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BECK STEEL, INC. GROUP HEALTH PLAN 401k Plan overview

Plan NameBECK STEEL, INC. GROUP HEALTH PLAN
Plan identification number 501

BECK STEEL, INC. GROUP HEALTH PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

BECK STEEL, INC. has sponsored the creation of one or more 401k plans.

Company Name:BECK STEEL, INC.
Employer identification number (EIN):751495648
NAIC Classification:332300

Additional information about BECK STEEL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1975-07-30
Company Identification Number: 0036477400
Legal Registered Office Address: 401 N LOOP 289

LUBBOCK
United States of America (USA)
79403

More information about BECK STEEL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BECK STEEL, INC. GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012020-04-01JIM PHILLIPS JR2021-10-21 JIM PHILLIPS JR2021-10-21
5012019-04-01JIM PHILLIPS JR2020-10-29 JIM PHILLIPS JR2020-10-29
5012018-04-01JIM PHILLIPS, JR2019-10-11 JIM PHILLIPS, JR2019-10-11
5012017-04-01
5012016-04-01
5012015-04-01
5012014-04-01JOHN BECK, JR. JOHN BECK, JR.2018-08-27
5012013-04-01
5012012-04-01
5012011-04-01
5012010-04-01
5012009-04-01
5012008-04-01
5012007-04-01
5012005-04-01

Plan Statistics for BECK STEEL, INC. GROUP HEALTH PLAN

401k plan membership statisitcs for BECK STEEL, INC. GROUP HEALTH PLAN

Measure Date Value
2020: BECK STEEL, INC. GROUP HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-01148
Total number of active participants reported on line 7a of the Form 55002020-04-0125
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-0125
2019: BECK STEEL, INC. GROUP HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-01162
Total number of active participants reported on line 7a of the Form 55002019-04-01148
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01148
2018: BECK STEEL, INC. GROUP HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-01172
Total number of active participants reported on line 7a of the Form 55002018-04-01162
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-01162
2017: BECK STEEL, INC. GROUP HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-01120
Total number of active participants reported on line 7a of the Form 55002017-04-01172
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01172
2016: BECK STEEL, INC. GROUP HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-01125
Total number of active participants reported on line 7a of the Form 55002016-04-01120
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-01120
2015: BECK STEEL, INC. GROUP HEALTH PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-01127
Total number of active participants reported on line 7a of the Form 55002015-04-01125
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-01125
2014: BECK STEEL, INC. GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-01112
Total number of active participants reported on line 7a of the Form 55002014-04-01127
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01127
2013: BECK STEEL, INC. GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01108
Total number of active participants reported on line 7a of the Form 55002013-04-01112
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-01112
2012: BECK STEEL, INC. GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01107
Total number of active participants reported on line 7a of the Form 55002012-04-01108
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01108
2011: BECK STEEL, INC. GROUP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01103
Total number of active participants reported on line 7a of the Form 55002011-04-01107
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-01107
2010: BECK STEEL, INC. GROUP HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-01129
Total number of active participants reported on line 7a of the Form 55002010-04-01103
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-01103
2009: BECK STEEL, INC. GROUP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01134
Total number of active participants reported on line 7a of the Form 55002009-04-01129
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-01129
2008: BECK STEEL, INC. GROUP HEALTH PLAN 2008 401k membership
Total participants, beginning-of-year2008-04-01116
Total number of active participants reported on line 7a of the Form 55002008-04-01134
Number of retired or separated participants receiving benefits2008-04-010
Number of other retired or separated participants entitled to future benefits2008-04-010
Total of all active and inactive participants2008-04-01134
2007: BECK STEEL, INC. GROUP HEALTH PLAN 2007 401k membership
Total participants, beginning-of-year2007-04-01102
Total number of active participants reported on line 7a of the Form 55002007-04-01116
Number of retired or separated participants receiving benefits2007-04-010
Number of other retired or separated participants entitled to future benefits2007-04-010
Total of all active and inactive participants2007-04-01116
2005: BECK STEEL, INC. GROUP HEALTH PLAN 2005 401k membership
Total participants, beginning-of-year2005-04-01108
Total number of active participants reported on line 7a of the Form 55002005-04-01108
Number of retired or separated participants receiving benefits2005-04-010
Number of other retired or separated participants entitled to future benefits2005-04-010
Total of all active and inactive participants2005-04-01108

Form 5500 Responses for BECK STEEL, INC. GROUP HEALTH PLAN

2020: BECK STEEL, INC. GROUP HEALTH PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – General assets of the sponsorYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – General assets of the sponsorYes
2019: BECK STEEL, INC. GROUP HEALTH PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – General assets of the sponsorYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – General assets of the sponsorYes
2018: BECK STEEL, INC. GROUP HEALTH PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – General assets of the sponsorYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – General assets of the sponsorYes
2017: BECK STEEL, INC. GROUP HEALTH PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – General assets of the sponsorYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – General assets of the sponsorYes
2016: BECK STEEL, INC. GROUP HEALTH PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – General assets of the sponsorYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – General assets of the sponsorYes
2015: BECK STEEL, INC. GROUP HEALTH PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan funding arrangement – General assets of the sponsorYes
2015-04-01Plan benefit arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – General assets of the sponsorYes
2014: BECK STEEL, INC. GROUP HEALTH PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan funding arrangement – General assets of the sponsorYes
2014-04-01Plan benefit arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – General assets of the sponsorYes
2013: BECK STEEL, INC. GROUP HEALTH PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan funding arrangement – General assets of the sponsorYes
2013-04-01Plan benefit arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – General assets of the sponsorYes
2012: BECK STEEL, INC. GROUP HEALTH PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan funding arrangement – General assets of the sponsorYes
2012-04-01Plan benefit arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – General assets of the sponsorYes
2011: BECK STEEL, INC. GROUP HEALTH PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan funding arrangement – General assets of the sponsorYes
2011-04-01Plan benefit arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – General assets of the sponsorYes
2010: BECK STEEL, INC. GROUP HEALTH PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan funding arrangement – General assets of the sponsorYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – General assets of the sponsorYes
2009: BECK STEEL, INC. GROUP HEALTH PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – General assets of the sponsorYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – General assets of the sponsorYes
2008: BECK STEEL, INC. GROUP HEALTH PLAN 2008 form 5500 responses
2008-04-01Type of plan entitySingle employer plan
2008-04-01Plan funding arrangement – InsuranceYes
2008-04-01Plan funding arrangement – General assets of the sponsorYes
2008-04-01Plan benefit arrangement – InsuranceYes
2008-04-01Plan benefit arrangement – General assets of the sponsorYes
2007: BECK STEEL, INC. GROUP HEALTH PLAN 2007 form 5500 responses
2007-04-01Type of plan entitySingle employer plan
2007-04-01Plan funding arrangement – InsuranceYes
2007-04-01Plan funding arrangement – General assets of the sponsorYes
2007-04-01Plan benefit arrangement – InsuranceYes
2007-04-01Plan benefit arrangement – General assets of the sponsorYes
2005: BECK STEEL, INC. GROUP HEALTH PLAN 2005 form 5500 responses
2005-04-01Type of plan entitySingle employer plan
2005-04-01Plan funding arrangement – InsuranceYes
2005-04-01Plan funding arrangement – General assets of the sponsorYes
2005-04-01Plan benefit arrangement – InsuranceYes
2005-04-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10252021,23,24
Policy instance 4
Insurance contract or identification number10252021,23,24
Number of Individuals Covered25
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $7,348
Total amount of fees paid to insurance companyUSD $3,105
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,399
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,348
Insurance broker organization code?3
Amount paid for insurance broker fees3105
Additional information about fees paid to insurance brokerBROKER BONUS
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered133
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $30,840
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $677,460
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,840
Insurance broker organization code?3
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered133
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $965
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,088
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $965
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-036440
Policy instance 3
Insurance contract or identification number010-036440
Number of Individuals Covered90
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $6,278
Total amount of fees paid to insurance companyUSD $2,590
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $62,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,278
Insurance broker organization code?3
Amount paid for insurance broker fees2590
Additional information about fees paid to insurance brokerSERVICE
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number10252021,23,24
Policy instance 4
Insurance contract or identification number10252021,23,24
Number of Individuals Covered148
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $7,135
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $45,100
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,524
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-036440
Policy instance 3
Insurance contract or identification number010-036440
Number of Individuals Covered97
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $5,291
Total amount of fees paid to insurance companyUSD $2,592
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $52,910
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,291
Insurance broker organization code?3
Amount paid for insurance broker fees2592
Additional information about fees paid to insurance brokerSERVICE
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered133
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $11,730
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $214,578
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,730
Insurance broker organization code?3
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered133
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $37,236
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $695,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,236
Insurance broker organization code?3
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered136
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $36,270
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $725,393
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $36,270
Insurance broker organization code?3
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered26
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $7,175
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $143,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,175
Insurance broker organization code?3
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-036440
Policy instance 3
Insurance contract or identification number010-036440
Number of Individuals Covered87
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $5,879
Total amount of fees paid to insurance companyUSD $292
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $58,793
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,879
Amount paid for insurance broker fees292
Additional information about fees paid to insurance brokerSERVICE
Insurance broker organization code?3
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract number717441 724031-2
Policy instance 4
Insurance contract or identification number717441 724031-2
Number of Individuals Covered119
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $6,610
Total amount of fees paid to insurance companyUSD $898
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $41,440
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,610
Amount paid for insurance broker fees898
Additional information about fees paid to insurance brokerSERVICE
Insurance broker organization code?3
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered152
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $35,577
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $711,545
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,577
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered20
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $5,501
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $110,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,501
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-036440
Policy instance 3
Insurance contract or identification number010-036440
Number of Individuals Covered90
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $5,550
Total amount of fees paid to insurance companyUSD $805
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $55,501
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,759
Insurance broker organization code?3
Amount paid for insurance broker fees805
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker nameBILL HARTSFIELD & ASSOCIATES, INC.
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract number717441 724031-2
Policy instance 4
Insurance contract or identification number717441 724031-2
Number of Individuals Covered148
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $6,379
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $42,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,379
Insurance broker organization code?3
Insurance broker nameMARSH & MCLENNAN AGENCY LLC
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60488 )
Policy contract number572W47
Policy instance 4
Insurance contract or identification number572W47
Number of Individuals Covered109
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $4,033
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $20,163
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,033
Insurance broker organization code?3
Insurance broker nameBILL HARTSFIELD & ASSOCIATES, INC.
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-036440
Policy instance 3
Insurance contract or identification number010-036440
Number of Individuals Covered56
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $3,704
Total amount of fees paid to insurance companyUSD $453
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $37,037
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,704
Amount paid for insurance broker fees453
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameBILL HARTSFIELD & ASSOCIATES, INC.
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered11
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $3,229
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $64,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,229
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered101
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $23,089
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $461,779
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,089
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number868686G
Policy instance 4
Insurance contract or identification number868686G
Number of Individuals Covered108
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $3,687
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $21,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,687
Insurance broker organization code?3
Insurance broker nameBILL HARTSFIELD & ASSOCIATES, INC.
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-036440
Policy instance 3
Insurance contract or identification number010-036440
Number of Individuals Covered56
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $3,309
Total amount of fees paid to insurance companyUSD $929
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,086
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,309
Amount paid for insurance broker fees929
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameBILL HARTSFIELD & ASSOCIATES, INC.
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered11
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $3,064
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,064
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered97
Insurance policy start date2012-04-01
Insurance policy end date2013-03-31
Total amount of commissions paid to insurance brokerUSD $20,600
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $412,001
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,600
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
AMERITAS LIFE INSURANCE CORP. (National Association of Insurance Commissioners NAIC id number: 61301 )
Policy contract number010-036440
Policy instance 3
Insurance contract or identification number010-036440
Number of Individuals Covered50
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $2,409
Total amount of fees paid to insurance companyUSD $228
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $24,092
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,409
Amount paid for insurance broker fees228
Additional information about fees paid to insurance brokerSERVICE FEES
Insurance broker organization code?3
Insurance broker nameBILL HARTSFIELD & ASSOCIATES, INC.
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered10
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $3,290
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $65,803
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,290
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered97
Insurance policy start date2011-04-01
Insurance policy end date2012-03-31
Total amount of commissions paid to insurance brokerUSD $21,310
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $426,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,310
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered89
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $17,091
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $341,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,091
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered14
Insurance policy start date2010-04-01
Insurance policy end date2011-03-31
Total amount of commissions paid to insurance brokerUSD $3,797
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $75,934
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,797
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered21
Insurance policy start date2009-04-01
Insurance policy end date2010-03-31
Total amount of commissions paid to insurance brokerUSD $5,466
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $109,324
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,466
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered108
Insurance policy start date2009-04-01
Insurance policy end date2010-03-31
Total amount of commissions paid to insurance brokerUSD $21,299
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $425,972
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,299
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SOUTHWEST LIFE AND HEALTH (National Association of Insurance Commissioners NAIC id number: 66117 )
Policy contract numberP42L30
Policy instance 2
Insurance contract or identification numberP42L30
Number of Individuals Covered18
Insurance policy start date2008-04-01
Insurance policy end date2009-03-31
Total amount of commissions paid to insurance brokerUSD $3,409
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $68,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,409
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract number42L020
Policy instance 1
Insurance contract or identification number42L020
Number of Individuals Covered116
Insurance policy start date2008-04-01
Insurance policy end date2009-03-31
Total amount of commissions paid to insurance brokerUSD $18,973
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $379,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,973
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract numberSFPL03
Policy instance 1
Insurance contract or identification numberSFPL03
Number of Individuals Covered116
Insurance policy start date2007-04-01
Insurance policy end date2008-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $136,370
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES
SHA, L.L.C. (National Association of Insurance Commissioners NAIC id number: 95138 )
Policy contract numberSFPL03
Policy instance 1
Insurance contract or identification numberSFPL03
Number of Individuals Covered108
Insurance policy start date2005-04-01
Insurance policy end date2006-03-31
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $97,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameINSURANCE ASSOCIATES

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