,894
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $195,418
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,251
Insurance broker organization code?3
Amount paid for insurance broker fees52
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number417002412841
Policy instance 2
Insurance contract or identification number417002412841
Number of Individuals Covered2104
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $133,076
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,894,794
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $122,434
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911056
Policy instance 1
Insurance contract or identification number911056
Number of Individuals Covered3759
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $66,463
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $625,891
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66,463
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017242-00
Policy instance 2
Insurance contract or identification number01-017242-00
Number of Individuals Covered1408
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $85,259
Total amount of fees paid to insurance companyUSD $55,808
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $852,592
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,000
Amount paid for insurance broker fees55808
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number911056
Policy instance 1
Insurance contract or identification number911056
Number of Individuals Covered3695
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $61,779
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $755,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,779
Insurance broker organization code?3
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number01-017242-00
Policy instance 2
Insurance contract or identification number01-017242-00
Number of Individuals Covered1474
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $88,215
Total amount of fees paid to insurance companyUSD $22,303
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $882,157
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,105
Amount paid for insurance broker fees22303
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
Insurance broker nameBROWN & BROWN OF LA LLC
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number417003412841
Policy instance 1
Insurance contract or identification number417003412841
Number of Individuals Covered2112
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $128,400
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,790,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $128,400
Insurance broker organization code?3
Insurance broker nameDWIGHT W. ANDRUS INSURANCE, INC.
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number581070
Policy instance 5
Insurance contract or identification number581070
Number of Individuals Covered1867
Total amount of commissions paid to insurance brokerUSD $111,671
Health Insurance Welfare BenefitYes
Other welfare benefits providedASO MEDICAL
Welfare Benefit Premiums Paid to CarrierUSD $1,971,446
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111,671
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number58170
Policy instance 4
Insurance contract or identification number58170
Number of Individuals Covered1919
Total amount of commissions paid to insurance brokerUSD $8,709
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,709
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number581070
Policy instance 3
Insurance contract or identification number581070
Number of Individuals Covered1986
Total amount of commissions paid to insurance brokerUSD $66,439
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $680,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $66,439
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number397977
Policy instance 2
Insurance contract or identification number397977
Number of Individuals Covered845
Total amount of commissions paid to insurance brokerUSD $50,195
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $334,634
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,117
Insurance broker organization code?3
Insurance broker nameROBICHAUX & ASSOCIATES
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number41390
Policy instance 1
Insurance contract or identification number41390
Number of Individuals Covered891
Total amount of commissions paid to insurance brokerUSD $23,516
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $313,560
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,811
Insurance broker organization code?3
Insurance broker nameROBICHAUX & ASSOCIATES
HUMANA (National Association of Insurance Commissioners NAIC id number: 95642 )
Policy contract number581070
Policy instance 6
Insurance contract or identification number581070
Number of Individuals Covered1823
Total amount of commissions paid to insurance brokerUSD $16,784
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $132,585
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,784
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number41390
Policy instance 1
Insurance contract or identification number41390
Number of Individuals Covered1058
Total amount of commissions paid to insurance brokerUSD $28,872
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $384,964
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,872
Insurance broker organization code?3
Insurance broker nameALFORD STAPLES LAPEYRE & ROBICHAUX
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number581070
Policy instance 2
Insurance contract or identification number581070
Number of Individuals Covered1988
Total amount of commissions paid to insurance brokerUSD $81,651
Total amount of fees paid to insurance companyUSD $636
Other welfare benefits providedASO
Welfare Benefit Premiums Paid to CarrierUSD $1,413,682
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,651
Amount paid for insurance broker fees636
Additional information about fees paid to insurance brokerNON-MONETARY
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number581070
Policy instance 3
Insurance contract or identification number581070
Number of Individuals Covered2038
Total amount of commissions paid to insurance brokerUSD $59,767
Total amount of fees paid to insurance companyUSD $22,289
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,767
Amount paid for insurance broker fees22289
Additional information about fees paid to insurance brokerVOLUME INCENTIVES
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number397977
Policy instance 4
Insurance contract or identification number397977
Number of Individuals Covered1215
Total amount of commissions paid to insurance brokerUSD $51,335
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $313,600
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,801
Insurance broker nameROBICHAUX & ASSOCIATES
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number581070
Policy instance 4
Insurance contract or identification number581070
Number of Individuals Covered1796
Total amount of commissions paid to insurance brokerUSD $43,362
Total amount of fees paid to insurance companyUSD $9,680
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $598,250
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $43,362
Amount paid for insurance broker fees9680
Additional information about fees paid to insurance brokerVOLUME INCENTIVES
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number581070
Policy instance 3
Insurance contract or identification number581070
Number of Individuals Covered1753
Total amount of commissions paid to insurance brokerUSD $19,840
Total amount of fees paid to insurance companyUSD $8,361
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $170,829
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,840
Amount paid for insurance broker fees8361
Additional information about fees paid to insurance brokerVOLUME INCENTIVES
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number581070
Policy instance 2
Insurance contract or identification number581070
Number of Individuals Covered1773
Total amount of commissions paid to insurance brokerUSD $83,264
Other welfare benefits providedASO
Welfare Benefit Premiums Paid to CarrierUSD $935,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,264
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number41390
Policy instance 1
Insurance contract or identification number41390
Number of Individuals Covered977
Total amount of commissions paid to insurance brokerUSD $24,996
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $333,700
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,996
Insurance broker organization code?3
Insurance broker nameALFORD STAPLES LAPEYRE & ROBICHAUX
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number397977
Policy instance 5
Insurance contract or identification number397977
Number of Individuals Covered1155
Total amount of commissions paid to insurance brokerUSD $50,850
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $367,643
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,510
Insurance broker nameROBICHAUX & ASSOCIATES
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number41390
Policy instance 4
Insurance contract or identification number41390
Number of Individuals Covered1101
Total amount of commissions paid to insurance brokerUSD $96,566
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $1,118,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $96,566
Insurance broker organization code?3
Insurance broker nameALFORD STAPLES LAPEYRE & ROBICHAUX
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number581070
Policy instance 3
Insurance contract or identification number581070
Number of Individuals Covered1718
Total amount of commissions paid to insurance brokerUSD $141,051
Other welfare benefits providedASO
Welfare Benefit Premiums Paid to CarrierUSD $1,414,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $141,051
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number581070
Policy instance 2
Insurance contract or identification number581070
Number of Individuals Covered1706
Total amount of commissions paid to insurance brokerUSD $17,276
Total amount of fees paid to insurance companyUSD $13,217
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $173,417
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,276
Amount paid for insurance broker fees13217
Additional information about fees paid to insurance brokerVOLUME INCENTIVES
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number581070
Policy instance 1
Insurance contract or identification number581070
Number of Individuals Covered1754
Total amount of commissions paid to insurance brokerUSD $55,158
Total amount of fees paid to insurance companyUSD $16,120
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $552,145
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $55,158
Amount paid for insurance broker fees16120
Additional information about fees paid to insurance brokerVOLUME INCENTIVES
Insurance broker organization code?3
Insurance broker nameHUB INTERNATIONAL MIDWEST LIMITED
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number41390
Policy instance 4
Insurance contract or identification number41390
Number of Individuals Covered779
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $39,994
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $679,522
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA HEALTH PLAN, INC. (National Association of Insurance Commissioners NAIC id number: 95885 )
Policy contract number581070
Policy instance 3
Insurance contract or identification number581070
Number of Individuals Covered1651
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $74,835
Health Insurance Welfare BenefitYes
Other welfare benefits providedASO
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number581070
Policy instance 2
Insurance contract or identification number581070
Number of Individuals Covered1634
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $20,488
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $166,288
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number581070
Policy instance 1
Insurance contract or identification number581070
Number of Individuals Covered1673
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $63,601
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $560,117
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number41390
Policy instance 3
Insurance contract or identification number41390
Number of Individuals Covered726
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $50,452
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $338,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number705601
Policy instance 2
Insurance contract or identification number705601
Number of Individuals Covered1401
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $142,335
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,979,057
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 91529 )
Policy contract number301380
Policy instance 1
Insurance contract or identification number301380
Number of Individuals Covered1333
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $8,271
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $31,355
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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