LOUIS A. WILLIAMS & ASSOCIATES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST
401k plan membership statisitcs for LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST
| Measure | Date | Value |
|---|
| 2022: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-10-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-10-01 | 51 |
| Total of all active and inactive participants | 2022-10-01 | 51 |
| 2021: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 51 |
| Total of all active and inactive participants | 2021-10-01 | 51 |
| 2020: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 54 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 54 |
| Total of all active and inactive participants | 2020-10-01 | 54 |
| 2019: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 54 |
| Total of all active and inactive participants | 2019-10-01 | 54 |
| 2018: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 63 |
| Total of all active and inactive participants | 2018-10-01 | 63 |
| 2017: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 61 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 64 |
| Total of all active and inactive participants | 2017-10-01 | 64 |
| 2016: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 63 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 61 |
| Total of all active and inactive participants | 2016-10-01 | 61 |
| Measure | Date | Value |
|---|
| 2023 : LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2023 401k financial data |
|---|
| Total income from all sources | 2023-09-30 | $986,627 |
| Expenses. Total of all expenses incurred | 2023-09-30 | $950,668 |
| Benefits paid (including direct rollovers) | 2023-09-30 | $917,481 |
| Total plan assets at end of year | 2023-09-30 | $121,592 |
| Total plan assets at beginning of year | 2023-09-30 | $85,633 |
| Expenses. Other expenses not covered elsewhere | 2023-09-30 | $33,187 |
| Other income received | 2023-09-30 | $80,536 |
| Net income (gross income less expenses) | 2023-09-30 | $35,959 |
| Net plan assets at end of year (total assets less liabilities) | 2023-09-30 | $121,592 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-09-30 | $85,633 |
| Total contributions received or receivable from employer(s) | 2023-09-30 | $906,091 |
| 2022 : LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2022 401k financial data |
|---|
| Total income from all sources | 2022-09-30 | $1,065,185 |
| Expenses. Total of all expenses incurred | 2022-09-30 | $1,155,598 |
| Benefits paid (including direct rollovers) | 2022-09-30 | $1,123,092 |
| Total plan assets at end of year | 2022-09-30 | $85,633 |
| Total plan assets at beginning of year | 2022-09-30 | $176,046 |
| Expenses. Other expenses not covered elsewhere | 2022-09-30 | $32,506 |
| Other income received | 2022-09-30 | $159,511 |
| Net income (gross income less expenses) | 2022-09-30 | $-90,413 |
| Net plan assets at end of year (total assets less liabilities) | 2022-09-30 | $85,633 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-09-30 | $176,046 |
| Total contributions received or receivable from employer(s) | 2022-09-30 | $905,674 |
| 2021 : LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2021 401k financial data |
|---|
| Total income from all sources | 2021-09-30 | $1,498,675 |
| Expenses. Total of all expenses incurred | 2021-09-30 | $1,339,757 |
| Benefits paid (including direct rollovers) | 2021-09-30 | $1,305,514 |
| Total plan assets at end of year | 2021-09-30 | $176,046 |
| Total plan assets at beginning of year | 2021-09-30 | $17,128 |
| Expenses. Other expenses not covered elsewhere | 2021-09-30 | $34,243 |
| Other income received | 2021-09-30 | $488,097 |
| Net income (gross income less expenses) | 2021-09-30 | $158,918 |
| Net plan assets at end of year (total assets less liabilities) | 2021-09-30 | $176,046 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-09-30 | $17,128 |
| Total contributions received or receivable from employer(s) | 2021-09-30 | $1,010,578 |
| 2020 : LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2020 401k financial data |
|---|
| Total income from all sources | 2020-09-30 | $894,658 |
| Expenses. Total of all expenses incurred | 2020-09-30 | $883,549 |
| Benefits paid (including direct rollovers) | 2020-09-30 | $850,515 |
| Total plan assets at end of year | 2020-09-30 | $17,128 |
| Total plan assets at beginning of year | 2020-09-30 | $6,019 |
| Expenses. Other expenses not covered elsewhere | 2020-09-30 | $33,034 |
| Other income received | 2020-09-30 | $119,420 |
| Net income (gross income less expenses) | 2020-09-30 | $11,109 |
| Net plan assets at end of year (total assets less liabilities) | 2020-09-30 | $17,128 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-09-30 | $6,019 |
| Total contributions received or receivable from employer(s) | 2020-09-30 | $775,238 |
| 2019 : LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2019 401k financial data |
|---|
| Total income from all sources | 2019-09-30 | $808,434 |
| Expenses. Total of all expenses incurred | 2019-09-30 | $802,415 |
| Benefits paid (including direct rollovers) | 2019-09-30 | $765,292 |
| Total plan assets at end of year | 2019-09-30 | $6,019 |
| Total plan assets at beginning of year | 2019-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2019-09-30 | $37,123 |
| Other income received | 2019-09-30 | $71,898 |
| Net income (gross income less expenses) | 2019-09-30 | $6,019 |
| Net plan assets at end of year (total assets less liabilities) | 2019-09-30 | $6,019 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2019-09-30 | $736,536 |
| 2018 : LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2018 401k financial data |
|---|
| Total income from all sources | 2018-09-30 | $770,141 |
| Expenses. Total of all expenses incurred | 2018-09-30 | $775,589 |
| Benefits paid (including direct rollovers) | 2018-09-30 | $740,407 |
| Total plan assets at end of year | 2018-09-30 | $0 |
| Total plan assets at beginning of year | 2018-09-30 | $5,448 |
| Expenses. Other expenses not covered elsewhere | 2018-09-30 | $35,182 |
| Net income (gross income less expenses) | 2018-09-30 | $-5,448 |
| Net plan assets at end of year (total assets less liabilities) | 2018-09-30 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-09-30 | $5,448 |
| Total contributions received or receivable from employer(s) | 2018-09-30 | $770,141 |
| 2017 : LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2017 401k financial data |
|---|
| Total income from all sources | 2017-09-30 | $550,444 |
| Expenses. Total of all expenses incurred | 2017-09-30 | $544,996 |
| Benefits paid (including direct rollovers) | 2017-09-30 | $509,249 |
| Total plan assets at end of year | 2017-09-30 | $5,448 |
| Total plan assets at beginning of year | 2017-09-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2017-09-30 | $35,747 |
| Net income (gross income less expenses) | 2017-09-30 | $5,448 |
| Net plan assets at end of year (total assets less liabilities) | 2017-09-30 | $5,448 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-09-30 | $0 |
| Total contributions received or receivable from employer(s) | 2017-09-30 | $550,444 |
| 2022: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2022 form 5500 responses |
|---|
| 2022-10-01 | Type of plan entity | Single employer plan |
| 2022-10-01 | Plan funding arrangement – Insurance | Yes |
| 2022-10-01 | Plan funding arrangement – Trust | Yes |
| 2022-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-10-01 | Plan benefit arrangement - Trust | Yes |
| 2021: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2021 form 5500 responses |
|---|
| 2021-10-01 | Type of plan entity | Single employer plan |
| 2021-10-01 | Plan funding arrangement – Insurance | Yes |
| 2021-10-01 | Plan funding arrangement – Trust | Yes |
| 2021-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-10-01 | Plan benefit arrangement - Trust | Yes |
| 2020: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2020 form 5500 responses |
|---|
| 2020-10-01 | Type of plan entity | Single employer plan |
| 2020-10-01 | Plan funding arrangement – Insurance | Yes |
| 2020-10-01 | Plan funding arrangement – Trust | Yes |
| 2020-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-10-01 | Plan benefit arrangement - Trust | Yes |
| 2019: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2019 form 5500 responses |
|---|
| 2019-10-01 | Type of plan entity | Single employer plan |
| 2019-10-01 | Plan funding arrangement – Insurance | Yes |
| 2019-10-01 | Plan funding arrangement – Trust | Yes |
| 2019-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-10-01 | Plan benefit arrangement - Trust | Yes |
| 2018: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2018 form 5500 responses |
|---|
| 2018-10-01 | Type of plan entity | Single employer plan |
| 2018-10-01 | Plan funding arrangement – Insurance | Yes |
| 2018-10-01 | Plan funding arrangement – Trust | Yes |
| 2018-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-10-01 | Plan benefit arrangement - Trust | Yes |
| 2017: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2017 form 5500 responses |
|---|
| 2017-10-01 | Type of plan entity | Single employer plan |
| 2017-10-01 | Plan funding arrangement – Insurance | Yes |
| 2017-10-01 | Plan funding arrangement – Trust | Yes |
| 2017-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-10-01 | Plan benefit arrangement - Trust | Yes |
| 2016: LOUIS A. WILLIAMS & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN & TRUST 2016 form 5500 responses |
|---|
| 2016-10-01 | Type of plan entity | Single employer plan |
| 2016-10-01 | First time form 5500 has been submitted | Yes |
| 2016-10-01 | Plan funding arrangement – Insurance | Yes |
| 2016-10-01 | Plan funding arrangement – Trust | Yes |
| 2016-10-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-10-01 | Plan benefit arrangement - Trust | Yes |
| PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 51 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $44,332 | | Total amount of fees paid to insurance company | USD $29,256 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $295,544 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $44,332 | | Amount paid for insurance broker fees | 23106 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 51 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $713 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,349 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $713 | | Insurance broker organization code? | 5 |
|
| MULTIPLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 51 | | Insurance policy start date | 2022-10-01 | | Insurance policy end date | 2023-09-30 | | Total amount of commissions paid to insurance broker | USD $3,228 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $6,212 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,228 | | Insurance broker organization code? | 5 |
|
| PHOENIX EXCESS RISK (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 51 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $36,657 | | Total amount of fees paid to insurance company | USD $28,329 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $244,363 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $36,657 | | Amount paid for insurance broker fees | 22139 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 51 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $604 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,540 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $604 | | Insurance broker organization code? | 5 |
|
| MULTIPLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 51 | | Insurance policy start date | 2021-10-01 | | Insurance policy end date | 2022-09-30 | | Total amount of commissions paid to insurance broker | USD $3,095 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $6,252 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,095 | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 54 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $640 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,764 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $640 | | Insurance broker organization code? | 5 |
|
| MULTIPLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 54 | | Insurance policy start date | 2020-10-01 | | Insurance policy end date | 2021-09-30 | | Total amount of commissions paid to insurance broker | USD $3,275 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $6,418 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,275 | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 54 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $1,235 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,966 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,235 | | Insurance broker organization code? | 5 |
|
| MULTIPLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 54 | | Insurance policy start date | 2019-10-01 | | Insurance policy end date | 2020-09-30 | | Total amount of commissions paid to insurance broker | USD $3,470 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $6,732 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,470 | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 63 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $682 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $4,006 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $682 | | Insurance broker organization code? | 5 |
|
| MULTIPLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 3 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 63 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $3,825 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $7,421 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,825 | | Insurance broker organization code? | 5 |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 63 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $24,169 | | Total amount of fees paid to insurance company | USD $32,120 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $161,121 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $24,169 | | Amount paid for insurance broker fees | 24470 | | Additional information about fees paid to insurance broker | THIRD PARTY ADMIN FEES | | Insurance broker organization code? | 5 |
|
| AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 63 | | Insurance policy start date | 2018-10-01 | | Insurance policy end date | 2019-09-30 | | Total amount of commissions paid to insurance broker | USD $1,147 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | PRE-CERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $2,869 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,147 | | Insurance broker organization code? | 5 |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 4 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 64 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $663 | | Total amount of fees paid to insurance company | USD $0 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $3,904 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MULTIPLAN (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 3 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 64 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $3,775 | | Total amount of fees paid to insurance company | USD $0 | | Welfare Benefit Premiums Paid to Carrier | USD $7,324 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| HCC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 1 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 64 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $21,076 | | Total amount of fees paid to insurance company | USD $31,782 | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Other welfare benefits provided | PRESCRIPTION DRUG | | Welfare Benefit Premiums Paid to Carrier | USD $140,528 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| AMERICAN HEALTH HOLDINGS (National Association of Insurance Commissioners NAIC id number: 00000 ) |
| Policy contract number | NOT AVAILABLE |
| Policy instance | 2 |
| Insurance contract or identification number | NOT AVAILABLE | | Number of Individuals Covered | 64 | | Insurance policy start date | 2017-10-01 | | Insurance policy end date | 2018-09-30 | | Total amount of commissions paid to insurance broker | USD $1,019 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | PRE-CERTIFICATION | | Welfare Benefit Premiums Paid to Carrier | USD $2,680 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
