SOUTH PLAINS ELECTRIC COOP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT
401k plan membership statisitcs for SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT
Measure | Date | Value |
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2022: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 414 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 369 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 39 |
Total of all active and inactive participants | 2022-01-01 | 408 |
2021: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 405 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 385 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 29 |
Total of all active and inactive participants | 2021-01-01 | 414 |
2020: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 404 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 378 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 27 |
Total of all active and inactive participants | 2020-01-01 | 405 |
2019: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 367 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 369 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 35 |
Total of all active and inactive participants | 2019-01-01 | 404 |
2018: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 390 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 317 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 50 |
Total of all active and inactive participants | 2018-01-01 | 367 |
2017: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 394 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 342 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 48 |
Total of all active and inactive participants | 2017-01-01 | 390 |
2016: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 388 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 345 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 49 |
Total of all active and inactive participants | 2016-01-01 | 394 |
2015: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 398 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 358 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 30 |
Total of all active and inactive participants | 2015-01-01 | 388 |
2014: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 369 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 383 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 15 |
Total of all active and inactive participants | 2014-01-01 | 398 |
2013: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 366 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 334 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 35 |
Total of all active and inactive participants | 2013-01-01 | 369 |
2012: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 354 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 333 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 33 |
Total of all active and inactive participants | 2012-01-01 | 366 |
2011: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 394 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 313 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 41 |
Total of all active and inactive participants | 2011-01-01 | 354 |
2009: SOUTH PLAINS ELECTRIC COOPERATIVE WELFARE BENEFIT 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 446 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 357 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 42 |
Total of all active and inactive participants | 2009-01-01 | 399 |
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 217427 |
Policy instance | 2 |
Insurance contract or identification number | 217427 | Number of Individuals Covered | 188 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $10,389 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $52,079 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,389 | Insurance broker organization code? | 3 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 99012 |
Policy instance | 1 |
Insurance contract or identification number | 99012 | Number of Individuals Covered | 408 | Insurance policy start date | 2022-01-01 | Insurance policy end date | 2022-12-31 | Total amount of commissions paid to insurance broker | USD $7,319 | Total amount of fees paid to insurance company | USD $18,702 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $965,917 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $7,319 | Amount paid for insurance broker fees | 18702 | Additional information about fees paid to insurance broker | CONSULTING FEE AND VOLUME BONUS | Insurance broker organization code? | 4 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 217427 |
Policy instance | 2 |
Insurance contract or identification number | 217427 | Number of Individuals Covered | 188 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $10,996 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $54,981 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $10,996 | Insurance broker organization code? | 3 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 99012 |
Policy instance | 1 |
Insurance contract or identification number | 99012 | Number of Individuals Covered | 414 | Insurance policy start date | 2021-01-01 | Insurance policy end date | 2021-12-31 | Total amount of commissions paid to insurance broker | USD $6,657 | Total amount of fees paid to insurance company | USD $20,820 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $892,267 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $6,657 | Amount paid for insurance broker fees | 20820 | Additional information about fees paid to insurance broker | CONSULTING FEE AND VOLUME BONUS | Insurance broker organization code? | 4 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 217427 |
Policy instance | 2 |
Insurance contract or identification number | 217427 | Number of Individuals Covered | 178 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $11,512 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $56,374 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,512 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 99012 |
Policy instance | 1 |
Insurance contract or identification number | 99012 | Number of Individuals Covered | 405 | Insurance policy start date | 2020-01-01 | Insurance policy end date | 2020-12-31 | Total amount of commissions paid to insurance broker | USD $8,661 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $810,570 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $8,661 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 217427 |
Policy instance | 2 |
Insurance contract or identification number | 217427 | Number of Individuals Covered | 172 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $11,555 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $57,653 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $11,555 |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 99012 |
Policy instance | 1 |
Insurance contract or identification number | 99012 | Number of Individuals Covered | 369 | Insurance policy start date | 2019-01-01 | Insurance policy end date | 2019-12-31 | Total amount of commissions paid to insurance broker | USD $2,325 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $625,667 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,325 |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 217427 |
Policy instance | 2 |
Insurance contract or identification number | 217427 | Number of Individuals Covered | 140 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $12,584 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $62,177 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,584 | Insurance broker organization code? | 3 | Insurance broker name | LYLE WALKER |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 99012 |
Policy instance | 1 |
Insurance contract or identification number | 99012 | Number of Individuals Covered | 390 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $1,968 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $494,178 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,968 | Insurance broker organization code? | 3 | Insurance broker name | ASHMORE AND ASSOCIATES |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 99012 |
Policy instance | 1 |
Insurance contract or identification number | 99012 | Number of Individuals Covered | 388 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $2,004 | Total amount of fees paid to insurance company | USD $0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $428,870 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,004 | Insurance broker organization code? | 3 | Insurance broker name | ASHMORE AND ASSOCIATES |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 467026 |
Policy instance | 2 |
Insurance contract or identification number | 467026 | Number of Individuals Covered | 181 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $31,271 | Total amount of fees paid to insurance company | USD $3,300 | 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 $208,471 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $31,271 | Amount paid for insurance broker fees | 3300 | Additional information about fees paid to insurance broker | ADDITIONAL COMPENSATION | Insurance broker organization code? | 3 | Insurance broker name | USI INSURANCE SERVICES CORP |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 217427 |
Policy instance | 3 |
Insurance contract or identification number | 217427 | Number of Individuals Covered | 156 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $12,642 | Total amount of fees paid to insurance company | USD $0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $63,283 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,642 | Insurance broker name | LYLE WALKER |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 217427 |
Policy instance | 3 |
Insurance contract or identification number | 217427 | Number of Individuals Covered | 157 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $12,928 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $64,781 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $12,928 | Insurance broker organization code? | 3 | Insurance broker name | LYLE WALKER |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 467026 |
Policy instance | 2 |
Insurance contract or identification number | 467026 | Number of Individuals Covered | 175 | Insurance policy start date | 2014-04-01 | Insurance policy end date | 2015-01-01 | Total amount of commissions paid to insurance broker | USD $22,924 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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 $152,824 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $22,924 | Insurance broker organization code? | 3 | Insurance broker name | SUMMIT GLOBAL PARTNERS |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 99012 |
Policy instance | 1 |
Insurance contract or identification number | 99012 | Number of Individuals Covered | 398 | 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 $1,944 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $430,640 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 1944 | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS | Insurance broker organization code? | 3 | Insurance broker name | ASHMORE AND ASSOCIATES |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 144757 |
Policy instance | 3 |
Insurance contract or identification number | 144757 | Number of Individuals Covered | 142 | Insurance policy start date | 2013-03-01 | Insurance policy end date | 2014-02-28 | Total amount of commissions paid to insurance broker | USD $15,299 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $14,100 | Insurance broker organization code? | 3 | Insurance broker name | SUMMIT GLOBAL PARTNERS |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 144757 |
Policy instance | 2 |
Insurance contract or identification number | 144757 | Number of Individuals Covered | 169 | Insurance policy start date | 2013-03-01 | Insurance policy end date | 2014-02-28 | Total amount of commissions paid to insurance broker | USD $21,417 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,742 | Insurance broker organization code? | 3 | Insurance broker name | SUMMIT GLOBAL PARTNERS |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 99012 |
Policy instance | 1 |
Insurance contract or identification number | 99012 | Number of Individuals Covered | 369 | 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 $2,152 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Amount paid for insurance broker fees | 2152 | Additional information about fees paid to insurance broker | SPECIAL PROGRAMS | Insurance broker organization code? | 3 | Insurance broker name | ASHMORE AND ASSOCIATES |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 217427 |
Policy instance | 4 |
Insurance contract or identification number | 217427 | Number of Individuals Covered | 152 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $13,115 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $65,638 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,115 | Insurance broker organization code? | 3 | Insurance broker name | LYLE WALKER |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 144757 |
Policy instance | 2 |
Insurance contract or identification number | 144757 | Number of Individuals Covered | 165 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $19,718 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $19,718 | Insurance broker organization code? | 3 | Insurance broker name | SGP BENEFITS |
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BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 ) |
Policy contract number | 99012 |
Policy instance | 1 |
Insurance contract or identification number | 99012 | Number of Individuals Covered | 366 | 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 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 144757 |
Policy instance | 3 |
Insurance contract or identification number | 144757 | Number of Individuals Covered | 138 | Insurance policy start date | 2012-03-01 | Insurance policy end date | 2013-02-28 | Total amount of commissions paid to insurance broker | USD $13,085 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,085 | Insurance broker organization code? | 3 | Insurance broker name | SGP BENEFITS |
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UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
Policy contract number | 217427 |
Policy instance | 4 |
Insurance contract or identification number | 217427 | Number of Individuals Covered | 149 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $13,463 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Other welfare benefits provided | GROUP LONG TERM CARE | Welfare Benefit Premiums Paid to Carrier | USD $65,370 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $13,463 | Insurance broker organization code? | 3 | Insurance broker name | LYLE WALKER |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 144757 |
Policy instance | 3 |
Insurance contract or identification number | 144757 | Number of Individuals Covered | 138 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-28 | Total amount of commissions paid to insurance broker | USD $11,224 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 ) |
Policy contract number | P22L12 |
Policy instance | 4 |
Insurance contract or identification number | P22L12 | Number of Individuals Covered | 10 | 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 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $71,245 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 144757 |
Policy instance | 2 |
Insurance contract or identification number | 144757 | Number of Individuals Covered | 165 | Insurance policy start date | 2011-03-01 | Insurance policy end date | 2012-02-28 | Total amount of commissions paid to insurance broker | USD $18,286 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 ) |
Policy contract number | 22L012 |
Policy instance | 1 |
Insurance contract or identification number | 22L012 | Number of Individuals Covered | 354 | 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 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $1,896,402 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 ) |
Policy contract number | 22L012 |
Policy instance | 1 |
Insurance contract or identification number | 22L012 | Number of Individuals Covered | 394 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $55,107 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $2,002,913 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 144757 |
Policy instance | 2 |
Insurance contract or identification number | 144757 | Number of Individuals Covered | 162 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $17,585 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Life Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 ) |
Policy contract number | P22L12 |
Policy instance | 4 |
Insurance contract or identification number | P22L12 | Number of Individuals Covered | 14 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $2,172 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Health Insurance Welfare Benefit | Yes | Welfare Benefit Premiums Paid to Carrier | USD $78,996 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 144757 |
Policy instance | 3 |
Insurance contract or identification number | 144757 | Number of Individuals Covered | 134 | Insurance policy start date | 2010-03-01 | Insurance policy end date | 2011-02-28 | Total amount of commissions paid to insurance broker | USD $10,776 | Total amount of fees paid to insurance company | USD $0 | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Long Term Disability Insurance Welfare Benefit | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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