ADVANTAGE HEALTH PLANS TRUST has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2023 : ADVANTAGE HEALTH PLANS TRUST 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $-187,620 |
| Total unrealized appreciation/depreciation of assets | 2023-06-30 | $-187,620 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $2,945,500 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $4,153,490 |
| Total income from all sources (including contributions) | 2023-06-30 | $28,846,225 |
| Total of all expenses incurred | 2023-06-30 | $24,753,419 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $19,540,407 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $28,761,318 |
| Value of total assets at end of year | 2023-06-30 | $13,230,670 |
| Value of total assets at beginning of year | 2023-06-30 | $10,345,854 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $5,213,012 |
| Total interest from all sources | 2023-06-30 | $272,527 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
| Administrative expenses professional fees incurred | 2023-06-30 | $442,080 |
| Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
| Value of fidelity bond cover | 2023-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-06-30 | $54,488 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-06-30 | $56,990 |
| Administrative expenses (other) incurred | 2023-06-30 | $1,138,790 |
| Liabilities. Value of operating payables at end of year | 2023-06-30 | $7,500 |
| Liabilities. Value of operating payables at beginning of year | 2023-06-30 | $347,490 |
| Total non interest bearing cash at end of year | 2023-06-30 | $248,281 |
| Total non interest bearing cash at beginning of year | 2023-06-30 | $63,099 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Value of net income/loss | 2023-06-30 | $4,092,806 |
| Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $10,285,170 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $6,192,364 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $12,731,047 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $10,027,812 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $10,027,812 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-06-30 | $272,527 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2023-06-30 | $1,749,793 |
| Asset value of US Government securities at end of year | 2023-06-30 | $196,854 |
| Asset value of US Government securities at beginning of year | 2023-06-30 | $197,953 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
| Contributions received in cash from employer | 2023-06-30 | $28,761,318 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $17,790,614 |
| Contract administrator fees | 2023-06-30 | $3,632,142 |
| Liabilities. Value of benefit claims payable at end of year | 2023-06-30 | $2,938,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-06-30 | $3,806,000 |
| Did the plan have assets held for investment | 2023-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
| Accountancy firm name | 2023-06-30 | FORVIS LLP |
| Accountancy firm EIN | 2023-06-30 | 440160260 |
| 2022 : ADVANTAGE HEALTH PLANS TRUST 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $-251,633 |
| Total unrealized appreciation/depreciation of assets | 2022-06-30 | $-251,633 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $4,153,490 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $5,125,885 |
| Total income from all sources (including contributions) | 2022-06-30 | $34,084,418 |
| Total of all expenses incurred | 2022-06-30 | $31,261,428 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $25,128,822 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $34,179,538 |
| Value of total assets at end of year | 2022-06-30 | $10,345,854 |
| Value of total assets at beginning of year | 2022-06-30 | $8,495,259 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $6,132,606 |
| Total interest from all sources | 2022-06-30 | $156,513 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
| Administrative expenses professional fees incurred | 2022-06-30 | $509,614 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-06-30 | $9,149 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $56,990 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $96,558 |
| Administrative expenses (other) incurred | 2022-06-30 | $1,289,115 |
| Liabilities. Value of operating payables at end of year | 2022-06-30 | $347,490 |
| Liabilities. Value of operating payables at beginning of year | 2022-06-30 | $676,885 |
| Total non interest bearing cash at end of year | 2022-06-30 | $63,099 |
| Total non interest bearing cash at beginning of year | 2022-06-30 | $470,987 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $2,822,990 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $6,192,364 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $3,369,374 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $10,027,812 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $7,713,471 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $7,713,471 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-06-30 | $156,513 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-06-30 | $2,021,766 |
| Asset value of US Government securities at end of year | 2022-06-30 | $197,953 |
| Asset value of US Government securities at beginning of year | 2022-06-30 | $205,094 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $34,179,538 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $23,107,056 |
| Contract administrator fees | 2022-06-30 | $4,333,877 |
| Liabilities. Value of benefit claims payable at end of year | 2022-06-30 | $3,806,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-06-30 | $4,449,000 |
| Did the plan have assets held for investment | 2022-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | FORVIS LLP |
| Accountancy firm EIN | 2022-06-30 | 440160260 |
| 2021 : ADVANTAGE HEALTH PLANS TRUST 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $-137,561 |
| Total unrealized appreciation/depreciation of assets | 2021-06-30 | $-137,561 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $5,125,885 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $4,815,721 |
| Total income from all sources (including contributions) | 2021-06-30 | $35,249,914 |
| Total of all expenses incurred | 2021-06-30 | $38,895,083 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $32,892,252 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $35,177,628 |
| Value of total assets at end of year | 2021-06-30 | $8,495,259 |
| Value of total assets at beginning of year | 2021-06-30 | $11,830,264 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $6,002,831 |
| Total interest from all sources | 2021-06-30 | $209,847 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
| Administrative expenses professional fees incurred | 2021-06-30 | $437,591 |
| Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
| Value of fidelity bond cover | 2021-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-06-30 | $9,149 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-06-30 | $9,204 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $96,558 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $34,010 |
| Administrative expenses (other) incurred | 2021-06-30 | $1,106,000 |
| Liabilities. Value of operating payables at end of year | 2021-06-30 | $676,885 |
| Liabilities. Value of operating payables at beginning of year | 2021-06-30 | $123,721 |
| Total non interest bearing cash at end of year | 2021-06-30 | $470,987 |
| Total non interest bearing cash at beginning of year | 2021-06-30 | $1,354,764 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Value of net income/loss | 2021-06-30 | $-3,645,169 |
| Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $3,369,374 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $7,014,543 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $7,713,471 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $10,230,677 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $10,230,677 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-06-30 | $209,847 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-06-30 | $2,288,418 |
| Asset value of US Government securities at end of year | 2021-06-30 | $205,094 |
| Asset value of US Government securities at beginning of year | 2021-06-30 | $201,609 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
| Contributions received in cash from employer | 2021-06-30 | $35,177,628 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $30,603,834 |
| Contract administrator fees | 2021-06-30 | $4,459,240 |
| Liabilities. Value of benefit claims payable at end of year | 2021-06-30 | $4,449,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-06-30 | $4,692,000 |
| Did the plan have assets held for investment | 2021-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
| Accountancy firm name | 2021-06-30 | BKD LLP |
| Accountancy firm EIN | 2021-06-30 | 440160260 |
| 2020 : ADVANTAGE HEALTH PLANS TRUST 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $283,634 |
| Total unrealized appreciation/depreciation of assets | 2020-06-30 | $283,634 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $4,815,721 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $4,742,518 |
| Total income from all sources (including contributions) | 2020-06-30 | $36,530,230 |
| Total of all expenses incurred | 2020-06-30 | $37,149,343 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $30,939,235 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $36,029,253 |
| Value of total assets at end of year | 2020-06-30 | $11,830,264 |
| Value of total assets at beginning of year | 2020-06-30 | $12,376,174 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $6,210,108 |
| Total interest from all sources | 2020-06-30 | $217,343 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
| Administrative expenses professional fees incurred | 2020-06-30 | $423,973 |
| Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
| Value of fidelity bond cover | 2020-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-06-30 | $9,204 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-06-30 | $8,767 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $34,010 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $37,130 |
| Administrative expenses (other) incurred | 2020-06-30 | $1,211,749 |
| Liabilities. Value of operating payables at end of year | 2020-06-30 | $123,721 |
| Liabilities. Value of operating payables at beginning of year | 2020-06-30 | $5,518 |
| Total non interest bearing cash at end of year | 2020-06-30 | $1,354,764 |
| Total non interest bearing cash at beginning of year | 2020-06-30 | $147,303 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Value of net income/loss | 2020-06-30 | $-619,113 |
| Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $7,014,543 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $7,633,656 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $10,230,677 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $11,984,826 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $11,984,826 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-06-30 | $217,343 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2020-06-30 | $2,554,885 |
| Asset value of US Government securities at end of year | 2020-06-30 | $201,609 |
| Asset value of US Government securities at beginning of year | 2020-06-30 | $198,148 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
| Contributions received in cash from employer | 2020-06-30 | $36,029,253 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $28,384,350 |
| Contract administrator fees | 2020-06-30 | $4,574,386 |
| Liabilities. Value of benefit claims payable at end of year | 2020-06-30 | $4,692,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-06-30 | $4,737,000 |
| Did the plan have assets held for investment | 2020-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
| Accountancy firm name | 2020-06-30 | BKD LLP |
| Accountancy firm EIN | 2020-06-30 | 440160260 |
| 2019 : ADVANTAGE HEALTH PLANS TRUST 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $158,608 |
| Total unrealized appreciation/depreciation of assets | 2019-06-30 | $158,608 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $4,742,518 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $3,887,612 |
| Total income from all sources (including contributions) | 2019-06-30 | $35,908,496 |
| Total of all expenses incurred | 2019-06-30 | $37,852,406 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $32,042,065 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $35,528,502 |
| Value of total assets at end of year | 2019-06-30 | $12,376,174 |
| Value of total assets at beginning of year | 2019-06-30 | $13,465,178 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $5,810,341 |
| Total interest from all sources | 2019-06-30 | $221,386 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
| Administrative expenses professional fees incurred | 2019-06-30 | $225,445 |
| Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
| Value of fidelity bond cover | 2019-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-06-30 | $8,767 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-06-30 | $8,767 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $37,130 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $29,218 |
| Other income not declared elsewhere | 2019-06-30 | $0 |
| Administrative expenses (other) incurred | 2019-06-30 | $1,059,440 |
| Liabilities. Value of operating payables at end of year | 2019-06-30 | $5,518 |
| Liabilities. Value of operating payables at beginning of year | 2019-06-30 | $121,612 |
| Total non interest bearing cash at end of year | 2019-06-30 | $147,303 |
| Total non interest bearing cash at beginning of year | 2019-06-30 | $784,596 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Value of net income/loss | 2019-06-30 | $-1,943,910 |
| Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $7,633,656 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $9,577,566 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $11,984,826 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $12,450,300 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $12,450,300 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-06-30 | $221,386 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2019-06-30 | $2,437,639 |
| Asset value of US Government securities at end of year | 2019-06-30 | $198,148 |
| Asset value of US Government securities at beginning of year | 2019-06-30 | $192,297 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-06-30 | $0 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
| Contributions received in cash from employer | 2019-06-30 | $35,528,502 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $29,604,426 |
| Contract administrator fees | 2019-06-30 | $4,525,456 |
| Liabilities. Value of benefit claims payable at end of year | 2019-06-30 | $4,737,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-06-30 | $3,766,000 |
| Did the plan have assets held for investment | 2019-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
| Accountancy firm name | 2019-06-30 | BKD LLP |
| Accountancy firm EIN | 2019-06-30 | 440160260 |
| 2018 : ADVANTAGE HEALTH PLANS TRUST 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $3,887,612 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $3,871,979 |
| Total income from all sources (including contributions) | 2018-06-30 | $35,350,112 |
| Total loss/gain on sale of assets | 2018-06-30 | $0 |
| Total of all expenses incurred | 2018-06-30 | $33,440,282 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $27,552,738 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $35,326,844 |
| Value of total assets at end of year | 2018-06-30 | $13,465,178 |
| Value of total assets at beginning of year | 2018-06-30 | $11,539,715 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $5,887,544 |
| Total interest from all sources | 2018-06-30 | $141,062 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
| Administrative expenses professional fees incurred | 2018-06-30 | $295,696 |
| Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
| Value of fidelity bond cover | 2018-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-06-30 | $8,767 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-06-30 | $8,767 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $29,218 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $92,357 |
| Administrative expenses (other) incurred | 2018-06-30 | $1,086,118 |
| Liabilities. Value of operating payables at end of year | 2018-06-30 | $121,612 |
| Liabilities. Value of operating payables at beginning of year | 2018-06-30 | $24,979 |
| Total non interest bearing cash at end of year | 2018-06-30 | $784,596 |
| Total non interest bearing cash at beginning of year | 2018-06-30 | $1,452,393 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Value of net income/loss | 2018-06-30 | $1,909,830 |
| Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $9,577,566 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $7,667,736 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $12,450,300 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $9,786,792 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $9,786,792 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-06-30 | $141,062 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2018-06-30 | $2,152,007 |
| Asset value of US Government securities at end of year | 2018-06-30 | $192,297 |
| Asset value of US Government securities at beginning of year | 2018-06-30 | $199,406 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-06-30 | $-117,794 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
| Contributions received in cash from employer | 2018-06-30 | $35,326,844 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $25,400,731 |
| Contract administrator fees | 2018-06-30 | $4,505,730 |
| Liabilities. Value of benefit claims payable at end of year | 2018-06-30 | $3,766,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-06-30 | $3,847,000 |
| Did the plan have assets held for investment | 2018-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
| Accountancy firm name | 2018-06-30 | BKD LLP |
| Accountancy firm EIN | 2018-06-30 | 440160260 |
| 2017 : ADVANTAGE HEALTH PLANS TRUST 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $3,871,979 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $4,215,169 |
| Total income from all sources (including contributions) | 2017-06-30 | $33,959,346 |
| Total loss/gain on sale of assets | 2017-06-30 | $0 |
| Total of all expenses incurred | 2017-06-30 | $31,896,569 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $26,330,276 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $33,899,286 |
| Value of total assets at end of year | 2017-06-30 | $11,539,715 |
| Value of total assets at beginning of year | 2017-06-30 | $9,820,128 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $5,566,293 |
| Total interest from all sources | 2017-06-30 | $85,187 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
| Administrative expenses professional fees incurred | 2017-06-30 | $243,425 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-06-30 | $8,767 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-06-30 | $8,767 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $92,357 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $13,652 |
| Administrative expenses (other) incurred | 2017-06-30 | $999,252 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $24,979 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $110,169 |
| Total non interest bearing cash at end of year | 2017-06-30 | $1,452,393 |
| Total non interest bearing cash at beginning of year | 2017-06-30 | $590,081 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $2,062,777 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $7,667,736 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $5,604,959 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $9,786,792 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $9,007,067 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $9,007,067 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $85,187 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $2,494,431 |
| Asset value of US Government securities at end of year | 2017-06-30 | $199,406 |
| Asset value of US Government securities at beginning of year | 2017-06-30 | $200,554 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $-25,127 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $33,899,286 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $7 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $23,835,845 |
| Contract administrator fees | 2017-06-30 | $4,323,616 |
| Liabilities. Value of benefit claims payable at end of year | 2017-06-30 | $3,847,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2017-06-30 | $4,105,000 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | BKD LLP |
| Accountancy firm EIN | 2017-06-30 | 440160260 |
| 2016 : ADVANTAGE HEALTH PLANS TRUST 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $4,215,169 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $3,821,501 |
| Total income from all sources (including contributions) | 2016-06-30 | $31,039,403 |
| Total loss/gain on sale of assets | 2016-06-30 | $0 |
| Total of all expenses incurred | 2016-06-30 | $31,339,912 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $26,146,543 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $30,936,724 |
| Value of total assets at end of year | 2016-06-30 | $9,820,128 |
| Value of total assets at beginning of year | 2016-06-30 | $9,726,969 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $5,193,369 |
| Total interest from all sources | 2016-06-30 | $85,105 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | No |
| Administrative expenses professional fees incurred | 2016-06-30 | $251,199 |
| Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
| Value of fidelity bond cover | 2016-06-30 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-06-30 | $8,767 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-06-30 | $8,678 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $13,652 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $14,512 |
| Administrative expenses (other) incurred | 2016-06-30 | $978,685 |
| Liabilities. Value of operating payables at end of year | 2016-06-30 | $110,169 |
| Liabilities. Value of operating payables at beginning of year | 2016-06-30 | $135,001 |
| Total non interest bearing cash at end of year | 2016-06-30 | $590,081 |
| Total non interest bearing cash at beginning of year | 2016-06-30 | $572,458 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Value of net income/loss | 2016-06-30 | $-300,509 |
| Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $5,604,959 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $5,905,468 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $9,007,067 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $8,927,747 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $8,927,747 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $85,105 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2016-06-30 | $2,230,937 |
| Asset value of US Government securities at end of year | 2016-06-30 | $200,554 |
| Asset value of US Government securities at beginning of year | 2016-06-30 | $200,156 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $17,574 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
| Contributions received in cash from employer | 2016-06-30 | $30,936,724 |
| Employer contributions (assets) at end of year | 2016-06-30 | $7 |
| Employer contributions (assets) at beginning of year | 2016-06-30 | $3,418 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $23,915,606 |
| Contract administrator fees | 2016-06-30 | $3,963,485 |
| Liabilities. Value of benefit claims payable at end of year | 2016-06-30 | $4,105,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2016-06-30 | $3,686,500 |
| Did the plan have assets held for investment | 2016-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
| Accountancy firm name | 2016-06-30 | BKD, LLP |
| Accountancy firm EIN | 2016-06-30 | 440160260 |
| 2015 : ADVANTAGE HEALTH PLANS TRUST 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $3,821,501 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $3,187,436 |
| Total income from all sources (including contributions) | 2015-06-30 | $29,351,169 |
| Total loss/gain on sale of assets | 2015-06-30 | $0 |
| Total of all expenses incurred | 2015-06-30 | $29,528,614 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $24,438,336 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $29,260,064 |
| Value of total assets at end of year | 2015-06-30 | $9,726,969 |
| Value of total assets at beginning of year | 2015-06-30 | $9,270,349 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $5,090,278 |
| Total interest from all sources | 2015-06-30 | $82,829 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
| Administrative expenses professional fees incurred | 2015-06-30 | $236,981 |
| Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
| Value of fidelity bond cover | 2015-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-06-30 | $8,678 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-06-30 | $8,678 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $14,512 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $13,491 |
| Administrative expenses (other) incurred | 2015-06-30 | $1,092,062 |
| Liabilities. Value of operating payables at end of year | 2015-06-30 | $135,001 |
| Liabilities. Value of operating payables at beginning of year | 2015-06-30 | $9,036 |
| Total non interest bearing cash at end of year | 2015-06-30 | $572,458 |
| Total non interest bearing cash at beginning of year | 2015-06-30 | $898,961 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Value of net income/loss | 2015-06-30 | $-177,445 |
| Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $5,905,468 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $6,082,913 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $8,927,747 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $8,148,096 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $8,148,096 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-06-30 | $82,829 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2015-06-30 | $1,970,081 |
| Asset value of US Government securities at end of year | 2015-06-30 | $200,156 |
| Asset value of US Government securities at beginning of year | 2015-06-30 | $199,954 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-06-30 | $8,276 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
| Contributions received in cash from employer | 2015-06-30 | $29,260,064 |
| Employer contributions (assets) at end of year | 2015-06-30 | $3,418 |
| Employer contributions (assets) at beginning of year | 2015-06-30 | $1,169 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $22,468,255 |
| Contract administrator fees | 2015-06-30 | $3,761,235 |
| Liabilities. Value of benefit claims payable at end of year | 2015-06-30 | $3,686,500 |
| Liabilities. Value of benefit claims payable at beginning of year | 2015-06-30 | $3,178,400 |
| Did the plan have assets held for investment | 2015-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
| Accountancy firm name | 2015-06-30 | BKD, LLP |
| Accountancy firm EIN | 2015-06-30 | 440160260 |
| 2014 : ADVANTAGE HEALTH PLANS TRUST 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $12,206 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $12,206 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $3,187,436 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $2,742,421 |
| Total income from all sources (including contributions) | 2014-06-30 | $28,167,415 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $27,728,113 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $23,191,624 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $28,073,779 |
| Value of total assets at end of year | 2014-06-30 | $9,270,349 |
| Value of total assets at beginning of year | 2014-06-30 | $8,386,032 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $4,536,489 |
| Total interest from all sources | 2014-06-30 | $81,430 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Administrative expenses professional fees incurred | 2014-06-30 | $238,187 |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-06-30 | $8,678 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-06-30 | $8,021 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $13,491 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $10,656 |
| Administrative expenses (other) incurred | 2014-06-30 | $699,681 |
| Liabilities. Value of operating payables at end of year | 2014-06-30 | $9,036 |
| Liabilities. Value of operating payables at beginning of year | 2014-06-30 | $8,421 |
| Total non interest bearing cash at end of year | 2014-06-30 | $1,108,383 |
| Total non interest bearing cash at beginning of year | 2014-06-30 | $1,910,831 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $439,302 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $6,082,913 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $5,643,611 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $7,938,674 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $6,250,586 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $6,250,586 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-06-30 | $81,430 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-06-30 | $2,134,317 |
| Asset value of US Government securities at end of year | 2014-06-30 | $199,954 |
| Asset value of US Government securities at beginning of year | 2014-06-30 | $200,130 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $28,073,779 |
| Employer contributions (assets) at end of year | 2014-06-30 | $1,169 |
| Employer contributions (assets) at beginning of year | 2014-06-30 | $5,808 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $21,057,307 |
| Contract administrator fees | 2014-06-30 | $3,598,621 |
| Liabilities. Value of benefit claims payable at end of year | 2014-06-30 | $3,178,400 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-06-30 | $2,734,000 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
| Accountancy firm name | 2014-06-30 | BKD, LLP |
| Accountancy firm EIN | 2014-06-30 | 440160260 |
| 2013 : ADVANTAGE HEALTH PLANS TRUST 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $-14,475 |
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $-14,475 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $2,742,421 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $3,439,210 |
| Total income from all sources (including contributions) | 2013-06-30 | $28,134,010 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $24,074,793 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $20,129,949 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $28,084,298 |
| Value of total assets at end of year | 2013-06-30 | $8,386,032 |
| Value of total assets at beginning of year | 2013-06-30 | $5,023,604 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $3,944,844 |
| Total interest from all sources | 2013-06-30 | $64,187 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Administrative expenses professional fees incurred | 2013-06-30 | $243,500 |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2013-06-30 | $8,021 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-06-30 | $3,970 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $10,656 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $7,852 |
| Administrative expenses (other) incurred | 2013-06-30 | $532,782 |
| Liabilities. Value of operating payables at end of year | 2013-06-30 | $8,421 |
| Liabilities. Value of operating payables at beginning of year | 2013-06-30 | $26,210 |
| Total non interest bearing cash at end of year | 2013-06-30 | $1,910,831 |
| Total non interest bearing cash at beginning of year | 2013-06-30 | $849,688 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $4,059,217 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $5,643,611 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $1,584,394 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Investment advisory and management fees | 2013-06-30 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $6,250,586 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $3,956,541 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $3,956,541 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-06-30 | $64,187 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-06-30 | $1,978,060 |
| Asset value of US Government securities at end of year | 2013-06-30 | $200,130 |
| Asset value of US Government securities at beginning of year | 2013-06-30 | $202,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $28,084,298 |
| Employer contributions (assets) at end of year | 2013-06-30 | $5,808 |
| Employer contributions (assets) at beginning of year | 2013-06-30 | $3,553 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $18,151,889 |
| Contract administrator fees | 2013-06-30 | $3,168,562 |
| Liabilities. Value of benefit claims payable at end of year | 2013-06-30 | $2,734,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-06-30 | $3,413,000 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
| Accountancy firm name | 2013-06-30 | BKD. LLP |
| Accountancy firm EIN | 2013-06-30 | 440160260 |
| 2012 : ADVANTAGE HEALTH PLANS TRUST 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $-507 |
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $-507 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $3,439,210 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $3,233,399 |
| Total income from all sources (including contributions) | 2012-06-30 | $28,820,761 |
| Total of all expenses incurred | 2012-06-30 | $29,490,580 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $25,143,113 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $28,745,967 |
| Value of total assets at end of year | 2012-06-30 | $5,023,604 |
| Value of total assets at beginning of year | 2012-06-30 | $5,487,612 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $4,347,467 |
| Total interest from all sources | 2012-06-30 | $75,301 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Administrative expenses professional fees incurred | 2012-06-30 | $236,204 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $500,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $3,970 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $2,904 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $7,852 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $7,853 |
| Administrative expenses (other) incurred | 2012-06-30 | $85,747 |
| Liabilities. Value of operating payables at end of year | 2012-06-30 | $26,210 |
| Liabilities. Value of operating payables at beginning of year | 2012-06-30 | $34,399 |
| Total non interest bearing cash at end of year | 2012-06-30 | $849,688 |
| Total non interest bearing cash at beginning of year | 2012-06-30 | $440,978 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-669,819 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $1,584,394 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $2,254,213 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Investment advisory and management fees | 2012-06-30 | $349,161 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $3,956,541 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $4,770,371 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $4,770,371 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-06-30 | $75,301 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $2,151,492 |
| Asset value of US Government securities at end of year | 2012-06-30 | $202,000 |
| Asset value of US Government securities at beginning of year | 2012-06-30 | $201,359 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $28,745,967 |
| Employer contributions (assets) at end of year | 2012-06-30 | $3,553 |
| Employer contributions (assets) at beginning of year | 2012-06-30 | $64,147 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $22,991,621 |
| Contract administrator fees | 2012-06-30 | $3,676,355 |
| Liabilities. Value of benefit claims payable at end of year | 2012-06-30 | $3,413,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $3,199,000 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
| Accountancy firm name | 2012-06-30 | BKD, LLP |
| Accountancy firm EIN | 2012-06-30 | 440160260 |
| 2011 : ADVANTAGE HEALTH PLANS TRUST 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $-5,930 |
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $-5,930 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $3,233,399 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $3,144,402 |
| Total income from all sources (including contributions) | 2011-06-30 | $29,224,288 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $28,176,968 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $23,795,337 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $29,111,409 |
| Value of total assets at end of year | 2011-06-30 | $5,487,612 |
| Value of total assets at beginning of year | 2011-06-30 | $4,351,295 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $4,381,631 |
| Total interest from all sources | 2011-06-30 | $83,796 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Administrative expenses professional fees incurred | 2011-06-30 | $190,957 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $2,904 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $3,854 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $7,853 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $9,373 |
| Other income not declared elsewhere | 2011-06-30 | $35,013 |
| Administrative expenses (other) incurred | 2011-06-30 | $138,382 |
| Liabilities. Value of operating payables at end of year | 2011-06-30 | $34,399 |
| Liabilities. Value of operating payables at beginning of year | 2011-06-30 | $22,402 |
| Total non interest bearing cash at end of year | 2011-06-30 | $440,978 |
| Total non interest bearing cash at beginning of year | 2011-06-30 | $1,063,325 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $1,047,320 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $2,254,213 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $1,206,893 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $332,237 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $4,770,371 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $3,050,541 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $3,050,541 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-06-30 | $83,796 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $2,075,363 |
| Asset value of US Government securities at end of year | 2011-06-30 | $201,359 |
| Asset value of US Government securities at beginning of year | 2011-06-30 | $205,609 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $29,111,409 |
| Employer contributions (assets) at end of year | 2011-06-30 | $64,147 |
| Employer contributions (assets) at beginning of year | 2011-06-30 | $18,593 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $21,719,974 |
| Contract administrator fees | 2011-06-30 | $3,720,055 |
| Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $3,199,000 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $3,122,000 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Unqualified |
| Accountancy firm name | 2011-06-30 | BKD, LLP |
| Accountancy firm EIN | 2011-06-30 | 440160260 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908283 |
| Policy instance | 3 |
| Insurance contract or identification number | 908283 | | Number of Individuals Covered | 422 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $41,731 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $278,206 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $41,731 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 01109587 |
| Policy instance | 2 |
| Insurance contract or identification number | 01109587 | | Number of Individuals Covered | 1297 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $148,970 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| GREAT MIDWEST INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18694 ) |
| Policy contract number | 10334 |
| Policy instance | 1 |
| Insurance contract or identification number | 10334 | | Number of Individuals Covered | 1983 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $732,739 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908282 |
| Policy instance | 4 |
| Insurance contract or identification number | 908282 | | Number of Individuals Covered | 2547 | | Insurance policy start date | 2022-07-01 | | Insurance policy end date | 2023-06-30 | | Total amount of commissions paid to insurance broker | USD $64,330 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $585,078 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $64,330 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| GREAT MIDWEST INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18694 ) |
| Policy contract number | 10334 |
| Policy instance | 1 |
| Insurance contract or identification number | 10334 | | Number of Individuals Covered | 2294 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $967,929 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 01109587 |
| Policy instance | 2 |
| Insurance contract or identification number | 01109587 | | Number of Individuals Covered | 1451 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $192,434 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908283 |
| Policy instance | 3 |
| Insurance contract or identification number | 908283 | | Number of Individuals Covered | 418 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $43,157 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $262,296 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $43,157 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908282 |
| Policy instance | 4 |
| Insurance contract or identification number | 908282 | | Number of Individuals Covered | 2642 | | Insurance policy start date | 2021-07-01 | | Insurance policy end date | 2022-06-30 | | Total amount of commissions paid to insurance broker | USD $55,238 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $473,903 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $55,238 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| GREAT MIDWEST INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18694 ) |
| Policy contract number | 10334 |
| Policy instance | 1 |
| Insurance contract or identification number | 10334 | | Number of Individuals Covered | 2791 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,103,475 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 01109587 |
| Policy instance | 2 |
| Insurance contract or identification number | 01109587 | | Number of Individuals Covered | 1568 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $199,144 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908282 |
| Policy instance | 4 |
| Insurance contract or identification number | 908282 | | Number of Individuals Covered | 3121 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $48,570 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $509,116 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $48,570 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908283 |
| Policy instance | 3 |
| Insurance contract or identification number | 908283 | | Number of Individuals Covered | 566 | | Insurance policy start date | 2020-07-01 | | Insurance policy end date | 2021-06-30 | | Total amount of commissions paid to insurance broker | USD $41,072 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $299,233 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $41,072 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908282 |
| Policy instance | 4 |
| Insurance contract or identification number | 908282 | | Number of Individuals Covered | 3399 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $49,898 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL LIFE AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $491,411 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $49,898 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908283 |
| Policy instance | 3 |
| Insurance contract or identification number | 908283 | | Number of Individuals Covered | 619 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $39,834 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $265,560 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $39,834 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 01109587 |
| Policy instance | 2 |
| Insurance contract or identification number | 01109587 | | Number of Individuals Covered | 1819 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $27,267 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $229,992 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 27267 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES PAID | | Insurance broker organization code? | 0 |
|
| GREAT MIDWEST INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 18694 ) |
| Policy contract number | 10334 |
| Policy instance | 1 |
| Insurance contract or identification number | 10334 | | Number of Individuals Covered | 3009 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $24,830 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,241,496 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,830 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 423075 |
| Policy instance | 5 |
| Insurance contract or identification number | 423075 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2019-07-01 | | Insurance policy end date | 2020-06-30 | | Total amount of commissions paid to insurance broker | USD $406 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SELECT SHORT TERM DISABILITY | | Welfare Benefit Premiums Paid to Carrier | USD $2,708 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $406 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 423075 |
| Policy instance | 5 |
| Insurance contract or identification number | 423075 | | Number of Individuals Covered | 9 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $560 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | SELECT SHORT TERM DISABILITY | | Welfare Benefit Premiums Paid to Carrier | USD $3,730 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $560 | | Insurance broker organization code? | 3 |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28401 ) |
| Policy contract number | CRU-0018-01-16A |
| Policy instance | 1 |
| Insurance contract or identification number | CRU-0018-01-16A | | Number of Individuals Covered | 3105 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $28,356 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $1,260,270 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,356 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 95478 ) |
| Policy contract number | 01109587 |
| Policy instance | 2 |
| Insurance contract or identification number | 01109587 | | Number of Individuals Covered | 1692 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $36,402 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $227,510 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 36402 | | Additional information about fees paid to insurance broker | ADMINISTRATIVE FEES PAID | | Insurance broker organization code? | 0 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908283 |
| Policy instance | 3 |
| Insurance contract or identification number | 908283 | | Number of Individuals Covered | 551 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $34,085 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $227,236 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,085 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908282 |
| Policy instance | 4 |
| Insurance contract or identification number | 908282 | | Number of Individuals Covered | 3084 | | Insurance policy start date | 2018-07-01 | | Insurance policy end date | 2019-06-30 | | Total amount of commissions paid to insurance broker | USD $37,690 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL LIFE AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $409,314 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $37,690 | | Insurance broker organization code? | 3 |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 423075 |
| Policy instance | 5 |
| Insurance contract or identification number | 423075 | | Number of Individuals Covered | 14 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $1,304 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | SELECT SHORT TERM DISABILITY | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $5,144 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908282 |
| Policy instance | 4 |
| Insurance contract or identification number | 908282 | | Number of Individuals Covered | 3289 | | Insurance policy start date | 2017-07-01 | | Total amount of commissions paid to insurance broker | USD $30,317 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL LIFE AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $334,444 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 908283 |
| Policy instance | 3 |
| Insurance contract or identification number | 908283 | | Number of Individuals Covered | 578 | | Insurance policy start date | 2017-07-01 | | Insurance policy end date | 2018-06-30 | | Total amount of commissions paid to insurance broker | USD $35,178 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $234,519 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker organization code? | 3 | | Insurance broker name | J.W. KEMPTON & ASSOCIATES INC |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 95478 ) |
| Policy contract number | 01109587 |
| Policy instance | 2 |
| Insurance contract or identification number | 01109587 | | Number of Individuals Covered | 1657 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $283,310 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | Yes |
|
| AMERICAN NATIONAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 28401 ) |
| Policy contract number | CRU-0018-01-16A |
| Policy instance | 1 |
| Insurance contract or identification number | CRU-0018-01-16A | | Number of Individuals Covered | 2975 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $29,673 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,294,590 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $29,673 | | Insurance broker organization code? | 3 | | Insurance broker name | RISK & INSURANCE CONSULTING SERVICE |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL 13093 |
| Policy instance | 1 |
| Insurance contract or identification number | HCL 13093 | | Number of Individuals Covered | 2722 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,502,705 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $34,216 | | Insurance broker organization code? | 3 | | Insurance broker name | RISK & INSURANCE CONSULTING SERVICE |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 148044 |
| Policy instance | 2 |
| Insurance contract or identification number | GL 148044 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 143542 |
| Policy instance | 3 |
| Insurance contract or identification number | GL 143542 | | Number of Individuals Covered | 442 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $26,584 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $132,918 | | Commission paid to Insurance Broker | USD $26,584 | | Insurance broker organization code? | 3 | | Insurance broker name | J W KEMPTON ASSOCIATES INC |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD 106794 |
| Policy instance | 4 |
| Insurance contract or identification number | LTD 106794 | | Number of Individuals Covered | 1103 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $24,173 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $108,877 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,173 | | Insurance broker organization code? | 3 | | Insurance broker name | J W KEMPTON ASSOCIATES INC |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 95478 ) |
| Policy contract number | 01109587 |
| Policy instance | 5 |
| Insurance contract or identification number | 01109587 | | Number of Individuals Covered | 1484 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $204,435 |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 143542 |
| Policy instance | 4 |
| Insurance contract or identification number | GL 143542 | | Number of Individuals Covered | 427 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $28,364 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $141,819 | | Commission paid to Insurance Broker | USD $28,364 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | J W KEMPTON ASSOCIATES INC |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL 13093 |
| Policy instance | 2 |
| Insurance contract or identification number | HCL 13093 | | Number of Individuals Covered | 2648 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $30,887 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,372,746 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $30,887 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | RISK & INSURANCE CONSULTING SERVICE |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD 106794 |
| Policy instance | 1 |
| Insurance contract or identification number | LTD 106794 | | Number of Individuals Covered | 1267 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $36,168 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $164,402 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,168 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | J W KEMPTON ASSOCIATES INC |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 148044 |
| Policy instance | 3 |
| Insurance contract or identification number | GL 148044 | | Number of Individuals Covered | 3580 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $177,328 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 148044 |
| Policy instance | 3 |
| Insurance contract or identification number | GL 148044 | | Number of Individuals Covered | 3717 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $195,714 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL 13093 |
| Policy instance | 2 |
| Insurance contract or identification number | HCL 13093 | | Number of Individuals Covered | 2425 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $28,420 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,263,101 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $28,420 | | Insurance broker organization code? | 3 | | Insurance broker name | RISK & INSURANCE CONSULTING SERVICE |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD 106794 |
| Policy instance | 1 |
| Insurance contract or identification number | LTD 106794 | | Number of Individuals Covered | 1267 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $36,168 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $164,402 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,168 | | Insurance broker organization code? | 3 | | Insurance broker name | J W KEMPTON ASSOCIATES INC |
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| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 148044 |
| Policy instance | 5 |
| Insurance contract or identification number | GL 148044 | | Number of Individuals Covered | 3898 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $214,124 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 143542 |
| Policy instance | 4 |
| Insurance contract or identification number | GL 143542 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $32,334 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $161,669 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $32,334 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | J W KEMPTON & ASSOCIATES INC. |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL 13093 |
| Policy instance | 3 |
| Insurance contract or identification number | HCL 13093 | | Number of Individuals Covered | 2727 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $36,376 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $1,616,714 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,376 | | Insurance broker organization code? | 3 | | Insurance broker name | RISK AND INSURANCE CONSULTING SERVI |
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| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD 106794 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD 106794 | | Number of Individuals Covered | 1462 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $40,386 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $183,573 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $40,386 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | J W KEMPTON ASSOCIATES INC |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL153849 |
| Policy instance | 1 |
| Insurance contract or identification number | GL153849 | | Number of Individuals Covered | 28 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $928 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $4,217 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $928 | | Insurance broker organization code? | 3 | | Insurance broker name | J W KEMPTON & ASSOCIATES, INC. |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | G 153849 |
| Policy instance | 4 |
| Insurance contract or identification number | G 153849 | | Number of Individuals Covered | 50 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,641 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $7,460 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL13093 |
| Policy instance | 3 |
| Insurance contract or identification number | HCL13093 | | Number of Individuals Covered | 2934 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $33,541 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,490,725 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD 106794 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD 106794 | | Number of Individuals Covered | 1588 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $41,349 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $187,948 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 148044 |
| Policy instance | 1 |
| Insurance contract or identification number | GL 148044 | | Number of Individuals Covered | 4058 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | AD&D | | Welfare Benefit Premiums Paid to Carrier | USD $234,050 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 143542 |
| Policy instance | 5 |
| Insurance contract or identification number | GL 143542 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $35,961 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $179,805 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | HCL13093& 80665 |
| Policy instance | 4 |
| Insurance contract or identification number | HCL13093& 80665 | | Number of Individuals Covered | 2935 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $45,584 | | Total amount of fees paid to insurance company | USD $0 | | Health Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $1,656,491 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | G 153849 |
| Policy instance | 3 |
| Insurance contract or identification number | G 153849 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $1,650 | | Total amount of fees paid to insurance company | USD $0 | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $8,354 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | LTD 106794 |
| Policy instance | 2 |
| Insurance contract or identification number | LTD 106794 | | Number of Individuals Covered | 1467 | | Insurance policy start date | 2010-03-01 | | Insurance policy end date | 2011-02-28 | | Total amount of commissions paid to insurance broker | USD $40,364 | | Total amount of fees paid to insurance company | USD $0 | | Long Term Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $183,474 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 143542 |
| Policy instance | 1 |
| Insurance contract or identification number | GL 143542 | | Number of Individuals Covered | 671 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $37,507 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $187,533 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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