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SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 401k Plan overview

Plan NameSCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN
Plan identification number 501

SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

SCOTT ELECTRIC COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCOTT ELECTRIC COMPANY, INC.
Employer identification number (EIN):741229233
NAIC Classification:811490
NAIC Description:Other Personal and Household Goods Repair and Maintenance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012021-12-01SARAH MOORE2023-06-01
5012020-12-01SARAH MOORE2022-06-30
5012019-12-01SARAH MOORE2021-07-09
5012018-12-01SARAH MOORE2020-08-10
5012017-12-01
5012016-12-01
5012015-12-01
5012014-12-01
5012011-12-01SARAH MOORE

Plan Statistics for SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN

401k plan membership statisitcs for SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN

Measure Date Value
2021: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2021 401k membership
Total participants, beginning-of-year2021-12-0194
Total number of active participants reported on line 7a of the Form 55002021-12-0184
Total of all active and inactive participants2021-12-0184
2020: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2020 401k membership
Total participants, beginning-of-year2020-12-01191
Total number of active participants reported on line 7a of the Form 55002020-12-0194
Total of all active and inactive participants2020-12-0194
2019: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2019 401k membership
Total participants, beginning-of-year2019-12-01200
Total number of active participants reported on line 7a of the Form 55002019-12-01191
Total of all active and inactive participants2019-12-01191
2018: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2018 401k membership
Total participants, beginning-of-year2018-12-01214
Total number of active participants reported on line 7a of the Form 55002018-12-01200
Total of all active and inactive participants2018-12-01200
2017: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2017 401k membership
Total participants, beginning-of-year2017-12-01232
Total number of active participants reported on line 7a of the Form 55002017-12-01214
Total of all active and inactive participants2017-12-01214
2016: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-12-01240
Total number of active participants reported on line 7a of the Form 55002016-12-01232
Total of all active and inactive participants2016-12-01232
2015: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-12-01269
Total number of active participants reported on line 7a of the Form 55002015-12-01240
Total of all active and inactive participants2015-12-01240
2014: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-12-01186
Total number of active participants reported on line 7a of the Form 55002014-12-01269
Total of all active and inactive participants2014-12-01269
2011: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-12-0193
Total number of active participants reported on line 7a of the Form 55002011-12-01152
Total of all active and inactive participants2011-12-01152

Financial Data on SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN

Measure Date Value
2012 : SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2012 401k financial data
Total income from all sources2012-07-31$101,004
Expenses. Total of all expenses incurred2012-07-31$101,004
Benefits paid (including direct rollovers)2012-07-31$85,550
Total plan assets at end of year2012-07-31$0
Total plan assets at beginning of year2012-07-31$0
Value of fidelity bond covering the plan2012-07-31$250,000
Expenses. Other expenses not covered elsewhere2012-07-31$15,454
Net plan assets at end of year (total assets less liabilities)2012-07-31$0
Net plan assets at beginning of year (total assets less liabilities)2012-07-31$0
Total contributions received or receivable from employer(s)2012-07-31$101,004
2011 : SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2011 401k financial data
Total income from all sources2011-11-30$590,378
Expenses. Total of all expenses incurred2011-11-30$590,378
Benefits paid (including direct rollovers)2011-11-30$539,641
Total plan assets at end of year2011-11-30$0
Value of fidelity bond covering the plan2011-11-30$250,000
Total contributions received or receivable from participants2011-11-30$15,106
Expenses. Other expenses not covered elsewhere2011-11-30$50,737
Net plan assets at end of year (total assets less liabilities)2011-11-30$0
Net plan assets at beginning of year (total assets less liabilities)2011-11-30$0
Total contributions received or receivable from employer(s)2011-11-30$575,272

Form 5500 Responses for SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN

2021: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2021 form 5500 responses
2021-12-01Type of plan entitySingle employer plan
2021-12-01Plan funding arrangement – General assets of the sponsorYes
2021-12-01Plan benefit arrangement – General assets of the sponsorYes
2020: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2020 form 5500 responses
2020-12-01Type of plan entitySingle employer plan
2020-12-01Plan funding arrangement – General assets of the sponsorYes
2020-12-01Plan benefit arrangement – General assets of the sponsorYes
2019: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2019 form 5500 responses
2019-12-01Type of plan entitySingle employer plan
2019-12-01Plan funding arrangement – General assets of the sponsorYes
2019-12-01Plan benefit arrangement – General assets of the sponsorYes
2018: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2018 form 5500 responses
2018-12-01Type of plan entitySingle employer plan
2018-12-01Plan funding arrangement – General assets of the sponsorYes
2018-12-01Plan benefit arrangement – General assets of the sponsorYes
2017: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2017 form 5500 responses
2017-12-01Type of plan entitySingle employer plan
2017-12-01Plan funding arrangement – General assets of the sponsorYes
2017-12-01Plan benefit arrangement – General assets of the sponsorYes
2016: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2016 form 5500 responses
2016-12-01Type of plan entitySingle employer plan
2016-12-01Plan funding arrangement – General assets of the sponsorYes
2016-12-01Plan benefit arrangement – General assets of the sponsorYes
2015: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2015 form 5500 responses
2015-12-01Type of plan entitySingle employer plan
2015-12-01Plan funding arrangement – General assets of the sponsorYes
2015-12-01Plan benefit arrangement – General assets of the sponsorYes
2014: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2014 form 5500 responses
2014-12-01Type of plan entitySingle employer plan
2014-12-01Plan funding arrangement – General assets of the sponsorYes
2014-12-01Plan benefit arrangement – General assets of the sponsorYes
2011: SCOTT ELECTRIC COMPANY, INC. WELFARE BENEFT PLAN 2011 form 5500 responses
2011-12-01Type of plan entitySingle employer plan
2011-12-01Plan funding arrangement – General assets of the sponsorYes
2011-12-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010210449
Policy instance 4
Insurance contract or identification number000010210449
Number of Individuals Covered40
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $3,031
Total amount of fees paid to insurance companyUSD $1,010
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,207
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,031
Insurance broker organization code?3
Amount paid for insurance broker fees1010
Additional information about fees paid to insurance brokerOVERRIDES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000400210448
Policy instance 3
Insurance contract or identification number000400210448
Number of Individuals Covered49
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $3,141
Total amount of fees paid to insurance companyUSD $1,047
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,940
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,141
Insurance broker organization code?3
Amount paid for insurance broker fees1047
Additional information about fees paid to insurance brokerOVERRIDES
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number807378
Policy instance 2
Insurance contract or identification number807378
Number of Individuals Covered82
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $7,725
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,214
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,943
Insurance broker organization code?3
HUMANA HEALTH PLAN OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95024 )
Policy contract number807378
Policy instance 1
Insurance contract or identification number807378
Number of Individuals Covered84
Insurance policy start date2021-12-01
Insurance policy end date2022-11-30
Total amount of commissions paid to insurance brokerUSD $46,051
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $940,282
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $46,051
Insurance broker organization code?3
HUMANA HEALTH PLAN OF TEXAS, INC. (National Association of Insurance Commissioners NAIC id number: 95024 )
Policy contract number807378
Policy instance 1
Insurance contract or identification number807378
Number of Individuals Covered94
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $45,959
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $919,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $45,959
Insurance broker organization code?3
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number807378
Policy instance 2
Insurance contract or identification number807378
Number of Individuals Covered77
Insurance policy start date2020-12-01
Insurance policy end date2021-11-30
Total amount of commissions paid to insurance brokerUSD $7,202
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,407
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,540
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000400210448
Policy instance 3
Insurance contract or identification number000400210448
Number of Individuals Covered45
Insurance policy start date2021-01-01
Insurance policy end date2021-12-30
Total amount of commissions paid to insurance brokerUSD $3,217
Total amount of fees paid to insurance companyUSD $1,073
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,450
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,217
Insurance broker organization code?3
Amount paid for insurance broker fees1073
Additional information about fees paid to insurance brokerOVERRIDES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010210449
Policy instance 4
Insurance contract or identification number000010210449
Number of Individuals Covered37
Insurance policy start date2021-01-01
Insurance policy end date2021-12-30
Total amount of commissions paid to insurance brokerUSD $3,206
Total amount of fees paid to insurance companyUSD $1,069
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,376
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,206
Insurance broker organization code?3
Amount paid for insurance broker fees1069
Additional information about fees paid to insurance brokerOVERRIDES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010210449
Policy instance 4
Insurance contract or identification number000010210449
Number of Individuals Covered46
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $3,588
Total amount of fees paid to insurance companyUSD $1,300
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $23,918
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,588
Insurance broker organization code?3
Amount paid for insurance broker fees1196
Additional information about fees paid to insurance brokerOVERRIDES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000400210448
Policy instance 3
Insurance contract or identification number000400210448
Number of Individuals Covered54
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $3,253
Total amount of fees paid to insurance companyUSD $1,182
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,687
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1084
Additional information about fees paid to insurance brokerOVERRIDES
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $3,253
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number807378
Policy instance 2
Insurance contract or identification number807378
Number of Individuals Covered88
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $9,779
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $60,804
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,540
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number091914
Policy instance 1
Insurance contract or identification number091914
Number of Individuals Covered191
Insurance policy start date2019-12-01
Insurance policy end date2020-11-30
Total amount of commissions paid to insurance brokerUSD $28,495
Total amount of fees paid to insurance companyUSD $1,272
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,113,014
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,495
Amount paid for insurance broker fees1272
Additional information about fees paid to insurance brokerBONUSES
Insurance broker organization code?3
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000400210448
Policy instance 3
Insurance contract or identification number000400210448
Number of Individuals Covered57
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $2,879
Total amount of fees paid to insurance companyUSD $1,621
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,195
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,879
Insurance broker organization code?3
Amount paid for insurance broker fees960
Additional information about fees paid to insurance brokerOVERRIDES
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010210449
Policy instance 4
Insurance contract or identification number000010210449
Number of Individuals Covered44
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $3,052
Total amount of fees paid to insurance companyUSD $1,731
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,052
Insurance broker organization code?3
Amount paid for insurance broker fees1017
Additional information about fees paid to insurance brokerOVERRIDES
HUMANA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 73288 )
Policy contract number807378
Policy instance 2
Insurance contract or identification number807378
Number of Individuals Covered88
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $6,173
Total amount of fees paid to insurance companyUSD $2,000
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,912
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,745
Amount paid for insurance broker fees1000
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number091914
Policy instance 1
Insurance contract or identification number091914
Number of Individuals Covered200
Insurance policy start date2018-12-01
Insurance policy end date2019-11-30
Total amount of commissions paid to insurance brokerUSD $27,349
Total amount of fees paid to insurance companyUSD $1,416
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $919,209
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,349
Amount paid for insurance broker fees1416
Additional information about fees paid to insurance brokerBONUSES
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number091914
Policy instance 1
Insurance contract or identification number091914
Number of Individuals Covered214
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $31,574
Total amount of fees paid to insurance companyUSD $1,089
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $984,406
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D031354
Policy instance 2
Insurance contract or identification number1D031354
Number of Individuals Covered91
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $6,436
Total amount of fees paid to insurance companyUSD $186
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $49,506
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000400210448
Policy instance 3
Insurance contract or identification number000400210448
Number of Individuals Covered51
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $3,797
Total amount of fees paid to insurance companyUSD $125
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $18,986
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010210449
Policy instance 4
Insurance contract or identification number000010210449
Number of Individuals Covered35
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $3,096
Total amount of fees paid to insurance companyUSD $1,171
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,639
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number1D031354
Policy instance 2
Insurance contract or identification number1D031354
Number of Individuals Covered99
Insurance policy start date2015-12-01
Insurance policy end date2016-11-30
Total amount of commissions paid to insurance brokerUSD $8,425
Total amount of fees paid to insurance companyUSD $2,000
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,810
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,481
Insurance broker organization code?3
Amount paid for insurance broker fees2000
Additional information about fees paid to insurance brokerBROKER BONUS
Insurance broker nameUSB HEALTH LLC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number091914
Policy instance 1
Insurance contract or identification number091914
Number of Individuals Covered240
Insurance policy start date2015-12-01
Insurance policy end date2016-11-30
Total amount of commissions paid to insurance brokerUSD $34,944
Total amount of fees paid to insurance companyUSD $1,344
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,207,951
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,944
Amount paid for insurance broker fees1344
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS FEES PAID TO BROKER
Insurance broker organization code?3
Insurance broker nameJOHN A. LUDDEKE
HUMANA (National Association of Insurance Commissioners NAIC id number: 70580 )
Policy contract number633351
Policy instance 2
Insurance contract or identification number633351
Number of Individuals Covered138
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $6,433
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $66,018
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,361
Insurance broker nameUSB HEALTH LLC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number091914
Policy instance 1
Insurance contract or identification number091914
Number of Individuals Covered269
Insurance policy start date2014-12-01
Insurance policy end date2015-11-30
Total amount of commissions paid to insurance brokerUSD $29,806
Total amount of fees paid to insurance companyUSD $990
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,032,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,806
Amount paid for insurance broker fees990
Additional information about fees paid to insurance brokerOTHER COMMISSIONS PAID ON CONTRACT
Insurance broker organization code?3
Insurance broker nameJOHN A. LUDDEKE
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number091914
Policy instance 1
Insurance contract or identification number091914
Number of Individuals Covered152
Insurance policy start date2011-12-01
Insurance policy end date2012-11-30
Total amount of commissions paid to insurance brokerUSD $16,313
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $544,976
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 )
Policy contract number07530
Policy instance 1
Insurance contract or identification number07530
Number of Individuals Covered135
Insurance policy start date2010-12-01
Insurance policy end date2011-11-30
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $266,085
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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