401k Plan data: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD plan

FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 401k Plan overview

Plan Name	FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD
Plan identification number	501

FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision Temporary disability (accident and sickness) Other welfare benefit cover

401k Sponsoring company profile

CANDY & SCHONWALD, PLLC has sponsored the creation of one or more 401k plans.

Company Name: CANDY & SCHONWALD, PLLC

Employer identification number (EIN): 751447238

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Additional information about CANDY & SCHONWALD, PLLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2011-02-25

Company Identification Number: 0801389770

Legal Registered Office Address: 3116 LIVE OAK ST

DALLAS
United States of America (USA)
75204

More information about CANDY & SCHONWALD, PLLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01
501 2021-01-01
501 2020-01-01
501 2019-01-01
501 2019-01-01
501 2018-01-01 KATHERINE M. QUINN, CPA
501 2017-01-01 KATHERINE M. QUINN, CPA
501 2016-01-01 KATHERINE M. QUINN, CPA
501 2015-01-01 KATHERINE M. QUINN, CPA
501 2014-01-01 KATHERINE M. QUINN, CPA KATHERINE QUINN 2015-10-09
501 2014-01-01 KATHERINE QUINN 2015-10-09
501 2013-01-01 KATHERINE M. QUINN, CPA
501 2012-01-01 KATHERINE M. QUINN, CPA
501 2011-01-01 AVRUM B. SCHONWALD, CPA AVRUM B. SCHONWALD, CPA 2012-10-10
501 2009-01-01 AVRUM SCHONWALD AVRUM SCHONWALD 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2022-01-01
501	2021-01-01
501	2020-01-01
501	2019-01-01
501	2019-01-01
501	2018-01-01	KATHERINE M. QUINN, CPA
501	2017-01-01	KATHERINE M. QUINN, CPA
501	2016-01-01	KATHERINE M. QUINN, CPA
501	2015-01-01	KATHERINE M. QUINN, CPA
501	2014-01-01	KATHERINE M. QUINN, CPA	KATHERINE QUINN	2015-10-09
501	2014-01-01		KATHERINE QUINN	2015-10-09
501	2013-01-01	KATHERINE M. QUINN, CPA
501	2012-01-01	KATHERINE M. QUINN, CPA
501	2011-01-01	AVRUM B. SCHONWALD, CPA	AVRUM B. SCHONWALD, CPA	2012-10-10
501	2009-01-01	AVRUM SCHONWALD	AVRUM SCHONWALD	2010-10-07

Plan Statistics for FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD

401k plan membership statisitcs for FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD

Measure Date Value
2022: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2022 401k membership
Total participants, beginning-of-year 2022-01-01 14
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 13
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 13
Total participants 2022-01-01 13
2021: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2021 401k membership
Total participants, beginning-of-year 2021-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 11
Total of all active and inactive participants 2021-01-01 11
Total participants 2021-01-01 11
2020: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2020 401k membership
Total participants, beginning-of-year 2020-01-01 12
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 11
Total participants 2020-01-01 11
2019: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2019 401k membership
Total participants, beginning-of-year 2019-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 11
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 11
Total participants 2019-01-01 11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Number of participants with account balances 2019-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2018 401k membership
Total participants, beginning-of-year 2018-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 9
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 9
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 9
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2016 401k membership
Total participants, beginning-of-year 2016-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 9
Total of all active and inactive participants 2016-01-01 9
Total participants 2016-01-01 9
2015: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2015 401k membership
Total participants, beginning-of-year 2015-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 10
Total of all active and inactive participants 2015-01-01 10
Total participants 2015-01-01 10
2014: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2014 401k membership
Total participants, beginning-of-year 2014-01-01 10
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 9
Total of all active and inactive participants 2014-01-01 9
Total participants 2014-01-01 9
2013: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2013 401k membership
Total participants, beginning-of-year 2013-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 12
Total of all active and inactive participants 2013-01-01 12
Total participants 2013-01-01 12
2012: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2012 401k membership
Total participants, beginning-of-year 2012-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 8
Total of all active and inactive participants 2012-01-01 8
Total participants 2012-01-01 8
2011: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2011 401k membership
Total participants, beginning-of-year 2011-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 9
Total of all active and inactive participants 2011-01-01 9
Total participants 2011-01-01 9
2009: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2009 401k membership
Total participants, beginning-of-year 2009-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 13
Total of all active and inactive participants 2009-01-01 13
Total participants 2009-01-01 13

Measure	Date	Value
2022: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2022 401k membership
Total participants, beginning-of-year	2022-01-01	14
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	13
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	13
Total participants	2022-01-01	13
2021: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2021 401k membership
Total participants, beginning-of-year	2021-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	11
Total of all active and inactive participants	2021-01-01	11
Total participants	2021-01-01	11
2020: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2020 401k membership
Total participants, beginning-of-year	2020-01-01	12
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	11
Total participants	2020-01-01	11
2019: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2019 401k membership
Total participants, beginning-of-year	2019-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	11
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	11
Total participants	2019-01-01	11
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Number of participants with account balances	2019-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2018 401k membership
Total participants, beginning-of-year	2018-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	9
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	9
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	9
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2016 401k membership
Total participants, beginning-of-year	2016-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	9
Total of all active and inactive participants	2016-01-01	9
Total participants	2016-01-01	9
2015: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2015 401k membership
Total participants, beginning-of-year	2015-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	10
Total of all active and inactive participants	2015-01-01	10
Total participants	2015-01-01	10
2014: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2014 401k membership
Total participants, beginning-of-year	2014-01-01	10
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	9
Total of all active and inactive participants	2014-01-01	9
Total participants	2014-01-01	9
2013: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2013 401k membership
Total participants, beginning-of-year	2013-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	12
Total of all active and inactive participants	2013-01-01	12
Total participants	2013-01-01	12
2012: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2012 401k membership
Total participants, beginning-of-year	2012-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	8
Total of all active and inactive participants	2012-01-01	8
Total participants	2012-01-01	8
2011: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2011 401k membership
Total participants, beginning-of-year	2011-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	9
Total of all active and inactive participants	2011-01-01	9
Total participants	2011-01-01	9
2009: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2009 401k membership
Total participants, beginning-of-year	2009-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	13
Total of all active and inactive participants	2009-01-01	13
Total participants	2009-01-01	13

Financial Data on FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD

Measure	Date	Value
2022 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$80
Total plan liabilities at beginning of year	2022-12-31	$13
Total plan assets at end of year	2022-12-31	$80
Total plan assets at beginning of year	2022-12-31	$13
Value of fidelity bond covering the plan	2022-12-31	$100,000
2021 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$13
Total plan liabilities at beginning of year	2021-12-31	$42
Total plan assets at end of year	2021-12-31	$13
Total plan assets at beginning of year	2021-12-31	$42
Value of fidelity bond covering the plan	2021-12-31	$100,000
2020 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$42
Total plan liabilities at beginning of year	2020-12-31	$350
Total plan assets at end of year	2020-12-31	$42
Total plan assets at beginning of year	2020-12-31	$350
Value of fidelity bond covering the plan	2020-12-31	$100,000
2019 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$350
Total plan liabilities at beginning of year	2019-12-31	$5
Total plan assets at end of year	2019-12-31	$350
Total plan assets at beginning of year	2019-12-31	$5
Value of fidelity bond covering the plan	2019-12-31	$100,000
2018 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$5
Total plan liabilities at beginning of year	2018-12-31	$638
Total plan assets at end of year	2018-12-31	$5
Total plan assets at beginning of year	2018-12-31	$638
Value of fidelity bond covering the plan	2018-12-31	$100,000
2017 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$638
Total plan liabilities at beginning of year	2017-12-31	$686
Total plan assets at end of year	2017-12-31	$638
Total plan assets at beginning of year	2017-12-31	$686
Value of fidelity bond covering the plan	2017-12-31	$100,000
2016 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2016 401k financial data
Total plan liabilities at end of year	2016-12-31	$686
Total plan liabilities at beginning of year	2016-12-31	$224
Total income from all sources	2016-12-31	$18,798
Expenses. Total of all expenses incurred	2016-12-31	$18,798
Benefits paid (including direct rollovers)	2016-12-31	$18,798
Total plan assets at end of year	2016-12-31	$686
Total plan assets at beginning of year	2016-12-31	$224
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$18,798
2015 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2015 401k financial data
Total plan liabilities at end of year	2015-12-31	$224
Total income from all sources	2015-12-31	$16,172
Expenses. Total of all expenses incurred	2015-12-31	$16,826
Benefits paid (including direct rollovers)	2015-12-31	$16,602
Total plan assets at end of year	2015-12-31	$224
Total plan assets at beginning of year	2015-12-31	$654
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$16,172
Net income (gross income less expenses)	2015-12-31	$-654
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$654
Value of corrective distributions	2015-12-31	$224
2014 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2014 401k financial data
Total income from all sources	2014-12-31	$24,313
Expenses. Total of all expenses incurred	2014-12-31	$24,647
Benefits paid (including direct rollovers)	2014-12-31	$24,647
Total plan assets at end of year	2014-12-31	$654
Total plan assets at beginning of year	2014-12-31	$988
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$24,313
Net income (gross income less expenses)	2014-12-31	$-334
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$654
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$988
2013 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2013 401k financial data
Total income from all sources	2013-12-31	$11,878
Expenses. Total of all expenses incurred	2013-12-31	$11,544
Benefits paid (including direct rollovers)	2013-12-31	$11,419
Total plan assets at end of year	2013-12-31	$988
Total plan assets at beginning of year	2013-12-31	$654
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$11,878
Expenses. Other expenses not covered elsewhere	2013-12-31	$125
Net income (gross income less expenses)	2013-12-31	$334
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$988
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$654
2012 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2012 401k financial data
Total plan liabilities at end of year	2012-12-31	$654
Total plan liabilities at beginning of year	2012-12-31	$654
Total income from all sources	2012-12-31	$12,331
Expenses. Total of all expenses incurred	2012-12-31	$12,331
Benefits paid (including direct rollovers)	2012-12-31	$12,331
Total plan assets at end of year	2012-12-31	$654
Total plan assets at beginning of year	2012-12-31	$654
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Total contributions received or receivable from participants	2012-12-31	$12,331
2011 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$654
Total plan liabilities at beginning of year	2011-12-31	$1,244
Total income from all sources	2011-12-31	$10,616
Expenses. Total of all expenses incurred	2011-12-31	$11,205
Benefits paid (including direct rollovers)	2011-12-31	$11,205
Total plan assets at end of year	2011-12-31	$654
Total plan assets at beginning of year	2011-12-31	$1,244
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Total contributions received or receivable from participants	2011-12-31	$10,616
Net income (gross income less expenses)	2011-12-31	$-589
2010 : FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$1,244
Total plan liabilities at beginning of year	2010-12-31	$298
Total income from all sources	2010-12-31	$20,923
Expenses. Total of all expenses incurred	2010-12-31	$19,977
Benefits paid (including direct rollovers)	2010-12-31	$19,977
Total plan assets at end of year	2010-12-31	$1,244
Total plan assets at beginning of year	2010-12-31	$298
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$20,923
Net income (gross income less expenses)	2010-12-31	$946

Form 5500 Responses for FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD

2022: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: FLEXIBLE BENEFIT PLAN FOR EMPLOYEES OF CANDY & SCHONWALD 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

286220

Policy instance

Insurance contract or identification number	286220
Number of Individuals Covered	16
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,209
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $20,896
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $888
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

935760

Policy instance

Insurance contract or identification number	935760
Number of Individuals Covered	12
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $679
Total amount of fees paid to insurance company	USD $24
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $5,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $679
Amount paid for insurance broker fees	24
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

935760

Policy instance

Insurance contract or identification number	935760
Number of Individuals Covered	10
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $139
Total amount of fees paid to insurance company	USD $13
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $139
Amount paid for insurance broker fees	13
Insurance broker organization code?	3

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E3178431

Policy instance

Insurance contract or identification number	E3178431
Number of Individuals Covered	7
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $192
Total amount of fees paid to insurance company	USD $35
Other welfare benefits provided	CANCER
Welfare Benefit Premiums Paid to Carrier	USD $1,665
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $45
Amount paid for insurance broker fees	20
Insurance broker organization code?	3

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E3178431

Policy instance

Insurance contract or identification number	E3178431
Number of Individuals Covered	6
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $140
Total amount of fees paid to insurance company	USD $1
Other welfare benefits provided	CANCER
Welfare Benefit Premiums Paid to Carrier	USD $1,244
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
Insurance broker organization code?	3
Amount paid for insurance broker fees	1

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

935760

Policy instance

Insurance contract or identification number	935760
Number of Individuals Covered	11
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $129
Total amount of fees paid to insurance company	USD $9
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $106
Insurance broker organization code?	3
Amount paid for insurance broker fees	9

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

935760

Policy instance

Insurance contract or identification number	935760
Number of Individuals Covered	10
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $395
Total amount of fees paid to insurance company	USD $18
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,988
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $297
Insurance broker organization code?	3
Amount paid for insurance broker fees	18

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

286220

Policy instance

Insurance contract or identification number	286220
Number of Individuals Covered	17
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $776
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $13,031
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $554
Insurance broker organization code?	3

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E3178431

Policy instance

Insurance contract or identification number	E3178431
Number of Individuals Covered	6
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $360
Total amount of fees paid to insurance company	USD $24
Other welfare benefits provided	CANCER
Welfare Benefit Premiums Paid to Carrier	USD $1,244
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
Insurance broker organization code?	3
Amount paid for insurance broker fees	8

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

935760

Policy instance

Insurance contract or identification number	935760
Number of Individuals Covered	7
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $105
Total amount of fees paid to insurance company	USD $8
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,046
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $105
Amount paid for insurance broker fees	8
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

935760

Policy instance

Insurance contract or identification number	935760
Number of Individuals Covered	9
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $401
Total amount of fees paid to insurance company	USD $25
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,686
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $401
Amount paid for insurance broker fees	25
Insurance broker organization code?	3

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

286220

Policy instance

Insurance contract or identification number	286220
Number of Individuals Covered	16
Insurance policy start date	2020-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $863
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,765
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $543
Insurance broker organization code?	3

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E3178431

Policy instance

Insurance contract or identification number	E3178431
Number of Individuals Covered	5
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $260
Total amount of fees paid to insurance company	USD $32
Other welfare benefits provided	CANCER
Welfare Benefit Premiums Paid to Carrier	USD $961
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
Insurance broker organization code?	3
Amount paid for insurance broker fees	7

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	6
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $79
Total amount of fees paid to insurance company	USD $24
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $791
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $79
Insurance broker organization code?	3
Amount paid for insurance broker fees	24

AETNA (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

0287738

Policy instance

Insurance contract or identification number	0287738
Number of Individuals Covered	17
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $579
Total amount of fees paid to insurance company	USD $147
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $9,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Commission paid to Insurance Broker	USD $579
Amount paid for insurance broker fees	147
Insurance broker organization code?	3

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	11
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $456
Total amount of fees paid to insurance company	USD $65
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,281
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $456
Insurance broker organization code?	3
Amount paid for insurance broker fees	65

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	7
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $95
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $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 $95
Insurance broker organization code?	3

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	10
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $327
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $327
Insurance broker organization code?	3

AETNA (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

0287738

Policy instance

Insurance contract or identification number	0287738
Number of Individuals Covered	17
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $8,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

AETNA (National Association of Insurance Commissioners NAIC id number: 60054 )

Policy contract number

0287738

Policy instance

Insurance contract or identification number	0287738
Number of Individuals Covered	20
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $7,004
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes
Insurance broker organization code?	3
Insurance broker name	MARSH & MCLENNAN AGENCY, LLC DALLAS

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	6
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $83
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $834
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $83
Insurance broker organization code?	3
Insurance broker name	MARSH & MCCLENAN AGENCY LLC DALLAS

COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )

Policy contract number

3342T

Policy instance

Insurance contract or identification number	3342T
Number of Individuals Covered	9
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $370
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,767
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $370
Insurance broker organization code?	3
Insurance broker name	MARSH & MCLENNAN AGENCY, LLC DALLAS

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

100612

Policy instance

Insurance contract or identification number	100612
Number of Individuals Covered	20
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $296
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $6,588
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $296
Insurance broker organization code?	3
Insurance broker name	MARSH & MCLENNAN AGENCY, LLC

COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )

Policy contract number

3342T

Policy instance

Insurance contract or identification number	3342T
Number of Individuals Covered	8
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $450
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,409
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $450
Insurance broker organization code?	3
Insurance broker name	MARSH & MCLENNAN AGENCY, LLC - PRES

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	7
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $149
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $853
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $149
Insurance broker organization code?	3
Insurance broker name	MARSH & MCCLENAN AGENCY LLC DALLAS

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E3178431

Policy instance

Insurance contract or identification number	E3178431
Number of Individuals Covered	6
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4
Total amount of fees paid to insurance company	USD $35
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $330
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
Amount paid for insurance broker fees	5
Insurance broker organization code?	3
Insurance broker name	SOFIA ASHLEY SIMCOX

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

100612

Policy instance

Insurance contract or identification number	100612
Number of Individuals Covered	18
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $682
Total amount of fees paid to insurance company	USD $16
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,003
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $451
Amount paid for insurance broker fees	16
Additional information about fees paid to insurance broker	SPECIAL PROGRAMS
Insurance broker organization code?	3
Insurance broker name	ROGERS BENEFIT GROUP

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	9
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $108
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $960
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $108
Insurance broker organization code?	3
Insurance broker name	MARSH & MCCLENAN AGENCY LLC DALLAS

COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )

Policy contract number

3342T

Policy instance

Insurance contract or identification number	3342T
Number of Individuals Covered	10
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $458
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $458
Insurance broker organization code?	3
Insurance broker name	MARSH & MCLENNAN AGENCY, LLC - PRES

COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )

Policy contract number

3342T

Policy instance

Insurance contract or identification number	3342T
Number of Individuals Covered	11
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $321
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,617
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $321
Insurance broker organization code?	3
Insurance broker name	MARSH & MCLENNAN AGENCY, LLC - PRES

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

100612

Policy instance

Insurance contract or identification number	100612
Number of Individuals Covered	22
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $134
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,614
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $134
Insurance broker organization code?	3
Insurance broker name	MARSH & MCLENNAN AGENCY

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	11
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $115
Total amount of fees paid to insurance company	USD $63
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $115
Amount paid for insurance broker fees	63
Insurance broker organization code?	3
Insurance broker name	PRESCOTT PAILET BENEFITS A MARSH &

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E3178431

Policy instance

Insurance contract or identification number	E3178431
Number of Individuals Covered	5
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $38
Total amount of fees paid to insurance company	USD $18
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $360
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
Amount paid for insurance broker fees	4
Insurance broker organization code?	3
Insurance broker name	COLONIAL OF NORTH TEXAS INSURANCE

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	6
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $28
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $502
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
Insurance broker organization code?	3
Insurance broker name	PRESCOTT PAILET BENEFITS, LP

COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )

Policy contract number

3342

Policy instance

Insurance contract or identification number	3342
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $50
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,840
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50
Insurance broker organization code?	3
Insurance broker name	DPKPSP, LP

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

100612

Policy instance

Insurance contract or identification number	100612
Number of Individuals Covered	16
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $243
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $4,407
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $243
Insurance broker organization code?	3
Insurance broker name	DPKPSP, LP

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E3178431

Policy instance

Insurance contract or identification number	E3178431
Number of Individuals Covered	5
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $50
Total amount of fees paid to insurance company	USD $16
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $582
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9
Amount paid for insurance broker fees	3
Insurance broker organization code?	3
Insurance broker name	MARSH & MCLENNAN AGENCY, LLC

COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )

Policy contract number

3342

Policy instance

Insurance contract or identification number	3342
Number of Individuals Covered	9
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $307
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $1,987
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E3178431

Policy instance

Insurance contract or identification number	E3178431
Number of Individuals Covered	7
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $146
Total amount of fees paid to insurance company	USD $49
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $582
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )

Policy contract number

554412

Policy instance

Insurance contract or identification number	554412
Number of Individuals Covered	19
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $204
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $2,358
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

UNION SECURITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70408 )

Policy contract number

5318944

Policy instance

Insurance contract or identification number	5318944
Number of Individuals Covered	4
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $42
Total amount of fees paid to insurance company	USD $13
Vision Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

COMPBENEFITS (National Association of Insurance Commissioners NAIC id number: 60984 )

Policy contract number

3342

Policy instance

Insurance contract or identification number	3342
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 $470
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $3,208
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )

Policy contract number

021528 022213

Policy instance

Insurance contract or identification number	021528 022213
Number of Individuals Covered	20
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $534
Total amount of fees paid to insurance company	USD $48
Health Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $10,155
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )

Policy contract number

E3178431

Policy instance

Insurance contract or identification number	E3178431
Number of Individuals Covered	6
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $72
Total amount of fees paid to insurance company	USD $22
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $720
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CANDY & SCHONWALD, PLLC
Employer identification number (EIN):	751447238
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2011-02-25
Company Identification Number:	0801389770
Legal Registered Office Address:	3116 LIVE OAK ST DALLAS United States of America (USA) 75204