HUGHES ANDERSON HEAT EXCHANGERS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN
401k plan membership statisitcs for HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN
Measure | Date | Value |
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2022: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2022 401k membership |
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Total participants, beginning-of-year | 2022-06-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-06-01 | 95 |
Number of retired or separated participants receiving benefits | 2022-06-01 | 1 |
Total of all active and inactive participants | 2022-06-01 | 96 |
Total participants | 2022-06-01 | 96 |
2021: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2021 401k membership |
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Total participants, beginning-of-year | 2021-06-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 106 |
Number of retired or separated participants receiving benefits | 2021-06-01 | 3 |
Total of all active and inactive participants | 2021-06-01 | 109 |
Total participants | 2021-06-01 | 109 |
2020: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2020 401k membership |
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Total participants, beginning-of-year | 2020-06-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 112 |
Number of retired or separated participants receiving benefits | 2020-06-01 | 3 |
Total of all active and inactive participants | 2020-06-01 | 115 |
Total participants | 2020-06-01 | 115 |
2019: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2019 401k membership |
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Total participants, beginning-of-year | 2019-06-01 | 124 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 126 |
Number of retired or separated participants receiving benefits | 2019-06-01 | 3 |
Total of all active and inactive participants | 2019-06-01 | 129 |
Total participants | 2019-06-01 | 129 |
2018: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-06-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 121 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 3 |
Total of all active and inactive participants | 2018-06-01 | 124 |
Total participants | 2018-06-01 | 124 |
2017: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-06-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 112 |
Number of retired or separated participants receiving benefits | 2017-06-01 | 5 |
Total of all active and inactive participants | 2017-06-01 | 117 |
Total participants | 2017-06-01 | 117 |
2016: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-06-01 | 125 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 118 |
Number of retired or separated participants receiving benefits | 2016-06-01 | 3 |
Total of all active and inactive participants | 2016-06-01 | 121 |
Total participants | 2016-06-01 | 121 |
2015: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-06-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 122 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 3 |
Total of all active and inactive participants | 2015-06-01 | 125 |
Total participants | 2015-06-01 | 125 |
2014: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-06-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 133 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 2 |
Total of all active and inactive participants | 2014-06-01 | 135 |
Total participants | 2014-06-01 | 135 |
2013: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-06-01 | 121 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 124 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 5 |
Total of all active and inactive participants | 2013-06-01 | 129 |
Total participants | 2013-06-01 | 129 |
2012: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-06-01 | 119 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 116 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 5 |
Total of all active and inactive participants | 2012-06-01 | 121 |
Total participants | 2012-06-01 | 121 |
2011: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-06-01 | 106 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 114 |
Number of retired or separated participants receiving benefits | 2011-06-01 | 5 |
Total of all active and inactive participants | 2011-06-01 | 119 |
Total participants | 2011-06-01 | 119 |
2010: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-06-01 | 118 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 98 |
Number of retired or separated participants receiving benefits | 2010-06-01 | 8 |
Total of all active and inactive participants | 2010-06-01 | 106 |
Total participants | 2010-06-01 | 106 |
2009: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-06-01 | 135 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 110 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 8 |
Total of all active and inactive participants | 2009-06-01 | 118 |
Total participants | 2009-06-01 | 118 |
2022: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2022 form 5500 responses |
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2022-06-01 | Type of plan entity | Single employer plan |
2022-06-01 | Plan funding arrangement – Insurance | Yes |
2022-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-06-01 | Plan benefit arrangement – Insurance | Yes |
2022-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
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2021-06-01 | Type of plan entity | Single employer plan |
2021-06-01 | Plan funding arrangement – Insurance | Yes |
2021-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-06-01 | Plan benefit arrangement – Insurance | Yes |
2021-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
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2020-06-01 | Type of plan entity | Single employer plan |
2020-06-01 | Submission has been amended | Yes |
2020-06-01 | Plan funding arrangement – Insurance | Yes |
2020-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-06-01 | Plan benefit arrangement – Insurance | Yes |
2020-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
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2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Plan funding arrangement – Insurance | Yes |
2019-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-06-01 | Plan benefit arrangement – Insurance | Yes |
2019-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
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2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | Plan funding arrangement – Insurance | Yes |
2018-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-06-01 | Plan benefit arrangement – Insurance | Yes |
2018-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
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2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Plan funding arrangement – Insurance | Yes |
2017-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-06-01 | Plan benefit arrangement – Insurance | Yes |
2017-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2016 form 5500 responses |
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2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Plan funding arrangement – Insurance | Yes |
2016-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-06-01 | Plan benefit arrangement – Insurance | Yes |
2016-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2015 form 5500 responses |
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2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Plan funding arrangement – Insurance | Yes |
2015-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-06-01 | Plan benefit arrangement – Insurance | Yes |
2015-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2014 form 5500 responses |
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2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Plan funding arrangement – Insurance | Yes |
2014-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-06-01 | Plan benefit arrangement – Insurance | Yes |
2014-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2013 form 5500 responses |
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2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Plan funding arrangement – Insurance | Yes |
2013-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-06-01 | Plan benefit arrangement – Insurance | Yes |
2013-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2012 form 5500 responses |
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2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Plan funding arrangement – Insurance | Yes |
2012-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-06-01 | Plan benefit arrangement – Insurance | Yes |
2012-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2011 form 5500 responses |
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2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Plan funding arrangement – Insurance | Yes |
2011-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-06-01 | Plan benefit arrangement – Insurance | Yes |
2011-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2010: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2010 form 5500 responses |
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2010-06-01 | Type of plan entity | Single employer plan |
2010-06-01 | Plan funding arrangement – Insurance | Yes |
2010-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2010-06-01 | Plan benefit arrangement – Insurance | Yes |
2010-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2009: HUGHES-ANDERSON HEAT EXCHANGERS, INC. EMPLOYEE BENEFIT PLAN 2009 form 5500 responses |
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2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Plan funding arrangement – Insurance | Yes |
2009-06-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2009-06-01 | Plan benefit arrangement – Insurance | Yes |
2009-06-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 497069 |
Policy instance | 3 |
Insurance contract or identification number | 497069 | Number of Individuals Covered | 111 | Insurance policy start date | 2021-07-01 | Insurance policy end date | 2022-07-01 | Total amount of commissions paid to insurance broker | USD $6,817 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $77,335 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,817 | Insurance broker organization code? | 3 |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MS2004 |
Policy instance | 2 |
Insurance contract or identification number | MS2004 | Number of Individuals Covered | 0 | Insurance policy start date | 2022-06-01 | Insurance policy end date | 2023-05-31 | Total amount of fees paid to insurance company | USD $72 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,843 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 72 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 914631 |
Policy instance | 1 |
Insurance contract or identification number | 914631 | Number of Individuals Covered | 93 | Insurance policy start date | 2022-06-01 | Insurance policy end date | 2023-05-31 | Total amount of fees paid to insurance company | USD $26,750 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,044,930 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 26750 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 497069 |
Policy instance | 3 |
Insurance contract or identification number | 497069 | Number of Individuals Covered | 112 | Insurance policy start date | 2020-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $6,888 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $78,759 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,888 | Insurance broker organization code? | 3 |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 2 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 1 | Insurance policy start date | 2021-06-01 | Insurance policy end date | 2022-05-31 | Total amount of fees paid to insurance company | USD $24 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,024 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 24 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 914631 |
Policy instance | 1 |
Insurance contract or identification number | 914631 | Number of Individuals Covered | 90 | Insurance policy start date | 2021-06-01 | Insurance policy end date | 2022-05-31 | Total amount of fees paid to insurance company | USD $25,583 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,002,635 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 25583 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 914631 |
Policy instance | 1 |
Insurance contract or identification number | 914631 | Number of Individuals Covered | 101 | Insurance policy start date | 2020-06-01 | Insurance policy end date | 2021-05-31 | Total amount of fees paid to insurance company | USD $43,261 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,037,423 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 43261 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 2 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 2 | Insurance policy start date | 2020-06-01 | Insurance policy end date | 2021-05-31 | Total amount of fees paid to insurance company | USD $144 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,053 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 144 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 497069 |
Policy instance | 3 |
Insurance contract or identification number | 497069 | Number of Individuals Covered | 126 | Insurance policy start date | 2019-07-01 | Insurance policy end date | 2020-06-30 | Total amount of commissions paid to insurance broker | USD $6,918 | Total amount of fees paid to insurance company | USD $289 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $79,361 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,918 | Amount paid for insurance broker fees | 289 | Additional information about fees paid to insurance broker | SERVICE FEE AGREEMENT | Insurance broker organization code? | 3 |
|
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 497069 |
Policy instance | 3 |
Insurance contract or identification number | 497069 | Number of Individuals Covered | 121 | Insurance policy start date | 2018-07-01 | Insurance policy end date | 2019-07-01 | Total amount of commissions paid to insurance broker | USD $7,061 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $74,217 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,061 | Insurance broker organization code? | 3 |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 2 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 2 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of commissions paid to insurance broker | USD $144 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,407 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $144 | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 914631 |
Policy instance | 1 |
Insurance contract or identification number | 914631 | Number of Individuals Covered | 126 | Insurance policy start date | 2019-06-01 | Insurance policy end date | 2020-05-31 | Total amount of commissions paid to insurance broker | USD $43,608 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,027,651 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $43,608 | Insurance broker organization code? | 3 |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144971 |
Policy instance | 4 |
Insurance contract or identification number | 000010144971 | Number of Individuals Covered | 115 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $3,984 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $26,559 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,984 | Insurance broker organization code? | 3 |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 3 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 2 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Total amount of commissions paid to insurance broker | USD $144 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,930 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $144 | Insurance broker organization code? | 3 |
|
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 914631 |
Policy instance | 2 |
Insurance contract or identification number | 914631 | Number of Individuals Covered | 114 | Insurance policy start date | 2018-06-01 | Insurance policy end date | 2019-05-31 | Total amount of commissions paid to insurance broker | USD $37,221 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $975,558 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $37,221 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144970 |
Policy instance | 1 |
Insurance contract or identification number | 000010144970 | Number of Individuals Covered | 115 | Insurance policy start date | 2017-08-01 | Insurance policy end date | 2018-07-31 | Total amount of commissions paid to insurance broker | USD $6,026 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $40,174 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,026 | Insurance broker organization code? | 3 |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144970 |
Policy instance | 1 |
Insurance contract or identification number | 000010144970 | Number of Individuals Covered | 119 | Insurance policy start date | 2016-08-01 | Insurance policy end date | 2017-07-31 | Total amount of commissions paid to insurance broker | USD $6,296 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $41,973 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 3 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 11 | Insurance policy start date | 2017-06-01 | Insurance policy end date | 2018-05-31 | Total amount of commissions paid to insurance broker | USD $144 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,998 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | HUGHES |
Policy instance | 4 |
Insurance contract or identification number | HUGHES | Number of Individuals Covered | 2 | Insurance policy start date | 2017-06-01 | Insurance policy end date | 2018-05-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,008 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | C06163 |
Policy instance | 2 |
Insurance contract or identification number | C06163 | Number of Individuals Covered | 100 | Insurance policy start date | 2017-06-01 | Insurance policy end date | 2018-05-31 | Total amount of commissions paid to insurance broker | USD $25,137 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,104,414 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144971 |
Policy instance | 5 |
Insurance contract or identification number | 000010144971 | Number of Individuals Covered | 118 | Insurance policy start date | 2016-08-01 | Insurance policy end date | 2017-07-31 | Total amount of commissions paid to insurance broker | USD $4,338 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $28,923 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144971 |
Policy instance | 5 |
Insurance contract or identification number | 000010144971 | Number of Individuals Covered | 123 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $4,112 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $27,415 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,112 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY AND CO INC |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | HUGHES |
Policy instance | 4 |
Insurance contract or identification number | HUGHES | Number of Individuals Covered | 2 | Insurance policy start date | 2015-06-01 | Insurance policy end date | 2016-05-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,134 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 3 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 8 | Insurance policy start date | 2015-06-01 | Insurance policy end date | 2016-05-31 | Total amount of commissions paid to insurance broker | USD $144 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,720 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $144 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY & CO INC |
|
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | C06163 |
Policy instance | 2 |
Insurance contract or identification number | C06163 | Number of Individuals Covered | 93 | Insurance policy start date | 2015-06-01 | Insurance policy end date | 2016-05-31 | Total amount of commissions paid to insurance broker | USD $24,229 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $890,964 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $24,229 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY & CO INC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144970 |
Policy instance | 1 |
Insurance contract or identification number | 000010144970 | Number of Individuals Covered | 123 | Insurance policy start date | 2014-08-01 | Insurance policy end date | 2015-07-31 | Total amount of commissions paid to insurance broker | USD $5,793 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $38,618 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,793 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY AND CO INC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144970 |
Policy instance | 1 |
Insurance contract or identification number | 000010144970 | Number of Individuals Covered | 130 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $5,315 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $35,434 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,315 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY AND CO INC |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | C06163 |
Policy instance | 2 |
Insurance contract or identification number | C06163 | Number of Individuals Covered | 98 | Insurance policy start date | 2014-06-01 | Insurance policy end date | 2015-05-31 | Total amount of commissions paid to insurance broker | USD $27,298 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $941,439 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $27,298 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY & CO INC |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 3 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 8 | Insurance policy start date | 2014-06-01 | Insurance policy end date | 2015-05-31 | Total amount of commissions paid to insurance broker | USD $93 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,523 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $93 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY & CO INC |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | HUGHES |
Policy instance | 4 |
Insurance contract or identification number | HUGHES | Number of Individuals Covered | 2 | Insurance policy start date | 2014-06-01 | Insurance policy end date | 2015-05-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,134 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144971 |
Policy instance | 5 |
Insurance contract or identification number | 000010144971 | Number of Individuals Covered | 131 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $3,772 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $25,148 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,772 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY AND CO INC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144971 |
Policy instance | 5 |
Insurance contract or identification number | 000010144971 | Number of Individuals Covered | 131 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $3,772 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $25,148 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,772 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY AND CO INC |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | HUGHES |
Policy instance | 4 |
Insurance contract or identification number | HUGHES | Number of Individuals Covered | 2 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,134 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | C06163 |
Policy instance | 2 |
Insurance contract or identification number | C06163 | Number of Individuals Covered | 104 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | Total amount of commissions paid to insurance broker | USD $26,267 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $956,293 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $26,267 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY & CO INC |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 3 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 8 | Insurance policy start date | 2013-06-01 | Insurance policy end date | 2014-05-31 | Total amount of commissions paid to insurance broker | USD $125 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,787 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $125 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY & CO INC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144970 |
Policy instance | 1 |
Insurance contract or identification number | 000010144970 | Number of Individuals Covered | 131 | Insurance policy start date | 2013-08-01 | Insurance policy end date | 2014-07-31 | Total amount of commissions paid to insurance broker | USD $5,315 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $35,434 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $5,315 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY AND CO INC |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | C06163 |
Policy instance | 2 |
Insurance contract or identification number | C06163 | Number of Individuals Covered | 115 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-05-31 | Total amount of commissions paid to insurance broker | USD $25,662 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $888,919 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $25,662 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY & CO INC |
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THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
Policy contract number | 000010144970 |
Policy instance | 1 |
Insurance contract or identification number | 000010144970 | Number of Individuals Covered | 122 | Insurance policy start date | 2011-08-01 | Insurance policy end date | 2012-07-31 | Total amount of commissions paid to insurance broker | USD $4,211 | Life Insurance Welfare Benefit | Yes | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $28,072 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $4,211 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY AND CO INC |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | HUGHES |
Policy instance | 4 |
Insurance contract or identification number | HUGHES | Number of Individuals Covered | 2 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-05-31 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,134 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 3 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 2 | Insurance policy start date | 2012-06-01 | Insurance policy end date | 2013-05-31 | Total amount of commissions paid to insurance broker | USD $130 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $5,916 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $130 | Insurance broker organization code? | 3 | Insurance broker name | JIM RULEY & CO INC |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 026966 |
Policy instance | 2 |
Insurance contract or identification number | 026966 | Number of Individuals Covered | 113 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $525 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $3,921 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | C06163 |
Policy instance | 3 |
Insurance contract or identification number | C06163 | Number of Individuals Covered | 116 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2012-05-31 | Total amount of commissions paid to insurance broker | USD $21,048 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $876,772 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | HD0605 |
Policy instance | 4 |
Insurance contract or identification number | HD0605 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2012-05-31 | Total amount of commissions paid to insurance broker | USD $1,408 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $-111 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 5 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 3 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2012-05-31 | Total amount of commissions paid to insurance broker | USD $190 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $9,082 |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 026966 |
Policy instance | 1 |
Insurance contract or identification number | 026966 | Number of Individuals Covered | 113 | Insurance policy start date | 2011-06-01 | Insurance policy end date | 2011-07-31 | Total amount of commissions paid to insurance broker | USD $413 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $4,360 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 026966 |
Policy instance | 2 |
Insurance contract or identification number | 026966 | Number of Individuals Covered | 110 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $3,078 | Total amount of fees paid to insurance company | USD $0 | Long Term Disability Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $23,281 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | 250609 |
Policy instance | 3 |
Insurance contract or identification number | 250609 | Number of Individuals Covered | 54 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $13,547 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $471,354 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | HD0605 |
Policy instance | 4 |
Insurance contract or identification number | HD0605 | Number of Individuals Covered | 32 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $7,988 | Total amount of fees paid to insurance company | USD $0 | Welfare Benefit Premiums Paid to Carrier | USD $267,155 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITYCARE (National Association of Insurance Commissioners NAIC id number: 89008 ) |
Policy contract number | ICRR13 |
Policy instance | 5 |
Insurance contract or identification number | ICRR13 | Number of Individuals Covered | 16 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $4,091 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $145,086 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 ) |
Policy contract number | MR2004 |
Policy instance | 6 |
Insurance contract or identification number | MR2004 | Number of Individuals Covered | 4 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $232 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $12,200 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
Policy contract number | 026966 |
Policy instance | 1 |
Insurance contract or identification number | 026966 | Number of Individuals Covered | 110 | Insurance policy start date | 2010-06-01 | Insurance policy end date | 2011-05-31 | Total amount of commissions paid to insurance broker | USD $2,430 | Total amount of fees paid to insurance company | USD $0 | Life Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $26,135 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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